文档介绍：STRATEGY AND THE INTERNET: TRENDS AND PREDICTIONS
Real Tech Conference
Peter Stanger
互联网战略管理
第1页
E-COMMERCE IS
12v
20v
30v
42v
56v
72v
90v
n(n-1)v
F+0
F+ 2c
F+ 3c
F+ 4c
F+ 5c
F+ 6c
F+ 7c
F+ 8c
F+ 9c
F+ 10c
F+
nc
Value, cost
Connections
Cost increases linearly with connections
… lower storage costs ...
$/MB
Average
HD size
in PC at
retail
(GB)
Harddrive
size
(GB)
Cost ($/MB)
互联网战略管理
第7页
LONG DISTANCE
Wholesale (Network)
Design/build
Operations/maintenance
Resale/interconnection
Retail
Sales/marketing
Account management
Billing
Retail
Sales/marketing
Account management
Billing
Network
Design/build
Operations/maintenance
Resale/interconnection
Retail
Retail
Network intelligence
Value added services
Wholesale service creation
Network intelligence
Value added services
Network management/dispatch
Wholesale
PHARMACEUTICALS
Research
Development
Trials
Registration
Manufac-
turing
Sales & marketing
Increased development costs
Role of blockbusters increasing Quality outsourcers available
Easier coordination
1980s
1990s
Research
Development
Trials
Registration
Manufac-
turing
Sales & marketing
Academic labs
Biotech firms
Contract research organizations
Contract mfrs
PBMs
JVs/
licensing
ELECTRIC UTILITIES
COMPUTER INDUSTRY
AT&T, MCI and Sprint
… fragmented radically
Microprocessors, integrated circuits, memory chips
Computers
Operating systems
Applications software
Marketing, sales, and distribution
Common standards
Time based competition
1995
Intel
Motorola
AMD
Cyrix
Compaq
Dell
Apple
Packard Bell
IBM
DOS and Windows
UNIX
Mac OS
OS/2