Internet
Bandwagon
The Internet bandwagon that was scheduled to arrive three years ago
is finally due to pull in. Apologies for the delay, partly caused by an
unfortunate crash in 2000. And don’t be surprised if you don’t
recognise the bandwagon, because it will bear little resemblance to the
shiny and exciting machine we once expected. The touted $15 billion (£10
billion) flotation of search engine Google is a sign the internet is rolling
again. Followers of the stock market will have already spotted as much
America’s hi tech Nasdaq stock market has risen by 40% in the past
year. Online e-Bay is worth $35 billion 50% more than General
Motors.
Where shares in British based lastmiute.com are finally worth more, in
real terms, than than when the company’s floated. Why should the
internet revolution succeed now, when it did not before? It failed to change
our lives, transform productivity or bring us little more than porn, pedophilia
and promises of penis enlargement. But change has come from growth. “There
are a lot of what appear to be small changes,” says Paul Parker;
e-commerce general manager for industrial products distributor RS Components. “But
collectively they are altering the competitive landscape.” The internet
has a distinct set of abilities, and different combinations produce varying
confections. Pornography works because it exploits the internet’s
ability to display pictures, to hold lots of data, to allow people to search
for them, to deliver them cheaply, to change them regularly and to take
payment by credit card. Stirring the ingredients another way, we find a
different success story RS Components grew mighty on its paper based catalogue,
selling electrical bits and pieces. But since it set up a web site in 1998,
the driver has been commerce. RS works so well online because it exploits
the web’s data holding ability its search ability and its payment
systems just as pornography does. E-Bay lets people sell anything from
carpets
to crocodiles to each other, and it uses the web’s strengths to the
full. It is also creating a new breed of consumers who have learned to
play commerce with skill. Web based betting company Beffair allows its
members to place and lay bets — in other words, to act as bookies.
It is becoming a significant force in the sector, to the chagrin of the
big bookmakers. Cheapfiights.co.uk was set up in 1996 by a journalist who
realised that he could act as a gateway to the hundreds of other travel
sites on the web, making the site attractive to advertisers. CD Wow sells
low-cost CDs, turns over £100 million and is profitable. Agent
Provocateur,
a London-based chain that pioneered the classy lingerie market, now gets
20% of its £12 million turnover from its web site.“We thought
hard how we could reproduce the experience people would get in our shops
on the site,” says founder Serena Rees. The result is a sumptuous
video-laden site to tempt visitors who might never visit its physical shops.
Perhaps the most intriguing areas are those where the potential is clear
but the revenue is not. UKvilla.co.uk includes a section for every community
in Britain with information about schools, amenities, pubs and so on. Revenue
comes from advertising, market research and exploiting the content If this
sounds vague, remember two things. First, the Internet is so complex it
is dangerous to second-guess what ‘will work. Second, when Google started, no one could see how it would make its money. BACK