--- In [email protected], Michael Poulin
<m3pou...@...> wrote:
>
> I do not recall where I said something like "Web hasn't impacted
business models"; I said " Web is not a business model", which is a
big difference.
> 
> In my experience, Nick, only those companies survived .com boom who
had strong business model already or were able to construct it behind
the Web. I respect your enthusiasm about Web (it is similar to mine
about service orientation) but I cannot agree that Web made new
business model however it certainly influenced it.

Part of the problem of the dotcom bubble was that a lot of investors
confused new markets with new routes-to-market.  In many cases the
postulated new markets did not actually exist.  Did the Web have a
major impact of business?  Of course it did.  Throughout my adulthood
I have been aware that a major factor in the cost of goods (and
services) has been the cost of distribution.  It still is,
particularly if you go into a clothes or furniture shop, most of which
have mark-ups of 100% or more.  The distribution chain is still
expensive compared to manufacturing costs for many goods.  However the
Web has done much to change that by compressing (in terms of reducing
links) and extending (geographically)the distribution chain.  In many
instances it has made possible access to otherwise unviable markets, a
good example being the Long Tail.

If SOA can substantially increase efficiency and agility, it too will
have a real-economy impact.

Gervas


> 
> As of Cloud Computing, it is NOT and new business model for IT -
outsourcing and computational power renting is known for years. The
alarm for me is that you claim it "new model of IT". Unfortunately to
IT, it is a model for Business and, as of now, very dangerous model
(this opinion is widely shared by enterprise architects in Linkedin
who deal with the business directly). It becomes even more dangerous
if viewed as another IT thing. CC is a sort of flavor of real SOA,
i.e. it cannot be isolated within IT if it does not want to make the
same mistake we are talking today about with regard to
SOA-in-IT-exclusively. 
> 
> - Michael
> 
> ________________________________
> From: Nick Gall <nick.g...@...>
> To: [email protected]
> Sent: Thursday, January 8, 2009 1:17:58 AM
> Subject: Re: [service-orientated-architecture] SOA is Dead
> 
> 
> On Wed, Jan 7, 2009 at 5:48 AM, Michael Poulin <m3pou...@yahoo. com>
wrote:
> >
> > Yes, technology matters (sometimes very much) but always "too"
(which is pity to me too because I invested 25 years into technology).
> > Web, unfortunately, has taught us its business value in 1999-2002
and we have learnt that it has very special and scoped. Web is
innovation intechnology - yes, Wen is a blood in the communication
vessels - yet, in Community - yes, but not in many areas of business.
Web is not a business model (proofed by Amazon and eBay) but
interaction means, IMO.
> 
> 
> The Web has only begun to teach us about new business models. BTW,
the dot-com boom was a LOT more successful than most people realize:
> 
> Another striking finding is the high percentage of dot-com
businesses that survived the shakeout. Mr. Kirsch, along with Brent
Goldfarb, a colleague at Maryland, and David Miller of the University
of California, San Diego, have found that 48 percent of dot-com
companies founded since 1996 were still around in late 2004, more than
four years after the Nasdaq's peak in March 2000.
> 
> Mr. Kirsch says that most people are stunned by this figure; they
tend to guess that about 90 percent of companies failed. He adds that
the dot-com survival rate is as good as or better than that for
technologies like automobiles, tires and televisions in their
formative years. [emphasis added]
> http://www.nytimes. com/2008/ 11/23/business/ 23proto.html? _r=1
> 
> 
> I think the Web culture (including OSS) will have at least as
profound an impact on business models as television and automobiles.
> 
> I think Amazon is actually proof of new business models. AWS was the
catalyst for a whole new model of IT: cloud computing.
> 
> Saying the Web hasn't impacted business models is kind of like
saying computers haven't impacted business models. Try telling that to
media companies.
> 
> -- Nick
>


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