eMailbag: New Zealand, 1999 Stirring, Retail Now?
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First reader up this week writes: "I am a complete novice in Internet investment but I want to get to know the field. Who can I talk to who could give me ongoing advice about stocks with real potential and the directions the Internet is taking? Being New Zealand-based means I need to get good information that I can rely on as I am slightly out of the loop."
Reply: You've done well so far by finding Internet Stock Report. We are committed to bringing you the best, most strategic Internet investment analysis. That standard has generated a readership that's global and includes literally all the top people (Bill Gates, John Doerr, Jerry Yang, Ann Winblad, Esther Dyson, and more) in the Internet, technology, venture capital, Wall Street arenas.
We encourage you to explore ISR's Archives to get a sense of how the industry evolved and where it may be headed. And look for the continued analysis as the ever-evolving Internet rolls out. Also, please share with us your experiences in New Zealand from time to time. On the Web, everyone's "in the loop."
Like It's 1999
Reply: Look for the list on December 31, 1998 right here in Internet Stock Report. That's the same day and month when we posted 1998's Top 10 To Watch, which is up more than 100% year to date and has been up substantially higher--nearly 200%--in the Internet stock peaks we saw in April.
"Your article: The Art Of Extraction: Beyond Traffic, "Walletizing" The User is excellent and very sharp. Keep it up."
Reply: We believe that until the Internet is as easy to use as a TV, as dependable as electricity, as simple as paper, as versatile as water, as compelling as movies, as much a part of everyday life as the telephone, that it has a long way to go. And the great thing is, there are companies addressing every single aspect of the above and more. What is the Internet? The catchall for the next century's great ideas made real.
Even More Beyond Eyeballs
"Come on Steve, this is getting really interesting...are you going to tell us how users can be "walletized"? Don't leave us hanging."
Reply:"Walletizing" customers: step 1) create an online experience where commerce flow occurs naturally as an integrated approach rather than piecemeal offerings shot-gunned via banner ads on a Web page. The user-interface and design has been ruthlessly ignored at the potential buyer's expense. Design for buyers not browsers.
Attention Web Shoppers
"Dear Steve, what do you think about the news that CDnow, Cyberian Outpost, eToys and Reel.com Announce Formation of Online Shopping Network scheduled to launch in November? Would be interested in your opinion: is this competition for Amazon?"
Reply: Revolutionary concept, band together and help battle the bigger players. Amazon wants to be Wal Mart so any other one-product store must find ways to scale to that challenge. Really, CDnow (NASDAQ:CDNW), Cyberian (NASDAQ:COOL), eToys and Reel.com could be viewed as "departments" of a larger Web "store."
In that case, look for them to add more to round out the offering. They are creating a larger store. The trick will be to make it a free-flowing environment from one to the other, bringing the look, feel and ease of purchasing to the user. If that doesn't happen, it matters not.