Archive for the ‘Marketplace’ Category

Web Access on Gadgets

December 21, 2005

WSJ writes about the mobile Internet:

The overall move to Web pages designed for small screens is still in the early stages. In many cases, when you access any Web site from a mobile device, you may see the text and graphics of the normal page awkwardly condensed. But such distorted layouts are becoming less common, as companies take advantage of faster wireless networks and more powerful mobile devices.

Sites tailored for mobile — the availability of which varies depending on the device and carrier — typically have only a few links listed on the home page and few or no graphics clogging the screen. The URLs of these sites may be identical to their parent sites or may require adding “mobile” or “wireless” somewhere in the address.

Internet giants Yahoo, Google, MSN and AOL are leading the mobile Web push, but other sites are gaining popularity as well. Among them are mobile versions of ESPN, Mapquest, sites that list movie show times, such as Hollywood.com, and a range of travel sites.

Cisco Bets on Web Video

December 21, 2005

WSJ writes:

Mr. Chambers predicts the demands of video will transform the Internet over the next decade. Network traffic should increase fourfold to sixfold annually, instead of the 100%-a-year gains now seen in the U.S. and Europe, he says. Beyond the heavy traffic is the technical challenge of moving video, Mr. Chambers says. “Making work is really, really, really difficult.”
Scientific-Atlanta’s products help Cisco expand its offerings by bringing it closer to the consumer market for movies and other videos. The set-top box becomes a valuable piece of real estate as video becomes more widespread, Mr. Chambers says.

Cisco’s recent $61 million purchase of Kiss Technology AS, a Danish consumer-electronics company, was in anticipation of a push into video like the one with Scientific-Atlanta. Kiss “may have been one of the most aggressive moves we made,” says Mr. Chambers.
Web.

Google Base and Vertical Databases

December 21, 2005

Bill Burnham writes that the combination means the death of walled gardens:

Much like the delusional King in the Holy Grail, many of the Internet’s biggest and most profitable “Walled Gardens”, sites such as Monster.com, Realtor.com, Match.com, and even EBay, appear to be in denial about the ultimate destiny of their sites, which is, that they are bound to be subsumed by the larger Internet.

With Google Base fully in place (and ultimately similar services from Yahoo, Microsoft, and Amazon), why in world would anyone pay to have their listings displayed or pay to have to access to a database of listings? After all, if you publish the listing on your own site Google will automatically index it and then list it within Google Base within the next few days and if you want to make sure they get it immediately, you can just submit if directly to Google Base or register your RSS feed with them (a feature I’ll bet they are likely to add). Instead of charging you (or its end users) for the privilege, Google will make money off of the advertising it sells around the listings. Perhaps you may even be able to pay a fee to have your particular listing “advertised” in a preferential position.

This reminded me what Paul Graham said about emerging Web 2.0 marketplaces:

Odd as it might sound, we tell startups that they should try to make as little money as possible. If you can figure out a way to turn a billion dollar industry into a fifty million dollar industry, so much the better, if all fifty million go to you. Though indeed, making things cheaper often turns out to generate more money in the end, just as automating things often turns out to generate more jobs.

Online Ad Marketplace

December 8, 2005

Fred Wilson writes:

Online advertising is a marketplace and its working great. That $12.3bn number was around $9bn last year. Any market that is that big and growing at 30% per year is super healthy.

But there are some things that aren’t yet right about this market.

For one, there really isn’t true price transparency. And there isn’t true performance transparency. It’s not like anyone in the world can look at the xbox 360 ad campaign that Microsoft is running, chart it, see how it is performing, understand how it is being priced in the marketplace, and step up and say “I’ll take some of that”. I can do that with MSFT, the stock. But I can’t do that with Microsoft the advertiser.

I believe that right now, we have a marketplace, but it’s a nascent marketplace.

The thing that gets me so excited, though, is that is so clear where all of this is headed.

Toward massive liquidity

Toward total price and performance transparency

And toward a completely open marketplace where anyone can run anyone’s ad campaign.