StratVantage Consulting, LLC — Mike’s Take on the News 03/02/01

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StratVantage Consulting, LLC — Mike’s Take on the News 03/02/01

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The News – 03/02/01

Use Your Phone Number As A Web Address

Now here’s a bright idea for wireless users: Verisign (which now owns Network Solutions, the domain registrar) is beta testing a new service called Webnum. You can sign up to have your telephone number turned into a pointer to your Web site. This makes it easier for wireless Internet users. To access your site, users don’t need to laboriously peck in the whole address on their keypads. Just cruise to the www.webnum.net Web site, enter the phone number, including country code (1 for US phone numbers) without dashes, press OK, and your phone browser goes right to the site.

You can try it now on your wireless phone by typing in my phone number, 19525251584. Note: if you use your computer to go to the Webnum site, it won’t work.

Right now, during the beta period, Verisign is not charging for this service. But you can be sure they will charge once it’s released.

This scheme reminds me of the Internet Keywords offered by RealNames . This effort, which is supported by the major search engines, allows you to designate a key word or words that send users to your site. For example, I tried to register Internet Strategy as a keyword. Unfortunately, RealNames doesn’t accept generic registrations. They would have accepted StratVantage, but I figure, if you need to use a search engine to find me, and you know my company name, the site will probably turn up anyway.

Anyway, despite being a pretty cool idea and despite support by the search engines, MSN, and AOL, RealNames haven’t really caught on. I wonder how well Webnums will be accepted.

Webnum

Verisign to (Eventually) Give Up .net and .org

In other domain name news, Verisign has agreed with ICANN, the quasi-governmental domain name authority, to give up it’s monopoly on the .net and .org suffixes (AKA gTLDs, or generic Top Level Domains). VeriSign will operate the .org registry only through December 2002, and the .net registry through Jan 1, 2006. The company’s rights to the .com registry will expire in November 2007.

This new agreement modifies a previous agreement with ICANN that had Verisign spinning off its registry business by May of this year. ICANN stated that competition in the popular .com registry business had become so intense so fast that they didn’t feel that Verisign had an unfair advantage any more.

With ICANN planning on having registrars registering several new gTLDS, such as .firm, .biz, .info, and .name, real soon now, there will be plenty of domain name competition. It could also get pretty confusing for businesses, what with new gTLDs and soon, new choices for registering .net and .org.

C|Net

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StratVantage Consulting, LLC — Mike’s Take on the News 03/01/01

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StratVantage Consulting, LLC — Mike’s Take on the News 03/01/01

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The News – 03/01/01

Silly Wabbit

Stupid buzzword alert: Enterprise Application Integration vendor SilverStream announced they’d purchase the wireless software division of European company Waptop Holding A/S. Waptop. Oh, let’s all hope this buzzword doesn’t catch on. I was so glad when the ugly Webtop buzz died down. I have visions of AOL Time Warner getting a hold of this one and peppering us with commercials featuring Elmer Fudd and his wascally waptop.

SilverStream

Wireless Portals Keys to Access

In a free research report, Summit Strategies outlines some of the reasons why wireless portals will be even more important than the regular Web portals:

Portals will be more important for both consumer and business wireless users because it is so difficult to navigate the Web on small wireless devices. Business portals will yield particular value if they can provide fast, easy, personalized access to content and functionality aggregated from multiple sources, through a single user interface, with single sign-on and with simple authentication and security.

Summit asserts that the real power of wireless will be unleashed by what they call wireless workplaces. They predict these virtual workplaces will provide seamless, personalized access to corporate and third-party applications and information, and transparently handle log-on, authentication and security. Summit also predicts a much faster uptake of business use of wireless Web than there was of the regular Web. It’s stunning to realize that the Web has only been seriously used for business for, at most, four or five years. I released by first Web application six years ago last month, and, boy, was it a different world then. Yet businesses are already flocking to wireless platforms to conduct serious business.

It’s important for businesses to realize that a revolution is brewing in wireless. No matter what business you’re in, wireless devices are going to permanently change the way you do business. When you can conduct all your office business anywhere, anytime, the pressures to deliver quicker will become extreme. Just look at how the cell phone and laptop have accelerated business change in the last few years. Now multiply that many times and you’ve got an idea of what’s to come.

So the big question is: Is there an end point? Is there some point at which people stop and say, “that’s enough. We can’t move any faster”? As companies go virtual, and employees become free agents, and alliances become more fleeting, will anything stop the accelerating pace of change?

Personally, I feel there’s got to be some maximum point, some point at which people are totally saturated with information, possibilities, and demands on their time. I’ve no idea what that point might be, but I feel it’s going to be different generationally. Generation E (preteens) will have a much different tolerance than Generations X and Y and us aging Boomers. Nonetheless, everyone needs to have a life, don’t they?

Me? When it gets too intense, I’m going to Texas.

Summit Strategies

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StratVantage Consulting, LLC — Mike’s Take on the News 02/25/01

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The News – 02/25/01

Anyone Can Write a Virus

Well here’s disheartening news: Virus creation kits are so popular and easy to use that you, too, could write a virus like the recent Anna Kournikova or ILOVEYOU viruses. According to Wired News, “If you can install a program on a computer, you can also — using one of these kits — write and release a virus just like the authors of Cartman, Poppy and Kenny did.

This problem is brought to you by the friendly folks at Microsoft, as I have ranted before . If it weren’t for the huge vulnerabilities opened by Microsoft’s Visual Basic Script language, which is imbedded into the entire MS Office suite, it would be a good deal harder to write viruses and worms. However, to be fair, this doesn’t mean that we wouldn’t have these do-it-yourself kits floating around out there.

Short aside: I actually hate to pick on Microsoft as they face the horror of being broken up. The company has been the major player that has fostered the computer revolution. But it just doesn’t pay to disregard anti-trust rules, as they are going to find out when the gov breaks them up, sooner or later.

On a positive note for Microsoft, the breakup will not seriously affect the company’s monopoly position in its markets, and might even turn out to be a good thing for shareholders. But I digress.

The thing for businesses to remember is that cybervandalism will continue. You need to educate your associates to never open an attachment unless you are sure of its contents. Plus, disable Visual Basic Scripting support in MS Outlook if you have it, and remove Windows Scripting Host from your computer using Add/Remove Programs. If you see lots of unexpected emails coming from colleagues all in a bunch, call your system administrator before opening any of them. There are various other steps you can take, which are explained on the CERT site or any of the major antivirus makers’ sites (McAfee , Symantec ).

And while we’re on the subject of security, you need a personal firewall as well. Unless your entire network is protected by a firewall that features stateful inspection, each PC should have a firewall. You should especially use one when dialing up while on the road. (Recently, when I was speaking in Palm Springs, I was getting one to two intrusion attempts a minute while dialed up to Earthlink.)

There are a number of good personal firewalls, but the cream of the crop currently is ZoneAlarm , and the good news is, it’s free. Unlike many other firewalls, ZoneAlarm not only keeps the bad guys out, it also prevents programs on your PC from contacting the Internet and doing bad stuff. Programs called Trojan horses can do this, along with various viruses and worms like Anna Kournikova. This makes it a bit of a pain in the butt until you’ve got it fully configured. After you install it, every program you use that contacts the Internet causes an alert to pop up to ask if it’s OK. You can tell ZoneAlarm to remember your answer, though, and after a while, you’ll see alarms only when something unusual happens. However, configuring file and printer sharing in Windows can be a bit tricky, so be prepared to take some time doing that.

But above all, let’s be careful out there!

Wired News

Think Globally, Act Locally

A good marketer segments the market. Even though the Internet is worldwide, it often helps to know who’s buying the most online. Researcher IDC recently released an analysis of US states that includes data on which state’s residents buy the most on the Web.

It’s no surprise to see the largest states dominating the mix. According to IDC:

When combined, California and Texas represented 22% of the country’s consumer Internet spending. Not only do these two states have large populations and healthy average household incomes, but they also are in the group of states that spent more than 0.8% of their total household income on purchases via the Internet. The average for the United States was 0.69%.

But 13 other states spend more per capita, over 0.8 percent. And the leaders, with more than 1.25 percent, were a trio of states that might surprise you: New Mexico, New Hampshire, and Rhode Island. So if what you sell appeals to folks in those states, a strong Internet marketing program is in order.

IDC

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StratVantage Consulting, LLC — Mike’s Take on the News 02/15/01

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The News – 02/15/01

News Flash: Sex Sells

One of the findings of a newly released two-year study by Alexa Research is that the number one word people enter into search engines is “sex” (1 of every 300 terms). Some things never change. Porn launched the VCR, and it’s certainly fueling some of the growth of the Internet. People will be people, and the social uses (if you can call porn social) of the Internet will probably always be paramount.

Take my new favorite site: www.HotOrNot.com . This is a site for masochists and voyeurs. Normal folks (the masochists) put up pictures of themselves, and site visitors (the voyeurs) rank their appeal on a 10-point scale. Some people are obviously in it for a goof (http://www.hotornot.com/r/?eid=OYNREE&key=TPW ). Others are probably unaware that someone has posted their picture (

http://www.hotornot.com/r/?eid=G8SZKL&key=HDA ). Still others really think they’re hot, and may be surprised at their ratings. Rolling through the pix and observing the aggregate ratings does give you a bit of an insight into the cultural norms, at least as far as men’s tastes go (I concentrated on the women, and didn’t look at too many of the guys). Anybody in a bathing suit is an 8 or a 9. The more provocative the pose, the higher the rating. Asians seem to be rated lower than blacks or whites. Don’t be heavy, or they’ll be cruel.

This site has been held up as an example of Peer-to-peer computing (about which I am researching a white paper; this is a totally business-related exercise!) but I don’t see why. It’s an example of community, to be sure, but I don’t see any P2P implications.

Anyway, the popularity of this site (over 600 Million votes counted and 800,000 photos submitted) is not surprising in the context of Survivor and Cops and the dozens of Fox reality shows on TV. Like Chance the Gardener , we like to watch. Americans are becoming fascinated with watching reality. Witness the proliferation of traffic cams and other location video cameras on the Net. There are tremendous business opportunities in feeding this need for reality programming on the Web. But are we headed toward a future where someone’s always watching? I, for one, am not too comfortable with that prospect. Once all the 7 Eleven security cams are net accessible, I’m not ever leaving my house again.

Searching the Web a Problem for Many

Other findings from the Alexa survey indicate that people are either lazier than anticipated, or are finding it hard to navigate to sites they want. The survey found that in a large number of the 42 million searches examined, the user merely entered the name of a Web site rather than typing it into the browser’s address bar.

Four of the top 10 search terms sought by users in the study were Web site names or addresses. Hotmail — whether entered as "hotmail," "hotmail.com" or www.hotmail.com

StratVantage Consulting, LLC — Mike’s Take on the News 02/08/01

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The News – 02/08/01

Buzz Word Alert: PTX

Well, somebody’s put a new name to a concept I’ve been talking about for a while: Private Exchanges are now PTXs. This coinage is apparently courtesy of AMR Research, which said:

SAP is betting, as is AMR Research, that the majority of SAP’s enterprise-class customers will be putting tremendous amounts of energy and investment into PTXs [private trading exchanges] as a way to cement decades of building customer and supplier relationships."

A private exchange is a company extranet on steroids. A company invites vendors and customers into a secure area to transact business. In this marketplace, a company may hold reverse auctions, post Requests For Proposals (RFPs), provide design specifications, and in general collaborate with its business partners. A PTX is somewhat misnamed, since the concept of an exchange is generally thought to indicate a many-to-many model, whereas a PTX is a one-to-many model. But I doubt that companies care. They want the control, and even more importantly, the privacy, of a secure marketplace.

Read more about PTXs (before the buzz) in my presentation at a recent Delphi Group conference. I’ve also got a supply chain white paper now in pre-production that I’ll link to when it’s available.

Industry Week

Gorillas to Rule; No Room for the Little Guy?

At a recent Patricia Seybold Group/SPS Commerce discussion, Dr. Larry Smeltzer, professor of supply chain management at Arizona State University, argued that large firms which boast of electronically connecting their supply chains had done so by overlooking SMEs. An SME is a Small- to Medium-sized Enterprise, and such firms make up the majority, by number, of the companies in the US.

Smeltzer enumerated five immutable laws of universal supply chain connectivity:

· Enduring supply chain rules based on e-commerce between large companies are already in place in the form of Electronic Data Interchange (EDI). But these relationships do not embrace SMEs.

· Large firms are fundamentally different than SMEs (no IT staff, fewer resources of all kinds), and the daily struggle of keeping an SME afloat receives more focus than implementing supply-chain connectivity.

· Inertia and the status quo are obstacles to connectivity

· Targeted technology, a proven process, and dedicated resources are required to connect and support thousands of supply chain members

· Integrated technological advances would help optimize supply chain connectivity.

Where all this is heading is a new paradigm of business relationships. Rather than a linear relationship between a business and its supply chain members, businesses will eventually find themselves involved in a sea of value partners, with much lower vendor switching costs. Companies will have to find new ways to create value in this new networked environment. Supply chain efficiency will be accessible to all, not just the few who have emphasized operational excellence. This new value universe is described by Rafael Ramirez and Richard A. Normann in their 1993 book, From Value Chain to Value Constellation: Designing Interactive Strategy:

Successful companies do not just add value, they reinvent it...[they] are more than links on a value chain. They are the centers of constellations of services, goods, and design.

So where will the SMEs be in this new constellation? Well, unless the bigger players give them a hand, many could find themselves out in the cold, unless they quickly undertake the effort and expense of getting connected. As John Chambers, president of Cisco Systems said, "The big won’t beat the small – the fast will beat the slow."

And as I always say, “Be wired or retired.

Line 56

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StratVantage Consulting, LLC — Mike’s Take on the News 02/06/01

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The News – 02/06/01

Generation E Thinks Different

With Generation X getting a bit long in the tooth, and Generation Y never quite getting out of the gate, Generation E, for Electronic, takes the Net for granted and snaps up new technologies and innovations at a pace their elders can only envy. Image the poor disadvantaged children who aren’t part of the 51 percent of US homes with Internet access. Well, just because they’re not getting it at home, it doesn’t mean they can’t pick it up in a New York minute. A recent Business 2.0 UK article described an experiment in a village in India:

Above a certain age – between 13 and 16, according to most research – humans confronted with something new will try to relate to another thing they already know, whereas below that age, children accept new things on their own terms. This can give them almost mystical powers of cognition, as the visionary academic Dr Sugata Mitra has shown with experiments with Generation E in India. Mitra takes touch-sensitive screens wired up to the Net, and embeds them in walls in settlements where people have no experience of Net access – urban slums, remote rural towns, small villages – and leaves them, without any instruction or teacher, to see what happens. He watches using CCTV [closed circuit TV], and what he sees is always the same. The 13 to 18-year-old boys poke about for a bit, look for someone to help, give up and slope off. Girls over 13 stand peering at the boys. The adults won’t touch it, seemingly afraid of hurting it, or themselves. But the boys and girls between eight and 13 figure out the clicking principle in two minutes, the drag-down menu in another two, and start surfing in about 20; eerily, the speed and order in which they learn is always the same.

Michelle Selinger, a British academic studying the impact of the Net on children’s education, thinks that children exposed to the Net at an early age are evolving a different sort of attention and concentration. Text is not the most important medium anymore, she says, and "visual perceptions of the structure of information are changing. It’s easier to dart around and get taken off the point with hypertext, and I’m sure this is why children’s concentration span is said to be poor. I’m not convinced it is, though. I just think it’s different."

My kids are definitely showing signs of being post-literate. And when you think of it, the supremacy of text sparked by Gutenberg’s Bible was really an aberration. Before movable type made text accessible, most learning and tradition was oral and visual. Is the media of today returning us to the form of learning that first distinguished us from the apes?

Highfalutin sociological ideas aside, what does this mean for the Web, which is currently mostly text? Right now sites that are primarily visual are basically an annoyance. I personally can’t get to the “Skip intro” button fast enough when I see a home page that uses Macromedia’s Flash multimedia technology. And the inevitable insipid musical accompaniment! Turn it off! Turn it off!

But I doubt my kids will have the same reaction, especially as bandwidth improves and visual artists begin to pay more attention to communication rather than pretty images. Do vendors such as TellMe or AOL Phone, which provide telephone access to Web services, have it right? Call a phone number, ask for information in natural language, and have it read to you? Well, what’s not to like? Other than not having a good way to cut and paste notes, who wouldn’t rather call up and say, “My stocks” and have the quotes read to you? Would you prefer to fire up your computer (2 minutes for a PC), log on to your Internet service (1 minute), start your browser (40 seconds), type an URL (10 seconds without typos), and wait for the page to display (30 seconds to 1 minute depending on connection speed)? I don’t think so. There are certainly some challenges for these services, including the much too literal way they read you your email. Nonetheless, the concept is good.

It reminds me of the story of the CEO who was being pitched an Executive Information System (EIS) many years ago. The salesperson was describing how he could have information on his business instantly available at his fingertips. The CEO, not impressed, snarled and said, “You want to know what I do when I need information? Watch.” He picks up the phone, dials, and says, “Hey Smithers, get me the latest sales figures, pronto.” Problem solved, and sales opportunity over.

While there is certainly a place for text in the GenE world (witness the huge popularity of Short Message Service (SMS) among teens in Europe) other modes of information acquisition may be more important, and certainly can have larger short-term impact.

The Business 2.0 article offers several differences between GenE and us dinosaurs:

Old media model: absorption of imagination in one medium, lying in bed listening to record dreaming of chosen pop star.
Generation E: surfing Net, watching TV, talking to mate on phone, shouting at younger sibling because they want a go.

Old media model: a brand whose consistency of content brings them back time and time again.
Generation E: Once you’ve seen the content once, you’ve seen it forever. The exciting thing is surfing for new sites, not revisiting the same ones.

Old media model: Hey kids – we can talk your language!
Generation E: Yeah, but we can talk our own! Generation E Wants to talk to itself, or directly to its heroes. Which is kind of the same thing.

Old media model: If in doubt, use sex.
Generation E: Er, OK. I didn’t say everything had changed, did I?

Old media model: This week’s competition winners! i.e. the cool and the lucky get to go in the spotlight, as usual.
Generation E: Everyone’s a winner – talking in a chat room is the only place where all kids, shy and loud, pretty and nerdy, boy and girl, get to be heard equally in 14-point blinking type.

So what does this mean for your Web site? Well, if you’re B2B, you probably don’t need to worry for 10 years or so when GenE starts into business. But if GenE is part of your target audience for a B2C site, post-literate communication should be huge on your radar screen. Maybe you should try to come up with the next Hampsterdance , the Web site that spawned a hit single and a significant merchandising business.

Business 2.0 UK

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StratVantage Consulting, LLC — Mike’s Take on the News 01/24/01

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The News – 01/24/01

Microsoft and Sun Settle Java Suit

The long national nightmare is over. Sun has won, unequivocably and convincingly. In an extraordinary press release, Sun makes some very bold statements about the Java conflict between the two computing giants:

Microsoft realized it needed to offer the Java technology to its developers and customers. But the technology also threatened Microsoft’s monopoly hold on the desktop operating system market because the technology can be used to develop applications and products that are not dependent on the Windows operating system.

Microsoft’s response to this issue was to license the technology from Sun in 1996, promising to deliver only compatible implementations of the technology. But Microsoft broke its promise, and began distributing incompatible implementations so that applications written to those implementations would run only on Windows.

Sun repeatedly asked Microsoft to stop shipping incompatible implementations of the Java technology. Microsoft refused. As a result, Sun terminated the Technology Licensing and Distribution Agreement.

Holy Mackerel! This is pretty harsh, especially considering the two companies continue to do business together. I wonder if this language was approved by Microsoft before publication. The company takes a different tone in its PR:

"Microsoft is very pleased with the successful conclusion of this litigation," said Tom Burt, deputy general counsel for litigation at Microsoft. "This settlement will not impact our customers or current products in any way and will allow us to focus our time and resources on what we do best: developing great software."

The license agreement and the settlement agreement confirm Microsoft’s freedom to independently develop technology that competes with Sun’s technology.

Anyway, Sun gloating aside, this agreement is really good for the Web and its users. Not only does it ensure that developers can develop to one Java standard (eventually, once Microsoft brings its version of Java into compliance, which could take seven years), but it is the first time I can recall that Microsoft’s “embrace/extend/co-opt” approach to competing standards has failed. Perhaps this heralds a new attitude out of Redmond, or maybe just a recognition on Microsoft’s part that they won’t be able to implement their very ambitious .NET initiative without the cooperation of other vendors. Microsoft’s effort to get SOAP accepted as an XML standard may be other evidence of this shift in approach.

Whatever the reason, this landmark agreement, in which Microsoft pays the token (!) amount of $20M to Sun, indicates that the future of the Web will continue to be interesting. And you may recall the Chinese curse, “May you live in interesting times.

Sun

PRNewswire

Those Crazy Democrats!

I’ve always had a soft spot in my heart for pranksters, so I have to admire those merry outgoing White House staffers who stole all the ‘W’s from the White House computer keyboards! Reading about this made me laugh out loud (LOL).

What’s even funnier, in a way, is the fact that OfficeMax recognized this prank as a PR opportunity. The office supplies company is donating 100 new keyboards, and 500 ‘W’ keys to stem the crisis. Their press release is priceless:

Michael Feuer, OfficeMax’s chairman and chief executive officer, said, "This bi-partisan move is a reflection of Corporate America’s sense of urgency and desire to ‘Ask not what your country can do for you, but instead, what can we do for our country?‘"

The keyboards, manufactured by Logitech, feature a full assortment of the complete alphabet of 26 letters, including the "W." The Company said providing the extra supply of "W" keys is added protection in the event there are any similar reoccurring problems in other agencies of the government."

A bi-partisan move! I love it! Extra ‘W’s in case of copycat crimes! Who says government is boring?

Now I wonder if the Logitech marketing department is getting a kick in the butt by the CEO for allowing OfficeMax to capitalize on this opportunity?

PRNewswire

StratVantage Consulting, LLC — Mike’s Take on the News 01/22/01

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The News – 01/22/01

New Domain Names Delayed

Well, ICANN apparently CAN’T. Can’t get the new registrars for gTLDs (generic Top Level Domains) up and running as quickly as they promised, that is. ICANN is the relatively new authority that controls the generic TLDs such as .com, .net, and .org. They recently approved seven new gTLDs (.aero, .biz, .coop, .info, .name, .museum and .pro) but are having problems getting the registrars ready to go. Potential registrars had to apply to ICANN last year for the right to register the new gTLDs. Once accepted, they needed to get the registration systems together before opening for business.

Many people worldwide have been clamoring for new gTLDs because .com has gotten so crowded, and because they hated the monopolist policies of Network Solutions, who was forced to give up the monopoly last year. Somehow these (supposedly) intelligent people think it will be easier if there are more gTLDs. I don’t necessarily agree. I think more gTLDs solve little and add more confusion. As an example, do you think Coke will allow anyone else to register coke.biz, or coke.museum, or coke.anything? I think not. So the biggest brand holders will try to dominate the new domain landscape like they’ve dominated the current .com.

And think of the user confusion. Nowadays, if you want to find a company, you tack .com on the end of their name and take a stab at it. Chances are good you’ll find them. But with the new gTLDs you will have to think if they’re a museum or a professional association (lawyers, doctors, accountant) or a co-op. You may have to try .com AND .biz. It could be a nightmare.

The only ray of light is that the new gTLDs are not available to just anyone who wants to register a name. To qualify for .pro, for example, you have to prove you’re a doctor, lawyer, or accountant. But what if you’re an architect? Aren’t you a professional? What about an engineering firm? How about a strategic Internet consultant? I can see a world of hurt coming as various professional groups try to barge their way into .pro.

The other gTLDs are similarly restricted: .aero (air travel), .biz (businesses), .coop (cooperatives), .museum (museums), .name (family names). So will I need to give up mikeellsworth.com and get mike.ellsworth.name? Will companies be forced to give up .coms to get .pros? It’s hard to say, but stay tuned. It will be interesting.

NewsBytes

B2B Means Back 2 Basics

Hold any B2B stock? If you’re like me, you’re a hurtin’ unit. Ariba is trading down from a high of 183 at about 52, Commerce One went from 165 to 22, FreeMarkets dove from 370 to near 19, PurchasePro only lost 80 percent of its value, at 16, down from 87, and former media darling VerticalNet is just above 5, down from a high of 148.

Chris Vroom, an analyst at CS First Boston, said he expects a “wave of recovery” because B2B technology is the next big thing in IT.

Why is this? Because, for the most part, B2B technology works, and it addresses real needs that real companies have. And companies are going to modernize their procurement and supply chain systems, maybe not this year, but certainly soon. All it takes in each industry is for one company to gain a competitive advantage by driving cost out of their supply chain, and the whole industry will tip.

So the technology enablers like Ariba, C1, SAP, Oracle, i2, and Manugistics should prosper. It’s not as clear that exchanges will flourish, however. See my presentation at a recent Delphi Group conference for my take on the subject. Basically, I believe that public exchanges will wither while private exchanges, AKA intelligent supply chains, become the dominant form of B2B e-commerce by the end of the decade.

The other news for exchanges is good, however. Some analysts are seeing reason and realizing their earlier irrational bias against transaction fees was misguided. Where exchanges provide value, expect to see them collect a transaction fee. It probably won’t be based on the value of the transaction, but businesses will pay it like they pay the phone bill.

Any way you look at it, it will be an interesting year.

[Standard disclaimers apply. If you
saw my portfolio, you wouldn’t take stock advice from me!]

ZDNet

A Revolution in Retail

NetPOS is selling an Internet Point of Sale (POS) system that uses the Application Service Provider (ASP) model to provide real-time purchasing information to a central site. They aim to replace cash registers and the headaches retailers have in keeping them running and extracting meaningful information from them. They are also offering various value added ASP applications like employee scheduling and video conferencing.

So the CEO is 23 and I think to myself, what can he know about the challenges of replacing cash registers in retail settings? Then I look a little further and see that Nathaniel Borenstein is Chief Scientist at NetPOS. Holey moley! This guy is really bright. I met him back in 1994 (AKA, The Dark Ages) when I was part of the Dun & Bradstreet Electronic Commerce Special Interest Group. At the time he was with First Virtual, the first serious online payments company. He also authored the MIME (Multipurpose Internet Mail Extension) standard, which is the reason you can get an email today with graphics imbedded, and he is the author of three books, two patents, and numerous articles. So now I’m interested, and impressed that this major smart guy is involved.

Do these guys have a chance against the NCRs of the world? Can’t really say. It will probably boil down to bandwidth. If they can get decent bandwidth dropped into the stores, they’ve got a chance. If they need to rely on modems, they’re toast.

Nonetheless, some kind of rapid transfer of POS data along the supply chain will be developed. It remains to be seen if NetPOS will be the ones to hit the home run.

NetPOS

StratVantage Consulting, LLC — Mike’s Take on the News 01/18/01

From Evernote:

StratVantage Consulting, LLC — Mike’s Take on the News 01/18/01

Clipped from: http://www.stratvantage.com/news/011801.htm

The News – 01/18/01

You’ve Got . . .Wireless!

As you know if you’ve been following these news alerts, I hate headlines about AOL that begin “You’ve got.” Nonetheless, I perversely thought I’d preempt today’s headline in (take your pick) InfoWorld, PC Week, Upside, or Business 2.0. After reading what follows, you may understand why I considered making the headline, “You’ve got . . . a Problem with Your Web Site!

So, AOL and Nokia inked a deal for AOL to use Nokia’s microbrowser technology, which allows cell phones to display Web pages. Now this makes me a little confused, since I thought Nokia had licensed Phone.com’s microbrowser. So I go to Nokia’s site to check it out and was informed access was forbidden. Hah? After several reloads of the page, I get their main page, but the problem happened again minutes later. So I finally use their search to look for “microbrowser”, and half the links I try to follow are not found and, too boot, the server can’t even find the error document it wants to display to tell me the page isn’t there. Cripes! I guess AOL should be glad they’re not licensing Nokia’s server technology!

This just underscores the paramount importance of making sure your Web site works. All the time. No excuses.

I finally managed to dig up some interesting stuff, like a nice little piece on mobile architecture , and a closer look at the new 7100 phone . But bupkis on whether Nokia’s microbrowser is based on Phone.com’s.

A visit to Phone.com causes me to recall that they’re not Phone.com any more. (Yeah, that’s a stupid name for a company! No marketing potential there!) They combined with Software.com (Yeah, let’s abandon that worthless brand as well!) to become . . . OpenWave. Much better, I’m sure you agree.

Anyway, after much fooling around, I find that, indeed, Nokia licensed Phone.com’s UP.browser. But that doesn’t mean that’s part of what Nokia is licensing to AOL.

At this point, I’m tired of looking. It’s just too difficult. Like most, these sites are not good at answering a specific question quickly and efficiently. Their search engines do a spotty job at best (try finding anything at Microsoft.com, for example). I guess we should just be grateful for easy access to their press releases.

So it’s a great point to reinforce: Your Web site is your face to not only your customers and suppliers, but also to people who would like to write about you. Making it easy for them to do their jobs is just as important as making it easy for your customers to do business with you. I’m interested enough in the Nokia/AOL thing to look at the Web site and write this, but I’m not interested enough to call press relations in Finland. There are lots of people out there with a similar level of interest in your company.

Nokia

Web Maturing – Users Now Need a Break

According to a recent study, online holiday sales reached $9.8 billion this season, more than double last year’s $4.7 billion figure. However, there’s evidence that Web use is no longer a novelty, but a normal activity, from which one needs to take a break now and then. A Nielsen/NetRatings report shows that individuals spent an average of 14.9 hours surfing the Web in December, compared with an average 17.5 hours in October. In another measure, the average individual held 33 online sessions in October, compared with just 28 sessions in December.

So if your business plan is predicated on ever-increasing consumer Web use, I’d rethink it. Usage may be ready to plateau. At least until decent wireless Web phones get here.

C|Net

News Flash: Latest Internet Security Threat Doesn’t Involve Microsoft!

It’s no secret that I don’t like Microsoft operating systems. Not only are they unreliable (how many times do you want to reboot today?) and hard to use (ever try to resolve a hardware conflict?) their design principals favor ease of use for developers and not security. They offer a fertile ground for script kiddies, Internet crackers with little technical skill who use MS’s scripting languages for attacks such as the “IloveYou” virus. The list of incidents for Microsoft OSes in the last year is as long as your arm.

So it’s weird to see a major news story on a security threat involving a non-MS OS. Now all the Microsofties out there, don’t get irate. I’m not saying other OSes are perfect. They do have their own security problems, just not to the degree that MS OSes do. Anyway, it seems that there’s a new Internet worm (like a virus, but spreads even more quickly) that attacks Red Hat Linux systems that have not been properly configured.

Known as the Ramen worm, the worm spreads by scanning the Internet for servers based on Red Hat 6.2 or 7.0–identifying the servers by their release dates–and then attempts to gain access using several methods that exploit well-known vulnerabilities. These vulnerabilities all have patches or workarounds available, but some users are either lazy or ignorant of the issues.

Anyway, since Red Hat Linux accounts for almost 70 percent of all Linux servers on the Web, this is a big deal. Infected servers display a main page claiming: "RameN Crew — Hackers looooooooooooove noodles."

So Microsofties, you’re not alone! There are stupid system administrators even in the Linux world!

ZDNet

Shameless Plug: Free Wireless White Paper

A white paper I wrote on the emerging wireless market is now available from Geneer, a premier enterprise software consulting company and one of my clients. You can get it free just by surrendering a little contact information at:

Geneer

StratVantage Consulting, LLC — Mike’s Take on the News 12/13/00

From Evernote:

StratVantage Consulting, LLC — Mike’s Take on the News 12/13/00

Clipped from: http://www.stratvantage.com/news/121300.htm

The News – 12/13/00

Unknown, Failed Search Engine Assets Worth $9M

Raise your hand if you’ve ever heard of Scour. Anyone? Anyone? Class? I didn’t think so. Well, now that lots of dot-coms with shaky business propositions are going belly up, Mike Doonesbury’s business plan is becoming more and more viable. (The cartoon tycoon runs a company that buys distressed dotcom inventory.)

Scour was a search engine. One of umpty-umpty search engines. Oh wait. It was also a file-sharing company. How cutting edge. Anyway, CenterSpan Communications (Class?) had the winning bid of $9 million. Included in the assets was Scour’s P2P file-sharing technology. Turns out this is what killed the company, which was driven into bankruptcy by recording industry lawsuits.

Centerspan, I’d be careful out there!

Wired News

Greatest Japanese Invention of the 20th Century?

Let’s see. The VCR? The musical toilet? Hello Kitty?

According to a recent poll, the Japanese feel their greatest 20th century invention was . . . instant noodles. The delicacy, invented in 1958, edged out karaoke and the Walkman. My favorite, the films of Akira Kurosawa, placed a very appropriate number seven. (Kurosawa’s best known work is The Seven Samurai.

Who says the Japanese lack a sense of irony?

BBC News