UKNM: Phew what a week!

[James Bruce]

AOL/Time Warner get into bed, Bill Gates moves sideways. What does this all

mean for the future of our bread and butter :-)


Early thoughts:

1. Smaller eComm sites and brands without the critical mass to partner with

the new super portal and emerging vortals will be left with little exposure

as the AOL leviathan sucks in late internet entrants into its cosy new

world. [Late adopters are far less likely to venture into the 'uncharted'

territory of the www, particularly if there is a sea of content within AOL.]

2. Could this new development further fuel Venture Capital fever, as

startups furiously try to reach CM

3. Cost of Venture Capital (averaged against all ventures) goes up as

measured against equity.

4. TWarner Content delivery through Broadband...

5. Microsoft will become stronger and more sharply focussed but at the same

time develop a softer image, some of the sting from the DOJ will dissipate.

6. Microsoft breakup less likely and the ensuing possible fragmentation of

the OS sector less likely. Consumer confidence would be unaffected (and

possible rise) and they will continue their march into the online world in

their millions (let's hope)


Any more thoughts....



James Bruce MBA

Head of eBusiness Consultancy Services

BT Indirect Channels

BT plc

________________________________

Tel: 020 7 836 9960

Fax: 020 7 836 9950

Mobile: 0771 306 6998



~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

post new media vacancies for free

uknm-jobschinwag [dot] com

 				*******************

 sponsor the uk-netmarketing list and website, contact

saleschinwag [dot] com

 for more details.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

  To unsubscribe or change your list settings go to

http://www.chinwag.com/uk-netmarketing or

helpchinwag [dot] com