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If you insist.� First, HyperPumper believes there is not just a single B2B industry --- the B2B industry is split into subsegments that do not literally overlap.
The first subsegment is the "auction" category.� In this category, the two leading players are CMRC and FMKT.� CMRC is the "buy"-side leader.� This means CMRC assists potential buyers, like GM, to set up trading sites.� In this model, the suppliers go to GM's trading site and bid for GM contracts.�
FMKT also markets itself as a "buy"-side auctioneer.� However, HyperPumper views FMKT as a "sell"-side aggregator.� FMKT's strength is in having aggregated an international rolodex of thousands of semicommodity suppliers, in stuff ranging from graded aluminum to colored plastics.� FMKT's access and expertise in locating the right suppliers gives FMKT, HyperPumper believes, an insurmountable advantage in its version of the B2B auction market.
A third form of auction is that of� business to "small business" or
"small business" to "small business".� Players in this arena include established brands like Egghead.com (EGGS) and the venerable eBAY (EBAY).� EGGS is the leading surplus auctioneer.� (Many people mistakenly believe EGGS is business to consumer, but the majority of EGGS' customers are small businesses.)� On the other hand, while the majority of eBAY's business is C2C, a great portion of the sellers and buyers on eBAY are small businesses.� eBAY has also established a promising deal with GO.com to assist Disney in selling some of its valuable entertainment merchandise.� How this will play out remains to be seen, but HyperPumper is very bullish.�
Other B2B niches include Internet ads (DoubleClick and Ad Auctions); intercorporate communications (Realnetworks);� software/intranetware (MSFT, ISSX), and tickets for corporate travel (PTVL/TVLY).� Watch for the� next installment.�� HyperPumper's mom is calling.. |
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