Hi Tom, e-commerce is here to stay, but depends on the sectors... for instance, there are a lot of companies who are doing some kind of online payment service or technologies, but I don't think all of them can stay. Major consolidation in all e-commerce sector is needed. Most likely the big boys can stay, though small companies might have a better solutions, these big boys can always do a copy cat... for example PayPal is the most original service, but then you got BillPoint as a copy cat by eBay and some others too... small companies can survive by taking the leads, however, if the big boys are as agressive as M$, they can crush the small companies by embracing and extending the technologies. At the end, the small companies have to keep innovating, or keep a strong leads in terms of customer based to stay alive.
B2B, B2C, B2G, they are all here to stay, but only a handful of companies will stay... doing e-commerce infrastructure is always better than just pure service play. Your question is too broad... that's all I can think of for now. Or you want to know my thought on Aludra?
Hope this helps.
signed,
Bernard
News 
Market Data 
Discover 
