Could never figure out how anyone could make money selling groceries on
the net?   Books yes, but even Omaha Steaks has a problem.

Saba



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July 15, 2001
Virtual Revenge and the Decline of the Dot-Coms

By AMY HARMON
The hooting and jeering began the moment Webvan, the online grocer that
was once a Wall Street darling, shut its doors last week, laying off its
2,000 employees and saying it would seek bankruptcy protection.

First, there was the predictable crowing from terrestrial competitors
who had been threatened by Webvan, which had symbolized the power of the
Internet to transform even the most mundane industries.

"The supermarket landscape is littered with the skeletons of online
grocers that tried to create a viable business model and failed," one
news report quoted a spokesman for the grocery store chain Kroger as
saying last week. "But our C.E.O. has said all along that we are not
going to invest a large sum of money in a business that isn't
profitable."

Then came the haiku. Contributors to a Web site whose name refers to
doomed dot-coms with an adjective that cannot be printed here, submitted
approximately 400 poems, most along the lines of:

One hundred million
Could not keep us in business.
Jeez do we look dumb.

Actually, Webvan burned through something like $1.2 billion, which helps
explain a certain enthusiasm for kicking the Internet bubble generation
while they and their share prices are down. There are plenty of forums
eager to catalog the fate of the folks who seduced investors and
employees with visions of sure riches, including the dot-com graveyard,

(www.upside.com /texis/mvm/graveyard/index), the dot-com deathwatch list
(www.hoovers.com) and the flop tracker, which pegs the total dot-com
flops at 245 (www.thestandard.com/trackers/flop/).

In any case, it's high season for schadenfreude.
On Internet message boards, in media reports, at cocktail parties,
almost anyone with a steady job in the old economy seems to be partaking
of a new cultural pastime: gloating over the latest dot-com demise. "You
can tell when you read between the lines that people are happy you are
forced to go back to work," said Fred Levenson, who recently returned to
the Palo Alto law firm that he had left for a job at Alta Vista, an
Internet search engine company.

"People are very happy that a lot of young people did not make a fortune
in a very short period of time."

The endless Internet ideas once categorized under the acronyms B2C
(business to consumer) and B2B (business to business) are now being
retrofitted with new definitions that satirize the entrepreneurs who
hawked them. B2B now means "back to banking," B2C has morphed into "back
to consulting," and, for the most ignominious failures, B2M means "back
to Mom's."

EVEN The Onion, a humor publication that gained national attention
through its Internet site, recently ran an article suggesting that laid-
off dot-com workers receive unemployment benefits in the form of stock
options in their former start-ups, accompanied by a photograph of an
unemployment line of people sporting fancy messenger bags, Palm Pilots
and cell phones.

Carol Kolb, The Onion's managing editor,
suggests that the former Internet evangelists, notorious for their
lavish parties and Aeron chairs, deserve such treatment for the excesses
they committed during their glory days. "I guess it seems O.K. to be
mean to them because they themselves were all too ready to jump on the
bandwagon and get excited about this golden future that was going to
skyrocket them to fame and fortune," she said.

Andrew Giangola, a spokesman for McKinsey & Co., a major consulting
firm, simply notes that the shift in interest among top business school
graduates away from start-ups over the last year speaks for itself. "I
don't want to sound arrogant here but a lot of students are now
realizing a career at a top consulting firm can offer interesting work
in a progressive yet stable environment," he said. "Accent on the
stable."

But if the hubris and high living of the would-be Internet conquerors
has been widely derided, the smug satisfaction of those now enjoying
their fall may suffer the same fate. Hypocrisy, after all, is not the
most attractive of traits, and many of the lawyers, journalists and
employees of "bricks and mortar" companies now sniggering over the
latest "Ten Signs Your Dot-Com Is on the Skids" list making the rounds
(via e-mail, naturally) were not long ago enviously watching the
Internet gravy train pass them by.

And the Internet economy, which is a real and enormous fact, not just a
business-plan fantasy, may yet emerge to take its revenge. "It's like
they're relieved because it validates the position that their prudent,
conservative approach was the right course," said Josh Harris, the
founder of Pseudo.com, a Web-based entertainment company that shut down
last fall. "But the pooh-poohers never took the chance, they never knew
what it was like when there was a charge in the air, and they probably
never will."

What most irks Tim Cavanaugh, the former editor of Suck, an online
magazine that stopped publishing last month, is the sense that all that
is good and successful about the Internet is being wrapped into the
collective repudiation of it. Still, Mr. Cavanaugh admits that, but for
his
insistence on not mocking failing Internet companies, Suck might still
be around. "There's definitely a huge market for it," he said.

Mr. Levenson, the lawyer, said he doesn't mind the ribbing he takes from
colleagues and clients, because he himself has had to learn to laugh at
seeing his shares in Alta Vista's parent company, CMGI, shoot from $42
to over $300 in 1999, only to plummet by 90 percent in the summer of
2000.

"But I was close," he said. "I could be sitting on a boat in Florida
right now � gloating."

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SABA NOTE:   Key to success - get in first, and get out first - you got
to know when to fold.....make big killing and get out leaving remains to
the suckers - like leaving an area before it turns into a slum and
boneyard for the ones stuck with the left overs.



http://www.nytimes.com/2001/07/15/weekinreview/15HARM.html?todaysheadlines


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