You are exactly on target. The real action is in business peer-to-peer doing perfectly mundane things with huge avoided cost ROI's (check out Commerce One doing [yawn] supply chain. The retail guys get the buzz (and if they ever make a profit.....) and have the good-looking sites, but they are fading as a share of the game. Proprietary stuff like net.data is what makes the big wheels turn, and they could care less about the elegance of it all...
You are exactly on target. The real action is in business peer-to-peer doing perfectly mundane things with huge avoided cost ROI's (check out Commerce One doing [yawn] supply chain. The retail guys get the buzz (and if they ever make a profit.....) and have the good-looking sites, but they are fading as a share of the game. Proprietary stuff like net.data is what makes the big wheels turn, and they could care less about the elegance of it all...