: www.chinahrd.

net

IT

BeiDouWeb.com ///

1/34

IT

1. PC

2. IA
3.

4.
5.
6.

7. IT
8.

(hosting)
(Call Center)
ASP
B2B

9.
10. OEM

IT
IT

IT

11.

BeiDouWeb.com ///

2/34

IT

IT

ITIT
(
(ERP)
IT
IT
(
100%eBay
724
)
IT

(
InternetASP
)
IT(
IT
)

582.8

11.0%

188.4

11.7%

81.7

8.4%
18.2%

302.2

347.0
179.5

108.4

4.5

54.5

1999

10.5

2004

10.9%

IDC
BeiDouWeb.com ///

3/34

Oracle
MySAP.com

IT

IBM

IT

KPMG

IT

EDS
WANG

AT & T

Corio
Exodus

IDC

ASP
IDC

IDCG2RUpdataGartner

BeiDouWeb.com ///

4/34

IT
10

IT

IT

LANWAN)

(ERP)

2003 65, 13%

130, 12%

ASP
B 2B
(market place)

151, 10%

180, 10%

IDC,
BeiDouWeb.com ///

5/34

IBM

Andersen
5 - Price Waterhouse Coopers, KPMG, Ernst & Young,
Deloitte and Touche

consultants
A.T.
Kearney
Sophron
Balentine

Cisco
Scient
iXL
Nicholson

EDS

McKinsey
BCG
Bain
Booz-Allen

HP
Cisco
NEC

Oracle

TSC

SAP
Vantive
Geotel
CorePoint

Aspect
Clarify
Chordiant
IMA
Genesys
Siebel

Sapient
icube
Inforte
Unica

Perot Systems
Critical Path
Exodus

Zacson
Sentrobe
Stream

Easy Phone

Cognos
Rubrics
Exchange
Right Point
Iona

BeiDouWeb.com ///

6/34

IT

()

20 - 50
(30)

5 - 25
(20)

>20*
(BPO)

10 - 15 IT
(ITO)

*
Source: IDC, G2R,, Updata, Gartner Group
BeiDouWeb.com ///

7/34

IT

1999

99

1999 - 2003
ERP

122

10

122

348

16.3

25%

22.5

6%

8.3

17%

42.4

0%

1.6

26%

IT

38.7

11%

12

104

10

1995-2000

~11%

*
: IDC (2000)
BeiDouWeb.com ///

8/34

AT&TNCR

:
WM Data
/: Getronics
:
ITS Germany

Bull
Wang
Decision One

EDS

Perot/Midland Electricity deal

IBM-GS

BeiDouWeb.com ///

9/34

(
)

IT

(/)
()

BeiDouWeb.com ///

10/34

()

ASP

/
()
/
/

/(
)

(Sun/Stardivision)

/
BeiDouWeb.com ///

11/34

IT
Next
generation of
services

Application
source

Application hosting

Complex hosting

Simple hosting

Access
Backbone

BeiDouWeb.com ///

12/34


(10)

IT

687

9.5%
486

638

2006

IT

60%

282
168
10

1997

2003

2006

BeiDouWeb.com ///

1997

2003

2006

13/34


BP

B2B
(B2B Market Maker)

IT
ASP
ASP

ISP
(Business ISP)

(e-nnovator)

(Web hosting)

(Shared web
hosting)

BeiDouWeb.com ///

14/34

Internet(1/2)

Critical path
Corio
Ision
Oracle Online
mySAP.com

(
)

(IT

B2B

()

Ariba
Commerce One

()
ASP(Office

Exodus
Verio

ERPSCMCRM)

()
(/
)
)

Scient
Zefer
Viant

)

ISP

Internet
IP/VPN

MCI/WorldCom
IBM Globalnet
PSINet

*

BeiDouWeb.com ///

15/34

Internet(2/2)

Internet()
(cookieJava Script)

Ciao.com
BFL edv-consulting
GMX
Doubleclick

()

Durlacher
Palo Alto Mgmt. Group
Symposion Publishing

~30 call centers in

Mummert & Partner

Razorfish
Organic

UK

BeiDouWeb.com ///

16/34

IBM-GS

4.25

(
)

AC

: Ostergaard,
Best of Italy, Total,
Interflora

3.85

(1000) : First Union,
Bay Networks, ,
,

(
EDS

1995

300

1997 (
)2000
: Oracle, Cisco, Netscape,
ATG, SunSoft
5000
(5000)

1.5

: Hachette
Filipachi,

IDC
BeiDouWeb.com ///

17/34

ASP
A

ASP

ASP

ASP

Internet

BeiDouWeb.com ///

18/34

ASP
ASP

IT(
30%)


IT

ASP

IT

BeiDouWeb.com ///

19/34

ASP


SiebelPeopleSoft
Great PlainsOracle

TelcosISP

ASP

AT&T

Sun

QwestConcentric

ASP
SunDELL

BeiDouWeb.com ///

20/34

ASP

U.S. Internetworking

(SFAERP
)

ERPASP

iCOMS ()

EDS/SAP
25002
Corio

Interpath

ASP

Oracles Business On-line

IDC; Forrester; Gartner Group;

BeiDouWeb.com ///

21/34

ASP
IT/
(20x), (9x),
(7x)

()(199912)

2000E *

2,720

USi
Critical
Path
Breakaway
Solutions
Interliant
Futurelink
Exodus
(web
hosting)

/
2001E *

26.7

4,740

188

11.4

11.2

540

6.3

10.6

13,450

189

38.0

21.3

1,170

1999 - 2001

10.1

80.6

920

n/a

101

3.4

28.5

276

16.1

112

*
Consensus IBES estimates of revenues
: Yahoo Finance; Bloomberg; IBES estimates
BeiDouWeb.com ///

22/34

ASP

11.3

=88%
6.8

ASP

3.8
2.0
0.9

1999

2000

2001

2002

2003

0.7

1.2

1.9

2.8

4.5

1.1

3.4

6.9

13.1

20.9

: Forrester Research; IDC; Gartner/Dataquest; ;

BeiDouWeb.com ///

23/34

ASP

1,1311

838

6,845
498

6,623
3,803
266
1,964
127

4,090

3,850

2,304

933
55
562316

1,188
649

1,233

1999

2000

2001

2003ASP

92%

2,257

2002

2003

: Forrester Research; IDC; Gartner/Dataquest; ;

BeiDouWeb.com ///

24/34

ASP

ASP

ASPSMBUMM

(My
SAP,JDEdwards)

ASP

ASPERP

Lotus Notes

ASP

ASP
(,OracleASP)

(Corio)
ASPISV

ASP

ASP

ASP

ASP (
Triactive)

BeiDouWeb.com ///

25/34

ASP

Corio

PeopleSoft
PeopleSoftCoico

USi

Ariba

HP

ASP
HPHP

Qwest Cyber
solutions

HP

Ebase One

CA

Netview (HP)

BeiDouWeb.com ///

26/34

ASP

(
500~1000)
ASPASP

ASP

()
IT

IT ASP
ASP

BeiDouWeb.com ///

27/34

ASP

SMB

IT/

BeiDouWeb.com ///

28/34

ASP

ASP

ASP
ASP
ISV

ISV

BeiDouWeb.com ///

29/34

IT

(IDC
ASP)
IT(
)
IT

IT

IT
()

()
IT
IT

IT

BeiDouWeb.com ///

30/34

IT

2504
263

3299

357

42%

396

41%

449

40%

976

39%

1121

45%

301

1742
358
191

1215

IT

836
580
62
83 72
189
174

1999

86
104
118
274

137
146
169

213
247

744

532

386
838

300

377

2000

2001

559

2002

2003

2004

IDC
BeiDouWeb.com ///

31/34

IT

100%=

11

1429

35

38%

74%
88%

22%

41%

16%

7%
5%

1999

IT

10%

2004

(2004)

IDC
BeiDouWeb.com ///

32/34

100%= 109

156

20

21

45%

21

21

43%

20

20

39

38

Call
Center
163/169

C&T, AsiaInfo,
LAS

41%

Nantian, Vanda
Las, Pansky,
Newsky

431%

LAS, CS&S,
Pansky, Taiji

IDC
BeiDouWeb.com ///

33/34

: www.chinahrd.net

IT
IT

3~5
(

)
(
)
ASP

IDC 2000
BeiDouWeb.com ///

34/34