ETD: 923 Specialized retailing; Who built the Internet?; Retail Stationery Market

E-Tailer's Digest etd_post at gapent.com
Mon Oct 3 19:56:43 GMT 2005


  E-Tailer's Digest --- Everything for the  Retailer
  Issue #0923           October 4, 2005
  George Matyjewicz, Moderator         mailto:georgem at gapent.com
  Published by:  GAP Enterprises, Ltd.  http://www.etailersdigest.com
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   CONTENTS
  [1]  Greetings
  [2]  Specialized retailing
  [3]  Who built the Internet?
  [4]  Retail Stationery Market

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  [1]  Greetings.
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Hi All:

Thanks to all who sent me the well-wishes on my marriage renewal this 
past Sunday.  I really appreciate your thoughts.  It was a wonderful 
celebration, and I am happy to be married to my bride.

This will be an early digest.  Tonight starts Rosh Hashanah the 
Jewish New Year.  It is also the start of Ramdan, the Muslim 
holiday.  So best wishes to all who celebrate these holidays.


Speaking of holidays, it surprises me that retailers don't take 
advantage of the specialized needs of communities in their 
area.  Some of can be quite lucrative.

The group who built the Internet (no, it wasn't really Al Gore) are 
at it again.  BBN Technologies built the forerunner of today's 
Internet, and employed the @ sign to send the first e-mail.  Now they 
are into a new venture, where they hope to make money.

Pam Danziger has an interesting piece on the stationery market. Is it 
stationary or moving?

Now, let's get to everything for the retailer.

Sincerely


George Matyjewicz, PhD
Chief Global Strategist, GAP Enterprises, Ltd.
mailto:georgem at gapent.com
http://www.etailersdigest.com

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  [2]  Specialized retailing
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Lately I have been observing retailers and how they fail to exploit 
opportunities in their area.  October is a month of holidays - 
religious and not so.  Orthodox Jews celebrate Rosh Hashanah, Yom 
Kippur and Succos.  Muslims celebrate Ramdan.  Kids celebrate Halloween.

With Orthodox Jews they need to build a sukkah which is a place where 
Jews live during the 7-day Succos period.  There are restrictions on 
building it, i.e., size, composition, roof, walls, etc.  A "kosher" 
Sukkah needs at least two complete walls and a small part of a third 
wall. The walls can be of any material, as long as they are sturdy 
enough to withstand a normal wind. The walls should be at least 38 
inches high (96 cm), but not higher than 30 feet (9.6 m).

The roof  must be made from material that grows from the ground -- 
i.e. branches or leaves (but not metal, or any food). If you're using 
unfinished boards, they cannot be wider than 15 inches.

So, why doesn't some enterprising home decorating store develop 
prefabricated Sukkahs to be installed easily by the home owner?  Yes, 
these communities are together in specific areas, i.e., Brooklyn, 
Passaic/Clifton, NJ, Baltimore, Chicago, Dallas, Atlanta, Houston, 
etc.  So a Home Depot can sure develop something easily.  They sell 
for $800 to $2,500.

Other groups have similar things that need to be used during specific 
periods,  It would behove enterprising retailers to check out their 
local communities to see what they can do to help (and make money - 
special items like this mean high prices and full profit).

George

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  [3]  Who built the Internet?
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BBN Technologies built the forerunner of today's Internet , employed 
the @ sign to send the first e-mail, and even designed the acoustics 
for the UN General Assembly Hall in Manhattan. But the company didn't 
get rich off of any of those milestones.

Now a recapitalized BBN is scrambling to make sure history doesn't 
repeat itself.

With new ownership and a new strategy, BBN wants to profit off the 
new century's next big thing: the war on terror. The company hopes to 
benefit financially from the speech recognition , network security , 
and wireless  mobile technologies it is pioneering for use in Iraq 
and elsewhere.

Making the Transition
To do that, the 57-year-old company originally known as Bolt, Beranek 
& Newman must make the transition from a contract research house 
still heavily dependent on Pentagon contracts to a nimbler and more 
entrepreneurial concern focused on turning out rapid prototypes, 
spinning off businesses, and broadening its customer base.

The company is growing its core research operations faster than it 
had previously, said Robert G. "Tad" Elmer, the president and chief 
executive of BBN. At the same time, it is moving to line up more work 
for U.S. intelligence agencies and to tap new revenue sources by 
licensing more of its technology to corporations and start-ups.

"We believe there is great applicability in commercial areas for some 
of the things we're really good at," Elmer said. "Right now these 
commercial areas are not that big a part of our revenue. However, if 
we do it right, they could be a very profitable part of our business. 
And unlike the go-go days of the late '90s, profit really matters now."

That's been especially so since March 2004, when a team of senior 
executives and private equity investors purchased the BBN research 
business from Verizon Communications (NYSE: VZ)  for an undisclosed 
sum. The new owners, led by General Catalyst Partners of Cambridge, 
Mass. and Accel Partners of Palo Alto, Calif., reconstituted the 
once-public BBN as an independent company after seven years under the 
corporate umbrella first of GTE, then Bell Atlantic, and finally Verizon.

While the strategy is set, the chase after civilian business won't be easy.

Stiff Competition
BBN has excellent technology in the speech and language fields, said 
Bill Meisel, president of TMA Associates, a speech technology 
consulting firm in Los Angeles. But he said it faces stiff 
competition in those areas from rivals such as Microsoft (Nasdaq: 
MSFT) , IBM (NYSE: IBM) , and ScanSoft (Nasdaq: SSFT) , all with more 
marketing experience.

"The history of BBN is it's been very inventive, yet it's never been 
a commercial marketing organization," he said. "Now that it has 
outside investors, it's trying to reach the commercial markets."

Indeed, there have been many chapters in BBN's storied history, but 
few have involved technologies that landed in consumers' hands.

In addition to the company's acoustics work in 1949 at the UN, BBN 
also invented the Arpanet, precursor to the Internet, in 1969. Two 
years later, BBN engineer Ray Tomlinson employed the @ sign to send 
the first e-mail message. In 1978, its chief scientist, James Barger, 
analyzed the tapes of the John F. Kennedy assassination and suggested 
the possibility there were two shooters.

Banking on Speech Research
The speech processing research it began in the mid-1970s is one key 
to the future of BBN and its 650 employees. Next month the company 
expects to land a contract from the Pentagon's research arm, the 
Defense Advanced Research Projects Agency, to lead an effort to 
develop technology that immediately translates spoken languages, such 
as Arabic or Mandarin Chinese, into searchable English text.

That contract will be for a Darpa program known as GALE, for global 
autonomous language exploitation. Valued at more than US$15 million 
for its first year, it will be one of BBN's largest contracts ever.

At the same time, company representatives have been marketing related 
technologies --speech recognition, search-to-text, and media search 
-- to Silicon Valley search and Internet companies, though they have 
yet to announce a deal. "We need to be continually moving into new 
areas, which feeds the vitality of the organization," said Stephen D. 
Milligan, BBN vice president and chief technologist.

But military research still represents more than 80 percent of BBN's 
revenue, and most of the cutting-edge technologies coming out of its 
labs today, from distributed software  to artificial intelligence , 
are focused on aiding the US armed forces fighting in Iraq and Afghanistan.

"Over the past five years, because of what's going on in the world, 
their technologies have become ever more relevant," said David 
Fialkow, the General Catalyst managing director who sits on the BBN board.

Simulated Training
One research effort is dubbed Ambush, a multiplayer military training 
program for personal computers that simulates a convoy moving on a 
desert highway.

The software and artificial intelligence agents create a series of 
virtual scenarios (sniper fire, improvised explosive devices, car 
bombs, rocket-propelled grenades) requiring quick decision-making by 
troops in the convoy.

"It throws you into situations," said Bruce Roberts, scientist at 
BBN's distributed systems and logistics division. "The goal is to 
make day one like day three, to make sure that when you go on a 
convoy you're up to speed with the environment and the skills you need."

The program, part of the computer-based training initiative funded by 
Darpa, was tested at the Pentagon's Joint Readiness Training Center 
in Louisiana as a supplement to physical training. It was fielded by 
the Army's 1st Stryker Brigade, 25th Infantry Division, which was 
deployed to Iraq from Fort Lewis, Wash.

Another program is Boomerang, a detection system featuring multiple 
microphones mounted on armored vehicles that can quickly identify the 
direction of mobile shooters and enable soldiers to respond. Like 
Ambush, Boomerang became a "rapid development" program after the 
Defense Department approached the company in November 2003.

"We were given 60 days to build the system from scratch," said 
program manager David Schmitt. Ambush, meanwhile, began in March 
2004; BBN readied a prototype by June and it was deployed in September.

Creating on the Fly
Elmer said the company is becoming adept at the kind of rapid 
prototyping required in wartime, and that skill has become an 
important part of BBN's new culture.

Bringing products to market quickly will also be critical as BBN 
officials peddle their technologies to Internet, consumer 
electronics, and life sciences companies.

"We need to preserve and build on BBN's exceptional long-term 
technical culture while at the same time taking some of its best 
technology into high-growth commercial markets," said Jim Breyer, an 
Accel Partners managing partner and a director of BBN.

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  [4]  Retail Stationery Market
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Greeting Card Marketers and Retailers Struggle, While Consumers 
Purchase More Memory and Paper Expression Goods

For many consumers greeting cards are just not relevant to their 
lifestyles anymore

The stationery goods market, including greeting cards, social 
stationery, gift wrap and partyware, paper crafting and other 
stationery, reached $36 billion in 2004, up 6.3 percent over industry 
sales of $33.9 billion in 2002.  While greeting cards account for the 
largest share of industry sales, or $10.3 billion in 2004, sales of 
greeting cards declined 3.9 percent from 2002, according to a new 
research study from Unity Marketing.

As a result of the decline in greeting card sales, growth in the 
stationery goods market is coming from increasing consumer demand for 
other memory and paper expression products, including gifting and 
party goods, such as gift wrap, ribbons and partyware, social and 
computer stationery and paper crafting supplies for scrapbooking and 
make-your-own cards.

Greeting cards offer little growth for marketers without new 
ideas.  The greeting card market is mature, with little opportunity 
for significant growth.  Nearly 80 percent of adult Americans bought 
a greeting card in the past year (78 percent) with the typical 
consumer purchasing an average of about 10 greeting cards in the past 
year, the research study revealed.

Even more challenging for existing greeting card marketers is that 
about half of the greeting card market today is turned off to the 
traditional idea of greeting cards.  These consumers are ready, eager 
and willing to accept a new alternative.

A psychographic analysis of 'why people buy' greeting cards found 
that half of the total greeting card market buys greeting cards 
largely because that is what is expected of them.  They are not 
motivated by any deep-seated desire to communicate through a 
carefully chosen greeting card, rather they are looking for an 
alternative to the greeting card routine.  Greeting cards are just 
not connecting or relevant to many consumers' lives as they once were.

Marketers battle increasing commoditization in greeting card market, 
all the while they exacerbate the problem through mass distribution 
and discount pricing.  Even for those consumers who are more or less 
'into' the traditional greeting card marketing paradigm, they are 
looking at cards more like commodities.  One key factor is that more 
greeting cards, even those from the premium marketers like Hallmark 
and American Greetings, are readily available in mass channels, the 
number one shopping source for all categories of stationery goods in 
the Unity survey.

As greeting cards become less differentiated and sold more like 
commodities, shoppers increasingly look for a card that will work for 
the specific occasion and is priced right.   When a shopper perceives 
virtually no meaningful difference between a $3.50 premium card and a 
50 cent one, then they will inevitably go for the lowest price point.

Consumer sensitivity to price point is growing in the greeting card 
market.  More consumers view the price paid for the card and the 
wrapping paper as part of the overall price of a gift.  So $5.00 
extra for the card and wrapping extras adds to the overall perceived 
price of the gift.  And many people today would rather put that extra 
$5 toward the gift itself and keep the extras to a bare minimum.

Consumer Insights on Greeting Card, Stationery, Gifting and Paper 
Goods and Paper Crafting Markets

Unity Marketing's latest study of the greeting card, stationery, gift 
wrap and party goods and paper crafting markets includes findings 
from qualitative/focus group research among serious category users 
and a survey among a representative sample of 1,644 U.S. consumers 
focused on their purchases of stationery goods and the motivations 
that drove those purchase (i.e. why people buy).

The 160+ page research study is available here... 
http://www.unitymarketingonline.com/reports2/cards/

Pam Danziger,
President
Unity Markeing, Inc.

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