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Storia dei media
     digitali
         Lorenzo Cassulo
 lorenzo.cassulo@15multimedia.it

            Lezione 7




      ...
La new-economy
New-economy: si indicano le attività, le imprese e gli
investimenti basati sulle nuove tecnologie informati...
La new-economy
Nella seconda età degli anni '90, con la diffusione della
internet commerciale si era diffusa una grande fid...
La new-economy
Una finanza di questo tipo (basata su nuove aziende in
crescita) presuppone un costante apporto di capitale
...
La crisi
Il rapido ritirarsi dei finanziatori a fronte dei mancati
ritorni (CISCO non rispetta le previsioni di bilancio de...
Legge di Nielsen
L’ampiezza di banda disponibile all’utente finale
raddoppia ogni anno (1998)
Fino al 2003 non sarà possibi...
Legge di Nielsen




                   7
La crisi e il dopo-crisi
 La crisi del 10 marzo 2000 ha dimostrato come
 anche il mercato tecnologico sia vincolato alle
 ...
La new-ecomomy
La new-economy è l'economia
dell'innovazione, l'innovazione è un
investimento ad altro rischio: l'alta cres...
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La crisi della new economy - Storia Dei Media Digitali Lezione 7

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La new economy e la crisi

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La crisi della new economy - Storia Dei Media Digitali Lezione 7

  1. 1. Storia dei media digitali Lorenzo Cassulo lorenzo.cassulo@15multimedia.it Lezione 7 1
  2. 2. La new-economy New-economy: si indicano le attività, le imprese e gli investimenti basati sulle nuove tecnologie informatiche e telematiche gestibili su Internet. Nella seconda metà degli anni '90 si diffonde una isterica fiducia nel web e nelle dinamiche economiche. L'indice NASDAQ (dei titoli tecnologici) raggiunge livelli altissimi ma il 10 marzo 2000 crolla così rapidamente tanto da far parlare di "bolla speculativa" della new-economy. 2
  3. 3. La new-economy Nella seconda età degli anni '90, con la diffusione della internet commerciale si era diffusa una grande fiducia nell'innovazione, sono stati spostati capitali da fondi di investimento classici (come le pensioni) verso aziende il cui unico valore era il loro tasso di innovazione. Investimenti basati quindi sull'assunto che i primi ad adottare una determinata tecnologia sarebbero stati i vincitori di del futuro mercato tecnologico. 3
  4. 4. La new-economy Una finanza di questo tipo (basata su nuove aziende in crescita) presuppone un costante apporto di capitale a rischio basato sulle aspettative di alti guadagni da parte degli investitori. L'ingenuità e la scarsa conoscenza delle nuove tecnologie (anche dovuta al fatto che era, ed in parte è ancora, un mercato nuovo) ha portato al finanziamento di buone e di cattive idee. 4
  5. 5. La crisi Il rapido ritirarsi dei finanziatori a fronte dei mancati ritorni (CISCO non rispetta le previsioni di bilancio del 2000) probabilmente ha causato il crollo del NASDAQ e la crisi del 2000-2001. Esisteva un problema tecnologico di fondo: la tecnologia dei tempi non era adatta a sostenere i modelli di business adottati dalle dotcom. Es: Fashion Show di Victoria’s Secret dell’autunno del 1999, 1,5 milioni di spettatori per lo streaming web dell’evento, server in tilt ma grande ritorno di immagine. 5
  6. 6. Legge di Nielsen L’ampiezza di banda disponibile all’utente finale raddoppia ogni anno (1998) Fino al 2003 non sarà possibile utilizzare questa ampieza di banda maggiore per rendere le pagine web più “pesanti”. Tre ragioni: • le “telcom” sono conservative • gli utenti sono riluttanti ad aumentare le spese di connettività • la base di utenti è in continuo aumento 6
  7. 7. Legge di Nielsen 7
  8. 8. La crisi e il dopo-crisi La crisi del 10 marzo 2000 ha dimostrato come anche il mercato tecnologico sia vincolato alle dinamiche dell'economia classica, ha diminuito in maniera sensibile il numero di player e, il successivo periodo di crisi, è servito a ritrovare un atteggiamento più sobrio e maturo nel confronto del mercato dei nuovi media. A t t e g g i a m e n t o m a t u ro = m a g g i o r riflessione sugli investimenti = maggior cultura 8
  9. 9. La new-ecomomy La new-economy è l'economia dell'innovazione, l'innovazione è un investimento ad altro rischio: l'alta crescita si accompagna a potenziali brusche contrazioni di ricchezza. "La new-economy è basata sulla cultura: la cultura dell'innovazione, del rischio, delle aspettative, e, in definitiva, della speranza per il futuro". Manuel Castells, "Galassia Internet" 9

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