Industries where information plays a relatively small role
The glitzy Web sites got all the attention. But dot-com success turned more on who had the best logistics.
Web-enabled supply chains and intranets are important, but ultimately a manufacturer lives or dies on the quality of its goods.
Online travel sites are popular, but the ultimate constraint on travel is the physical capacity of the air and road systems.
Online energy exchanges get the publicity, but power generation and transmission capabilities will have the bigger economic impact.