fans of clayton christensen might be interested to know that he has a new series of papers that you can download on why e-commerce firms fail:
“Christensen doesn’t consider the Internet to be an inherently disruptive technology, but an infrastructural technology that can be used in either a disruptive or sustaining way. But it does enable disruptive enterprises, which historically have shared six qualities: they were enabled by infrastructural innovations; they reshaped the prevailing business model to earn money in a new way; they served customers as the portals of their day; they enabled customers to do for themselves what only specialists could do before; they migrated upmarket, as they gradually satisfied the needs once filled by the overserved high end of the market; and branding opportunities shifted from the product to the channel.”