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Everybody thought the real substance was going to come from B2B eCommerce players that would deliver “real value&# by disintermediating supply chains … blah, blah, blah. We were it in Europe: B2B. We launched out second company, Koral, at DEMO in 2006. So journalists were looking for a new story to tell.
If massively succesful, Isis might disintermediate the companies that manufacturer plastic payment cards and perhaps the companies that make mag stripe hardware (e.g. I agree with Stefano that Dwolla is one of the few disruptors, gaining even more traction post their Finovate demo of real time debiting and crediting of transactions.
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