We're comparing apples and oranges. Just ain't happening. So I can tell you that our client's sales alone bring the percentage of GNP that is online higher than your claim. I think people are shifting en masse, and are leaving the shopping malls in droves. When I look at social dynamics, I'm looking beyond the 1-3 month horizon.
Retail is tiny - look again at EDI and govt. contracting.
As we are struggling to get this end of the industry moving forward, it's easy to feel like nothing is happening. And in comparison to other technological breakthroughs, it's reasonable to be wary, but the forces are in place and I believe they are significant. Just look at the demographics of the user base. Blame the marketers. It might take a year or more before we see positive ROI for most investments, even longer for others.