TAILIEUCHUNG - Nothing But Net 2009 Internet Investment Guide 2

Nothing But Net 2009 Internet Investment Guide 2. Leading . Morgan Internet industry analyst Imran Khan provides a comprehensive look at key Internet industry characteristics, drivers, and trends in his seminal industry outlook, Nothing But Net. Geared toward Internet investing novices and experienced professionals, this book provides a detailed look at data points and trends that should be considered when investing in the Internet space. With almost 8 years of technology banking and investing experience, Khan provides a detailed analysis of multiple Internet sectors including online advertising, e-commerce, online travel, and social networking. This book is a must have for. | Morgan Imran Khan 1-212 622-6693 Global Equity Research 05 January 2009 Sales of virtual goods which can further the depth of the user experience on a social site A model that exposes a site to the classifieds or eCommerce markets both of which are gaining market share from their offline counterparts and Paid premium memberships or selling a la carte paid features such as the ability to post more or higher-quality photos . Several sites are already pursuing a variety of these approaches both LinkedIn and Classmates . sell premium memberships . We expect much more experimentation as the market continues to mature. Mobile Is Long-term Interesting but Near-term Challenging With 84 of Americans using mobile phones CTIA we firmly believe the mobile market is a promising opportunity. Given this level of reach and better mobile Internet technologies and hardware we think this medium is becoming attractive to advertisers. As a result Google Yahoo and MSN are strategically focusing on establishing market share in this industry. Figure 6 Technology Penetration in the US 2008 as labeled - r 300 PC Mobile Mobile Web Mobile Internet Users Subscribers 250 200 150 100 50 0 Usage M Penetration Source CIA Government Stats http cia publications factbook Feb 2008 International Telecommunications Union http ITU-D ict statistics CIA Government Stats http cia publications factbook Mar 2008 for Vietnam and Hong Kong mobile phone data OECD Broadband Statistics to June 2007 OECD Hong Kong and India government statistics European Travel Commission Santiago Times newspaper Nielsen Mobile data JPMorgan Estimates However although mobile phone penetration is high the mobile search market is in the early adoption stage. In 1Q 08 only of wireless subscribers were using mobile Internet services according to Nielsen

• Internet Marketing
• Imran Khan
• Ngành công nghiệp internet
• quảng cáo trực tuyến
• thương mại điện tử
• online advertising
• e commerce
• online travel
• social networking