Global Equity Research 05 January 2009 Internet Investment Global pptx

... Morgan Internet Team 2008 Consumer Survey 16 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 4 Global Equity Research 05 Januar y ... 2 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Table of Contents Key Investment Themes 5 Dot.Khan’s Top Ten T...

Ngày tải lên: 28/06/2014, 12:20

... 16 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 26 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) ... in the state. 18 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 21 Global Equity Research 05 Januar y 2009 Imran...

Ngày tải lên: 28/06/2014, 18:20

... lone significant deal in the Internet and Internet- related sector; compared to 13 such deals in F’07 (see chart below). 48 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 ... 2 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Table of Contents Key Investment Themes 5 Dot.Khan’s Top Ten...

Ngày tải lên: 28/06/2014, 18:20

... navigates the web. 16 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 49 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) ... Sector Outlooks 18 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2 Global Equity Research 05...

Ngày tải lên: 28/06/2014, 12:20

... University, East Bay. 331 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 339 Global Equity Research 05 January 2009 Imran Khan (1-212) ... N 33 .05 33.00 15-May-07 N 36.17 34.00 07-Aug-07 N 41.66 40.00 15-Nov-07 N 49.50 48.00 15-May-08 N 53.15 53.00 05- Oct-08 OW 32.10 53.00 335 Global Equity...

Ngày tải lên: 15/12/2013, 10:15

... Morgan Securities, Inc., to this report. Global Equity Research 05 January 2009 Nothing But Net 2009 Internet Investment Guide Global Internet Imran Khan AC (1-212) 622-6693 ... introducing 2009 price targets for the remainder of our Internet coverage. All data and valuation priced as of 30 December 2008. 10 Global Equity Research...

Ngày tải lên: 15/12/2013, 10:15

... in 2009 (a minor deceleration from the 24% we observed in 18 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 15 Global Equity Research ... 17 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com U.S. Sector Outloooks U.S. Sector Outlooks 16 Global...

Ngày tải lên: 15/12/2013, 10:15

... 28 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com growth in 2009. Additionally, we believe demand for ... should increase CPMs and drive volume. 25 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2009 Graphical Advertising Outlook 2008 was a ... the most from t...

Ngày tải lên: 15/12/2013, 10:15

... Total Internet 474,003 468,006 -1.3% FACEBOOK.COM 15,260 15,551 1.9% DIGG.COM 24 27 16.6% Source: comScore data and J.P. Morgan estimates 38 Global Equity Research 05 Januar y 2009 Imran ... major Internet players should become ad exchange operators as they strive to provide a one-stop solution to all of an advertiser’s needs. 34 Global Equity Research...

Ngày tải lên: 15/12/2013, 10:15

... J.P. Morgan Internet Team 2008 Consumer Survey 42 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Takeaways from the J.P. Morgan Internet ... denominated by total payment volume). 47 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2009 Online Travel Outlook I...

Ngày tải lên: 24/12/2013, 17:15