Global Equity Research05 January 2009 Internet Investment GuideGlobal potx

... 12/30 2008E 2009E 2010E '07/'08E '08/09E 09/10E 2008E 2009E 2010E 2008E 2009E 2010E 2008E 2009E 2010E '07/'08E '08/09E '09/10E 2008E 2009E 2010E 2008E 2009E 2010E ... 90 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2009 Cloud Computing Outlook Why “Cloud”? The name serves as a metaphor for the...

Ngày tải lên: 28/03/2014, 19:20

... Source: J.P. 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 ... 12/30 2008E 2009E 2010E '07/'08E '08/09E 09/10E 2008E 2009E 2010E 2008E 2009E 2010E 2008E 2009E 2010E '07/'08E '08/09E '09/10E 2008E 2009E 2010E 200...

Ngày tải lên: 28/06/2014, 12:20

... Internet Team 2008 Consumer Survey 18 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 37 Global Equity Research 05 Januar y 2009 Imran ... low-double-digit rate. 16 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 32 Global Equity Research 05...

Ngày tải lên: 09/03/2014, 01:20

... 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) ... (YHOO), eBay, Inc (EBAY) 340 Global Equity Research 05 January 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Imran Khan and the J.P. Morgan I...

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 05 Ja...

Ngày tải lên: 15/12/2013, 10:15

... Y/Y 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 ... lone significant deal in the Internet and Internet- related sector; compared to 13 such deals in F’07 (see chart below). 19 Global Equity Research 05 Januar y 2009 Imran Kh...

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 these b...

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 05...

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 In 2008...

Ngày tải lên: 24/12/2013, 17:15

... 56 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Table 32: Mobile Internet User Projections Millions 2005 2006 2007 2008E 2009E 2010E ... mobile Internet usage will accelerate in the future. Specifically, we are looking for a 37% 3-year CAGR for active mobile Internet users. 60 Global Equity Research 05 Janua...

Ngày tải lên: 24/12/2013, 17:15