Global Equity Research 05 January 2009 Nothing But Net 2009 Internet Investment pdf

... 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) ... 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 Kha...

Ngày tải lên: 28/06/2014, 18:20

... 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 ... Source: J.P. Morgan research 48 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com OTAs Make US Volume Gai...

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) ... 22-Jul-08 N 2.17 2.80 338 Global Equity Research 05 January 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com J.P. Morgan Equity Res...

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 imran.t.khan@jpmorgan.com ... introducing 2009 price targets for the remainder of our Internet coverage. All data and valuation priced as of 30 December 2008. 1...

Ngày tải lên: 15/12/2013, 10:15

... 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 Khan (1-212) 622-6693 ... 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...

Ngày tải lên: 15/12/2013, 10:15

... Presentation 29 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Ad Networks on the Rise What Are Ad Networks? We see an ad network defined ... performance oriented than ad networks. 30 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Table 14: Ad Networks by Pa...

Ngày tải lên: 15/12/2013, 10:15

... 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 Januar y 2009 Imran ... ComScore, Nielsen//NetRatings, IDC, IWS, IAB 36 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com Yahoo! A Clear Fit in...

Ngày tải lên: 15/12/2013, 10:15

... 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 Team’s ... Bookings 58% penetration 37% penetration 13% penetration 17% penetration 20% penetration 23% penetration 40% penetration Source: PhoCusWright reports and J.P. Morgan estimates B...

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 2 005 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 0...

Ngày tải lên: 24/12/2013, 17:15

... ement 0% Satisfactory 6% Source: J.P. Morgan Internet Team 2008 Consumer Survey 62 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2009 Online Payment Outlook ... of T V + $0 .05 2% of T V + $0 .05 2% of T V + $0 .05 Credit Card 5% of T V + $0 .05 5% of T V + $0 .05 2.9% of T V + $0.30 International Credit Card 6% o...

Ngày tải lên: 24/12/2013, 17:15