By Imran Khan
Prime J.P. Morgan web analyst Imran Khan offers a accomplished examine key web features, drivers, and developments in his seminal outlook, not anything yet internet. aimed at net making an investment newbies and skilled pros, this publication offers an in depth examine info issues and traits that are supposed to be thought of while making an investment within the web house. With nearly eight years of expertise banking and making an investment adventure, Khan presents an in depth research of a number of web sectors together with web advertising, e-commerce, on-line commute, and social networking. This publication is a must-have for net traders.
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Extra info for Nothing But Net: 2009 Internet Investment Guide
Large cap companies, however, have the resources to be both broad and deep, offering targeting capabilities while maintaining diversification of risk. Google Becoming More than Just a Search Engine and Search Network A latecomer to the display advertising field, Google has made recent strides to enter it and, in our view, would be a likely candidate for building its AdSense network to include display advertising. As the leader in search market share, Google has much information about user preferences for hosting behaviorally targeted ads.
Yahoo! Emphasizes Mobile Yahoo! has introduced a comprehensive mobile offering including: • Mobile Homepage; • Yahoo! oneSearch, which provides instant answers to any query not just web links; • Yahoo! oneConnect, an all-in-one communications application offering; and • Yahoo! onePlace, a content management application. Similar to Google, Yahoo! has created an open environment that enables developers and publishers to make their offerings mobile. ’s own mobile services run on. Yahoo! has promoted uptake of its mobile services through carrier partnerships.
Com Global Equity Research 05 January 2009 For our international forecast, we expect two main drivers to impact eCommerce growth: (a) a very weak consumer outlook, with historically low consumer confidence in parts of the world, including the UK, and (b) continued shift of wallet share from offline retailers to online sellers. Both in the US and worldwide, we expect the eCommerce to benefit from several drivers, some region-specific and some general. Of primary importance among these is the growing adoption of broadband, which is much more conducive to eCommerce growth than slower forms of Internet access.