JPMorgan Predicts 2008 Will Be “Nothing But Net”

 

Noting that, in 2007, Internet stocks delivered a 14 percent return versus 5 percent for the S&P 500, JPMorgan expects 34 percent earnings growth in 2008 for the Internet stocks it covers versus 8 percent earnings growth for the S&P 500.

—Search advertising will continue to dominate, rising from $22 billion globally last year to $50 billion in 2010. Here is JPMorgan’s forecast for the U.S. search advertising market (it expects global search revenues to rise 38 percent in 2008 to $30.5 billion):

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—And here is its forecast for the U.S. graphical advertising market. Average CPMs for online ads, which bottomed in 2007 at $3.31, will start to rise again (see table below):

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Via JPMorgan Predicts 2008 Will Be “Nothing But Net”

Why Twitter?

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Data: U.S. Internet Advertising to Double to $42 Billion Over Next Four Years

 

image  The latest forecast for Internet advertising is out from eMarketer, which says that in the U.S. it will rise from $21 billion this year to $42 billion in 2011.

Data: U.S. Internet Advertising to Double to $42 Billion Over Next Four Years

Facebook: More Popular Than Porn – TIME

image According to Hitwise data. Websites which social-network users visit after logging into their profiles…the most clicked-on category of sites was search engines, with 11.6% of all downstream visits. Web-based e-mail services were next with 8.5%. Blogs came in third in popularity at 6.1%, claiming more than four times the number of visits to traditional news sites, which logged 1.5% of downstream visits.

Which of the 172 web categories tracked by Hitwise get the most hits from 18- to 24-year-olds. Here’s a shocker: Porn is not No. 1. I’ve actually been puzzled by the decrease in visits to the Adult Entertainment category over the last two years. Visits to porn sites have dropped from 16.9% of all site visits in the U.S. in October 2005 to 11.9% as of last week, a 33% decline. Currently, for web users over the age of 25, Adult Entertainment still ranks high in popularity, coming in second, after search engines. Not so for 18- to 24-year-olds, for whom social networks rank first, followed by search engines, then web-based e-mail — with porn sites lagging behind in fourth. If you chart the rate of visits to social-networking sites against those to adult sites over the last two years, there appears to be a strong negative correlation (i.e., visits to social networks go up as visits to adult sites go down). It’s a leap to say there’s a real correlation there, but if there is one, then I’d bet it has everything to do with Gen Y’s changing habits: they’re too busy chatting with friends to look at online skin. Imagine.

Via  Facebook: More Popular Than Porn – TIME

Changing the Face of Brand Advertising Online

 

image It’s offical. Today’s announcement of Facebook Ads is the company’s play to become a major force in brand advertising online. Facebook Ads is a new platform for creating and disseminating socially-aware ads on Facebook.

Facebook Ads is comprised of three parts: Ads targeted at Facebook members using their profile data such as age, gender, relationship status, work history, and stated interests (Social Ads); ad widgets that advertisers can put on their own sites that allow Facebook members to become product endorsers, and spread that endorsement to all of their friends on Facebook through their personal feeds (Beacon); and aggregated profile information that is exposed to Facebook advertisers that tells them what kind of people are getting their ads and who is clicking on them (Insight).

The different stage of Web Bubble

 

Bubbles always burst. It is just a question of when, and who gets hurt when they do burst.

  1. The first stage of a bubble is when most smart money declares we are NOT in a bubble…it is different this time.
  2. The second stage is more dangerous. Many people agree that we are in a bubble, but it will last another year or two, and there is still money to be made.
  3. The third stage is when the bubble has burst but most people are in denial and think it is a temporary set back.
  4. The fourth stage is when everyone agrees the bubble has burst and life will never be the same.

More articles about bubble:

Bubble or normal failure scenario?”, and “I’ll trade my two $50K cats for your $100K dog“, and of course “Fear is temporary, greed is permanent

 

Via Web 2.0 Bubble – Now entering Stage Two

Social Site Rankings (September, 2007)

Microsoft will acquire 20 companiese a year

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84 Top Advertising Networks

Adsense Alternatives

Large Network:

  1. Chitika : Shopping mall banner advertising. (CPC)
  2. AdBrite : Ad marketplace for publishers and advertisers. (CPC); 75% payout.
  3. Advertising.com : Large network. (CPA)
  4. 24/7 RealMedia : Large network. (CPM)
  5. Burst Media : Large network. (CPM)
  6. Commission Junction : Large network. (CPA)
  7. Kanoodle : Large network. (CPC); 50% payout.
  8. LinkShare : Large network. (CPA)
  9. ValueClick : Large network. (CPM)

Even Larger:

  1. Yahoo Publisher Network : Closed Beta (CPC)
  2. MSN adCenter : Closed Beta (CPC)

Small Ones

      Via  Top Advertising Networks : Technical Lists : eConsultant

Social Software Definition/Feature List