Comments on: JPMorgan Predicts 2008 Will Be “Nothing But Net”

By: Web 2.0 Predictions for 2008 « Think Cow

Web 2.0 Predictions for 2008 « Think Cow — Tue, 08 Jul 2008 04:15:46 +0000

[...] TechCrunch covers JP Morgan’s bullish predictions for the Web business in [...]

By: To the TOP

To the TOP — Fri, 08 Feb 2008 04:24:39 +0000

2008 Will Be “Nothing But Net”…

This is interesting and impressive article about what is going on in internet stock. This massive report is concerning broadband penetration, advertising revenues, estimates that free cash flow among just five of the top Internet companies, forecas…

By: MercadoLibre, el IPO más rendidor del 2007 | Netad Blog

MercadoLibre, el IPO más rendidor del 2007 | Netad Blog — Tue, 05 Feb 2008 10:12:51 +0000

[...] el reporte “Nothing but Net”, JP Morgan hace una reseña de los principales IPOs de la Industria de Internet en 2007. Fue un [...]

By: Nothing but Net in 2008, what about China? Here is the Key points. | Silk Road To Dragon China

Sun, 03 Feb 2008 03:52:40 +0000

[...] which has a chapter on China’s Internet industry and also reviews Chinese Internet stocks.(tip by Techcrunch) The chapter on China are mainly based on the data from CNNIC’s latest report on China’s [...]

By: MetaMuse

MetaMuse — Wed, 16 Jan 2008 00:17:48 +0000

CPM Rates Will Rise. They Have To….

It’s been more than a week since I first read about JPMorgan’s forecast Nothing but Net. The key takeaways for me were that (a) average CPMs bottomed in 2007 at $3.31, and (b) 83% of graphically advertising in 2007 sold…

By: Margaret Lynch

Margaret Lynch — Sat, 05 Jan 2008 19:02:40 +0000

How do I obtain a copy of this report???? “Internet analyst Imran Khan and his team released a massive 312-page report this morning titled Nothing But Net”
Thanks

By: At

At — Sat, 05 Jan 2008 10:02:50 +0000

While it is true Google gets about half its revenue from
outside the US, most of that is from places whose GDP
growth mirrors the US. A US slowdown will affect Google
significantly. They have little share in most of Asia, where
GDP growth is highest.

By: apenomics

apenomics — Sat, 05 Jan 2008 03:50:07 +0000

If anyone wants to download the full report here is a link (rapidshare)

http://rapidshare.com/files/81354617/c.pdf.html

By: Justin

Justin — Fri, 04 Jan 2008 02:22:59 +0000

It’s impossible to take a sell-side report like this seriously - JP is pumping these companies to have a better shot at their impending M&A deals (one thing it certainly gets right).

A report containing their top analysts’ true positions would most certainly NOT be released online for the masses to absorb and download.

By: CCNA Discovery

CCNA Discovery — Thu, 03 Jan 2008 23:44:46 +0000

An interesting report.

By: SEO TIPS

SEO TIPS — Thu, 03 Jan 2008 17:56:20 +0000

As more and more moves to the net, i still feel that a company needs a strong off line branding campaign to be a success on the internet. Big companies like amazon and Google will dominate, but small internet companies will struggle to survive.

By: Shawn

Shawn — Thu, 03 Jan 2008 17:24:39 +0000

Stop clicking on Google’s advertisement links and watch their revenue fall from the sky.

By: David Dines

David Dines — Thu, 03 Jan 2008 14:54:05 +0000

I just downloaded the report and have scanned it. My overall reaction is of being impressed by the volume of research and underwhelmed by the analysis. I thought they stated the obvious in many cases (newspaper advertising will continue to decline), and were overly optimistic on the state of the economy and on ad margins. Only time will tell how good their forecasts are. I think it is not bad for what it is: a short term view of stock prices for public Internet companies, though, it should be read with a critical eye.

I have some shared some more thoughts on http://technologyvisionary.blogspot.com/

By: techcrunchreader

techcrunchreader — Thu, 03 Jan 2008 13:35:47 +0000

JP Morgan - Nothing But Net 2008:
http://www.fileurls.com/fabvwe

By: Kid Mercury's Blog

Kid Mercury's Blog — Thu, 03 Jan 2008 12:36:40 +0000

JPMorgan Predicts 2008 Will Be Nothing But Net - techcrunch.com…

I do agree with the notion that it’s a wonderful time to be doing Internet stuff. With that said, the analysis below fails to consider the inflation we’ve seen in 2007, and makes no mention that the r……

By: Mookey

Mookey — Thu, 03 Jan 2008 08:17:46 +0000

I’d like to point anyone who hasn’t seen it yet to the Here Comes Another Bubble video: http://www.youtube.com/watch?v=I6IQ_FOCE6I

By: PJ

PJ — Thu, 03 Jan 2008 04:37:31 +0000

Dude if it’s a bubble you better dust off your typewriter.

By: NHZ

NHZ — Thu, 03 Jan 2008 04:07:37 +0000

It is a biiiiiiiiiiiiiiiiiiiiiiiiiiiiiiig picture.But how to realize this picture?

By: TechCrunch40 Sponsor - Agoracom

TechCrunch40 Sponsor - Agoracom — Thu, 03 Jan 2008 03:36:00 +0000

This is good news for real Web 2.0 companies that have built real revenues and profits. Why? As the majors continue to expand earnings at a faster rate, their PE climbs and they’re acquisitions will be at higher multiples.

Cheers,
George

By: Kai

Kai — Thu, 03 Jan 2008 02:44:57 +0000

Looking at table 10 for US Search Advertising Revenue Forecast, how come the clickthrough rate is so high(over 25%)?
Does it mean every 4 time I search on a search engine, I click on a ad link?

By: eBay Dickster

eBay Dickster — Thu, 03 Jan 2008 02:20:38 +0000

That “cash flow” 2008 projection for eBay is ultra-conservative. I’m guestimating closer to $4+ billion.

Why is the market so down on eBay. F’ing-a, just rename it PayPal and all will be happy with the crazy growth and a side business of auction.

Jesus folks. eBay practically prints money.

By: Brian Nguyen

Brian Nguyen — Thu, 03 Jan 2008 02:12:38 +0000

Very much in agreement with you, Dheeraj - nice analysis.
I want to add one thing: ecommerce should still grow in net terms but growth rate will slow much more than 07. Competition among the online biz in this macro condition will even drive some biz’ revenue down. Paradocixally, higher broadband penetration will only have negative effect until the macro picture improves.

By: GS

GS — Thu, 03 Jan 2008 01:30:01 +0000

Anyone get the report link to work? Seems there’s a problem with the pdf file. Much appreciated.

By: RB

RB — Thu, 03 Jan 2008 00:04:03 +0000

just look at this site. arrington’s no genious. this is the most money he’s made in his entire career.
bravo, mike.
rb.

By: RB

RB — Thu, 03 Jan 2008 00:02:37 +0000

dheeraj, couldn’t agree with you more.
i’ve been waiting 10 years to make my millions lost back shorting ebay and google, and this year is going to be the one.
google will get hit someday, an antitrust suit, a microsoft hostile takeover, a competing technology, and the advertising world will come crashing down like all those plastic sand hill road dot com bricks they were masoning with silly putty in the late 90s.
ebay’s business model has nothing to do with auctions now, amazon.com is getting pulverised by shopping engines, and seo payouts will shrink into the microcents as the millions of garbage blogs run google’s fraud accounts into billions.
online commerce may grow, but the underlying fundamentals of the internet now are making a quick buck on the backs of fools.
go short and sit back, enjoy the ride.
it’s going to be one hell of a drop…
anyone want to ride in my 2009 audi R8 in next year’s gumball 3000 rally?
highest bidder wins. or BUYNOW for E100K.
cheers.
rb.