Comments on: JPMorgan Predicts 2008 Will Be “Nothing But Net” http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/ Startup and Technology News Thu, 26 Nov 2009 22:15:59 -0800 hourly 1 By: Analyst expresses optimism for 2009 ad market | Drama Blog http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-2/#comment-2674686 Analyst expresses optimism for 2009 ad market | Drama Blog Sat, 28 Mar 2009 07:04:07 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-2674686 [...] projections that were revised downward over the past few weeks.  Imran Khan, Managing Director, J.P. Morgan, singled out three more reasons for cautious [...] [...] projections that were revised downward over the past few weeks.  Imran Khan, Managing Director, J.P. Morgan, singled out three more reasons for cautious [...]

]]> By: A Social Media Best Practice: The Value of Growing your Share of Conversation | Power Shift - Social Media Blog http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-2/#comment-2617317 A Social Media Best Practice: The Value of Growing your Share of Conversation | Power Shift - Social Media Blog Thu, 05 Feb 2009 20:40:36 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-2617317 [...] lot of overall exposure. To come up with an ad-equivalency benchmark, I used JP Morgan’s average CPM forecast for 2008 of $3.44 to calculate that a “theoretical” banner ad campaign on these sites would cost up to [...] [...] lot of overall exposure. To come up with an ad-equivalency benchmark, I used JP Morgan’s average CPM forecast for 2008 of $3.44 to calculate that a “theoretical” banner ad campaign on these sites would cost up to [...]

]]> By: Media Philosopher » A Social Media Best Practice: The Value of Growing your Share of Conversation http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-2/#comment-2617160 Media Philosopher » A Social Media Best Practice: The Value of Growing your Share of Conversation Thu, 05 Feb 2009 17:40:09 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-2617160 [...] lot of overall exposure. To come up with an ad-equivalency benchmark, I used JP Morgan’s average CPM forecast for 2008 of $3.44 to calculate that a “theoretical” banner ad campaign on these sites would cost up to [...] [...] lot of overall exposure. To come up with an ad-equivalency benchmark, I used JP Morgan’s average CPM forecast for 2008 of $3.44 to calculate that a “theoretical” banner ad campaign on these sites would cost up to [...]

]]> By: dshjkh http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-2/#comment-2606193 dshjkh Mon, 26 Jan 2009 12:55:19 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-2606193 hello!) hello!)

]]> By: Stock » Tech Internet Stocks http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-2/#comment-2451755 Stock » Tech Internet Stocks Sun, 31 Aug 2008 08:33:40 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-2451755 [...] http://www.techcrunch.com/2008/01/02…thing-but-net/ [...] [...] http://www.tech...;thing-but-net/ [...]

]]> By: Web 2.0 Predictions for 2008 « Think Cow http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-2/#comment-2400629 Web 2.0 Predictions for 2008 « Think Cow Tue, 08 Jul 2008 04:15:46 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-2400629 [...] TechCrunch covers JP Morgan’s bullish predictions for the Web business in [...] [...] TechCrunch covers JP Morgan’s bullish predictions for the Web business in [...]

]]> By: To the TOP http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1980412 To the TOP Fri, 08 Feb 2008 04:24:39 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1980412 <strong>2008 Will Be “Nothing But Net”...</strong> 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... 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1975731 MercadoLibre, el IPO más rendidor del 2007 | Netad Blog Tue, 05 Feb 2008 10:12:51 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1975731 [...] el reporte “Nothing but Net”, JP Morgan hace una reseña de los principales IPOs de la Industria de Internet en 2007. Fue un [...] [...] 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1964482 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1964482 [...] 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 [...] [...] 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1922219 MetaMuse Wed, 16 Jan 2008 00:17:48 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1922219 <strong>CPM Rates Will Rise. They Have To....</strong> 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... 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1900329 Margaret Lynch Sat, 05 Jan 2008 19:02:40 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1900329 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 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1900017 At Sat, 05 Jan 2008 10:02:50 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1900017 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. 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1899809 apenomics Sat, 05 Jan 2008 03:50:07 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1899809 If anyone wants to download the full report here is a link (rapidshare) http://rapidshare.com/files/81354617/c.pdf.html If anyone wants to download the full report here is a link (rapidshare)

http://rapidsha...4617/c.pdf.html

]]> By: Justin http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1898335 Justin Fri, 04 Jan 2008 02:22:59 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1898335 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. 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1898113 CCNA Discovery Thu, 03 Jan 2008 23:44:46 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1898113 An interesting report. An interesting report.

]]> By: SEO TIPS http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1897641 SEO TIPS Thu, 03 Jan 2008 17:56:20 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1897641 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. 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1897595 Shawn Thu, 03 Jan 2008 17:24:39 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1897595 Stop clicking on Google's advertisement links and watch their revenue fall from the sky. Stop clicking on Google’s advertisement links and watch their revenue fall from the sky.

]]> By: David Dines http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1897407 David Dines Thu, 03 Jan 2008 14:54:05 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1897407 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/ 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://technolo...y.blogspot.com/

]]> By: techcrunchreader http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1897313 techcrunchreader Thu, 03 Jan 2008 13:35:47 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1897313 JP Morgan - Nothing But Net 2008: www.fileurls.com/fabvwe JP Morgan – Nothing But Net 2008:
http://www.fileurls.com/fabvwe

]]> By: Kid Mercury's Blog http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1897232 Kid Mercury's Blog Thu, 03 Jan 2008 12:36:40 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1897232 <strong>JPMorgan Predicts 2008 Will Be “Nothing But Net” - techcrunch.com...</strong> 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...... 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1896916 Mookey Thu, 03 Jan 2008 08:17:46 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1896916 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 I’d like to point anyone who hasn’t seen it yet to the Here Comes Another Bubble video: http://www.yout...h?v=I6IQ_FOCE6I

]]> By: PJ http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1896666 PJ Thu, 03 Jan 2008 04:37:31 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1896666 Dude if it's a bubble you better dust off your typewriter. Dude if it’s a bubble you better dust off your typewriter.

]]> By: NHZ http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1896644 NHZ Thu, 03 Jan 2008 04:07:37 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1896644 It is a biiiiiiiiiiiiiiiiiiiiiiiiiiiiiiig picture.But how to realize this picture? It is a biiiiiiiiiiiiiiiiiiiiiiiiiiiiiiig picture.But how to realize this picture?

]]> By: TechCrunch40 Sponsor - Agoracom http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1896612 TechCrunch40 Sponsor - Agoracom Thu, 03 Jan 2008 03:36:00 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1896612 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 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 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/comment-page-1/#comment-1896507 Kai Thu, 03 Jan 2008 02:44:57 +0000 http://www.techcrunch.com/2008/01/02/jpmorgan-predicts-2008-will-be-nothing-but-net/#comment-1896507 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? 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?

]]>