Comments on: Estimates Put Internet Advertising at $21 Billion in U.S., $45 Billion Globally http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/ Startup and Technology News Tue, 07 Oct 2008 12:23:02 +0000 http://wordpress.org/?v=2.5.1 By: rss blog » Blog Archive » Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2453908 rss blog » Blog Archive » Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First Tue, 02 Sep 2008 14:50:32 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2453908 [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...] [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...]

]]> By: Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First | about ICT http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452211 Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First | about ICT Mon, 01 Sep 2008 02:38:58 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452211 [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...] [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...]

]]> By: Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First  »TechAddress http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452112 Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First  »TechAddress Sun, 31 Aug 2008 22:33:57 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452112 [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...] [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...]

]]> By: Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First | aboutCREATION http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452103 Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First | aboutCREATION Sun, 31 Aug 2008 22:19:55 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452103 [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...] [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...]

]]> By: Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452058 Google’s Strategy In Japan: Avoid Yahoo And Take Over The Mobile Web First Sun, 31 Aug 2008 20:39:27 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2452058 [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...] [...] worldwide (74%, compared to 70% in the USA), a $5.7 billion online advertising market (out if one estimated to be worth $45 billion globally) and is ranked No. 3 in terms of total web population (94 million, about as many as Germany and the [...]

]]> By: Internet Display Advertising Slowed In First Quarter http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2369579 Internet Display Advertising Slowed In First Quarter Wed, 11 Jun 2008 16:47:45 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2369579 [...] include search advertising, only display ads. The quarterly total for all Internet advertising is closer to $6 billion. But this data point is evidence that the Web may not be immune to weakness in advertising spending [...] [...] include search advertising, only display ads. The quarterly total for all Internet advertising is closer to $6 billion. But this data point is evidence that the Web may not be immune to weakness in advertising spending [...]

]]> By: Local Online Advertising http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2023355 Local Online Advertising Sat, 08 Mar 2008 09:09:24 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2023355 Would 20/20 foresight reveal these online advertising projections to merely be the tip of the iceberg? What happens as customer behavior continues to evolve? What happens when companies better allign with customers? <a href="http://www.BringBuyers.com" rel="nofollow">Local Business Will Prevail.</a> Would 20/20 foresight reveal these online advertising projections to merely be the tip of the iceberg? What happens as customer behavior continues to evolve? What happens when companies better allign with customers?

Local Business Will Prevail.

]]> By: Local Online Advertising http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2023350 Local Online Advertising Sat, 08 Mar 2008 09:07:03 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2023350 Would 20/20 foresignt reveal these online advertising projections to merely be the tip of the icerberg? What happens as customer behavior continues to evolve? What happens when companies better allign with customers? <a href="http://www.BringBuyers.com" rel="nofollow">Local Business Will Prevail.</a> Would 20/20 foresignt reveal these online advertising projections to merely be the tip of the icerberg? What happens as customer behavior continues to evolve? What happens when companies better allign with customers?

Local Business Will Prevail.

]]> By: Online Ad Spending at Ghost of Midnight http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2009245 Online Ad Spending at Ghost of Midnight Thu, 28 Feb 2008 05:06:36 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2009245 [...] And TechCrunch offers more data. [...] [...] And TechCrunch offers more data. [...]

]]> By: yaromir http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2008034 yaromir Wed, 27 Feb 2008 07:16:46 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2008034 If Kelsey Group's global estimate of $45bn is correct, then Japan online advertising market accounted for 12.2% or $5.5bn of this amount: http://analytica1st.com/analytica1st/2008/02/japan-mobile-ad-spending-up-592-in-2007.html If Kelsey Group’s global estimate of $45bn is correct, then Japan online advertising market accounted for 12.2% or $5.5bn of this amount:

http://analytica1st.com/analyt.....-2007.html

]]> By: Miracle Blade http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007893 Miracle Blade Wed, 27 Feb 2008 04:46:25 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007893 That is absolutely huge. I wonder if there is much more room to grow. That is absolutely huge. I wonder if there is much more room to grow.

]]> By: Yakov http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007538 Yakov Tue, 26 Feb 2008 21:52:30 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007538 The Russian internet advertising market was about 1 percent of global market in 2007 but it doubles every year http://blog.quintura.com/2008/02/06/russian-internet-advertising-market-to-grow-to-685-million-in-2008/ The Russian internet advertising market was about 1 percent of global market in 2007 but it doubles every year http://blog.quintura.com/2008/.....n-in-2008/

]]> By: Marzipan from Toledo http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007348 Marzipan from Toledo Tue, 26 Feb 2008 20:14:48 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007348 Google is suffering from a few things: 1) Valuation had gotten ahead of expecations and to a point where it did not support itself. 2) The valuation that was assigned 1-2 months ago was based on 30-35% growth over the next 5 years. Think about that. 3) If they miss their number again (which they did last quarter) that will cause people to completely revise their growth projections, thereby significantly altering the valuation model for this stock. 4) Go look at the number of stocks trading at less than 10x free cash flow. Over the past 2-3 months many great companies have moved into this territory, including some growth stocks. Why would you buy GOOG at $500-600 (25-35x free cash flow) when there are such other great opportunities? The answer is you won't and that's why this things is a dog right now. I've posted here before about shorting at $700+ and that this thing would head south at or close to the three's. I'm happy to say so far i've been right and closed out half my position today. Google is suffering from a few things:

1) Valuation had gotten ahead of expecations and to a point where it did not support itself.

2) The valuation that was assigned 1-2 months ago was based on 30-35% growth over the next 5 years. Think about that.

3) If they miss their number again (which they did last quarter) that will cause people to completely revise their growth projections, thereby significantly altering the valuation model for this stock.

4) Go look at the number of stocks trading at less than 10x free cash flow. Over the past 2-3 months many great companies have moved into this territory, including some growth stocks. Why would you buy GOOG at $500-600 (25-35x free cash flow) when there are such other great opportunities? The answer is you won’t and that’s why this things is a dog right now.

I’ve posted here before about shorting at $700+ and that this thing would head south at or close to the three’s. I’m happy to say so far i’ve been right and closed out half my position today.

]]> By: Nick Wright http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007334 Nick Wright Tue, 26 Feb 2008 19:53:32 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007334 Let me just check the share price of google...oh yeah, down again. When shall I buy? http://www.exiva.com share your life, treasure the privacy Let me just check the share price of google…oh yeah, down again.
When shall I buy?

http://www.exiva.com
share your life, treasure the privacy

]]> By: Vini - Triimart http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007262 Vini - Triimart Tue, 26 Feb 2008 18:40:43 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007262 Tough fight is growing among the giants.... $21 billion dollars is a huge growth, will go up with competition. Tough fight is growing among the giants…. $21 billion dollars is a huge growth, will go up with competition.

]]> By: MotownStyle http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007240 MotownStyle Tue, 26 Feb 2008 18:22:19 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007240 Correction - $21b would be ~ 15% of Google's market cap. Still... Correction - $21b would be ~ 15% of Google’s market cap. Still…

]]> By: MotownStyle http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007235 MotownStyle Tue, 26 Feb 2008 18:20:30 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007235 Wow, $21 billion dollars for the entire US - that's half of what Microsoft has offered for Yahoo! alone. And probably 5% of Google's market value. Looks like a lot of catching up to do to keep justifying all these lofty valuations for advertiser-supported services. Wow, $21 billion dollars for the entire US - that’s half of what Microsoft has offered for Yahoo! alone. And probably 5% of Google’s market value.

Looks like a lot of catching up to do to keep justifying all these lofty valuations for advertiser-supported services.

]]> By: Francisco http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007225 Francisco Tue, 26 Feb 2008 18:17:51 +0000 http://www.techcrunch.com/2008/02/26/estimates-put-internet-advertising-at-21-billion-in-us-45-billion-globally/#comment-2007225 I don't know if this is causing Google's stock to drop. Today they were down almost 6%. Their current market cap is roughly 144B which is more than 3x the total market for their industry. I don’t know if this is causing Google’s stock to drop. Today they were down almost 6%. Their current market cap is roughly 144B which is more than 3x the total market for their industry.

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