This presentation focuses on the twelve key trends that we believe are driving changes for many aspects of the Internet.
We continue to believe that the Internet is still in the early stages of becoming a central communications, information, commerce, and entertainment medium.
1) We believe the Internet should prove to be the growth distribution channel of the decade
2) Search/find/obtain (SFO) is becoming a global reality and may be the next ‘killer application’ of the Internet
3) Residential broadband (with an estimated 88MM global subscribers as of CQ4:03) has hit critical mass, and
pricing continues to decline…
4) The underlying growth rate for global Internet usage remains strong and global markets are ramping
5) Online continues to gain share from offline
6) “Mind share” well above “market share” demonstrates growth opportunity
7) We view Internet momentum/opportunity as compelling compared to other media
8) Consumer appears to be alive and well for key technology-related purchases. Small to medium-sized businesses (SMBs) have benefited
9) Technology platform-driven convenience, low (and transparent) prices/pricing, uniquely strong 24x7 customer service, and extensive selection have been key factors behind growth
10) Online advertising trends could surprise on the upside & online premium services have begun to ramp…
11) Handful of industry leaders gaining share…operating leverage with inherently scalable models is powerful
12) Positive earnings surprises can be, more often than not, followed by more of the same…
High Level Thought Re: SFO…People have very little intuition for what it will mean when the top 40% of US households,
based on income, have half a dozen computers, all of them connected to the Net, all of them with ‘instant on.’ They just don’t know how important a part of our daily life the online world will be!
Jeff Bezos interview with Chip Bayers, Business
posted by Jen @ 6:22 AM
<< Home