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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (5342)	2/13/2001 7:17:50 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

whats up with jdsu, was that a miss or a hit?

To: Bill Harmond who wrote (5342)	2/14/2001 2:33:25 PM
From: Glenn D. Rudolph	Respond to of 57684

• Summary. Online traffic had the largest absolute increase we have seen in over two years, and the largest percent increase since January 2000. The rankings and position of the top sites changed slightly. • January Highlights: Est. total U.S. online users increased approximately 3.7 million from 81.1 million in December to 84.8 million in December – slightly more than the 3.3 million increase seen in January of last year. The impressive increase is likely the result of seasonality (cold weather, no holidays). Average minutes per user increased 8%, more than the average 3% increase. • The rankings of the top five sites remained essentially unchanged in January. AOL maintained the No. 1 position with (76% reach, up 1), with 64 million users. Microsoft Sites moved into the No. 2 position (66% reach, flat), now above Yahoo! for the first time since July 00. No. 3 Yahoo! was down 2 reach points at 65% (55 million unique users). Lycos also moved ahead (38% reach, up 1), into the No. 4 position, now above Excite by almost 4 reach points. No.5 Excite fell 4 reach points to 34% reach, or 29 million users. • AOL still dominant, thanks to its online service. AOL Network, which now includes both the AOL service and AOL’s digital and web properties, was by far the leader in the digital media reach as well as total usage minutes. AOL Network, with 76% reach or 64 million users came in 10 reach points above No. 2 Microsoft (66% reach, 56 million users). The total time spent on the AOL Network was also more than 5X the minutes spent on No. 2 Microsoft. • Yahoo! is still the most valuable web-only property. Yahoo!'s minutes and pageviews - important when it comes to monetizing traffic - are still among the highest in the industry among web-only usage: Yahoo! users spent an average of 126 minutes (up 5) on the sites in the month and looked at 74 pages (up 4), nearly 4X as many pageviews and 6X as many minutes as Lycos users. Microsoft Site users spent an average of 108 minutes (up 4), which is only slightly less than Yahoo!, however, a higher percentage of Microsoft's minutes are spent on email and instant messenger, however, and these are less monetizable. Monthly Web Ratings – 14 February 2001 (Corrected) 2 • eBay surges past Amazon and is now clearly growing traffic faster than any other ecommerce network. Amazon Sites were down 5 reach points with 21% reach (18 million users) and moved from the No. 7 position, back into the No. 11 position, likely a result of heavy usage during the December holiday season. EBay sites maintained the No. 10 position and are now above Amazon with 22% reach (down 2). In terms of absolute users, Amazon was up 16% year-over-year, from 15.5 million to 18 million, while eBay was up an impressive 63% year-over-year (including Half.com--32% without it). We were impressed to see over one-fifth of people online last month visited both Amazon and eBay, even though there were no big shopping holidays during the month. Amazon.com (as opposed to Amazon Sites) maintained the No. 1 shopping position, with 17 million users (20% reach, down 5). Ebay.com maintained the No. 2 position with 18% reach (flat). Implications of January Data For Stock Performance • AOL Neutral • Amazon.com Neutral • Ebay.com Positive • Yahoo! Neutral Geeez Amazon better keep the great front end going since they are surely not growing.