The Internet Capitalist SG Cowen Internet Research 13 Data Bank Internet Users And Households (IDC) 1998 1999 2000 2001 2002 Top 10 Traditional Media Advertisers US Households (mm) 100.7 101.5 102.7 103.8 104.8 1997 (AdAge) $mm % with PCs 42% 45% 47% 49% 52% General Motors 3,087 % US HH Online 55% 63% 74% 82% 95% P&G 2,743 Total Online Households (mm) 26 34 42 52 67 Philip Morris 2,137 WWW Users (mm) 97.3 131.6 170 227.7 319.8 Chrysler 1,532 Ford 1,281 Sears 1,262 Internet Commerce - Retailing Categories (Forrester) Disney 1,249 1998 1999 2000 2001 Pepsi 1,245 PC H/W & S/W 1,616 2,234 2,901 3,766 Diageo 1,206 Travel 1,523 2,810 4,741 7,443 McDonald's 1,041 Entertainment 591 1,143 1,921 2,678 Books, Music 288 504 761 1,084 Gifts, Flowers, Greetings 264 413 591 802 Apparel & Footware 157 245 361 514 Food & Beverage 168 250 354 463 Other 221 325 460 637 Total 4,828 7,924 12,090 17,387 Internet Advertising (Jupiter) Top 10 Web Sites by Reach 1998 1999 2000 2001 2002 MediaMetrix - August Data Total Media Advertising ($mm) 156,083 165,994 167,384 175,270 187,000 % Reach Internet Advertising ($mm) 1,873 2,987 4,352 5,784 7,672 AOL.COM 47.2 % of Traditional Media Spending 1.20% 1.80% 2.60% 3.30% 4.10% Yahoo! sites 46.9 Internet Direct Marketing ($mm) 190 353 632 917 1,335 Microsoft sites 46.2 Lycos 37.5 Traditional Ad Spending by Media (Jupiter) Netscape.com 32.3 1996 2000 2002 Excite Network 29.6 Newspapers ($mm) 38,200 47,400 50,100 GeoCities 28.8 Radio ($mm) 12,300 15,900 17,800 Infoseek 22.8 TV ($mm) 36,000 42,900 46,900 Disney 21.6 Cable ($mm) 6,400 9,900 12,200 Time Warner 20.2 Magazine ($mm) 9,000 10,900 11,900 Internet ($mm) 300 4,400 7,700 |