The Internet Capitalist
SG Cowen Internet Research
17
DataBank
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) $mm
% with PCs 42% 45% 47% 49% 52% General Motors 3,087
% US HH Online 55% 63% 74% 82% 95% P&G 2,743
Total Online Households (mm) 26 34 42 52 67 Philip Morris 2,137
WWW Users (mm) 97.3 131.6 170 227.7 319.8 Chrysler 1,532
Ford 1,281
Sears 1,262
Internet Commerce - Retailing Categories (Forrester) Disney 1,249
1998 1999 2000 2001 Pepsi 1,245
PC H/W & S/W 1,616 2,234 2,901 3,766 Diageo 1,206
Travel 1,523 2,810 4,741 7,443 McDonald's 1,041
Entertainment 591 1,143 1,921 2,678
Books, Music 288 504 761 1,084
Gifts, Flowers, Greetings 264 413 591 802 Top 10 Web Sites by Reach
Apparel & Footware 157 245 361 514 MediaMetrix - October Data
Food & Beverage 168 250 354 463 % Reach
Other 221 325 460 637 AOL.COM 47.9
Total 4,828 7,924 12,090 17,387 Yahoo! sites 47.6
Microsoft sites 46.3
Internet Advertising (Jupiter) Lycos 44.5
1998 1999 2000 2001 2002 Netscape.com 33.4
Total Media Advertising ($mm) 156,083 165,994 167,384 175,270 187,000 GeoCities 30.8
Internet Advertising ($mm) 1,873 2,987 4,352 5,784 7,672 Excite Network 30.1
% of Traditional Media Spending 1.20% 1.80% 2.60% 3.30% 4.10% Disney 23.5
Internet Direct Marketing ($mm) 190 353 632 917 1,335 Infoseek 21.7
Time Warner 18.8
Traditional Ad Spending by Media (Jupiter)
1996 2000 2002 Top Web Networks by Reach
Newspapers ($mm) 38,200 47,400 50,100 MediaMetrix - October Data
Radio ($mm) 12,300 15,900 17,800 % Reach
TV ($mm) 36,000 42,900 46,900 24/7 Media 44.1
Cable ($mm) 6,400 9,900 12,200 DoubleClick Network 38.7
Magazine ($mm) 9,000 10,900 11,900 Excite Network 35.4
Internet ($mm) 300 4,400 7,700 LinkExchange Network 34.8
Real Media 20.5
Broadband Connections - US Households (Forrester, mm's)
1998 1999 2000 2001 2002 Top Web Networks by Usage
Cable Modems 0.70 2.00 4.30 8.20 13.60 MediaMetrix - October Data
ADSL 0.00 0.20 0.40 1.00 2.20 Mins/Month
Total Broadband: 0.70 2.20 4.70 9.20 15.80 eBay 123.8
Microsoft 44.8
Major Broadband Service Providers - State of the Market (homes basis, mm's) Yahoo!.com 42.5
Homes Network Service Subscribers Excite Network 26.3
Cable Providers Passed Deployed Available (actual #s) Netscape.com 23.1
@Home 51.0 13.0 13.0 210,000 USAToday.com 22.8
RoadRunner 27.3 14.5 7.5 200,000 Disney 21.1
Other 20.0 5.0 2.5 170,000 Time Warner 17.9
Total 98.3 32.5 23.0 580,000 ZDNet 17.4
GeoCities.com 16.6
ADSL Providers
Ameritech 11.1 1.0 0.6 5,000
Bell Atlantic 21.3 2.0 1.3 5,000
BellSouth 15.6 1.8 0.9 5,000
GTE 11.3 5.0 2.5 5,000
SBC 18.1 4.4 2.6 5,000
US West 8.0 5.4 2.5 10,000
Total 85.4 19.6 10.4 35,000 |
