The Internet Capitalist
SG Cowen Internet Research
24
DataBank
In t ern e t U sers A nd H o u se h o ld s ( ID C )
19 98 19 99 20 00 20 01 20 02 To p 1 0 T rad i t i o n a l M e d i a A d v ert i se r
US H ou se h ol d s ( m m ) 10 0 .7 1 0 1 . 5 10 2 .7 1 0 3 . 8 10 4 .8 1 9 9 7 (A d A g e) $m m
% wi t h PC s 4 2 % 45 % 4 7 % 49 % 5 2 % G e n er a l M ot or s 3 ,087
% U S H H O n l i n e 55 % 6 3 % 74 % 8 2 % 95 % P &G 2 ,743
T ota l O n l i n e H ou s eh ol d s ( m m ) 2 6 3 4 4 2 5 2 6 7 P h ilip M or r is 2 , 1 3 7
W W W U s er s ( m m ) 97 . 3 13 1 .6 1 7 0 22 7 .7 3 1 9 . 8 C h r ys l er 1 ,532
F or d 1 ,281
S ea r s 1 , 262
In tern e t C o mm e rc e - R e ta i li n g C a teg o ri e s (F o rreste r) D i sn e y 1 ,249
19 98 19 99 20 00 20 01 P ep si 1 , 245
PC H / W & S /W 1 , 6 1 6 2 ,234 2 ,901 3 ,766 D i a g eo 1 ,206
T r a ve l 1 ,523 2 ,810 4 ,741 7 ,443 M cD on a l d ' s 1 ,041
E n t er t a i n m en t 5 9 1 1 ,143 1 ,921 2 ,678
Book s , M u s ic 2 8 8 5 0 4 7 6 1 1 ,084
G ift s, F l ower s , G re et i n g s 2 6 4 4 1 3 5 9 1 8 0 2 To p 1 0 W e b S it e s b y R e a c h
A p p a r el & F oo twa r e 1 5 7 2 4 5 3 6 1 5 1 4 M e d i a M e tri x - D ecem b e r D a t a
F ood & B ever a g e 1 6 8 2 5 0 3 5 4 4 6 3 % R ea ch
O th er 22 1 3 2 5 4 6 0 6 3 7 A O L W ebs i t es * 5 4 .5
T ot a l 4 , 828 7 ,924 1 2 ,0 9 0 1 7 ,3 8 7 M i c r os oft S i t es * 4 8 .4
Y a h oo S i t es * 4 8 .2
In t ern e t A d v e rtisi n g ( J u p i t e r) L ycos * 4 6 .5
19 98 19 99 20 00 20 01 20 02 G e oC i t i es * 3 3 .4
T ot a l M ed i a A d ve r t i s i n g ( $ m m ) 1 5 6 , 0 83 16 5 ,9 9 4 1 6 7 , 3 84 17 5 ,2 7 0 1 8 7 , 0 00 N e t s ca p e* 3 0 .9
I n t er n et A d ver ti s i n g ($ m m ) 1 , 873 2 ,987 4 ,352 5 ,784 7 ,672 E x ci t e N et wor k , T h e * 2 9 .2
% o f T r a d it i on a l M ed i a S p en d in g 1 .20% 1 .80% 2 .60% 3 .30% 4 .10% W a l t D i s n ey C om p a n y O n l i n e, T h e 2 3 .9
I n t er n et D i r ect M a r k e t i n g ($ m m ) 1 9 0 35 3 6 3 2 91 7 1 , 335 I n fos eek * 2 2 .1
BL UE M O UNT A I N A RT S. C O M 2 1 .7
Tra d i t i o n al A d S p end i n g b y M e d ia ( J u p it e r)
19 96 20 00 20 02 To p W e b N e t w o rks b y R e a c h
N e wsp ap er s ( $ m m ) 3 8 ,2 0 0 4 7 ,4 0 0 5 0 ,1 0 0 M e d i a M e tri x - D ecem b e r D a t a
Rad io ( $ m m ) 1 2 , 3 0 0 1 5 , 9 0 0 1 7 , 8 0 0 % Rea ch
T V ( $ m m ) 3 6 , 00 0 4 2 , 90 0 4 6 , 90 0 2 4 / 7 M ed ia** 5 0 .0
C a bl e ( $ m m ) 6 , 400 9 ,900 12 , 2 0 0 D oubl eC l i ck N et wor k , T h e* * 4 5 .8
M a g a z in e ( $ m m ) 9 , 000 10 , 9 0 0 11 , 9 0 0 E x ci t e A d ver t i s i n g N e t wor k , T h e* 3 2 .8
I n t er n et ( $ m m ) 3 0 0 4 ,400 7 ,700 L i n k E x c h a n g e N et wor k** 5 3 .6
M i c r os oft S ite s / L E N etw or k * * 6 7 .9
M S N / L E N et wor k * * 6 5 .7
Re a l M e d i a * * 1 9 .1
X oom N et wor k , T h e* * 1 8 .9
B ro a dband C o n n ec t i o n s - U S H o u se h o ld s ( F o rre st e r, m m ' s)
19 98 19 99 20 00 20 01 20 02 To p W e b N e t w o rks b y U sa g e
C a bl e M od em s 0 .70 2 .00 4 .30 8 .20 13 . 6 0 M e d i aM e t ri x - N ovem b e r D a t a
A D SL 0 .00 0 .20 0 .40 1 .00 2 .20 M i n s / M on t h
T ot a l B r oa dba n d : 0 .70 2 .20 4 .70 9 .20 15 . 8 0 E BA Y . C O M 133 . 1
T E N . N E T 101 . 6
M a j o r B ro a dban d S erv i c e P ro v i d ers - S ta t e o f t h e M a rke t ( h o m e s b a si s, m m ' s) HO T M A I L . C O M 7 5 .5
Hom es N e t wor k S er vi ce S u bsc r i ber s UPROA R. C O M 5 8 .4
C a b le P r ovi d e r s P ass e d D ep l oyed A va ila bl e ( a c t u a l #s) YA HO O .COM 5 7 .2
@ Hom e 6 0 .0 1 3 .2 1 3 .2 3 3 1, 0 0 0 M O N E Y C E N T R A L* 5 6 .6
Roa d R u n n er 2 7 . 3 1 4 . 5 7 .5 1 8 0 , 0 0 0 N E T A D D RE S S.C O M 5 0 .3
O t h er 2 0 .0 5 . 0 2 . 5 1 7 0, 0 0 0 E T R A D E .C O M 4 7 .3
T ot a l 1 0 7 .3 3 2 .7 2 3 .2 6 8 1 , 0 0 0 W BS .N E T 4 6 .3
W E B ST A K E S . C O M 4 4 .1
A D SL P r ovi d e r s
A m er i t ech 11 . 1 1 .0 0 . 6 5 ,000
Be ll A tla n tic 2 1 . 3 2 . 0 1 . 3 5 , 0 0 0
Be l l S ou t h 15 . 6 1 .8 0 . 9 5 ,000
G T E 1 1 . 3 5 . 0 2 .5 5 , 000
S BC 1 8 . 1 4 . 4 2 .6 5 , 000
US W e st 8 .0 5 . 4 2 .5 1 0 , 00 0
T ot a l 8 5 .4 1 9 .6 1 0 .4 3 5 ,0 0 0
To p 1 0 R e t a i le rs b y M kt C a p Top 10 M e d i a C o mp an i e s b y M k t C a p
$0 0 0 ,000 $0 0 0 ,000
W al - M a r t $1 7 6 .0 D isn e y $7 0 .9
Hom e D ep ot $8 3 .6 T im e W a r n er $6 9 .4
W al g r ee n $2 8 .8 Am er i c a O n l i n e $6 4 .6
S afe way $2 6 .4 T ele- C om m u n i ca tio n s I n $3 5 .5
D ayt on H u d s on $2 5 .9 S on y $2 9 .4
A m azon $1 6 .8 V i acom $2 8 .1
C os t co $1 5 .7 Y ah oo! $2 6 .2 |
