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Top Investor Themes for 2008

Picked this up from Guy Kawasaki – a Merrill Lynch report, “Top Internet Themes for 1H’08”, by Justin Post (12 page PDF).
It discusses these six themes/events:
1. Intensifying 3rd party seller competition between eBay and Amazon.
2. A bump in online media spending because of the elections and the television writers’ strike.
3. Increasing focus on mobile market initiatives by Google and Yahoo!
4. Improving display ad targeting technology because of the Google/DoubleClick merger and Yahoo!’s acquisition of Blue Lithium and Right Media.
5. Asset value unlock speculation because of the split of InterActive into five entities.
6. Social networking revenue model emergence as users move away from portals to social networking sites.
I think it is very interesting to see the difference in trends between how the library world views the e-trends and how investors do. The focus is always on the end goal – wealth vs end-user success. I suppose it might be a bit chicken and egg.
Stephen

Posted on: January 16, 2008, 12:58 pm Category: Uncategorized

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