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Nothing But Net 2009 Internet Investment Guide 10

Nothing But Net 2009 Internet Investment Guide 10. Leading J.P. Morgan Internet industry analyst Imran Khan provides a comprehensive look at key Internet industry characteristics, drivers, and trends in his seminal industry outlook, Nothing But Net. Geared toward Internet investing novices and experienced professionals, this book provides a detailed look at data points and trends that should be considered when investing in the Internet space. With almost 8 years of technology banking and investing experience, Khan provides a detailed analysis of multiple Internet sectors including online advertising, e-commerce, online travel, and social networking. This book is a must have for. | J.p Morgan Imran Khan 1-212 622-6693 imran.t.khan@jpmorgan.com Global Equity Research 05 January 2009 Applications For simple consumer-facing applications cloud applications already have a foothold in replacing the more traditional software-on-your-computer model. The most successful is perhaps not what some would first think of as a cloud application email. Nevertheless email sites are accessed by upwards of 70 of the nearly one billion users comScore estimates are using the Internet in a given month. And both Yahoo and Google s email services work using Ajax which makes them behave with a user interface and responsiveness similar to what one would expect from a desktop application. Beyond email companies ranging in size from startups to Google have made available a variety of applications that are more typically associated with the desktop including word processing spreadsheets presentations and photo editing. Although the reach of these applications is significantly smaller than that of webmail their growth over the past year has been quite rapid. Figure 54 Traffic to Google Docs up 164 Y Y in October Unique Visitors in Millions Unique Visitors Source compete.com We think continued growth on the consumer and small business side is quite likely for several reasons Portability. The file can be available wherever the user can open a browser window. Additionally as the application is designed to work in a browser the user is not constrained to computers with the right software installed. Collaboration. Multiple people can work on the same document and see each others changes in real time. Convenience. The web application model frees the user from needing to ensure that software is up-to-date. Price point. Many of Google s tools e.g. are available for free or for an annual fee of 50 user account for businesses. While we don t expect these tools to make much headway at a large corporation such as J.P. Morgan a 91 J.p Morgan Imran Khan 1-212 622-6693 .