Internet & Software – US Advertising Outlook

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A 50 page PDF Morgan Stanley Internet & Consumer Software Advertising Report. (via longstation)

The Summary of the US Internet Search Market (pg 18) states:

… Accelerating Migration of Media Content (including video) to the Web, Local and Mobile Initiatives, Rollout of Yahoo!’s Project Panama and the Initial Traction from Microsoft’s AdCenter Could Drive Growth Re-acceleration in 2007

I am not sure "Re-acceleration" is a word. And I added the emphasis. And they qualify it with "could". Yet I believe what they are saying. Our little company is up significantly again in 2006 and the year isn’t over yet!

The report is full of noted gaps as shown in the graph top right of this post. And the stated gap between revenue from classifieds off line and online.

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