November 2003 - An Update From the Digital World

Reviewing Multi-Factor Growth Momentum Rankings
To determine which US Web sites are showing the greatest growth momentum we aggregate absolute and sequential trends for visitors, page views, and usage minutes at 1,217 leading properties/sites.

Encouraging trends for advertising, commerce, content, and community sites
Advertising and marketing sites dominate the top 100 listings for our rankings, accounting for 16 out of the top 25 sites. We believe online advertising may finally have begun to prove its absolute and relative power.

We remain very upbeat about the outlook for the Internet leaders
We maintain that CQ4:03 financial results should be strong for Internet leaders like Yahoo!, Amazon.com, and eBay, leading these companies to become even more upbeat as they reassess their outlooks for C2004.

Internet & PC Applications Software Industry view is Attractive
We continue to believe that, at the margin, online is gaining share from offline, that this will occur for some time to come, and that this should benefit the Internet leaders.

November 2003 - An Update From the Digital World (16 pages)