A Drilldown on the Internet User/Usage Ecosystem Framework This report provides the drilldown detail of the 24 (annual and quarterly) metrics from the 32 companies represented in our recently launched Internet User/Usage Ecosystem Framework. We also highlight other basic growth stats related to Internet trends. This report is part of a five-part series. Our Framework was Launched on 1/24/01 ... Our intent was to determine the basics of the health, growth and direction of the Internet. We believe we have created the best one-stop shop for determining Internet user/usage growth rates. This report will be updated quarterly as new data become available. For CQ4, Internet user and usage growth continued to be robust, though slowing. The median Y/Y Internet core usage-to-user growth multiplier was 1.11, vs. 2.28 in CQ3. But, the decline was mainly skewed by a continued acceleration in Cisco’s LAN port sales (up 110% Y/Y in CQ4, vs. a 75% rise in CQ3), making the multiplier understated in our opinion. We believe Internet usage growth continues to outpace user growth by almost two times. Specifically for CQ4:00, Y/Y user growth reflected a median increase of 110% — compared with 75% in CQ3. CQ4 Y/Y usage growth reflected a median increase of 122% — compared with 148% in CQ3. Of the 23 quarterly metrics, 36% experienced an increase in Q/Q growth, while 55% saw a decrease in the rate of growth Q/Q. 9% were unchanged. On a go-forward basis, we continue to believe that Internet user and usage growth (especially outside the U.S.) will remain strong, but will support slower rates of growth. While the slowing economy has clearly impacted Internet-related purchases (from advertising space to routers), to date, we haven’t seen any signs indicating that Internet user and usage growth is being impacted. A Drilldown on the Internet User/Usage Ecosystem Framework – Part 1 of 1 (56 pages) Client Link FXall MultexNET First Call TheMarkets.com