September 10, 2010  
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Internet Media & Commerce

The internet as an information and commerce channel has fundamentally changed the way consumer’s communicate, shop and digest critical daily news and information. Over the last 15 years the Internet has grown from nothing to produce $130 billion in retail sales and nearly $30 billion in advertising dollars in the U.S. alone. We strongly believe the Internet as a media and commerce channel will continue to gain global share from traditional media and retail outlets. As this trend continues, traditional business models will be disinter mediated, providing an enormous opportunities for innovative companies to become a part of the daily fabric of consumers daily activities and at the same time present enormous opportunities to provide advertising and retail services to new and existing customers. We see a number of themes driving long-term revenue growth – increased consumption of the media taking share from its offline counterparts, global expansion as a media and commerce outlet and increased advertiser and retailer adoption as a way of reaching their consumer audience.

 
 CompanySorted By Company In Ascending OrderTicker
Akamai Technologies, Inc.AKAM - Under Review
Amazon.com, Inc.AMZN - Under Review
Baidu, Inc.BIDU
Ctrip.com International Ltd.CTRP - Under Review
eBay, Inc.EBAY - Under Review
Expedia, Inc.EXPE - Under Review
Google, Inc.GOOG
GSI Commerce, Inc.GSIC - Under Review
IAC/InterActive Corp.IACI - Under Review
Netflix Inc.NFLX - Under Review
OpenTableOPEN - Under Review
Priceline.com, Inc.PCLN - Under Review
The Knot, Inc.KNOT - Under Review
ValueClickVCLK - Under Review
Vistaprint N.V.VPRT - Under Review
Yahoo! Inc.YHOO - Under Review

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