Wednesday Internet Digest

UNIQUE VISITORS:
* November: Yahoo! 104m, MSN 91m, Google 85m, AOL 74m (NetRatings)
* Interactive Advertising Bureau’s (IAB) 2-year ‘Nomenclature Project’ is halfway

SEARCH:
* Market shares US November: Google 42% (12 minutes), Google Image 5%, Yahoo! 17% (11 min), MSN 14% (7 min), Ask 2%; volume based: Google 62%, Yahoo! 26%, MSN 5% (HitWise)
* Engines: Wink launches (beta; searches the ‘tagosphere’ at slashdot, digg, myweb 2.0 and del.icio.us)
* Video: blinkx launches blinkx.tv To Go (search with upload and feed features)
* Desktop: Mamma.com (metasearch, sponsored) buys Copernic (desktop search; 2004: rev $5.9m, EBITDA $1.8m), $15.9m + 2.38m shares (total value $21.1m)
* Pay-per-call: ADS-click uses Google Talk for PPC-solution (‘SKY-click’), using Google’s Libjingle API

ADS:
* Global market: expected CAGR 2006-10 25%, up from low 20s; from $13.2 bn in 2005 (4.7% of total ads market) to $35.9 bn (11.1%) in 2010 (JPMorgan)

CONTENT:
* Web 2.0: Wink launches (searches tagged pages); Reuters opens video content to bloggers

OFFICE:
* Writely (= Upstartle) supports OpenDocument Format (ODF; interoperability with MS Word, Sun OpenOffice)

COMMERCE:
* Holiday sales US: $17.48 bn, +24% (Nov 1-Dec 21) (comScore); $25 bn in week as of Dec 16 (NetRatings survey)