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October 2007 ONLINE COMMUNITIES Crossing the chasm WILLIAM BAO BEAN SOFTBANK CHINA & INDIA HOLDINGS
China advertising revenues US$25.8bn in 2007 ,[object Object],Note:  Excludes agency fees Source:  SBCI, GroupM, Company reports, National Bureau of Statistics of China, Zenith Optimedia
China Internet advertising and search revenues Units:  US$ millions Note:  Excludes agency fees Source: SBCI, Company reports
Opportunity:  Communities ,[object Object],[object Object],[object Object],Source:  Microsoft/MTV Circuits of Cool Project 2006/2007 (Millward Brown Sadek Wynberg OTX)
Online communities are where its at…where are the advertisers?  ,[object Object],[object Object],Source:  SBCI, Company reports
Opportunity:  Music ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source:  MTV 15-35 year old urban youth April 2007 (Synovate)
Opportunity:  Games ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],IDC, CGPA 2007
Opportunity:  Video ,[object Object],[object Object],[object Object],[object Object],Source:  Microsoft/MTV Circuits of Cool Project 2006/2007 (Millward Brown Sadek Wynberg OTX)
Video case study: Tudou ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source:  Company reports, Hitwise
Crossing the chasm and doing it profitably ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank You! William Bao Bean [email_address]   +86 139 1789 8171

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