Internet Predictions for 2009 from J.P. Morgan

J.P. Morgan published a report earlier this month titled Nothing But Net, which was a “2009 Internet Investment Guide.”

It’s a bit of a monster that clocks in at 340 pages, but they cover tons of areas, including ad networks, e-commerce, social networks, cloud computing, and more.

A little peek into the report…

1. Potential search deal likely between Yahoo! and Microsoft
2. Net Neutrality should become an important mainstream issue
3. Performance-driven advertising should continue to rise
4. Challenges in monetizing video advertising should persist
5. Mobile usage should continue its strong growth momentum, but mobile advertising will likely be challenging this year
6. Amazon’s low pricing strategy should continue to bring value seeking customers
7. Possible bankruptcies in brick-and-mortar retail should create opportunities for e-Commerce companies
8. CPMs should remain under pressure
9. Consolidation activities could potentially resume during 2H’09
10. Promotional activity in the OTA space should increase

Hat tip to Brian Littleton of ShareASale for the heads up on this report.

Read Nothing But Net.

By the way, am I the only one that thinks of Boiler Room and J.T. Marlin whenever J.P. Morgan comes up?