MSN Overtakes Time Warner As Number Two Internet Site (GOOG, MSFT, YHOO)

Includes: AABA, GOOG, MSFT

Mark Mahaney Smith Barney CitigroupKey points from the comScore November top 20 'net sites data, according to Citigroup analyst Mark Mahaney:

ComScore Media Metrix released its November 2005 U.S. Internet traffic data yesterday [Tuesday]. In November, total U.S. Internet users reached a record high 170MM, up 6.3 %Y/Y.

  1. Yahoo! was the #1 site in November in terms of monthly visitors and reached a
    record high 125MM visitors, up 8%Y/Y and up 0.5% M/M. Records are a
    positive Dpoint.
  2. MSN-Microsoft moved to #2 site the first time in the past 18 months with 114MM
    unique, up 4%Y/Y. Records are a positive but...the Y/Y growth rate was among the
    bottom quartile among the Top 20; So we’ll call this a moderately positive Dpoint.
    TimeWarner Network slipped down to the #3 site and reached 114MM visitors,
    up 1% Y/Y and down 2% M/M. A negative Dpoint.
  3. Google was the #4 site and reached a record high 91MM visitors, up 32% Y/Y (4th
    highest organic growth among top-20). We reiterate our belief that while Google
    doesn’t have the visitor base of the top three properties, with its materially higher
    growth rate, it seems likely to reach the Big Three levels in about a year. There’s a
    lot of momentum here...a positive Dpoint.

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