1.
RED TEAM

2. INDEX
1. Company Overview
2. Services
3. Performance
4. Competitive Advantages

3. Overview :Company History
Introduced Internet group-ware package
Started the 1st free service in May 1997
Founded as a SI Provider
Export service to Spain
Established 24/7 Media in Korea
“Fireball” search engine launched
Strategic partnership with DACOM
Strategic partnership with Bertelsmann Media
Export service to Italy
Acquisition of UIN Communications
“Daum.net” portal site launched
Enhancement of the e-commerce platform
IPO on KOSDAQ
Established
“Daum Japan”
Established Yahoo!
Korea
Sep. 1997
Yahoo! Start
Service
Sep. 1998
Established
“Techpacific Korea”

4. Overview : Attractive User Growth
First and largest provider of free in Korea – over 16.1 million accounts as of Aug. 2000(34% of pop., 97% of internet user)
Enhanced page layout introduced in February 2000 resulted in significant increase in the number of registered users in March
Registered Users Growth
(in Thousands)
1999
2000
Source: Company Data

5. Overview : Competitive Position in Korean Market
Daily Page View Growth (in thousands)
KOREA

6. Compare with Yahoo.co.kr
DAUM YAHOO KOREA
First start with Search engine
# of Pageviews M M
Technical ability Own Rely on Yahoo.com
Development

7. Services : Portal Service
Communication
Commerce
16.1 mm accounts
Instant Messaging
Unified Messaging
Mobile Service
Card/Character/AV Mail
Online Shopping Mall with 21 online retailers
Auctions
Online Banking and Insurance
Credit Card
Communities
Contents
Daum Caf’e
over 3.5 million members
Daum Column
People Search
Multiple channels
My Daum
Search (Fireball)
Directory Services

8. Services : Platform for Advertising and E-Commerce
Attractive platform for online advertising and e-commerce : demographic and contextual
advertising : 62% of users receive adv.- s
Strategic alliances
Select Advertisers on Site
Major EC retailers
Shopping mall
Credit card
Online banking
Over 160 advertisers in Q compared to 39 in Q1 1999
Insurance

9. Performance (1) : Historical Revenue
Revenue Growth (million dollar)

10. Performance (2) : Historical Revenue
Revenue Trend (unconsolidated) (thousand dollar)
1Q 99
2Q 99
3Q 99
4Q 99
1Q 00
2Q 00
Advertising
151
464
619
2,214
2,546
3,391
Hosting 35 20
676
302
333
716
SI/ASP
216
229
112
895
224
336
E-Comm 16 89
161
178
196
703
Other 23 22 3 1 74
Total
434
825
1,590
3,592
3,300
5,220

11. Performance (3) : Profit Loss Account
(thousand dollar)

12. Performance (4) : Stock Price
Par value : $5
Highest : $ 2,500(Dec, 99)
Present : $200 (4th or 5th in korea)
#1 : SK Telecommunication ( $2,500)
#2 : Locus ($1,000)
#3 : Samsung Electronics ($250)

13. Competitive Advantages
First mover advantage / Leading Internet brand in Korea
Leading web navigation and search capabilities
Large and growing user base with attractive demographic profile
High-profile advertisers
Strategic relationships with blue-chip shareholders
Well Positioned to Capitalize on Huge Market Opportunity

14. Investments for future

15. Thank You !