Thanks for that find. The relevant passage from article.
Robert Cole of Tempus (Times Online):
ASOS, an AIM-listed stock, gives the portfolio its most obvious exposure to the consumer economy. The acronym stands for “as seen on screen”, and the company is an internet-based retail platform targeted at younger shoppers. Internet shopping, perhaps, came of age this Christmas. ASOS, conceivably, may find itself the target of takeover approaches as one or another established high street retailer seeks to reinforce its own online presence.
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