Bernstein: Google, Amazon To Be Last Standing Internet Giants

Dan Frommer | June 3, 2008 5:30 PM

crystal-ball.jpgThank goodness for Reuters, which cut Bernstein analyst Jeff Lindsay's 310-page (!) report, "U.S. Internet: The End of the Beginning," into 322 words. Here it is in 32:

Google (GOOG) and Amazon (AMZN) will continue soaring, IAC (IACI) will split up, Microsoft (MSFT) will acquire Yahoo (YHOO), and eBay (EBAY) will also get bought, especially if auction growth stalls and they spin off PayPal and/or Skype.

See Also:
Google Screwed By Keyword Prices? Not Yet, Says Big Media Buyer
Google's Secret Business Booster: Crappy Weather
Ten Years Later, Amazon's Stock Once Again Enrages The "Rational Market" Police

Subscribe to SAI: RSS, email newsletter (no spam)

More:

Share:
Post to Del.icio.us


< Prev. Story
Next Story >

17 Comments

pickles said:
I'll throw my forecast in on this one...

Before MSFT buys YHOO, EBAY and YHOO merge...in 2011 MSFT buys both for $65.8 billion cash.
ET said:
Wow! Well, I don't know about this crystal ball tale but here is my cents. Google will buy eBay and merge PayPal and Google check out. Yahoo will megre with AOL and buy Facebook. Amazon will buy Craigslist. That's my thougts.
Brian said:
I'm pretty sure the internet industry is large enough to support more than just 3 big players. radical consolidation talk is a bit premature. eBay, Yahoo, IAC are still plenty profitable stand alone businesses. it's just that, as the industry matures, investors are going to have to learn to accept slower growth rates. At a certain size, decelerating growth means you've grown up, not that you're doomed.
LifeOnAmazon.com (URL) said:
Go Amazon! EMAHTSKCBLVDT!!!
dt said:
@ET: My exact thoughts. Unfortunately for you,. I have been proven wrong plenty of times :)
sony-love said:
I introduce you some good mac software programs.
You can free download and try them.
DVD Ripper for Mac
Mac Video Converter
selamler (URL) said:

sohbet chat sohbet chat çet sohbet chat özcan sarıca ile kurtlar vadisi pusu 3.sezon 1.seo yarışması aytug akdogan ödüllü 1. seo yarışması ve yurtta barış dünyada barış sesli chat sesli sohbet sesli görüntülü chat görüntülü sohbet kameralı sohbet kameralı chat bayan arkadaş görüntülü çet sesli muhabbet kızlarla sohbet kızlarla chat kameralı çet kameralı sohpet kızlarla çet chat gizli kamera güvenlik sistemleri kamera güvenlik kamerası cilt bakımı cilt bakım ürünleri ıslak mendil kolonyalı mendil kolonyalı mendil güvenlik kamerası gizli kamera kamera canlı sohbet sohpet sohbet sesli sesli chat sesli sohbet kameralı sohbet kameralı chat görüntülü chat görüntülü sohbet bayanlarla sohbet sesli muhabbet bayanlarla chat kızlarla sohbet bayan arkadaş görüntülü çet sesli çet sesli sohpet seslichat sesliçet kameralı sohpet kameralı çet kızlarla sohpet kızlarla çet sesli sohbet sesli sohbet sesli sohbet sesli chat sesli chat chat çet ek iş ek gelir mirc avşa adası avşa avşa adası avşa tatil tatil köyleri "Trkycmhrytllbtpydrklcktr" Trkycmhrytllbtpydrklcktr Trkycmhrytllbtpydrklcktr "Trkycmhrytllbtpydrklcktr" "Trkycmhrytllbtpydrklcktr" Trkycmhrytllbtpydrklcktr özcan sarıca ile kurtlar vadisi pusu 3.sezon 1.seo yarışması özcan sarıca ile kurtlar vadisi pusu 3.sezon 1.seo yarışması aytug akdogan ödüllü 1. seo yarışması ve yurtta barış dünyada barış aytug akdogan ödüllü 1. seo yarışması ve yurtta barış dünyada barış "adtech ile reklam 2.0 dönemi başlıyor ve Trkycmhrytllbtpydrklcktr r10.net seo yarışması" adtech ile reklam 2.0 dönemi başlıyor ve Trkycmhrytllbtpydrklcktr r10.net seo yarışması adtech ile reklam 2.0 dönemi başlıyor ve Trkycmhrytllbtpydrklcktr r10.net seo yarışması "adtech ile reklam 2.0 dönemi başlıyor ve Trkycmhrytllbtpydrklcktr r10.net seo yarışması" "adtech ile reklam 2.0 dönemi başlıyor ve Trkycmhrytllbtpydrklcktr r10.net seo yarışması" adtech ile reklam 2.0 dönemi başlıyor ve Trkycmhrytllbtpydrklcktr r10.net seo yarışması ıslak mendil ıslak mendil kolonyalı mendil kolonyalı mendil paketleme ambalajlama paket web tasarım seo refreshing towel perde tatil kozmetik haber joy türk radyo aşk haber video tatil tekstilkent yabancı personel çalışma izni

mirc
avşa adası
avşa
avşa adası
avşa
tatil
tatil köyleri
"Trkycmhrytllbtpydrklcktr"
Trkycmhrytllbtpydrklcktr
Trkycmhrytllbtpydrklcktr
"Trkycmhrytllbtpydrklcktr"
"Trkycmhrytllbtpydrklcktr"
Trkycmhrytllbtpydrklcktr
UserName said:
digital signage advertising display[dafcfghfagifca]
annavie said:
dvd cutter is a multifunctional and easy-to-use DVD cutter software, it enables you to cut DVD files easily by setting the start time and the end time with high quality.
kori (URL) said:
640-802 Bernstein: Google, Amazon To Be Last Standing Internet Giants That's not a good idea. Just pretend I didn't say anything.
kade (URL) said:
To tell you the truth (that��) Honestly��. That's bullshit. 640-802 / 642-453 / 70-631 / 70-642 / 000-331 / 646-363
happyman (URL) said:
Thank goodness for Reuters, which cut Bernstein analyst 卖汽车防盗器,gsm汽车防盗器,汽车防盗系统,gpsone,gpsone定位器不过可惜了听说她最近改行了，好像说是是去广州鞋城做事了.感觉最近广州的站西鞋城前进的步伐越来越块了，里面的美国主机especially if auction growth stalls and they spin off PayPal and/or Skype.

Join the discussion



Copyright © 2008 Silicon Alley Media, Inc. All rights reserved. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy.