Bernstein: Google, Amazon To Be Last Standing Internet Giants

Thank 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
10 Years Later, Amazon’s Stock Once Again Enrages The “Rational Market” Police

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