Merrill Lynch’s Key Internet Themes ’08

Found this over at Guy Kawasaki’s Blog. Merrill Lynch has released a report on what they see as the six key themes for the Internet in ’08. From Guy’s Blog….

  1. Intensifying 3rd party seller competition between eBay and Amazon.
  2. A bump in online media spending because of the elections and the television writers’ strike.
  3. Increasing focus on mobile market initiatives by Google and Yahoo!
  4. Improving display ad targeting technology because of the Google/DoubleClick merger and Yahoo!’s acquisition of Blue Lithium and Right Media.
  5. Asset value unlock speculation because of the split of InterActive into five entities.
  6. Social networking revenue model emergence as users move away from portals to social networking sites.

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