There is a 310-page report that basically sees only two major internet companies surviving in the future, “U.S. Internet: The End of the Beginning” will be available to buy Tuesday – am guessing Amazon will have it. Amazon and Google were singled out to continue dominance, Reuters reported.
Read it but think how all industries offline have a group of competitors of varying sizes. The report was written before MicroHoo split, talks of IAC and Ebay being broken up – one happening when written, the other a suggestion by the Sanford C. Bernstein analyst Jeffrey Lindsay.
I don’t think I will be the only one thinking many of his arguments will not come to pass. This is a strong controversial stance that will see many who have their own argument make comment…. will Google see it as link bait? No, but Ask and Yahoo should,
Guess EBay CEO Meg Whitman can run for the Democrats now – heard her as a possible VP candidate. Lindsay sees auction model dying… guess he has never seen the attendance at off line auctions.