2009 Predictions For The Tech Sector
by Jason Wilk on January 5, 2009

- 2009 Tech predictions coming from Wall Street analysts. I have included my own below. Sorry about the spacing, something with the HTML on this article that I can’t figure out.
- Imran Khan’s 2009 Tech Predictions (J.P. Morgan)
- Potential search deal likely between Yahoo! and Microsoft
- Net Neutrality should become an important mainstream issue
- Challenges in monetizing video advertising should persist
- Mobile usage should continue its strong growth momentum, but mobile
advertising will likely be challenging this year
- Possible bankruptcies in brick-and-mortar retail should create opportunities
for eCommerce companies
- M&A consolidation activities could potentially resume during 2H’09 (IPO market is dead until 2010)
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- Doug Anmuth’s 2009 Tech Predictions (Barclays Capital)
- Yahoo and eBay will make major strategic decisions
- Performance-based advertising will be more important than ever
- Increased Competition For Search Distribution Via Toolbars, OEM Deals, and Partnerships
- Proliferation of Smart Phones Will Drive The Mobile Internet
- Small Strategic Acquisitions Will Re-Emerge
- Ad Networks To Consolidate
- My 2009 Tech Predictions (Me)
- Google stock back over $500
- New Yahoo CEO will get back to an offer from Microsoft closer to the original.
- eBay will continue to struggle, lose market share to Amazon/niche.
- Valueclick will continue to fall and either go under or get acquired.
- Online advertising will creep back in the summer.
- Microsoft will gain in online search with Kumo.
- Mobile OEM’s will realize platform standardization isn’t their answer.
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