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• 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)

• 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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