J.P. Morgan and Barclays Capital both released top tech predictions lists for 2009. Here’s a look:
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
Hat Tip: Erik Schoenfeld, TechCrunch