Yahoo, IAC and eBay are in for rough sailing, but Google and Amazon.com should cruise smoothly and emerge as the big winners in the coming years, according to analyst Jeffrey Lindsay of Wall Street research firm Sanford C. Bernstein in a 310-page report published yesterday titled "U.S. Internet: The End of the Beginning." Tellingly, there's no mention in the summary article of Facebook CEO Mark Zuckerberg's plans for a totes awesome IPO. [Reuters]

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