Commentary

A $treet Analyst's View of the Web in 07

RBC Capital's Jordan Rohan gave early morning panel attendees the $treet's thoughts on the Web's winners and losers in 2007. Some of the awards were:

The "Fixer Upper" award went to Yahoo. There's an incredible core value since the company has over 500 million users worldwide. They tweaked Panama and shook up management -- but earnings estimates are still going in the wrong direction. Rohan likes this stock though.

The "Best Acquisition" award went to Microsoft for gobbling up aQuantive. The software giant "needed more Internet DNA, and thought leaders," Rohan said, and Microsoft got it in spades with this deal. "Now if only they had search share, then more people would actually see the value of adCenter and the changes they've made to it.

The "Lost Opportunity of the Year" award went to eBay for not buying more of Mercado Libre (a Latin American e-commerce and auction marketplace with strong market share in Brazil) before it went public. MELI went public at $18/share in August ... its now worth $3 billion.

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