Morningstar's Toan Tran and Larry Witt believe the combination of Microsoft and Yahoo will be more competitive against Google, but integration and other threats loom. (Video)
Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
It will be a volatile ride, but Facebook's strong competitive advantages and growth opportunities could be the recipe for a hefty valuation, says Morningstar's Rick Summer.