Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
The search giant's first-quarter results underscored the fact that even with Android's explosive growth, Google's bread and butter remains its still-fast-growing advertising business, says Morningstar's Rick Summer.
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.
Morningstar markets editor Jeremy Glaser gives the blow-by-blow on recent showdowns between Coke and Pepsi, Apple and Google, Facebook and Twitter, and more.
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