E-books are the latest technological innovation disrupting the book industry.
The Internet giant reverts to original strategy.
Netflix's advantages will fade as online movie delivery gradually replaces DVDs.
We like the marketing conglomerates' competitive positioning.
We don't expect a dramatic shift in the search advertising market.
Google's OS will be one amongst many, and the media hype is overblown.
In the online market share battle, customers benefit, but retailers lose profits.
Despite the evolving landscape, some media properties may still have economic moats.
Google shares look undervalued, despite its dominant position in a growing industry.