Here Are 2011's Internet Outperformers

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The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior technology analyst Eric Bleeker and chief technology officer Jeremy Phillips discuss emerging trends in technology.

In today's edition, Eric and Jeremy look at the few companies in the Internet services industry that are actually in positive territory this year. A few themes come through, but the most important is the continued outsized performance of leaders of powerful technologies in foreign markets. Companies like Baidu and Mercadolibre, which have managed to dominate niches controlled by American companies in other markets, present opportunities many investors are missing.

While many high-flyers in the Internet industry saw steep pull-backs across the summer, there's still opportunity in the space thanks to the next-generation of multibillion-dollar companies riding the mobile revolution to a record profits. The Motley Fool has a just released free report on mobile named "The Next Trillion Dollar Revolution" that details a "hidden" component play inside mobile phones that also is a market leader in the exploding Chinese market. In the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, but you can be among the first to access this just released report by clicking here -- it's free.

At the time this article was published Eric Bleekerand Jeremy Phillips do not own shares of the companies listed above. The Motley Fool owns shares of Google.Motley Fool newsletter serviceshave recommended buying shares of Baidu, Google, Mercadolibre, and NetEase.com. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy

Copyright © 1995 - 2011 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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