From RealMoney.com (subscription required) Losers of the Internet revolution
The Internet revolution can't be stopped, and it really is disrupting just about every media and telecom company on the planet. I've spent a lot of time looking at the probable winners, but there are also going to be some ugly losers along the way.
Clearly, the Internet's impact isn't and won't be a zero-sum game, but we're already seeing the demise of some heretofore great growth companies that have been positioned incorrectly and now can't afford to shift.
Cody focuses on how the Internet is affecting the telcos,newspapers, music, radio, advertising and video. A good read.
I wrote a piece of how advertising has changed, and will change over the years entitled We Interrupt This Broadcast
The trick is to find out where the puck WILL BE, not where it is now, and find all the companies that will play a role.
This is something I have tried to do with the Pondering Primate.