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Mary Meeker (surprise!) likes tech

Morgan Stanley's Internet analyst "is absolutely first rate when it comes to spotting big-picture trends before they come into focus," reports Andy Serwer in Fortune magazine.  Mary Meeker sees opportunities in the US (Yahoo, Intuit, Google, and eBay), but she sees the future in China's technology/media/telecom businesses. Her picks: TOM Online, NetEase, and Ctrip.  The full story.

Blodget’s back and he’s blogging

From the suburban calm of Cherry Hill, New Jersey, one of the Internet’s most notorious has launched a Web log.  Henry Blodget, former Merrill Lynch – and disciplined for conflict of interest – analyst has started a Web log.

“Wading back into the Web waters after a few years away,” he wrote on the Web log. “Thanks in advance for including me.”

In his first posting at www.internetoutsider.com, he suggests Microsoft pursue a merger if it wants MSN to survive.  There is also a link to a 12-page research report titled, “The Web War is Over – And Microsoft Lost.”

In an “About Me” section of the blog, Blodgett said Internet Outsider “provides informal analysis of Internet companies, stocks, finance, trends and third party research” and is published by Cherry Hill Associates LLC., which he describes as a “fledgling industry analysis company.”

More news about the Internet:  Marketplace Radio begins a podcast, Microsoft offers a how-to for podcasters, and a VC-backed Web site for fashionistas adds a network of Web loggers at Internet Daily.

What's next at Google?

Business Week has an interview with Morgan Stanley's Mary Meeker. She tags Google and EBay as the biggest beneficiaries of China's March to the Web, because both companies have a global perspective and, well, China's on the globe.

Seep into the article ... Meeker reveals, "We think Google is working on real-time language translation on the fly."  That would mean Web users would have the ability to search for things in The New York Times or any newspaper and have it automatically translated into, say, Chinese. Here's the BW interview.

(Disclaimer: I own shares of EBay and Google.)