What iPhone 4 Means For Google, Microsoft, Netflix, And Amazon

Apple's new iPhone 4, announced yesterday and on sale June 24, has wide ranging implications for big Internet players like Google, Microsoft, Netflix, and Amazon, Barclays analyst Doug Anmuth believes. For starters, the "mobile Internet" will be more platform-based and less URL-driven than the traditional Internet.

What does that mean? Mobile platforms and app stores, as well as "apps," will be more important than platforms or app stores tend to be for the PC-based Internet use case. People are simply not going to "search" as intensively, or interact as much, as they do when using the Internet in a PC mode.

Google remains the default search engine on the iPhone, which helps Google. But Apple seems to be highly optimistic about its prospects in the mobile display ad market.

Anmuth does not believe Amazon Kindle sales will be hurt much. He expects the iPad to take some share, but not much, from Kindle.

What iPhone 4 Means For Google, Microsoft, Netflix, And Amazon: