• The don't panic (yet) list: Amazon.com, eBay and Google, because they're not dependent on the U.S. Expedia, eBay, Google and Priceline, because a bad economy makes the good deals they find more valuable. IAC and Monster are OK because of their healthy "free cash flow yield." Got that?
  • The go ahead, panic list isn't much of a list: It's Yahoo. Duh.

(Photo by azrainman)