Investors in Internet titans such as Google ( GOOG), Yahoo! ( YAHOO) and eBay ( EBAY) should remember the words of that unheralded stock market prognosticator from Broadway's Annie.

Like the fictional orphan, Wall Street analysts are telling investors that tomorrow is only a day away for the Internet behemoths, despite widely expected sales slowdowns. The third quarter is the weakest for the Internet companies because during the summer, people would rather surf on the ocean than the Web. But while third-quarter numbers may be lukewarm, the fourth-quarter results are bound to show improvement, analysts say.

Of course, there's plenty of good news on the Web. Internet advertising revenue rose 26% in the first six months of the year to $5.8 billion, as advertisers continue to shift their spending from traditional media online, according to the Internet Advertising Bureau. The number of people using the Web for search queries also is continuing to rise. About the only potential rain on the parade for these companies is consumer sentiment, which fell for a third month in September, according to the University of Michigan's survey.

"Solid third-quarter results combined with a positive fourth-quarter outlook for both new media and select e-commerce companies should bode well for strong year-end stock performance," wrote Goldman Sachs analyst Anthony Noto in a note to clients on Oct. 11. "We see 15%-25% share-price appreciation potential for our top-rated companies -- eBay, Google and Yahoo! -- prior to any additional upward estimate revisions." He rates all the stocks outperform.

So far this year, though, the big Net stocks have been out of favor with investors. Yahoo! shares have fallen 12% and eBay is down 32%. InterActiveCorp ( IACI) has dropped 18% while Amazon.com ( AMZN) is down 2%, in line with the broader S&P 500 index. Google has been the exception, gaining 52%.

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