The biggest gainers from "Web 2.0" will be BRCM, MRVL, GOOG, MSFT, GLW, and QCOM.
You can't possibly have done much reading on the topic if you are going to rank GOOG and not list YHOO. Web 2.0 is all about user created content. Last time I checked, Yahoo is years ahead of Google on this one. Google has very little user created content as their focus has always been: let me use technology to make it better, faster, etc.
Not that Google won't make tons of money, but it has yet to show any strategy in user created content.