<I posted this in the EBAY thread I thought you all would like to read it too.>
The shine taken away from EBAY by the consortium ( I just love the writing that down <gg>) signals the end of the old net craze. AOL, amzn, EBAY, maybe even YHOO, have had their time, now the NET gets down to business. The old elite high-tech companies that will build out the NET, IBM, CSCO, LU, SUNW, DELL, EMC, and INTC will still be in the driver seat, while new themes and individual idea stocks will have their time, they too will flame out just like the backbone stocks have, JNPR, CMTN, etc. etc. and be forced to put up some numbers if they want to join the elite. Sure there will be underlining themes that will keep running, like INKT and AKAM, but if one looks closely at INKT like companies, they are suppliers, the new shovel makers. Still largely undiscovered by most investors is broadband wireless and how it will change they way we live, work and play. QCOM and PCS, TQNT, TXN.
Greg
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