Pure: I have said in the past that you have to take the longer view with these SE's(6mth-1yr 1/2) As the Convergence of T.V. and Internet come into the home on one cable/telephone line. Mom and Pop America will want everything laid out on a platter like T.V. is today. They will click on the internet T.V. and go to the main networks...ABC,NBC,CBS,FOX. My guess is that the SE's will do deals with these networks to provide localized/personalized homepages that provide local and national news,weather,sports,network programming,games,chats,and web directories that link to branded services for travel,consumer goods, etc.etc.
Each Network will then be able to integrate t.v. and web advertising into an interactive,direct response marketing tool.
IMHO that means BIG $$$$$$$$$
These alliances will be BIG news and that is what I anticipate will move the stocks in the near term.
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