Rob S.
Agree with your analysis on macroec, industry fundamentals, bus. media attention span, and need to put money at work (to be honest, i don't really believe in or understand too well TA, so I tend not to comment on it one way or another). I've been slowly unboxing ... waited for it to settle a little, which, yes, is painful thinking what ifs (from 143 to 105 is a long way) but safer and happier this way. Momentum could come back with small float, but if YHOO, mother of all internet stocks, which actually has earnings and beat estimates, ends the day, faces downgrades across the board, then yes
1. internet momo is stalled or collapsing in general
2. analysts may start to pay more attention to the companies and actually analyze them, ie amzn is not an internet company, any more than ALCOA is a soup maker (just because it provides cans to campbells)
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