Agree, totally. Gathering 2nd tier Internets to take place of those that get "wings clipped" [as William so eloquently put it].
Stocks like DLIA, SPGLA, SHRP, BKS, FHT, IBI, my PRFM.
Those that probably won't get clipped could include: SEEK, DCLK, TFSM, ATHM, BRCM, NTKI/CDNW, etc.
Taking suggestions on others.
Internets is definitely moved into IRRATIONAL exuberance. . . similar to the margin buying of 1929, in my opinion.
"Who cares whether or not the company ever makes a dime. . . .as long as their price keeps on a risin'."
Rande Is |