Yahoo! in our opinion is the hands-down leader in the Internet portal space. It is well run, extremely profitable and its awesome business model stands head and shoulders above most Internet companies.

Describing the Internet as the Network of Networks is like calling the Space Shuttle, a thing that flies.

The Internet is moving out of cyberspace and into smart space,

Amazon has to do two things well,

The higher out-of-stock position suggests that either Toys 'R' Us is not allocating additional product to its online store, or that sales at both the online and physical stores are significantly higher than plan and Toys 'R' Us does not have available inventory, ... We believe it calls into question one of the key benefits of the Amazon/Toys 'R' Us alliance, and suggests a possible lack of alignment between the partners.

After the bubble, the whole sector really started to crash and burn. But just like there was excess on the upside, there was excess on the downside, and what we're seeing now is that there are some real companies addressing very large markets that are now, for the first time, reaching scale and beginning to get to profitability.