I am back

I've been traveling for a while now. I am back and will provide daily commentary on Internet stocks. During my hiatus, Google has added close to $80 billion in market cap, eBay has rebounded and has purchased Shopping.com, Amazon.com has also rebounded, and IAC made a bid for Ask Jeeves and has monetized its VUE stake. Also, other media stocks such as Scripps are buying growth with the purchase of Shopzilla and FindWhat changed its name to Miva. The Internet is dynamic and forever changing. In fact, at the Bear Stearns Technology conference, eBay’s CFO stated that the biggest challenge that eBay faces today is the rapidly changing and evolving Internet space. He thinks that there will be more changing in the Internet space in the next three years than has changed in the past 10 years. I think he is right. So lets sit back, enjoy the ride and try to make money.