"Web 2.0"

Arbitrageur said:

what is web 2.0, pardon my ignorance?

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gugaplex said:

"Web 2.0" will be a big driver of the economy and stock prices over the next 4-5 years.

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kbloor said:

Why are you stating your opinion as fact?

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gugaplex said:

The biggest gainers from "Web 2.0" will be BRCM, MRVL, GOOG, MSFT, GLW, and QCOM.


You can't possibly have done much reading on the topic if you are going to rank GOOG and not list YHOO. Web 2.0 is all about user created content. Last time I checked, Yahoo is years ahead of Google on this one. Google has very little user created content as their focus has always been: let me use technology to make it better, faster, etc.

Not that Google won't make tons of money, but it has yet to show any strategy in user created content.

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richp6 said:

gugaplex said:

The biggest gainers from "Web 2.0" will be BRCM, MRVL, GOOG, MSFT, GLW, and QCOM.


You can't possibly have done much reading on the topic if you are going to rank GOOG and not list YHOO. Web 2.0 is all about user created content. Last time I checked, Yahoo is years ahead of Google on this one. Google has very little user created content as their focus has always been: let me use technology to make it better, faster, etc.

Not that Google won't make tons of money, but it has yet to show any strategy in user created content.

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Geez, tough crowd. Just kidding, you are right about YHOO. I have done my research, but did not include every stock I like as I could have gone on for quite a while. I like MSFT, YHOO, CSCO, and many others for the coming convergence of TV and Internet. It is hard to say which company will benefit the most as we have barely scratched the surface on this change.

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