It's feeling like 2000, but Nets look good in January: "Reports out on Monday from Goldman Sachs and ComScore show that online commerce grew 30 percent in the holiday season. And, broadband and handset prices are falling, suggesting more content will be consumed on the Internet, which in turn drives more usage and in turn drives more advertising and commerce activity.
These are all good signs that there is money to be made by investing in Net companies, over the next month at least, and especially after some reasonably good news."

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