Keith Watanabe * NET 2.0

Stocks are up again today. Seems a little late, but for tech, yahoo and oracle are attributed. yahoo makes sense since their profits have increased. i think this is due to them acquiring Overture; you can see how that was an excellent bet, since now you effectively have two main players in online advertising in Yahoo and Google (MSN is a third but they seem to be behind the times).. Google is up this morning at $5/share. Seems like when Google moves it moves in bigger numbers than most, mostly because of being overvalued. I expect a stock split sometime down the road (probably the day that they no longer can rise). ebay is also up. again i think the $20+ fall was exasperated (although imo their value is hugely overrated). i'd like to see how their upcoming stock split will affect their valuation. probably more people will buy them in 1-2 years from now when their investments in China start to manifest. MGG is something I'd like to sink my teeth into, although I think buying them at this point is a little late. Main thing is the Mandalay Bay Group merger. I'm very interested in seeing how this turns out as a fan of vegas.