Keith Watanabe * NET 2.0

overall the day was pretty flat for stocks. net stocks looked more interesting with the major announcement coming from Ebay in purchasing skype. funny thing is that ebay's stock actually rose rather than plummeted. typically, i've seen stocks plummet when they announce an acquisition (because it involves large sums of money that shorts traders). maybe that's for tomorrow. if you think about it though, the purchase really is a bizarre one. google would've been a more logical choice by comparison for this acquisition. the talk was that ebay's required something like this for increasing their growth. but it really doesn't fit their persona. i hope that we won't see subscription fees as a result of this. the other major announcement came from Oracle in purchasing Siebal. The move makes Oracle the #1 leader in CRM. this does make sense from a business perspective. however, it is bothersome that these companies are making these huge acquisitions as they solidify their positions in the market. more so though, that they just keep growing (out of control).