This whole search space is a big deal, right? It's a wholesale shift of the investment community's mindset about how money is being made online, so shorting those stocks right now is too prescient. It will take a while for this to run it's course. Investors are too excited. I remember shorting NetCom in 1994, the first public Internet stock, and ISP, because it had a crazy valuation of $250M. Bad move. There was a big trend that I was right about in the long long long run, but not in the short run. InfoSpace (INSP) owns 5 search engines, which most people don't know, so they might be a good place to put money for the next 12 months.