debra borchardt is a markets analyst at thestreet.com. so, deborah, you're looking at companies providing the backbone for social media web sites. what's really important here for investors to look at? >> well, i think what's really important is looking at these companies and what they're providing for these social networking sites. there's much lower risk in these-than-buying a linkedin or groupon stock. you look at these providing data storage and software that makes their pages load faster. so it's all those things that keep these social networking sites, you know, viable. >> tom: it's all the technology infrastructure that, as we mentioned, the backbone. that is the word here. so oracle is your first word to watch -- orcl. longtime database manager. that's what the internet is, a big database. the stock has recently traded close to all-time highs. what's to push it up from here? >> here's what i like about oracle, it is if big name, but they're also involved with the big sites, bibo, the biggest networking site in the u.k. and they ow