just check out this week's names like yelp, lipgedin, facebook. is this a sign the rally is just heating up? dan, good, bad or ugh will? >> they have been be working, they're u up fabulously. it's web 1.0 versus 2.0. because what's not working is ebay. to me, it's all these names that you want to consider. i think of them as like tab stocks. they should be a tab on a broader internet service. when you think about pandora and zillow and some of these other things. they have small floats and i think people are reaching for things that can perform and push these things around and it's working. >> one of the things that's also in common, at the time we had the last internet bubble, all stocks were frothy. including names like the staples stocks. the only thing i think is a good sign in this is that you see stocks slowing down on some fundamental news, so that shows we're not at the same level of exuberance. people are looking for some numbers. that said, i think there are a lot of stocks look iing a littl bit pricey. >> they're pricey, but people thin