Motley Fool/Rick Aristotle Munarriz looks at 4 internet based stocks that he calls intriguing.

http://www.fool.com/investing/high-growth/2007/11/12/4-internet-stocks-under-the-radar.aspx

Marchex
Autobytel
Copernic
Jupitermedia

Quote: “”So I’ll keep watching the four companies, hoping to jump in early before they go “ping” on everyone else’s radar. Why watch? Well, somebody has to.”"

***FS*** I like Marchex because they are trading near the break-up value of their names alone. The other pieces of the co. represent even more opportunity .  That said,  I would still prefer to buy generic domain names themselves because I understand that animal better, and because they can’t be diluted.  Buy a domain name with traffic and get “the name”..  buy a share in any public co and get the risk that management takes the business in a direction you don’t want to go.  That said,  If you’re going to be long a domain stock..  this is it. If they keep this tack they’ll probably get bought by VIACOM or FOX at some point..  that kind of buyer.  Worst case,  I could see them going private if a broader market correction affects their segment.  This company has the ability to generate the one thing everyoner wants…  ca$h.  It doesn’t need the overhead it carries to generate that ca$h.  Nice position to be in.