My Open Kimono

Are the Internet babies back to blowing bubbles? There have been encouraging signs of increased revenues from the giants that dominate the web, and we are now witnessing evidence of smaller bubbles rising to the surface of a simmering Internet pot. Investors are now taking notice of smaller Internet darlings ... companies like knot.com, Marchex, and Miva have shown remarkable market strength and resiliance.
I am placing current bets on the GoDaddy IPO, due sometime soon. This dot-com registration site, led by Bob Parsons, knows how to manage and market itself in an otherwise low-interest category with small margins. They have wisely extended their product offerings to generate growing revenue steams as the expected registration business plateaus.
Keep a watchful eye on this one.