10:52AM eBay (EBAY) 84.80 -18.25

"As eBay continues to get hammered in the market, the buyside continues to wonder where the money that was tied up in eBay should go. The likely scenario will include a basic decision on whether or not they should be selling at these levels as the stock has dropped significantly. After that, the decision has to move to where the funds will go, and which Internet stock would reap the benefits of all that cash that is now available.

We will leave those decisions up to the people that get paid the big bucks to do that, but expecting a flight to quality in the Internet doesn't have us searching that hard for the answer. "

[Briefing.com]