It is more about investing in companies that are using the Internet to become better companies or to help other companies do the same.
Every company can benefit from the Internet.
The Internet has emerged as a tool for improving business productivity, cutting costs, enabling companies to pool their resources and increase their buying power, keep better contact with clients and suppliers, and more. Examples abound, and companies are rushing to duplicate the success enjoyed by Dell Computer Corporation , General Electric , Ford Motor Company , and many more. Before, companies would sell computers off the inventory, through a distribution system that left them on the tail end of the receivables and constantly shrunk their margins. Michael Dell took the customer's money, built to order, shipped within a week, and held on to the cash until it was time to pay the suppliers. Oracle Corp . had taken initiatives to reorganize their internal processes and beef up their Intranets in order to save money.