This is a risky strategy. The key here is to have discipline to sell a stock when it is still rising. Many of the investors that are crying the loudest about their current Internet-related investment losses are those who allocated too much of their portfolios to the Internet sector. Either way, you meet or exceed your expectations. Ignore the investment analysts.
Paradigm shifts tend to throw everyone for a loop, even the experts.
In emerging, explosively growing industries, investment analysts really don't know any more than you or me. It ultimately comes down to investing in what makes sense to you. If you cannot articulate what a company does and why it is a smart investment, then don't invest in it. While these five recommendations above are not bulletproof, they serve as reasonable investment guidelines to follow when the next technology-centric revolution occurs. Of course, this 'how to' guide assumes that we'll know when the 'next big thing' has hit.