This space is here to stay. ARBA, CMRC, and VERT will dominate overall with some other niche plays like CMDX doing well. Unless a new player has a lot of value added, this will be a tough area to break into down the road. These are too high now. PC Makers, B2C, internet retail in general.
Margins are terrible and everyone and their brother is selling junk over the internet.
No interest in these sectors. Online brokers are bad too. NITE is a tradable stock there but would go long in the 20s and short in the 40s. Insiders unloading a large amount of shares there. YHOO finance is good.