It seems there are hundreds of internet access groups out there. I watch chip companies not ISPs. The Internet market has been totally different. The thing investors like about chip stocks is they are cyclical. Catch them at the right time and you have a good chance of seeing them rise.
Timing is everything.
IBM has all kinds of chips in their pipeline. Their product line tends to be very high end for business computers and servers. They are facing stiffening competition though from Intel and Sun Intel plans to dominate the market for business server chips. There does seem to be a capacity problem. And if companies can't get enough product made, prices will rise.