$22 Billion spent so far to enter India's Internet market.
YEs the companies that are going to reap high dividends are REDF (portal), SIFY (combination of Portal sify.com + Consumer Cloud Services + Corporate Cloud Services Datacenters a 3PAR + Travel portal sifytripz.com like MMYT + outsourcing internationsl clients.
Also MMYT for travel services. MAtrimony sites not public yet.