This is still a good long term play, but for quicker profits I'm moving to undervalued fiber stocks. I have been in the pc industry for 22 yrs, have my share of winners (CISCO) and losers (remember DR DOS?). I have learned always, always invest in the infrastructure. Four words, Internet, Data, Bandwith, Fiber.
There are still a few undervalued plays. I like STLW right now bigtime. There are others, but do your DD, there are a few dogs there just like anywhere. Make sure it's a true infrastructure company. (Best example, CISCO) Internet traffic is still doubling every 100 days (thats traffic, not subscribers gents, and most of that traffic is data). Great for infostructure companies, a big so what for internet companies. IMHO