Given the necessities of a magazine production schedule, I typically write my column a few weeks before its publication. This lead time has its constraints, the worst of which is that it’s risky to make bold predictions; with the pace of change these days, new developments affecting my pronouncements may well occur between the time the column goes to press and the time you read it. This is especially true with a discussion of ever-fluid areas such as Internet stocks. However, in the spirit of living without a safety net, I’m going to take a stab at such future gazing, because the movement of serious money into Internet stocks has big implications for enterprise sites.