A particularly strategic hire by Google is Lise Buyer, a former investment banker who joined the company as director of business optimization last April.

Lise Buyer, an analyst at Credit Suisse First Boston, whose name and direct-dial number are listed on Amazon.com's site, agreed.

Incredible Universe, however, "could be the most important new format since Radio Shack," said Lise Buyer, an analyst at Cowen & Company.

Lise Buyer, an Internet analyst at the DMG Technology Group, said investors cared less about a prospective company's vision and more about its business model.

"It's a strategy shift," Lise Buyer, an analyst at T. Rowe Price in Baltimore, said of Intuit's announcement.

"Whatever profits they were making weren't big enough to sustain their massive growth," said Lise Buyer, vice president at T. Rowe Price Associates in Baltimore.

"Without those investors it would be easier to wait on this one," said Lise Buyer, a vice president and personal computer/multimedia industry analyst at T. Rowe Price in Baltimore.

"The Internet is making huge changes in how we live our daily lives," said Lise Buyer, an analyst who follows Internet companies at Credit Suisse First Boston.

The high margins are no accident, according to Lise Buyer, an Internet analyst at Credit Suisse First Boston.

"A number of high-profile companies have raised the yellow flag, and that should lead investors to reassess," said Lise Buyer, a technology analyst at T. Rowe Price & Associates.