Important comment about Internet companies from today's One Page Annotated Wall Street Journal Summary (which you can get emailed to you every morning by signing up here):
Surge in Internet Use, Energy Costs Has Big Tech Firms Seeking Power
Summary: Electricity costs are becoming significant for Internet companies, with one data center using enough power for a town of 30-40,000 people. As a result, Internet companies are trying to locate data centers near supplies of cheap energy, as energy accounts for 20-50% of a data center's running costs.
Comment on related stocks/ETFs: Limited impact on the Internet stocks. The real story -- not mentioned in the article -- is the economic case for replacing old gear with new equipment running low power chips from Intel (NASDAQ:INTC).