There's a whale of a lot of thunder and lightning out there about how great Web 2.0 is going to be. It's so good O'Reilly sued to retain the "ownership." Everyone is piling on the train. Kids everywhere are starting up their activities to make gazillions of $$$. VCs are throwing tons of dollars at it. M&A people are sharpening their hooks. Lots of noise. Lots of flash. But will the dollars rain down? And for who?