1.

Musical chairs, a great name and a great game. Six kids, five chairs. The music starts. Walk around the circle of chairs. When the music stops sit down on a chair. If you can't find one, you lose!

2.

The same thing will happen in high-flow portal sites. It's an easy extrapolation that web browsers will be tied to specific websites in the future. We see this happening at Netscape (now owned by AOL), and for sure Microsoft will follow suit. Will Yahoo buy Opera? Looking five years out, I think it's a no-brainer that consolidation will occur around sites that also control their browsing technology.