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Michael Malone, a veteran tech pundit writing in Forbes ASAP, says that the next Internet can reboot America and bring in as much as $20 trillion in revenues to the companies lucky and smart enough to survive through the current consolidation/collapse. This revenue will cost $2 trillion to bring in, much of which would have to be spent by government on rebuilding and extending the nation’s 30-50 year old physical infrastructure, but will succeed based on the intersection of five trends: optical fiber, semiconductors, the Internet, online transactions, languages and interfaces (XML, SOAP, et al), and Real time enterprise computing. On the other hand, Excite@Home declared bankruptcy late yesterday.