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Once upon a time it all seemed so simple for investors: Buy a tech stock, kick back, watch its value double. Then things changed. And investors learned to expect a completely different scenario. After a year of seeing one Nasdaq highflier after another crumble, most investors now think technology has all the appeal of a smelly sock puppet. But here is the news: Tech lives. The long boom of the Internet is just going through a transition. The key trends expected over the next couple of years - and some stock picks that could pay off as a result - are discussed.