We look for patterns; we look for clues.

Lycos

(LCOS)

goes up 5 and

Yahoo!

(YHOO)

vaults 10. What does that say? What does it mean? What do these two clues tell us when combined with

America Online

(AOL)

being down 2 and

priceline.com

(PCLN)

being up 8?

Our first thought was that maybe the market has decided that business-to-consumer stocks might be making a comeback. But then why would AOL be down?

That could be because AOL is not a free model and the market only seems to like free models. Now, where can we take that?

Which business-to-consumer stocks haven't run lately? One temptation is

Amazon.com

(AMZN) - Get Report

, the ultimate B2C play. Frankly, though I don't have the stomach for it. It is not even difficult to borrow anymore so there won't be a short squeeze if it gets going. (See my weekend

rewrite about squeezes if you are confused.)

Another is

Go.com

(GO) - Get Report

, which is sitting at its 52-week low, but I can't think what triggers that to get going. That one is kind of interesting to me. But I am not going there without some sort of data point that would make me feel better about it.

Ultimately, what I think we might do is just buy more Yahoo!. It may be up 16, but it is down big for the year. That may be the most intriguing.

Darn, I wish I liked Amazon, though. That's the natural candidate.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Yahoo!, America Online and priceline.com. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at

jjcletters@thestreet.com.