SO CLOSE. (OK, I paraphrased the above).
In this case, this article represents some pretty awesome ideating. I bet that not many of the article authors invested in Google, Dejanews, Yahoo, or AOL, though.
I had a brilliant moment of ideating in 1993 when I realized "Domain Names are going to be huge. There will be a landrush."
I pooled my dollars with some friends, and we bought ... foo.net. Cha-ching! Shopping.com, tv.com, etc. didn't really cross my mind.
What's really super hard in my opinion is setting oneself up to benefit from these tectonic trends; at least, it's hard for me!