James Altucher penned a column in today’s WSJ titled The Internet Is Dead (As An Investment). James is a fund manager and well read columnist on investing and he is entitled to his opinion. He puts his money where his mouth is. But so do I and since we continue to invest heavily in the Internet, I thought I’d take the opposite side of this debate.

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Carl Johnson, an underappreciated observer of the tech investing world and a long time analyst on the semiconductor equipment business, who can be found online at Infrastructure Wednesday afternoon, sent along an annotated version of a list of the Top 10 Tech Investing Rules, as set down in Institutional Investor magazine by J.P. Morgan chip analyst Christopher Danely.

Carl did two things to make Danely’s valuable list even better. One, he provided his own commentary on Danely’s thoughts. And two, he decided that what investors really need is a Baskin-Robbins length list of 31 rules. In Part 1 of this post, I offer up Danely’s list along with Carl’s commentary. And in Part 2, I tack on Carl’s additional rules. The result is a lot to read, but some extremely useful insights.

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I’ve been collecting a lot of data about attitudes and behaviors towards early-stage investing in today’s tumultuous and uncertain market environment. Whether you happen to be an investor or an entrepreneur, an angel or a venture capitalist, you are going through a disciplined re-assessment of what you should be doing and how you should be doing it. One thing is for certain: Few people are operating in the ways they did only a few short months ago.

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We’re going to have a veritable galaxy of virtual worlds soon. Investors put $184 million into 23 virtual-world companies during the first quarter of 2008, according to Virtual Worlds Management. That may sound like a lot, but the froth in this sector is actually down from the past.

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