The Bear Stearns (NYSE: BSC) debacle has Wall Street (and investors) wondering which big company will be the next to fall. And when it does fall, will there be another JPMorgan Chase (NYSE: JPM) to pick up the pieces? Motley Fool senior analyst Tim Hanson offers some thoughts on why small caps might be best poised for growth, and some ideas on which large caps are in a good position to ride out this storm. (Psst, Starbucks (Nasdaq: SBUX) and Google (Nasdaq: GOOG)? Yeah, we're talking about you.)