The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior technology analyst Eric Bleeker and chief technology officer Jeremy Phillips discuss emerging trends in technology.

In today's edition, Jeremy and Eric pit LinkedIn against Netflix to decide which one of these stocks is the better buy. While both are frequently cited for their hyped-up valuations, Jeremy finds a lot of value in LinkedIn's business model. Eric ultimately proposes that buying LinkedIn might not be the best way to play its disruption to the recruiting industry. Instead, he proposes shorting companies like Monster Worldwide that will continue to struggle as LinkedIn comes to dominate the recruiting world.

Both Netflix and LinkedIn are part of a new Internet boom that will lead to Internet traffic quadrupling by 2015. The Motley Fool has compiled a new report called "The Motley Fool's Top Stock for 2011" that highlights a company that's set to profit handsomely from the booming amounts of data flowing across the Internet, no matter which company delivers the video. Thousands have requested access to this special free report, and now you can access it today at no cost. You can get instant access to the name of this company by clicking here -- it's free.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.