* Steve Case: What caused the 1990s Internet bubble to burst

* Steve Syre: A little virus played a key role in the big Sanofi/Genzyme merger

* Dan Shapiro: What you probably didn’t know about non-disclosure agreements

* Morning Call: U.S. futures point lower, London opens strong, European shares flatten and the Nikkei inches higher.

* The for-profit micro-finance debate

* Scorsese and DiCaprio are teaming up for The Wolf of Wall Street

* Bob Froehlich: Market pundits have been wrong in all the right ways

* Penance? Former McDonald’s (MCD) execs plan to open health-food chain

* Om Malik: What JPMorgan, Kleiner Perkins and the NY Yankees have in common

* U.S. CEOs come out strongly in favor of increased federal spending on infrastructure

* Still not getting Term Sheet’s morning emails? Do you also still use WebCrawler? Sign up (for free) here!

* Tweet of the Day: @mediainvestors: As I watch Watson I keep thinking SkyNet is in beta testing.

* Tweet of the Day II: @mkapor: On a conference call I was just asked, “Are you still there?” I said: “Yes, but in this case my value added is silence.”

* Ken Jennings on how Watson is similar to human Jeopardy players: “It’s very smart, very fast, speaks in an uneven monotone, and has never known the touch of a woman.