Have the fundamentals changed at all in 8 months? Nope. I can’t explain this, except to say that it appears tech is kicking back lately and creating yet another bubble.
Lots of folks, myself included, think we are in the midsts of a Web 2.0 bubble. Should end the same as the last one.
In the interim, there is money to made buying/selling on the way up and shorting on the way down.
