I read this article today sent to me by my friend Matt Caron. The author is John Dvorak and he goes dives into the comparison to the dot com crash and the recent Web 2.0 buzz. This is a very interesting read and makes you think about how the web is very user generated content based these days. I recommend you give it a go.
http://www.pcmag.com/article2/0,1895,2164136,00.asp
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