Ben Horowitz, a highly successful VC, says that major technology cycles generally last 25 years, with the "bulk of the purchases" happening the last 5-10 years as late adopters sign on.
Using this as a frame of reference he says we are "poised to hit the major adoption wave for the Internet technology platform over the next 8 years."
Others are looking at valuations of LinkedIn, Groupon, FaceBook and are warning of a Tech Bubble
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