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04 June 2007

Comments

Scott Rafer

I can't entirely agree. I don't think that there is a bubble going on, but there is still a tech funding and business cycle. We all care less about the funding cycle than we used to, but we still care somewhat. We are 7+ years since the last top in what is normally an 8- to 11-year cycle. Because we haven't risen that high just means that we won't drop that low. I'm of the opinion that the US presidential election next year will end the cycle, due to Republican incumbents traditional economic shifts that benefit asset-heavy industries. We'll see.

Sramana Mitra

Hey nice post!

Sramana

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