we see the "information revolution/productivity gain" which was anticipated before y2k materializing today (at least to some extend). but seing an arms race in

we see the "information revolution/productivity gain" which was anticipated before y2k materializing today (at least to some extend). but seing an arms race in the finance industry is seldom a good thing. so my guess is that sooner or later it will be a bubble. but it will take a little longer to develop. the fundamentals are actually there, thus the numbers are not made up. on the other side these high prices could just be the inflation created trough the financial crisis. its still a good thing that the US drives investments into technology. in the end, most of these will survive and act as an enabler for even more high tech industries.