Alternate/additional explanation… the dotcom crash happened after the first quarter of 2000 when the quarterly financials of the big internet hardware/server ve

Alternate/additional explanation… the dotcom crash happened after the first quarter of 2000 when the quarterly financials of the big internet hardware/server vendors (Sun but also EMC, Cisco, Oracle, etc) came out and sales were way down because nobody had quite anticipated that their clients would take the servers used for y2k testing and repurpose them, rather than buying new stuff. Then the voice of skeptics had credence to raise other concerns (ad swap, etc) which snowballed.