Very good assessment. It is not a bubble because I also believe that certain companies (especially in mobile space and "cloud" space) are going to be big winne

Very good assessment. It is not a bubble because I also believe that certain companies (especially in mobile space and "cloud" space) are going to be big winners. However it is a little frothy, because some companies are getting high valuations but they are still part of old Web (web 2.0 - no mobile, etc.)