The thing is, most of the "bits" companies survive courtesy of the "atoms" companies, either through advertising (Google) or through selling to them (shrink-wra

The thing is, most of the "bits" companies survive courtesy of the "atoms" companies, either through advertising (Google) or through selling to them (shrink-wrap software). Any shakeout in the atoms sector is going to hit the bits sector pretty hard. The sale of pure digital products (i.e. with no physical components at all) is pretty damn tiny.