I thought his comments about available capital (specifically) to social communication companies was interesting. There was so much homogeneity in tech in '99/'

I thought his comments about available capital (specifically) to social communication companies was interesting. There was so much homogeneity in tech in '99/'01. So many companies doing very similar things. I guess I'm wondering: Are we (the tech market) sufficiently diversified in what our companies do? Enough to see segments of the industry pop but not the entirety?