Tech Boom or Bubble? Take a Look at the Data

Just going through A Random Walk Through Wall Street right now, and there's no doubt that, by the tone of that book (and specifically Robert Shiller's quote of a "positive feedback loop), we are in a bubble.

The questions really ought to be:

1 When will it burst

2 How hard will it burst (I think this'll be the main difference with the dotcom bubble)

3 Which companies will come out of it