In the world of finance, when things become unrealistic, reality has a tendency to knock down the house of cards causing everything to collapse. Could something similar happen with technology?
This has happened with the PC, Internet, Mobile, Webification of Applications and now it's happening with infrastructure and SaaS. The market will stagnate again, just as it did after the .com bust, but that is the time in which the innovators work to tweak their ideas for the next big push.
I do think some kind of bubble is about to burst, but I see a tech bubble bursting as an opportunity for others with real ideas to have their moment in the sun. When you think about it, the financial and tech sectors are closely tied together, feeding off of one another. Venture capitalists make their money investing and startups make their bread and butter from said investment.