Bubble 2.0 – The Long Tail of Supply: "Bubble 2.0 aka Web 2.0 is upon is.  Like every bubble, there will be opportunities to create great fortunes, opportunities to lose such fortunes before spending them, plain old opportunities to lose money, chances to get funding to do cool things, and some important changes to the way we live our daily lives." —Tom Evslin

Well said, and by the guy behind not only Microsoft Exchange but also AT&T WorldNet.