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The Barron's article (Lofty Software Stocks are looking Bubbly) covered a lot of ground discussed on this Board. (to the point you made above).

Additionally, it had a quote from Fred Hickey, author of "The High-Tech Strategist". The quote referred to the current state of software as being like 2000. (it really makes the reader sit up and take notice)

A quick Google search for Mr Hickey reveals a couple of articles:

Feb 18, 2019 - Seeking Alpha - "Why a lifelong technology expert favors owning Gold"

Oct 8, 2018 - Zero Hedge - "The Crash is Coming"

FUD indeed.....
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