Zeev
I still I'm inclined to say that we are in the initial stages of a long rally that will last much longer than your prediction.
Until now we have only seen mass-adoption of the internet by the consumer. As a result, new leaders such ebay, yhoo, and amzn were born.
Now businesses are starting to adopt the internet en masse. they are transforming their business model to better take advantage of the web. The internet is transforming how business is conducted between businesses. As said before, this trend favors new emerging leaders as the incumbent's business models are being attacked. In other words, the incumbents are facing the typical "innovator's dilemma".
It's an interesting opposite with your outlook.
Alexander
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