What we saw in 2001 was a network effect. The artificially pumped up companies died. Then the B2Bs that they were paying also struggled and died. And then other companies that relied on those B2Bs had trouble.
You're right that it will start with the obvious candidates, but we'll see if it goes on long/bad enough to have a broader impact.
I would hope that a number of those companies are well embedded and experienced to weather a tech crash/recession. I mean I know MS has had to have seen their share.
You're right that it will start with the obvious candidates, but we'll see if it goes on long/bad enough to have a broader impact.