I read the first 40 pages of "4 steps to the epiphany" at http://www.stanford.edu/group/e145/cgi-bin/winter/drupal/upl.... It's remarkably dense reading but for someone who was not around during the 2000 bubble, it contains valuable information about what happened.
"The issue is whether the next 100+ tech IPO’s carried by this bubble will be worth their offering price in 8 years."
Ask yourself that question. We're going to see a lot more IPO action, and 8 years from now, I think many will be gone.
As an aside, I strongly recommend Steve's book "4 steps to the epiphany." It's the equivalent of a graduate school level course on entrepreneurship.