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Generals are always fighting the last war. There definitely seems to be a correction happening, and that's fine and welcome (and a perfectly normal feature of a healthy business environment) but to expect a full-blown implosion of an entire sector just because it happened 17 years ago doesn't seem warranted, mainly because the fundamentals of the majority of the players are totally different (well-tested and scalable, if not necessarily fully profitable, operation models that drives substantial revenue from a substantial customer base).



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