Some of my former colleagues went on to join other companies or start new companies. Some of them even joined companies such as SuccessFactors, CornerStone OnDemand and LinkedIn. Today I see a similar frenzy in the market where many companies which do not make any significant money and no profit are valued at billions of dollars only because they fall into the category of Cloud computing or Social Networking. Another reason is that there is practically no place else to invest your money.
I believe that the inevitable disappointment is not far away. What happens when there are other less risky investment options available for institutional investors. What happens when the insiders are allowed to sell their options. What happens when the visionaries who started these companies move on to become angel investors or venture capitalists. What happens when every shareholder realizes that there is no silver bullet. I hope reality sets in soon. I have seen this from the inside and I don't feel good about this.