[mikeryan]

I'd actually be really surprised if Groupon doesn't go public this year. Considering they just passed on Google's acquisition I don't think they're going to have a better time to go public then in the next year, before their brand gets too diluted with competitors. I think a lot of investors would also be very happy to get in on a hot new tech property like Groupon, as the economy inches back towards a recovery.

And a cloud bubble? Really its pretty damn obvious for the lsat year that cloud based services are damn hot right now, but a bubble? This one is barely just a prediction he's pretty much stating what is currently happening. He can declare victory on this "prediction" on Jan 1.