Is the Internet Really Collapsing?
http://www.asktog.com/columns/046InternetPerspective.html

Tognazzini, Bruce
Nielsen Norman Group
2001

Abstract:

The sky is falling. It has been falling for about a year now, and it feels like it won’t stop falling until every business associated with the Internet is dead, dead, dead.  What is happening now happens with every new explosion of technology. When the sky has finished falling, it will leave behind an industry with far fewer, but much healthier players. And then things will get better than they ever were.