Bubble 2.0 - Sell Out Before We're Found Out!

Bubble?  What bubble?  All data points suggest it's a frothy early/mid stage investment market, and a very frothy M&A market as well.  Google, Microsoft, Salesforce, Comcast, ESPN, Infor, Oracle, Cisco all very active snapping up a myriad of software assets, large and small.  Talking to a VP at a well known Web 2.0 company this morning; they've built massive brand and user traffic over the past 12 months.  Troops are getting quite nervous about their equity and concensus is now is the time to sell.  Their internal mantra?  'Let's Sell Out Before We're Found Out!"