The Second Coming of the Internet?

Nasdaq jumped 21 percent this quarter, its best quarter since late 2001. Database company Oracle keeps upping the ante to take over software giant PeopleSoft. Apple Computers is racing ahead with its $0.99 cents-a-song iTunes Music Store. Internet traffic is still growing 100 percent a year.

Click the "Listen" link to hear whether this tech stock surge is red hot or just another bubble about to burst.

Guests:

Robert Shiller, professor of economics at Yale University, author of "Irrational Exuberance" and "The New Financial Order: Risk in the 21st Century"

Bret Swanson, executive editor of the Gilder Technology Report

Aaron Task, senior writer at TheStreet.com