An upcoming winter?

Just now I suggested that the stories about an upcoming crash would be based on very little. But just after I had published it, Amy Gu came with a few observations that would suggest that not all is well. Leading business people in China suggesting an upcoming "winter", just like after the first internet bubble. I agree with Amy, those are suggestions to take serious.
She quotes Jack Ma, president of successful Alibaba:

"The reason why Alibaba is preparing for a listing is to prepare for the winter. In 1999 and 2000, the Internet suddenly turned into winter when everyone was still talking on its exciting future; the same is happening now while something is going wrong with so many concept of web 2.0 or 3.0. So I want an IPO now to be ready for the winter".

Then another quote by Liu Chuangzhi, president of Lenovo:

"We are doing a quick research on our industry investment now. We are not afraid of the coming winter, and we will do what we should do in the winter. The most important thing is what will happenin the winter and what we could improve to adjust the winter."

With Amy, those two I would take very serious.