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clipped from news.cnet.com

NEW YORK--You can't avoid the bubble question when it comes to clean-tech investing. Get used to it: with a massive movement of capital into the sector projected in the future, people are bound to fret.

Bill Green, a panelist from VantagePoint Venture Partners, had a chart that made the point in a compelling way.

On one side was the market capitalization of the top 10 companies in energy, chemicals, auto, materials, and water--a whopping $3.5 trillion. Venture capital investment in the clean-tech sector--which sells into all of those industries--was about $2.2 billion last year.

Meanwhile, the market capitalization for the top 10 IT firms is $1.5 trillion. Venture capital investment into all IT-related sectors was $16.4 billion.

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