The Future of Tech
He makes the same case I've been making for the past six months, that we are about to enter into a new period of prosperity in the information technology business, fueled by applications of technology, not technology itself, which is pretty mature at this point.
He also addresses the technology job flow to India, China, and elswhere but argues that the real high value jobs of design, research, development, won't be going anywhere.
Unfortunately, you'll have to be a subscriber to Fortune to read the entire piece. Or shell out $20 for a year's subscription.