1. IPO activity among tech companies, in transaction volume, will climb a modest 10% due to continued difficulty in attracting institutional buyers.
2. Technology M&A activity will climb by 30% as the VC's funds raised in 2004 and 2005 era are pressured to produce liquidity and they sell portfolios. However, deal value will continue to climb because competition for these companies will remain robust.
3. Cash on the balance sheets of the big tech companies will continue to rise as GDP rebounds and tech spending climbs above 2010 levels.
4. Microsoft's board will oust Steve Ballmer and go outside of the company for new CEO leadership. They will finally realize that they are no longer just a tech company and that a different style of leadership is required to get them to the next level and get their stock price up.