There is a report from Forrester Research outlining the next phase of dramatic growth in IT.
They predict a 100% increase in annual IT budgets in the USA by 2018. Thats an extra $400,000,000,000 being spent every year and most of it on software development.
This equals more money than the entire growth of the internet in the 90's. You can add probably greater investment in China and Europe during this growth cycle too.
So basically by 2018 there could be an additional one trillion to 1.5 trillion dollars being invested annually in Tech and IT in addition to whats spent now globally.
This will be a phenomenal boom that will change society forever. Most people are focussed on the recession at present but I urge you to find the report and consider areas of opportunity.
It was also covered in the Economist recently but I am an electronics Engineer and I can assure you that "smart computing" is just the tip of the iceberg for whats about to happen.