My wife was reading Business Week and discovered an article I found interesting, but couldn't locate to link to. The synopsis is that in a recession such as this, tech companies like Oracle and Microsoft can snap up the interesting start-ups for a fraction of what they could cost in an up market.
Consider the fire sales that could be taking place as these companies are running out of cash and their valuations are scaling back. All this will lead to a nice consolidation period, so keep your eyes and ears open. It should be fun to watch.