Bright Spots in 2009...really?

This is my first time being laid off, (it's Norm's fourth as I understand it).  This is cross-posted here and at, to which you should all subscribe and support Norm.  Also, if you're looking for a  have a job opportunity for him, so much the better.

I wrote that I am looking for a certain kind of firm for my next position, one that is looking at the long term and interested in making great strategic decisions.  I don't know if it will "create more value than it extracts" (Fred Wilson quoting Tim O'Reilly) but that seems to be the way of things in the tech world these days.

But what industries will this firm operate in?  How will I go from all companies to only a few?  Is my insight applicable to anyone else?

The thing is, it's pretty likely that