This post argues the burst is not only inevitable it's right around the corner - never mind their principal argument being "we're terrible at predicting technology revolutions in the near term".

This seems like a variation on the President's (and my CTO's) process of 1. go on record both supporting and denouncing all positions, but commit to none, 2. wait... 3. spin your previous wisdoms based on the actual outcome. A super-inconsistent & confusing track record is actually a major asset when executing this strategy!