If you accept the article's predictions, then at that point you can emerge and use that capital to snap up all the engineers jumping ship from the startups sinking with the bubble.

Unfortunately, Lucent was at its peak when it bought Kenan Systems and, briefly, everything started unraveling within a year of the acquisition. Lucent eventually sold the Kenan division to CSG, which later sold it to Comverse. A friend of mine, who had joined when it was still Kenan Systems, was laid off a few months back; her co-workers told her she was lucky to be laid off while the company could still afford to give her a decent severance package.