Here it is below. Admittedly it is somewhat narrowly focused on acquisitions of tech companies as a means to extend their digital capabilities. Still, a strong indicator from a very powerful voice. The commentary below the slide came from the article where I first read about her latest report and I cannot be sure of the source but think it was TechCrunch.
Ties in nicely with the kinds of trends I was picking up in my my trend report which you can buy from iBooks or add a comment and I can provide a voucher for a FREE COPY :)