Introduction -- How to use theory to analyze -- 1. Signals of change : where are the opportunities? -- 2. Competitive battles : how to size up competitors -- 3. Firm choices : identifying what choices matter -- 4. Non-market factors influence innovation -- Theory-based analysis -- 5. Disruptive diplomas : the future of education -- 6. Disruption spreads its wings : the future of aviation -- 7. Whither Moore's law? : the future of semiconductors -- 8. Healing the 800-pound gorilla : the future of health care -- 9. Innovation overseas : using theory to assess corporate and country strategies -- 10. Breaking the wire : the future of telecommunications -- Conclusion : what's next.