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News Analysis: Apple Brings New Post Pandemic Solutions To Remote Learning

K-12 Education Market Faces New Requirements The latest CDC guidelines highlight the major challenges administrators and educators have for reopening schools.   The general principle – the more interactions, the longer interactions, the higher the risk of #COVID-19 spread. The CDC states that the risk of COVID-19 spread increases in school settings as follows: Lowest Risk: […]

Posted by R "Ray" Wang on May 31, 2020

News Analysis: Salesforce Commerce Cloud Quick Start Addresses Post Pandemic Requirements

Contactless, Direct To Consumer, Buy Online Pickup Anywhere, Automation, and Subscription Ready Drive Post Pandemic Response Matrix Commerce analyzes the disruptive pressures influencing the commerce paradigm. Commerce faces rapidly changing business models and new payment options that are often misunderstood and poorly integrated. Matrix commerce (TM) means the fusing of demand signals and supply chains […]

Posted by R "Ray" Wang on May 21, 2020

Monday’s Musings: The Matrix Commerce Post Pandemic Playbook #COVID19

Understand The Key Priorities In A Post Pandemic Response Over the past seven weeks, Constellation Research, Inc. has fielded hundreds of calls from CXO’s about what to consider in the business and technology response to the coronavirus and Covid-19 fall out. The conversations with clients and the analysis from the research team have resulted in […]

Posted by R "Ray" Wang on April 26, 2020

Monday’s Musings: Why Every Organization Must Build A Post Pandemic Playbook #COVID19 #CoronaVirus

Understand The Key Priorities In A Post Pandemic Response Over the past three weeks, Constellation Research, Inc. has fielded hundreds of calls from CXO’s about what to consider in the business and technology response to the coronavirus and Covid-19 fall out.  In fact, on Friday April 3rd, Constellation convened a conversation with more than 40 […]

Posted by R "Ray" Wang on April 6, 2020

News Analysis: Tech Vendors Take On #Coronavirus

Big Tech Steps Up To Support The “War” Effort Over the past two-weeks, the tech community has sought different ways to assist with the battle against Covid-19.  Efforts range from free usage of product, cash assistance, donations, and product innovations.  Here’s a short run down of some highlighted announcements: IBM, The White House, and Department […]

Posted by R "Ray" Wang on March 23, 2020

Personal Log: Understanding Case Fatality Rates For #COVID19 #CoronaVirus

Data In Early Case Fatality Rates Are Naturally Biased To Show Massive Fatality While there’s nothing wrong with an abundance of caution for high case fatality rates we are seeing for the COVID-19 coronavirus, the data is not accurate. We keep hearing 3.5% or 4% of the population is going to die. Why is the […]

Posted by R "Ray" Wang on March 7, 2020

Best Practices: Hosting Events In The Age Of #Coronavirus (COVID-19)

Event Organizers and Large Venue Operators Must Exercise An Abundance Of Caution Source: Constellation Research, Inc. Ambient Experience Summit 2020 Atlanta Amidst the backdrop of coronavirus fears and the spread of COVID-19, event organizers, large venue promoters, and major league sports teams, must make the tough decisions on whether or not to host their events […]

Posted by R "Ray" Wang on February 29, 2020

Monday's Musings: What's Up With Big Tech Stocks? The Insider View For 2019

Big Tech Still Remains Attractive, Especially With The Recent Valuation Downgrade


Markets are still cautious.  Global outlook looks very different than the US outlook.  Actual economy and Wall Street remain disconnected.  Meanwhile, markets are trying to figure out a rational explanation of which one is the leading vs lagging indicator.  

Algo’s have been reset so we’re operating on different rules and they will be reset again.  Why Big Tech?  They play in a winner takes all market.  Apple and Google provide 99% of all the consumer software in the US.  Facebook, Google, and Amazon drive almost 63% of all advertising dollars
Tech is still strong with 20 to 40% growth. Investors will find it hard to find other asset allocation classes this good and this dominant.  

With valuations down, we can see the shift back to big tech in Q1 2019, especially now with depressed valuations. Everyone’s waiting the Q4 holiday numbers before making the plunge. So FAANG plus MIcrosoft, Adobe, Salesforce, ServiceNow, and Tesla are still all hot and Baidu, Alibaba and Tencent drive the China market.

As for the race to 1T in valuation, We’ll see a resurgence in 2019 of one of the FAANG’s plus Microsoft vie for the title. So here’s the run down:

Posted by R "Ray" Wang on December 24, 2018