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CEO & Principal Analyst of Constellation Research, Inc. , previously a founding partner at Altimeter Group where he led the Enterprise Strategy team.  Ray authors the  popular enterprise software blog "A Software Insider's Point of View"., and his point of view is frequently sought by publications such as The Wall Street Journal, Business Week, Fortune, Inc., The Associated Press, CIO Magazine, Information Week, ComputerWorld, Financial Times, eWeek, CRM Magazine, IDG News, ZDNet, TechTarget, and Managing Automation. In both 2008 and 2009, Ray was recognized by the prestigious Institute of Industry Analyst Relations (IIAR) as the Analyst of the Year and in 2009 he was recognized as one of the most important analysts for Enteprise, SMB, and Software.

2 responses to “Monday’s Musings: Reflections On Obama And The False Hope For A Tech Halo”

  1. Scott Francis

    Ray, some how you’ve made strengths sound like weaknesses.
    1. Our universities attract the world’s brightest to attend our top-notch engineering programs. It turns out, typically other countries and companies in those countries typically don’t sponsor Art History majors. Just an observation. But you state it as if they are filling a need we can’t fulfill ourselves – supplying engineers. Our universities would not be in shambles without these students- quite the contrary, they have built up their capacity for specific majors on the basis of those students’ demand for those majors. And, just as a counterpoint, Stanford’s CS department saw a 41% increase in CS majors two years ago, and a 30% rise on top of that last year. This is undergraduate education – not dominated by imported talent, mind you. It is just one example… but it is so contrary to the mainstream hype that one wonders if it is the only one. Of course, what we’d really like to see is for the # of engineering majors (of which CS is just one) rise for many years to come at a more sustainable rate.

    2. Attracting skilled labor – you make it sound like we screwed up somehow :) I challenge you to come up with the stats to support “the majority” of skilled labor pool being imported, but certainly extremely important contributions, in large numbers, come from first and second generation immigrants. Good! This is not, I’m afraid, a sign of what’s wrong. But of what’s right.

    3. The one thing I do NOT hear these days is that access to capital is a problem. I’m really surprised you think this is actually an issue, when many investors are complaining of an investment “bubble” (granted, there are plenty that argue against this point of view – but I haven’t heard anyone decrying the lack of available investment capital).

    Having said all that, I think your recipes for success are perfectly valid, and I support them. (Except for one thing: there’s no evidence that it actually matters who holds your debt. The amount of debt is a concern, who holds it is really not. )