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R “Ray” Wang (pronounced WAHNG) is the Principal Analyst, Founder, and Chairman of Silicon Valley based Constellation Research, Inc. He’s the author of the popular business strategy and technology blog “A Software Insider’s Point of View”. Wang has held executive roles in product, marketing, strategy, and consulting at institutions such as Forrester Research, Oracle, PeopleSoft, Deloitte, Ernst & Young, and Johns Hopkins Hospital. His best selling book, Disrupting Digital Business, published by Harvard Business Review Press provides insights on why 52% of the Fortune 500 have been merged, acquired, gone bankrupt, or fallen off the list since 2000. Wang is a prominent dynamic keynote speaker, research analyst, and industry commentator working with clients to transform their business models using exponential technologies. He’s spoken around the world at almost every tech related conference including keynotes for tens of thousands of people and intimate executive settings such as Davos. Ray’s clients include a majority of the Fortune 500 and Global 200. Ray is well quoted in media outlets such as the Wall Street Journal, FoxBusiness, CNBC, Bloomberg, CNN, CGTN, Tech Crunch, Business Week, and Fortune. He has thrice won the prestigious Institute of Industry Analyst Relations (IIAR) Analyst of the Year Award and has repeatedly been in the #1 slot in the AR Power 100 list for over 10 years. Ray resides in Silicon Valley when not traveling 500,000 miles a year in the air.

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. )