About the session
[CANCELLED]
This time, we will step back and discuss the state of the technology industry at a macro level and evaluate: “Is Tech still a growth sector?”. Tech spending has slowed and many fear that tech is maturing into a new industrial. As a result, the average tech company is now valued less than the average company in the economy, despite tech’s much higher profit margins. This raises some interesting questions:·
Is the shift to cloud and related technologies deflating tech spending?·
Will spending growth improve as falling prices lead to new applications and greater usage– as it has in past architecture shifts? Or, is the weakness in tech spending permanent, “It’s different this time.”?
What parts of tech are more or less at risk to deflation & disruption?
What are the new applications that are likely to drive future growth?
The discussion will be led by Bill Whyman, Macro Research Analyst with Evercore ISI. He is a nationally recognized expert on the intersection of technology and economics in the public and private sectors. We will also discuss the economic implications of current in-vogue themes: Cloud computing, Big Data, Mobile, Cybersecurity, etc.
