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H.B.R. presents. and you're listening to exponential view. Now these conversations are a space for

important discussions on a wide range of subjects. Now I'm taking more time than usual to

look at one subject, the COVID-19 pandemic and how it affects so many parts of our economy and daily life.

This is because I think this crisis will mark an acceleration, perhaps even a defining moment

and inflection point in the tech revolution that is bringing the exponential

age to us.

So in the spirit of exponential view, we're going to tackle these questions very thoughtfully

with an eye on the pandemic's impact on the near and far future.

I've written lots of essays about this you can find them on my website exponential view.

CO. As many of you will know, working from a home comes with its own set of

hiccups and technical glitches. We suffered more than one of these during this

record, but please do stick with us, our guest's insights into how this crisis will play out are incredibly

astute. Pierre Ferrigu is one of the world's top equity analysts covering the technology sector.

I've been reading his work whenever I can get hold of it for the past few years.

He leads the Global Technology Infrastructure Research team at New Street Research.

Now as the world free falls into a recession or maybe even more I've invited Pierre to help us

understand the impact of the coronavirus on the tech sector who might be the

winners who might be the losers and why. Pierre welcome to exponential view and thank you for taking the time to speak to me during what must be an incredibly busy time for you.

Thanks a lot, Tazim and thanks also for giving me this opportunity. I'm very happy to be here and as you say I'm very busy but I'm saving some flying and commuting time so I can spare the air with great pleasure to be with you right now. That's wonderful. Now your role at

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