From theCUBE studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. The pandemic has changed the way we think about and predict the future. As we enter the third year of a global pandemic, we see the significant impact that it's had on technology strategy spending patterns and company fortunes. Much has changed. And while many of these changes were forced reactions to a new abnormal, the trends that we've seen over the past 24 months have become more entrenched and point to the way that's coming ahead in the technology business. Hello, and welcome to this week's Wikibon Cube Insights, powered by ETR. In this Breaking Analysis, we welcome our partner and colleague and business friend Eric Porter Bradley as we deliver what's becoming an annual tradition for Eric and me, our predictions for enterprise technology in 2022 and beyond. Eric, welcome. Thanks for taking some time out. Thank you, Dave. Luckily, we did pretty well last year, so we were able to do this again. So hopefully we can keep that momentum going.  But one of the main objectives that we have is we try to make predictions that can be measured. That's why we use a lot of data. Now, not all will necessarily fit that parameter, but if you've seen the grading of our 2021 predictions that Eric and I did, you'll see, we do a pretty good job of trying to put forth prognostications that can be declared correct or not, you know, as black and white as possible. Now, let's get right into our first prediction. We're going to go right into spending, something at ETR surveys for quarterly, and we've reported extensively on this. We're calling for tech spending to increase somewhere around 8% in 2022. You can see there on the slide, Eric, we predicted spending. Last year would increase by 4% IDC. Last check came in at 5.5%, Gartner was somewhat higher, but in general, you know, not too bad, but looking ahead, we're seeing an acceleration from the ETR September surveys, as you can see in the yellow versus the blue bar in this chart. Many of the SMBs that were hard hit by the pandemic are picking up spending again, and the ETR data is showing acceleration above the mean for industries like energy, utilities, retail and services, and also, notably the Forbes' largest 225 private companies. These are companies like Mars or Coke Industries. They're predicting well above average spending for 2022. So Eric, please weigh in here. Yeah, a lot to bring up on this one. I'm going to be quick. So 1,200 respondents on this, over a third of which were at the C-suite level. So really good data that we brought in. The usual bucket of Fortune 500 Global 2000 make up the meat of that median, but it's 8.3% and rising with momentum as we see. What's really interesting right now is that energy and utilities. This is usually like an orphan stock dividend type of play. You don't see them at the highest point of tech spending. And the reason why right now is really because the state of tech infrastructure in our energy infrastructure needs help. And it's obvious. Remember the Florida municipality break reached last year where they took over the water systems or they had the ability to? I mean, this is a real issue. There's bad nation state actors out there and I'm no alarmist, but the energy and utility has to spend this money to keep up. It's really important. And then you also hit on the retail consumer. Obviously, what's what happened? The work from home shift created a shock from home shift. And the trends that are happening right now in retail, if you don't spend and keep up, you're not going to be around much longer. So I think the really two interesting things here to call out are energy utilities, usually a laggard in IT spend and it's leading and also retail consumer, a lot of changes happening. Yeah, great stuff. I mean, I recall when we entered the pandemic, really ETR was the first to emphasize the impact that work from home was going to have. So I really put a lot of weight on this data. Okay, our next prediction is we're going to get into security is one of our favorite topics. And that that is that the number one priority that needs to be addressed by organizations in 2022 is security. And you can see in this slide, the degree to which security is top of mind relative to some other pretty important areas like cloud or productivity and data and automation and some others. Now, people may say, oh, this is obvious, but I want to add some context here, Eric, and then bring you in. First, organizations, they don't have unlimited budgets and there are a lot of competing priorities for dollars, especially with the digital transformation mandate. And depending on the size of the company, this data will vary. For example, while security is still number one at the largest public companies, and those are, of course, the biggest spenders, it's not nearly as pronounced as it is on average, or in, for example, mid-sized companies and government agencies. And this is because mid-sized companies or smaller companies, they don't have the resources that larger companies do. Larger companies have done a better job of securing your infrastructure. So these mid-sized firms are playing catch-up and the data suggests cyber is even a bigger priority, their gaps that they have to fill going forward. And that's why we think there's going to be more demand for MSSP's manage security service providers and we may even see some IPO action there. And then, of course, Eric, you and I have talked about events like the SolarWinds hack, there's more ransomware attacks, other vulnerabilities that just recently, like Log4J in December, all of this is heightened concerns. Now, I want to talk a little bit more about how we measure this relatively, okay, it's an obvious prediction, but let's stick our necks out a little bit. And so, in addition to the rise of managed security services, we're calling for M&A and our IPOs. We've specified some names here on this chart and we're also pointing to the digital supply chain as an area of emphasis. Again, Log4J really put that, shown that under a light. And this is going to help the likes of Auth0, which is now Octa, SailPoint, which is called out on this chart and some others. We're calling some winners in endpoint security. Eric, you're going to talk about sort of that lifecycle, that transformation that we're seeing, that migration to new endpoint technologies that are going to benefit from this refresh cycle. So, Eric, way in here, let's talk about some of the elements of this prediction and some of the names on that chart. Certainly, I'm going to start right with Log4J, top of mind. And the reason why is because we're seeing a real paradigm shift here, where things are no longer being attacked at the network layer, they're being attacked at the application layer and in the application stack itself. And that is a huge shift left. And that's taking in DevSecOps now as a real priority in 2022. That's a real paradigm shift over the last 20 years. That's not where attacks used to come from. And this is going to have a lot of changes.  I would add to that list whiz. I would add Orca security. Two names in our emerging technology study, in addition to the ones you added that are involved in cloud security and container security. These names are either going to get gobbled up. So, the traditional legacy names are going to have to start writing checks. And, you know, legacy is not fair, but they're in the data center, right? They're on-prem, they're not cloud-native. So, these are the names that the money is going to be flowing to. So, they're either going to get gobbled up or we're going to see some IPOs. And the other thing I want to talk about too is what you mentioned. We have CrowdStrike on that list. We have Sentinel-1 on the list. Everyone knows them. Our data was so strong on tanium that we actually went positive for the first time just today, just this morning, where that was released. The trifecta of these are so important because of what you mentioned. Under resourcing, we can't have security just tell us when something happens. It has to automate and it has to respond. So, this next generation of EDR and XDR and automated response has to happen because people are under resourced. Salaries are really high. There's a skill shortage out there. Security has to become responsive. It can't just monitor anymore. Yeah, great. And we should call out too. So, we named some names, Sneak, Aqua, Arctic Wolf, Lacework, Netscope, Illumio. These are all sort of IPO or possibly even M&A candidates. All right, our next prediction goes right to the way we work. Again, something that ETR has been on for a while. Call it for a major rethink in remote work for 2022. We had predicted last year that by the end of 2021, there'd be a larger return to the office with the norm being around a third of workers permanently remote. And of course, the variants changed that equation and gave more time for people to think about this idea of hybrid work and that's really come into focus. So, we're predicting that is going to overtake fully remote as the dominant work model with only about a third of the workers back in the office full-time. And Eric, we expect a somewhat lower percentage to be fully remote. It's now sort of dipped under 30% at around 29%, but it's still significantly higher than the historical average of around 15 to 16%. So, still a major change, but this idea of hybrid and getting hybrid right is really come into focus, hasn't it? Yeah, it's here to stay. There's no doubt about it. We started this in March of 2020 as soon as the virus hit. As the 10th iteration of the survey, no one, no one ever thought we'd see a number where only 34% of people were going to be in office permanently. That's a permanent number. They're expecting only a third of the workers to ever come back fully in office. And against that, there's 63% that are saying their permanent workforce is gonna be either fully remote or hybrid. This, I can't really explain how big of a paradigm shift this is. Since the start of the industrial revolution, people leave their house and go to work. Now they're saying, that's not gonna happen. The economic impact here is so broad on so many different areas. And the reason is like, why not, right? The productivity increase is real. We're seeing the productivity increase. Enterprises are spending on collaboration tools, productivity tools. We're seeing an increased perception in productivity of their workforce. And the CFOs can cut down an expense item. I just don't see a reason why this would end. I think it's gonna continue. And I also wanna point out these results as high as they are were before the Omicron wave hit us. I can only imagine what these results would have been if we had sent this survey out just two or three weeks later. Yeah, that's a great point. Okay, next prediction, we're gonna look at the supply chain specifically and how it's affecting some of the hardware spending and cloud strategies in the future. So in this chart, ETR asked buyers, have you experienced problems procuring hardware as a result of supply chain issues? And despite the fact that some companies, I would call out Dell, for example, doing really well in terms of delivering. You can see that in the numbers. It's pretty clear there's been an impact. And that's not an across the board thing where vendors are able to deliver, especially acute in PCs, but also pronounced in networking, also in firewall servers and storage. And what's interesting is how companies are responding and reacting. So first, I'm gonna call laptop and PC demand staying well above pre-COVID norms. It had peaked in 2012, pre-pandemic it kept dropping and dropping and dropping in terms of unit volume where the market was contracting. And we think it can continue to grow this year in double digits in 2022. But what's interesting, Eric, is when you survey customers is despite the difficulty they're having in procuring network hardware, there's not as much of a migration away from existing networks to the cloud. You could probably comment on that. Their networks are more fossilized, but when it comes to firewalls and servers and storage, there's a much higher propensity to move to the cloud. 30% of customers that ETR surveyed will replace security appliances with cloud services. And 41% and 34% respectively, will move to cloud compute and storage in 2022. So cloud's relentless march on traditional on-prem models continues. Eric, what do you make of this data? Please weigh in on this prediction. As if we needed another reason to go to the cloud, right? Here it is yet again. So this was added to the survey by client demand. They were asking about the procurement difficulties, the supply chain issues and how it was impacting our community. So this is the first time we ran it. And it really was interesting to see the move there. And storage particularly, I found interesting because it correlated with a huge jump that we saw on one of our vendor names, which was Rubrik, had the highest net score that it's ever had. So clearly we're seeing some correlation with some of these names that are really well positioned to take storage, to take into the cloud. So again, you didn't need another reason to hasten this digital transformation, but here we are, we have it yet again. And I don't see it slowing down anytime soon. You know, that's a really good point. I mean, it's not necessarily bad news for, I mean, obviously you wish that had no change would be great, but that thing's always going to change. So we'll talk about this a little bit later when we get into the super cloud conversation. But this is an opportunity for people who embrace the cloud. So we'll come back to that. And I want to hang on cloud a bit and share some recent projections that we've made. The next prediction is the big four cloud players are going to surpass 167 billion in IS and PAS revenue. In 2022, we track this observers of this program know that we try to create an apples to apples comparison between AWS, Azure, GCP and Alibaba in IS and PAS. So we're calling for a 38% revenue growth in 2022 which is astounding for such a massive market. You know, AWS are probably not going to hit a hundred billion dollar run rate, but they're going to be close this year. And we're going to get there by 2023. You know, they're going to surpass that. Azure continues to close the gap. Now they're about the two thirds of the size of AWS and Google, we think is going to surpass Alibaba and take the number three spot. Eric, anything you'd like to add here? Yeah, first of all, just on a sector level, we saw our sector survey net score on cloud jump another 10%. It was already really high at 48, one of the 53. This train's not slowing down anytime soon. And we even added an edge compute type of player like Cloudflare into our cloud bucket this year. And it debuted with a net score of almost 60. So this is really an area that's expanding not just the big three, but everywhere. We even saw Oracle and IBM jump up. So even they're having success taking some of their on-prem customers and then selling them to their cloud services. This is a massive opportunity and it's not changing anytime soon. It's going to continue. And I think the operative word there is opportunity. So, you know, the next prediction is something we've been having fun with and that's this super cloud becomes a thing. Now the reason I say we've been having fun is we put this concept of super cloud out and it's become a bit of a controversy. First, you know, what the heck's a super cloud, right? It's sort of a buzz wordy term, but there really is, we believe a thing here. We think there needs to be a rethinking or at least an evolution of the term multi-cloud. And what we mean is that in our view, you know, multi-cloud from a vendor perspective was really cloud compatibility. It wasn't marketed that way, but that's what it was. Either a vendor would containerize its legacy stack shove it into the cloud or a company, you know, they do the work, they build a cloud native service on one of the big clouds and then they do it for AWS then Azure then Google. But there really wasn't much, if any, leverage across clouds. Now from a buyer perspective, we've always said multi-cloud was a symptom of multi-vendor meaning I got different workloads running in different clouds or I bought a company and they run on Azure and I do a lot of work on AWS. But generally it wasn't necessarily a prescribed strategy to build value on top of hyperscale infrastructure. There certainly was somewhat of a, you know, reducing lock in and hedging the risk, but we're talking about something more here. We're talking about building value on top of the hyperscale gift of hundreds of billions of dollars in CapEx. So, and in addition, we're not just talking about transforming IT, which is what the last 10 years of cloud have been like and, you know, doing work in the cloud because it's cheaper or simpler or more agile, all of those things. So that's beginning to change and this chart shows some of the technology vendors that are leaning toward this super cloud vision in our view, building on top of the hyperscalers that are highlighted in red. Now Jerry Chan at Greylock, they wrote a piece called Castles in the Cloud, it got our thinking going. And he and the team at Greylock, they're building out a database of all the cloud services and all the sub-markets in cloud. And that got us thinking that there's a higher level abstraction coalescing in the market where there's tight integration of services across clouds, but the underlying complexity is hidden. And there's an identical experience across clouds and even in my dreams on-prem for some platform. So what's new or newish in evolving are things like location independence, you got to include the edge on that, metadata services to optimize locality of reference and data source awareness, governance, privacy, application independent and dependent, actually recovery across clouds. So we're seeing this evolve and in our view, the two biggest things that are new are the technology is evolving where you're seeing services truly integrate across cloud. And the other big change is digital transformation where there's this new innovation curve developing and it's not just about making your IT better. It's about satisfying and automating your entire company workflows. So SuperCloud, it's not just a vendor thing to us. It's the evolution of, you know, the Mark Andreessen quote, every company will be a SaaS company. Every company will deliver capabilities that can be consumed as cloud services. So Eric, the chart shows spending momentum on the Y-axis and net score or presence in the ETR data set or market share on the X-axis. We've talked about Snowflake as the poster child for this concept where the vision is you're in their cloud and sharing data in that safe place. Maybe you could make some comments. You know, what do you think of this SuperCloud concept and this change that we're sensing in the market? I think you did a great job describing the concept. So maybe I'll support it a little bit on the vendor level and kind of give examples of the ones that are doing it. You stole the lead there with Snowflake, right? There is no better example than what we've seen what Snowflake can do, cross portability in the cloud, the ability to be able to be, you know, completely agnostic but then build those services on top that are better than anything they could offer. And it's not just there. I mean, you mentioned edge compute. That's a whole nother layer where this is coming in and cloud flare, the momentum there is out of control. I mean, this is a company that started off just doing CDN and trying to compete with Akamai. And now they're giving you a full suit to nuts with security and actual edge compute layer. It's a fantastic company what they're doing. It's another great example of what you're seeing here. I'm going to call it HashiCorp as well. They're more of an infrastructure services, a little bit more of an open source freemium model. But what they're doing as well is completely cloud agnostic. It's dynamic. It doesn't care if you're in a container it doesn't matter where you are. They recently IPOed they're down 25% but their data looks so good across both of our emerging technology and our thesis survey. It's certainly another name that's playing on this. And another one that we mentioned as well as Rubrik. If you need storage compute and in the cloud layer and you need to be agnostic to it, they're another one that's really playing in this space. So I think it's a great concept you're bringing up. I think it's one that's here to stay. And there's a certainly a lot of vendors that fit into what you're describing. Excellent, thank you. All right, let's shift to data and next prediction. It might be a little tough to measure before I say we're trying to be a little black and white here, but it relates to data mesh, which is the ideas behind that term were created by Yamak Tagani of ThoughtWorks. And we see data mesh as really gaining momentum in 2022 but it's largely going to be, we think confined to a more narrow scope. Now the impetus for change in data architecture of many companies really stems from the fact that their Hadoop infrastructure really didn't solve their data problems and they struggle to get more value out of their data investments. Data mesh prescribes a shift to a decentralized architecture and a domain ownership of data and a shift to data product thinking beyond data for analytics but data products and services that can be monetized. Now this is very powerful in our view but they're difficult for organizations to get their heads around and further decentralization creates the need for a self-service platform and federated data governance that can be automated and not a lot of standards around this so it's going to take some time. At our power panel a couple of weeks ago on data management, Tony Baer predicted a backlash on data mesh and I don't think it's going to be so much of a backlash but rather the adoption will be more limited. Most implementations we think are going to use a starting point of AWS and they'll enable domains to access and control their own data lakes and while that is a very small slice of the data mesh vision I think it's going to be a starting point and the last thing I'll say is this is going to take a decade to evolve but I think it's the right direction and whether it's a data lake or a data warehouse or a data hub or an S3 bucket these are really the concept is they'll eventually just become nodes on the data mesh that are discoverable and access is governed and so the idea is that the stranglehold that the data pipeline and process and hyper-specialized roles that they have on data agility is going to evolve and decentralized architectures and the democratization of data will eventually become a norm for a lot of different use cases and Eric I wonder if you'd add anything to this. Yeah, there are a lot to add there. The first thing that jumped out of me was that mention of the word backlash you said and you said it's not really a backlash but what it could be is these are new words trying to solve an old problem and I do think sometimes the industry will notice that right away and maybe that'll be a little pushback and the problems are what you already mentioned, right? We're trying to get to an area where we can have more assets in our data side more deliverable and more usable and relevant to the business and you mentioned that as self-service with governance laid on top and that's really what we're trying to get to. Now there's a lot of ways you can get there. Data fabric is really the technical aspect and data mesh is really more about the people the process and the governance but the two of those need to meet in order to make that happen and as far as tools, you know there's even cataloging names like Informatica that play in this, right? Istio plays in this, Snowflake plays in this. So there's a lot of different tools that will support it but I think you're right in calling out AWS, right? They have AWS Lake, they have AWS Blue. They have so much that's trying to drive this but I think the really important thing to keep here is what you said, it's going to be a decade long journey and by the way, we're on the shoulders of giants a decade ago that have even gotten us to this point to talk about these new words because this has been an ongoing type of issue but ultimately no matter which vendors you use this is going to come down to your data governance plan and the data literacy in your business. This is really about workflows and people as much as it is tools. So, you know, the new term of data mesh is wonderful but you still have to have the people in the governance and the processes in place to get there. Great, thank you for that Eric, great points. For the next prediction we're going to shine the spotlight on two of our favorite topics, Snowflake and Databricks and the prediction here is that of course Databricks is going to IPO this year as expected, everybody sort of expects that and while, but the prediction really is while these two companies are facing off already in the market, they're also going to compete with each other for M&A, especially as Databricks after the IPO and have more prominence in a word chest. So first, these companies, they're both looking pretty good same XY graph with spending velocity and presence and market share and the horizontal axis and both Snowflake and Databricks are well above that magic 40% red dotted line the elevated line to us and for context we've included a few other firms so you can see kind of what a good position these two companies are really in especially, I mean, Snowflake, wow, it just keeps moving to the right on this horizontal picture but maintaining the net score and the Y axis, amazing. So but here's the thing, Databricks is using the term lake house, implying that it has the best of Databricks and data warehouses and Snowflake has the vision of the data cloud and data sharing and Snowflake they've nailed analytics and now they're moving into data science and the domain of Databricks. Databricks in the other hand is nailed data science and is moving it to the domain of Snowflake in the data warehouse and analytics space but to really make this seamless there has to be a semantic layer between these two worlds and they're either going to build it or buy it or both and there are other areas like data clean rooms and privacy and data prep and governance and machine learning, learning tooling and AI all that stuff and so the prediction is they'll not only compete in the market but they'll step up in their competition for M&A especially after the Databricks IPO. We've listed some target names here like AtScale, you know, Iguazio, Infosum, Habu, Amuda and I'm sure there are many, many others. Eric, you care to comment? Yeah, I remember a year ago when we were talking Snowflake when they first came out and you and I said, I'm shocked if they don't use this more chest of money and start going after more because we know Sluteman we have so much respect for him. We've seen his playbook and I'm actually a little bit surprised that here we are 12 months later and he hasn't spent that money yet. So I think this prediction is just spot on. To talk a little bit about the data side Snowflake is in rarefied air, it's all by itself. It is the number one net score in our entire thesis universe. It is absolutely incredible. There's almost no negative intentions. Global 2000 organizations are increasing their spend on it. We maintain our positive outlook. It's really just stands alone. Databricks however, also has one of the highest overall net sentiments in the entire universe not just its area. And this is the first time we're coming out positive on this name as well. It looks like it's not slowing down. Really interesting comment you made though that we normally hear from our end user commentary and our panels and our interviews. Databricks is really more used for the data science side. The ML AI is where it's best positioned in our survey. So it might still have some catching up to do to really have that caliber of usability that Snowflake is seeing right now and Snowflake having its own marketplace. There's just a lot more to Snowflake right now than there is Databricks. But I do think you're right, these two massive vendors are sort of heading towards a collision course and it'll be very interesting to see how they deploy their cash. I think Snowflake with their incredible management and leadership probably will make the first move. Well, I think you're right on that. By the way, I'll just add, Databricks has basically said, hey, it's going to be easier for us to come from data lakes into data warehouse. I'm not sure I buy that. I think again, that semantic layer is a missing ingredient. So it's going to be really interesting to see how this plays out. And to your point, Snowflake's got the war chest. They got the momentum. They've got the public presence now since November 2020. And so they're probably going to start making some aggressive moves. Anyway, next prediction is something, Eric, that you and I have talked about many, many times and that is observability. I know it's one of your favorite topics when we see this world screaming for more consolidation and going all in on cloud native. These legacy stacks, they're fighting to stay relevant, but the direction is pretty clear. And the same XY graph lays out the players in the field with some of the new entrants that we've also highlighted, like Observe and Honeycomb and Chaos Search that we've talked about, Eric. We put a big red target around Splunk because everyone wants their gold. So please give us your thoughts. Oh man, I feel like I've been saying negative things about Splunk for too long. I've got a bad rap on this name. The Splunk shareholder's come after me all the time. Listen, it really comes down to this. They're a fantastic company that was designed to do logging and monitoring and had some great tool sets around what you could do with it. But they were designed for the data center. They were designed for prem. The world we're in now is so dynamic. Everything I hear from our end user community is that all net new workloads will be going to cloud native players. It's that simple. So Splunk is entrenched. It's going to continue doing what it's doing and it does it really, really well. But if you're doing something new, the new workloads are going to be in a dynamic and environment and that's going to go to the cloud native players. And in our data, it is extremely clear that that means Datadog and Elastic. They are by far number one and two and net score increase rates, adoption rates. It's not even close. Even New Relic actually is starting to entrench itself really well. We saw New Relic's adoptions going up, which is super important because they went to that freemium model to try to get there a little bit of a entrenched customer base. And that's working as well. And then you made a great list here of all the new entrants, but it goes beyond this. There's so many more. In our emerging technology survey, we're seeing Century, Catchpoint, Securonix, Lucidworks. There are so many options in the space. And let's not forget, the biggest data that we're seeing is with Grafana. And Grafana Labs has yet to turn on their enterprise. Elastic did it. Why can't Grafana Labs do it? They have an enterprise stack. So when you look at how crowded this space is, there has to be consolidation. I recently hosted a panel and every single guy on that panel said, please give me consolidation because they're the end users trying to actually deploy these and it's getting a little bit confusing. Great, thank you for that. Okay, last prediction, Eric, it might be a little out of your wheelhouse, but you might have some thoughts on it. And that's hybrid events become the new digital model and a new category in 2022. You got these pure play digital or virtual events. They're going to take a backseat to in-person hybrids. The virtual experience will eventually give way to metaverse experiences. And that's going to take some time, but the physical hybrid is going to drive it. And metaverse is ultimately going to define the virtual experience because the virtual experience today is not great. Nobody likes virtual. And hybrid is going to become the business model. Today's pure virtual experience has to evolve. You know, the cube first delivered hybrid mid-last decade, but nobody really wanted it. We did Mobile World Congress last summer in Barcelona and an amazing hybrid model, which we're showing in some of the pictures here. Alex, if you don't mind bringing that back up. And every physical event that we're doing now has a hybrid and virtual component, including the prerecords. You can see in our studios, you see the green screen. I don't know, Eric, what do you think about the Zoom fatigue and all this? I know you host regular events with your roundtables, but what are your thoughts? Well, first of all, I think you and your company here have just done an amazing job on this. So that's really your expertise. I spent 20 years of my career hosting intimate Wall Street idea dinners. So I'm better at navigating a wine list than I am navigating a complex tour. But I will say that the trend just goes aligned with what we saw. If 35% are going to be fully remote, if 70% are going to be hybrid, then our events are going to be as well. I used to host roundtable dinners on one or two nights a week. Now those have gone virtual. They're now panels, they're now one-on-one interviews. We do chats, we do submitted questions. We do what we can, but there's no reason that this is going to change anytime soon. I think you're spot on here. Yeah, great. All right, so there you have it, Eric and I. Listen, we always love the feedback, love to know what you think. Thank you, Eric, for your partnership, your collaboration, and love doing these predictions with you. Yeah, I always enjoy them too. And I'm actually happy. Last year you made us do a baker's dozen, so you're keeping it to 10 this year. We got a lot to say. I know, you know, we cut out. We didn't do much on crypto. We didn't really talk about SaaS. I mean, I got some thoughts there. We didn't really do much on containers and AI. You want to keep going? We've got another 10 for you. RPA, all right, we'll have you back. I mean, let's do that. All right, don't forget these episodes. They're all available as podcasts, wherever you listen. All you can do is search Breaking Analysis Podcasts. Check out ETR's website at ETR.plus. They've got a new website out. It's the best data in the industry. And we publish a full report every week on wikibon.com and siliconangle.com. You can always reach out on email david.volante at siliconangle.com. At D-Volante on Twitter, comment on our LinkedIn posts. This is Dave Volante for theCUBE Insights, powered by ETR. Have a great week, stay safe, be well, and we'll see you next time.


The following is a presentation of TFNN the Tiger technician hour with your host Basil Chapman call now toll-free at 1-877-927-6648 hi everyone excuse me Basil Chapman here on this last trading day of the month March and we're looking at the Dow this is the 31st of March we're looking at the Dow and this is I'm coming in late 1030 had some computer problem well program problem and I was able to get it resolved and I'm back so thank you Tommy Jr. for that full-in repeat show there we go the Dow is trading right now let me just run these down because what I really wanted to do because it's the end of the month it's really important I want to be able to do the show to say the Dow is in a buy mode the buy mode essentially says that you've you are now in a position to make at least four higher peaks peak A is the first peak B higher high peak C is the next one peak D is the next one four higher peaks to fulfill the buy mode requisite you can go higher than that but the target is at least for four higher peaks now what we're looking at wise uh-oh I said it was resolved I hope it's resolved I in the U there it is okay we're in strong legs see above the 200 period exponential moving average up 171 we've been adding to the to the long side of the Dow for at least the past couple of weeks taking profits and adding again we're back we did that Wednesday we instill in that long position three times long the Dow besides being the diamonds and the and the three times long earlier on from October so here we are at 30 207 and the reason is that all the technicals that I was looking at seem to concur that that there is a bias right now that says upside action is needed to resolve this rectangle formation in the Dow the weekly chart that says you've got to get back into that that rectangle that's normally what you do you break down under it in the H pattern then you get back in well so far we're doing that and I'll talk about the other things as we move along so s and p now this is going to be fascinating because the s and p is a little ahead it's in leg D but you remember we spoke about the chapter wave falling axe formation that's a declining cone formation from the 4195-44 high in February we made lower highs and much low lows and all of a sudden you make the v-shaped formation and the pattern said on balance funds turned up stochastics turned up MACDs turning up still very poor in the 9 period moving average under the 14 but this is a start of a move up and if it can break that chapter wave inside track repellent zone it becomes a prop repellent zone and you look at each left side high to say is it are you able to accomplish that because you should make a one-to-one to the upside and a very conservative adjud from the low to the trend line resistance and then I don't go from the trend line resistance up you have to start moving up decisively before you can actually use that technique but now it says that by the 10th of April it doesn't say it has to be on the 10th doesn't say it has to be off it just says in this particular move in the chapter wave resolution of the falling axe formation where it breaks above the upside as it takes out if it can take out each left side high look the left side high on the 6th of March was in the S&P was 4078.49 and here we are 4074.42 days young is able to break above that I want to see that in leg D that's really important but then you can say over the coming days it should tackle and this is the one-to-one the conservative one-to-one is 4094 but it also says the 200-period moving average of 4002 is extremely strong support okay and the weekly chart from that rectangle formation we're in it that's really important and you can see that the the MACD is stochastic and on balance volume all very weak and the 9 is still under the 14 a lot of work to be done to get that into a buy a new buy mode or buy signal all right let's go to the QQQ because this has been showing some leadership here it's up 0.62% today that there's a 0.54 S&P down up 0.57 we're looking at $1.95 at 317.64 in leg C but breaking this cup formation a close three closes above this the 313.38 high of February would be really important and say that you should still go higher to a leg D because that's the requisite of the Chapman wave buy mode looking at the IWM which has been lagging lagging now it's a little bit of a leader on the day up 2.40 at 177.57 it has a long way to go to get to even the 50-period moving average of 180 up to another two and a half points I say a long way to go because it has been lagging so it'll it'll need to rejuvenate but that weekly chart is not bad wait a minute why is this not oh man this is something new now let me do this see if I can get that to work out oh green so why didn't it move to the IWM IWM in the weekly chart oh have I got it each one by hand what no okay oh we're back okay good now let's go to gold now this is really really going to be a very important moment for a number of aspects that includes the financials because gold so far has been in a sense the go-to place for the financial crisis is being the go-to place because it's on its own is being doing very nicely yeah it is GC oh now this is not working man I tell you I I'm sympathetic to when when Larry talks about his tactical problems I just it tries me bonkers okay gold is down two and a half at 1996 stuck in this little rectangle formation now what's really important about this is that if you look at the weekly chart it's got a leg D with a long leg of doji candle and there's a lower high so far so if I if I was doing just pure chapter wave analysis and say forget about everything else what are you looking at I'm saying gold is stuck it hasn't been able to use the last two and a half weeks almost three weeks to push to the upside and to break to a new recovery high yet it hasn't broken down that weekly chart is it it's holding very well all the technicals are pretty good but look at silver now silver is going higher is going to a leg E in the daily chart am I going to have to do I now have to call them again oh what can I say I used to love trade station but lately it's been driving me nuts and I don't know if it's my my issue it seems like it was there she actually uh si okay so now that the week in monthly are moving in sync so look the v-shaped pattern in the weekly chart of silver is really very good monthly charts improved a lot the daily chart has got this left side high that was made at on the 2nd of February at 2488 it's trying to tackle that it's a 2412 so that means that the over the metals themselves I'm talking about gold and silver are forget about gold pulling back a little bit and also not being able to break your new high you remember they play cat and mouse so that when gold is running silver sometimes stands still looks around says hey gold's going I better catch up and then gold starts silver starts to lead and gold says you know I'm kind of tired I'm taking a break and they both pull back so it could be that we are really close to some kind of a consolidation in these metals just in the short term you look at the XLF the XLF the finances and I'm using this as a relationship as a go-to place for safety like insurance gets gold but if you look at the XLF it's off the low but it's really not doing much I'll be back in a moment Basel Chapman this is Friday the 31st at 10 38 a.m the dial is up 157 you'll be right you might think that if you want to be successful at trading in the stock market you're going to need a crystal ball after all it's impossible to predict the future right like any endeavor in life before you decide it's impossible get some advice from the experts you might find that it's not so impossible after all for daily market overviews that give you direction on the key indices selective stocks and commodities subscribe to the opening call newsletter at tfnn.com the opening call newsletter is written by Basel Chapman creator of the trading methodology known as the Chapman wave the Chapman wave up down sequence gives you an edge in identifying price turns finding the peaks and valleys and stock prices get the opening call newsletter by Basel Chapman and your inbox every day first time subscribers also get a 30-day money back guarantee if you're not satisfied let us know and you'll get a full refund within 30 days of signing up tfnn.com educating investors are you looking for a way to consistently add winning trades to your portfolio Tom O'Brien is here to help Tom O'Brien has been successfully trading markets for over 30 years a frequent contributor to TD Ameritrade Network and CNBC Tom O'Brien founded tfnn over 20 years ago to help educate investors just like you Tom's daily market newsletter market insights is published every morning when the markets open to give you the competitive informational edge you need to succeed these newsletters are packed full of Tom's advanced technical analysis and are geared to deliver comprehensive strategies for a successful portfolio get Tom O'Brien's newsletter market insights today and try all of our products and newsletters 30 days risk-free with our money back guarantee at tfnn.com tfnn educating investors biotech is booming but for how long whether you think the biotech bull has room to run or has run its course trade LABU or LABD directions daily s&p biotech three times bull and bear ETFs visit directioninvestments.com slash biotech today an investor should consider the investment objectives risks charges and expenses of the direction shares carefully before investing the prospectus and summary prospectus contain this and other information about direction shares to obtain a prospectus or summary prospectus please contact direction shares at<PHONE_NUMBER> the prospectus or summary prospectus should be read carefully before investing an investment in the funds is subject to risk including the possible loss of principal the funds are designed to be utilized only by sophisticated investors such as traders and active investors distributor four-side fund services LLC this program is brought to you by Vista Gold traded on the NYSE American and TSX under the symbol VGZ everything was working I got this low at the bottom I thought is there you know I like to talk about two quick sessions sometimes it's a four quick session where you can click early in the morning I wasn't up at 4 a.m. but certainly at 6 a.m. I was up about before little before six and I was looking at this 10 minute so I decided that I would treat this as a chap away phantom peak in the 10 minute chart right there because there were two highs that were exactly the same and because the S&P futures traded quarter points if it was in pennies I wouldn't necessarily do that but it's in quarter points I said I got a little blip in the in the on-balance volume I'm going to use that I want to be ahead of the game and lo and behold that would have been ABC and then that big spike at 8 30 whatever the news was economic news gave you that D and then it pulled back but look at this from that crossover right there at 5 10 this morning and the S&P was between four let's call it in the 40 80s even to this moment you're now 20 something points above that at 4104 9-period moving average hasn't closed now I would have thought that there would be a good rally I was expecting in the chap wait let me see if I can if I've still got this notation here yeah in the in the in the 120 minute chart right here there it is so there's that move that I was expecting and if it went through all these chap wait automated resistance levels or I show my subscribers to moping and calling every day there's a doubt daily with just a few moving averages plus my notation yes and I'll put in whether we've added or not to the position the position this is with the chap wait for automated chap wait resistance levels green these green numbers here and the cyan light light blue ones here are support levels 120 minute and this one has MACD stochastic on balance volume as well as well as the automated notations this one has the automated notations plus but I don't I don't do anything else other than put the notation in and then I'm typing at 20 120 minute chart at 328 59 that was yesterday as closed with chap wait support resistance levels and what we were looking at is let me just go here to this so obviously I'm going to run out of time today but I really wanted to do a bunch of things I got questions one was about um oh actually a number but one was very important about syntax which I discussed yesterday and I said that syntax is acted so well oh I bet I lost it because got shut down oh it's there okay good there's much every notations so this went to a peak C and it's gone to the D and what I said to subscribers I'm anticipating a spike above to get me to that D and then we might pull back later in the day my thinking was so that would be two two clicks one click for move up and then as was this 100 wrong chart oh this is going to be terrible now I have to call them again oh third time today let me just type this in here that's not syntax I mean that's not the Dow industrials there it is oh yeah I have to do it over again so that was peak A B C D pulls back and this is peak A B C and I said we should get to a D and then we'll see if a little later in the day because of the weekend because of Monday coming up whether or not there's some kind of a pullback well lo and behold here's the 200 period moving average look how fantastic that's been resistance we're testing it once again the MACD this time is holding before it turns around immediately with the stochastic reference stochastic above 80 percent is great above 90 percent is fabulous about 95 percent is exactly it's just ideal you can expect at some point to start to come down but up until then that's fantastic action well when it goes just for five or six bars and then goes back under 80 percent watch out you got yourself a sharp move down so far this stochastic look like it was going to do that yesterday and today it's holding very nicely at 87 percent so it would still be a two click session with one click if I had done it thank goodness I did not know what I would have done but oh no no it would have been on a different system it would have been fine but I wouldn't be able to monitor it as closely as I usually do so in this particular instance until I get a signal that says we're going to reverse that would mean that you could hold one position click to go to take take it off and at this particular point there's no now I'm going to have a problem with this is that right yes so let me do this I got I got to the gold I got to the silver I want to get down to the dollar the DXY where's it going to show up is in the show now it's on the 120-minute chart and nothing and I've got silver on the weekly down on the monthly all right so this is DXY I'll fix this up a little later on it's a very simple fix but I can't do it right now so DXY the dollar is down was down from the high of the day it's up six cents at 102.24 I think the dollar is ending week but until it breaks it's until it really starts to close two out of three days below 101 say 93 100.82 will be the key support that I'm looking at and that's going to be really important to monitor it doesn't look like that's correct it looks like it's am I right below should it be no 100.82 oh oh 100 that's what it says 100.82 so so 101.19 close under that area that would be your target and it should get there about Wednesday or so next week now what we're looking at is TLT I didn't finish that I'll do it just on this chart have I got everything oh I've got the monthly so this is the one that's failing okay TLT TLT there it is so I just think that at this particular point yields in a sideways trading bet I don't think they the issue right now that's number one number two is the TLTs look at the TLT and look at the TBT they're kind of trading places within a range and that range can stay for a little while but if TLT which is the iShares Treasury Bond ETF if it takes out 2590 as support it said what am I talking about yeah there's a TBT if the TBT takes out 2590 that's going to be a big problem and that'll say that the TLT is pushing to the upside and taking out 110.30 as as the resistance questions came in so let me just do this quickly CTS I thought I'd everything resolved it isn't so there's the weekly for Sintas Sintas is trading at 465.25 and the reason why I make a big deal about this for decades is that Sintas is overalls uniforms rentals it's telling us in no uncertain terms that they are still doing very well they gapped up and they're holding the gap for the last two days since they gapped up they took out the high yesterday and now they're in the in the top part of the range this is this is good so when when when you think of the Fed the Fed is looking all this data they kind of stuck they really are kind of stuck so my my thinking here is that they've got to be thinking quarter point we've got to stick to our our routine because that's what you got to do but I believe that when all the data start starts to come out in the next month or two you'll see that the jobs start to come down drop drop rates coming down there less people being employed and that's that's going to be where that's really what the Fed wants to look at and inflation if you look at the DBA which is the agriculture this is the DBA agricultural fund has been doing really nicely it's at 20.38 so even there it's kind of a big message for the Fed I'll be back in a moment for the last segment of the day TFNN has just launched their new trading room the Tiger's Den hosted at Discord. TFNN has been educating traders for more than 20 years with live programming hosted by a variety of professional traders during market hours and now they are expanding their reach with the Tiger's Den available to all Tigers and Tigris for just $1 for the year there's no catch or added costs when you join our community of traders in the Tiger's Den you can look over the shoulders of Tom O'Brien and the other TFNN hosts while they analyze charts during their live Tiger TV programs and join an interactive trading community with hundreds of members exchanging ideas interact with other Tigers and Tigris as they share trading ideas news analysis and discuss the market action all trading day even at night and on the weekends the Tiger's Den at Discord is accessible on mobile or tablets as well so it's always at your reach to sign up today and become a part of this educational community of traders just visit the front page of TFNN.com you might think that if you want to be successful at trading in the stock market you're going to need a crystal ball after all it's impossible to predict the future right like any endeavor in life before you decide it's impossible get some advice from the experts you might find that it's not so impossible after all for daily market overviews that give you direction on the key indices selective stocks and commodities subscribe to the opening call newsletter at TFNN.com the opening call newsletter is written by Basil Chapman creator of the trading methodology known as the Chapman Wave the Chapman Wave up-down sequence gives you an edge in identifying price turns finding the peaks and valleys in stock prices get the opening call newsletter by Basil Chapman in your inbox every day first time subscribers also get a 30-day money back guarantee if you're not satisfied let us know and you'll get a full refund within 30 days of signing up TFNN.com educating investors everything in the universe is governed by the Fibonacci sequence this 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so folks during the break I answered a whole bunch of questions in the den I can't see the um the tiger YouTube um okay YouTube okay so uh SLJ Jr. this is silver jr. a b c d e a lot of them are getting to a resistance level so a lot of the the gold stocks are just they've had the small ones have had fabulous moves they've had like 30 to 45 or 50 percent moves there were even more to the upside but the bigger ones are actually doing very well but they're not having the same percentage so i'm looking at the some say we're getting really close to some kind of at least a digestive phase in those in the gdx and the gold stocks themselves so let me just do this as we're about to wrap up because you're going to go to Steve Rose a recorded program coming up and then of course great program for the rest of the day live programming and Tom wraps it up and Tommy Jr. starts us off at nine great program check up my opening call my dating user as i say we're still long we've added too long in the dow we've got some other positions that are doing very nicely so this is what i wanted to say in the volatility index and i'm using this only as a clue because i'll get it don't worry i want to i won't say oh anymore just do it right we are uh v i x dot x there we are so in the volatility index way down in this this pyramid pattern we are getting close uh in 1875 just in terms of the unbalanced volume we're getting close to at least a little bit of a rebound so i'm suspecting that this is what i'm anticipating the dow cannot make a peak d until wednesday in other words you can have a lower high on tuesday on monday to give a peak c then a new high on recovery high on tuesday for your d wednesday you pull back the s and p is exactly the same thing so on a very short term i'm still because i'm still looking at this very positively most importantly the fact that you've got the the s and m h is having led to move up they're a little bit weaker today the option is very important and i i like what i'm seeing right now have a wonderful weekend check out both people thank you for great programming and i will see you monday


Hello everyone. Thank you for taking the time to watch this video. I would like to talk to you about this upcoming City of Fort Worth project. My name is Shweta Rao and I am one of the project managers in Transportation and Public Works Department's Capital Delivery Team and I will be the construction project manager for the upcoming Hewland Street sidewalk project. This presentation was originally meant to be given at an in-person community meeting with all the affected residents and other citizens who utilize this street. However, due to City's proactive response to the current coronavirus outbreak, this presentation has been recorded in lieu of actual meeting. This presentation is meant to provide you with some information about the scope of this project that is happening in your neighborhood and give you a little bit of a heads up about what to expect with the upcoming construction. Here is the agenda of what I hope to cover in my brief presentation. I'll be talking about the project as a whole, providing some background on project, reviewing the scope of work and providing you with information on phasing and schedule for construction. I will also cover some frequently asked questions at the end of my presentation. This project was prioritized for 2014 Bond sidewalk funds but we were not able to deliver the project as we had to prioritize other locations due to safety concerns. This location was therefore a high priority for 2018 Bond. The location was selected based on the high pedestrian volume and safety for pedestrians considering the high speeds on Hewland Street. The project scope includes installation of sidewalk and ADA ramps to improve safety and walkability for pedestrians. City of Fort Worth being one of the blue zone cities, we encourage our residents to walk by providing them a safe walking facility. The project is funded by 2018 Bond funds which was voted by residents on May 2018. A in-person public meeting was conducted for this project during design phase on September 25, 2019. We were happy to meet the residents and address their concerns. This slide shows the project location and limits. The project limits are from the start of Clear Fork Main Street bridge to the Trinity River. The sidewalks will be installed along north side of the bridge and will be made ADA accessible by constructing an ADA ramp. This slide shows the second part of the project location and limits. The project limits are on Hewland Street starting about 200 feet north of Beller Drive to about 250 feet north of Hartwood Drive and then along Hartwood Drive from Hewland Street to Overton Park Drive. The sidewalks will be installed along the east of Hewland Street and Hartwood Drive and will also be made ADA accessible by constructing an ADA ramp. The project also includes signal improvements at the intersection of Hewland Street and Hartwood Drive to make the pedestrian signal ADA compliant. We will also be installing a bus pad at Trinity Metro bus stop. The bus pad will be an 18.5 feet by 11 feet concrete pad for the riders to get on and off the bus. During the design phase public meeting held on September 25, 2019 at Southwest Regional Library, the attendees were given an opportunity to ask questions and share comments or concerns. We wanted to share with you three questions that were asked during the meeting and we wanted to share the responses. The first question was will existing tree removals be necessary? Retaining walls are going to be put in place to protect the existing trees along Hewland Street. The city of Fort Worth Arborist will be on site during construction to determine the safety of trees and to see if we require the tree removals. The second question was will the traffic lanes be temporarily closed? Yes, the outside or the easternmost northbound Hewland Street travel lane will be closed during construction. The closure is planned to be only during the day time hours and will reopen when the contractor is not on site. The last question was regarding the location of sidewalk in accordance with the curb location. Can all the sidewalks be constructed against the back of curb instead of the sidewalk being constructed separated from the curb? It is cities of Fort Worth standard to have sidewalks constructed separated from the curb whenever possible to maximize the safety of pedestrians from the vehicle traveling on the roadway. Coming to the project schedule, we have completed relocating the utilities that were in conflict with their proposed sidewalk design. We have also completed the acquisition of easements required for construction. We will be executing the construction contract in early June 2020 and are anticipating to start construction on June 22 2020. The total cost of construction for the sidewalks on this location is approximately $370,000. The construction for this project will take around four months. To maintain traffic flow and safety of our construction workers, this project will be constructed with an outside northbound Hewland Street travel lane closed during daytime work hours. This lane closure is planned to only take place during the daytime hours and will be reopened when the contractor is not on site. Access to any property along Hewland Street will not be impacted during construction. I would like to review multiple frequently asked questions with you on similar type of projects. Please feel free to contact me if you have any additional questions or concerns regarding the project. The first question is on what is the typical width of the proposed sidewalk. The typical width of the sidewalk will be 5 feet when detached from the roadway curb and 6 feet when attached to the roadway curb. Where existing trees are located, the width of sidewalk may be reduced to 4 feet to preserve the tree and reduce the impacts on the base roads. ADA generally prefers a minimum of 3 feet walkable surface for pedestrians. Are we impacting any drivers in the project? If so, will there be any access to the property during construction? There will be multiple driveway reconstructions with this project. We will be replacing one panel at a time and will provide continuous access to the property at all times. The next question is will existing irrigation system or grass be impacted with this project? If an existing irrigation system or grass parkway is impacted by the construction, the contractor will be required to repair the site to pre-construction conditions. If an irrigation system is within the limits of proposed improvements, the system will be adjusted by the contractor. The last question is, will the construction materials and equipments be left on site during construction? Yes, the contractor will keep the materials and equipment on site during construction. However, the travel lanes will be reopened when the contractor is not on site. In addition, the contractor will clear the work site every day prior to leaving of the day. As we move forward, I would like to share the two points of contacts for you. Fane Group is our contractor for the project and I am the project manager. We look forward to improving the infrastructure within the city of Foodworth. I would like to thank you all again for taking the time to listen to this presentation and feel free to contact me if you have any further questions regarding the project. I will be glad to help you with it.


What's going on guys it's your boy DPJ here today with another destiny video and in today's destiny video we have top five insane sniping clips after the week now if you guys do enjoy the video at the end you could leave a like I would appreciate to support subscribe for daily destiny and I'll catch you guys on the next one


Hi, so what's the latest here at the Embedded World 2023? Hi there. Well today we're showing our many new things. This is one of them. This one is called our Jasper Commix Press Carrier Board. What you see here is the top side of the board which has all the IO and all the expandable sockets, things like that. And on the back side of the board is the Commix Press sockets. You can see here the standard Commix Press connectors. This supports a Type 6 Commix Press, both compact and basic form factor. And this metal plate around it is a mounting plate and what happens is the Commix Press and its own heat spreader fit in the middle of it. So this thing is a general purpose platform and you can work with any Commix Press Type 6 module. And then the idea of this is that it's meant to be put inside of a rugged system. So it performs a scalable platform for a rugged computer system. And what we have here is the whole board is designed for rugged applications. All the connectors are rugged and latching. The board PCB is thicker. If you can see that it's a thicker PCB. It's a 0.093 or 2.3 millimeter thick PCB. And then we have latching connectors for everything. We have M.2 and PCIe mini card for IO expansion. We also have PC104 Express socket here for IO expansion as well. It has PCIe by 1 and by 16. So if you have a Xeon Comm or a later generation Commix Press then you get the PCIe by 16 lanes. And so this can allow access to those lanes for high performance rugged IO like video capture or graphics or other 10 gigi-threads and so on. When you talk about the Commix Press Type 6 basic and compact, there's a lot of stuff that use that? Yeah it's pretty much the sweet spot of Commix Press, the two sizes. The compact is more popular because it's smaller 95 by 95 millimeter. The larger size, basic size usually will have higher Xeon processors or more memory larger, more memory capacity because it has more room for memory sockets and so on. So but this work was both of them. So it was designed to be general purpose so that it can fit either the mainstream or the high-end Commix Press. And so it's like a com port with much more speed than an old-style com port. Well it's whatever the Commix Press can offer. So you know Commix Press comes in many different levels, right? The whole value of Commix Press was two values. The first one is that you can design one carrier board like this and then you can plug in any Commix Press module so that you get scalable performance. So if the customer wants to improve performance you can pick a different com that has a higher performance and put it on there. Or if they want lower performance or lower cost you can pick a different one. So it fits the application precisely. The other thing is that because they're all interchangeable, if one Commix Press module goes on to life or becomes obsolete or hard to buy, you can switch to a different module. And so it gives you the ability to maintain a product lifecycle much longer than normal. This is really critical for anybody in a long-life application such as military or railway or medical. Those are the typical applications where they need very long lifetime. And so what Commix Press or any any con-based solution does is it gives you access to a solid platform where the platform itself remains the same but the performance can increase or decrease with time and it can last longer. The product can stay life longer. This is Intel? This is all Intel X86 technology. Where does the Intel go? Where does Intel go? And how do you design around it? Thermally everything is smooth. So it's so the idea that we do is it's all conduction cooling. So the module goes on here. Unfortunately I don't have one to show you. Oh here's the module but I'll show you this. This is the module. It doesn't have the heat spitter. So here you can see the Commix Press. So this is the actual Commix Press module. It's mounted on top of or underneath rather in this case the carrier board. The same Jasper carrier board that you see here is actually here. Now it's upside down and this plastic cover would normally would be a metal heat sink cover so that it's for heat dissipation. So all the heat is going through the heat spreader and into this case upper surface with heat sink fins on it as normal. That's how the heat dissipation works. So then you can just throttle it a little max speed just depending on the thermal characteristics of the enclosure. You can you can max out performance right. So it all depends on what the enclosure can handle. And what are the applications like two or three? What does that look for? Well so this is a rugged system that's really targeting military applications because of the size and ruggedness. This is a typical box PC you would see or mission PC mission computer you would see in a military vehicle where it's got the rugged connectors that are all sealed and super rugged. You can step on them and kick them and so on. They've been around for for decades. They're very solid, very popular. And so this is designed, this is intended to be a rugged computer system that offers scalable performance. So it has Commix Press inside of it so that you can pick the performance level you need, pick whatever processor the customer wants, and also you can maintain a long life cycle. Because again in military programs they want the products go for a very long time. They don't want to risk that the product has to be redesigned if the CPU goes out of life. So with the Commix Press based solution and the product can last longer. That's the whole purpose of this platform. And sometimes when something is military spec, military spec, it's not necessarily military, it could be all kinds. Sure. This could also be used in any rugged application like for example mining. So we have here an example of mining, right? These vehicles also require computers and they also require extreme ruggedness, high shock and vibration tolerance. So mining is another very common industry where products like this are used. And how about these oil rigs out in the sea? Those usually have a lot of demand for wide temperature and ceiling for rain and water and that kind of thing. Maybe not as much shock and vibration. Although we have a new program now for an oil rig where they're talking about high shock and vibration because they are drilling and the pipes are very heavy and sometimes they drop the pipes on the platform and they said when the pipe drops it's super high shock. So there's another application where the shock and vibration protection is needed. Are you in rockets? We have a few projects and satellites. Yes. And we are actually in some satellite networks that are going up. Our use is one of our products in them. But it's not this different product family. It needs to work up there. It needs to work for the whole different set of issues. The launch for sure is a high shock and vibration environment. Once you're up in space the issues become temperature extremes as well as radiation tolerance. Those are the other issues. And also zero pressure. So there are other issues with components when you're talking about high pressure or low pressure environments. And this is cutting edge in terms of what people need and what people want in the industry. What's special about Jasper, in our opinion, is that it has a lot of IO and a single board and a lot of expandability. So that if you just use this as a platform for your application, then you're pretty much guaranteed not to run out of space and not to run out of time. You can add whatever IO you want to expand it in many different form factors, either mini-card M.2 or PCIe 104, as well as you can have your choice of common express modules from dozens of manufacturers. And so you have long lifetime as well. And you can pick whatever processor you want. This is going to be a common available for it. So that's what this gives you. So we're pushing it as a platform for high performance applications that need a lot of IO. And this metallic plate is required? This is the mounting plate that is used to mount it into the enclosure. It's not required. You don't have to have it. It's just a convenient mounting plate. Because the actual cooling is from the ComExpress heat spreader, which is inside the middle here. So this is only a structural member. And it could be done your own way. We just offer this for convenience. But the real thermal dissipation is coming from the ComExpress heat spreader, which is in the middle here. And on the piece of paper right here, you talk about some of them, the other specs? These are just the general IO features that it has, right? So you can get a quick view there. Another nice thing about this product is that we come from the analog IO world. So Diamond actually started making analog IO data acquisition boards. And so to this day, we still sell a lot of analog IO, and we embed the analog onto the SBC. So we have a whole line of SBCs where we have integrated analog IO on them. So it saves the customer an extra board. Instead of having to buy an analog IO card and plug it on the board, it's all built into the main board. And so this board has it also. But this board has the same circuit right here. This particular model is the low cost model, so it doesn't have it. But it's available with a complete data acquisition system here. FPGA based data acquisition with analog and digital. And it has auto calibration to maintain high accuracy over over wide temperature range. Do you want to show the whole the whole range of the same of the other products that are similar? Sure. So here we have another product that this product is called Saturn. This is more of a mainstream, typical single board computer. Everything's on one board here. It's got PCIe 104 expandability. It's got M.2 and mini card expansion as well. And the com CPUs on the backside, you can't see it because it's under the heat spreader. But on the other side of these thermal pads is the processor. And so this is the single board computer and a more traditional form factor. Again, with the heat spreader mounting plate for efficient cooling and then expansion and IO are on the top side. So then here again, we have the same analog IO circuit as you saw on the other board. And again, this board comes both with and without not everybody needs it. So we make it in two versions. This is the model without the analog IO and the people who want the analog IO, they wanted for what's the real world, real world, right? So if you I mean, it's easy to have a thing serial port ethernet, everybody has that. But a lot of times you have things like you have to monitor pressure or you're monitoring at water flow, or you're measuring light intensity, or you're measuring gases in a system because you have some kind of like icy manufacturing, you need to have measure the gases, the gas flow and the gas purity, that kind of thing. So our boards are very common where air quality, air quality is a big application for us. All right. Yeah, so all these boards pretty much have an analog IO on them. Even this little tiny one called Zeta here. This one I'll bring closer so you can get a better view. Zeta also has analog IO right over in this area. That's a pretty nice lens you have there. And over here you can see again it's ComExpress. It's a two layer two board solution where you have the carrier board with the IO and the expansion. And you have the com with has the CPU on it. So that's how we're able to put analog IO on a board this small. This is called our Zeta board. So are you famous for supporting that analog IO? I think we're pretty well known. If you ask people about Diamond, they would say oh, Diamond is the PC-104 IO company. We're trying to divorce ourselves from being seen as a PC-104 company because we do so much more now. We actually have four complete product lines that analog IO is part of the IO part, which is again part of the Singapore computer product line, which is here. Then we have a very successful line of even switches, which I think you've talked about in the past. So here we have a single board switches, expandable switches with other boards with more ports on them. Here we have a switch module, which is very much like a com, but the switch module is basically a switch instead of a computer and the same thing where you plug it onto a carrier board and the carrier board completes the circuit and has the rest of the IO. So what these are are carrier boards that break out the IO and the switch module. So this one is this is the actual switch with a processor and a firmware and the power supply and everything is built in application software. And this one is the IO. So it's got the magnetics and the connectors and the SFP and so on. So it just breaks it out to a full solution. Typically what customers will do is they will buy the switch from us, which is the hard part because it's the whole the high high engineering and software development and they'll make their own carrier board. This is the easy part. So it divides the solution into hard and easy so they can get to market much faster and they can make a custom solution without doing all the work. When you say analog IO and you have a history in doing that. You're right. When did you start doing that? Diamond was started in 1989. So I've been with the company since the beginning as some of the founder and so we've been making analog IO, digital IO, ethernet serial boards for 33 years now. What are you doing in 89? Sorry. What was the product in 89? We were making slot boards actually, PC1 slot boards, isoboards. And then we moved to PC104. When it first came out PC104 was just the isobus. And so we took all of our existing circuits and moved them into PC104 factor. And then that became very popular. So from there we went to make x86 single work computers, then ethernet switches and so on. And it's fun to see all the markets that adopt your technology. You know, we have the craziest applications, applications I would never even imagine. People do all kinds of crazy things. One interesting application was the company making potato chip packaging. They had to measure the thickness of the material being made. The aluminized plastic film, they had to measure it at high speed when it's being manufactured. And so they would zigzag a radioactive sensor across the material and the amount of scattering dictates the thickness of the material. And they would use our analog IO board to measure the scattering. So that was an interesting application. That was a very big one for a long time. So we were helping to make potato chip bags. I hope the chips aren't radioactive. It's just the packaging. It's just the packaging. Then it goes onto a roll and goes off to wherever. But you get all kinds of... When you make IO, you see all crazy applications around the world and things you never even knew about existed. But it's just amazing. So a little slice of life. We have something like 500 active customers, which is pretty amazing for a company our size. We have 500 customers and they all do different things. You know, we have UAVs, we have submarines, we have military vehicles, we have potato chip manufacturing, we have medical. One of our big customers also makes a lung simulator. So all the respiratory equipment in America has to be calibrated so that you don't blow out someone's lungs. So that's be calibrated for different body types. And you know, baby, adult, woman, man, that kind of thing, different conditions. And so they have a lung simulator that they use to calibrate their equipment. And that uses our computer board with integrated analog IO as well. So it's a really interesting application for analog.  Well, we have a lot of sales partners that come to visit us here. So typically we have sales meetings going on all day. This is a small, lucky break in our meeting schedule. So I think the guys off to lunch right now will be back and having more meetings soon. So yeah, we have meetings here and we have some customers come to see our newest products. And we're going to do a second video right now. Let's do a second one. Well, let me show you one more thing, though. We mentioned this product here. This is called Geo, right? Our Geo is our rugged system. What I didn't mention is I mentioned the fact that it uses the common stress module for performance scalability in long life. But what's also interesting, if you look inside here, if you can get in there, you can get way inside there, you can see that there's a board to board connection. So the IO board doesn't have cables. All the IO connectors are mounted on a circuit board, and that plugs directly onto the main board. So it eliminates the cables in the box. And what that does is, number one, it makes the box more compact because you don't need the room for the cabling. And number two, it allows you to get higher shock and vibration because you don't worry about the cables. And even number three, it makes it easier to manufacture it because quicker and easier and more reliable to build a circuit board than to build cables. That when you build rugged systems like this, the number one sticking point is always the cable manufacturing. So you get the parts to build it, to get them to build right, you know, have them come out right and not make mistakes. It's much easier to build a circuit board. So better. You've solved cables. We try to solve the problem, right? And only that, but also we have built-in expansion connectors. So all of this is for the standard X86 board. All of the IO on this board comes out these three connectors. And if you want to add more IO, remember that on here, we have two mini-cars, these two on a four socket. So if you want to add even more IO, all of these could get cabled out to these connectors on the backside of the panel board. So the case and the connector design remains exactly the same. So there's no custom design required. So we eliminate custom design, which eliminates anti-recharges, reduces time to market and provides a more rugged, compact product. So it basically solves every single problem that you could think of. And you provide this amazing solution and maybe there's a big team that then goes on customizing some software or whatever they need. So this is a big application, right? The customer will basically buy a platform like this. They will write their own application and they may add additional IO like a radio or some other sensor they have or some like military bus interface or whatever it's going to be right? They have some other kind of IO they need and they can put that inside the box and they don't have to do anything with customization. It's all it's all ready to go. Just plug the board in and cable out. You're done. Nice. So it's great for quick turn, easy custom customized solutions with no NRM recharge. Cool. And then we're going to do another video. Okay. Okay. Sure. Okay. Let's go to the next video. That's right there right now. Okay. Okay.


start off by telling us a bit about your organization and what you do. Yeah, sure. The International Peatland Society is an organization that combines all aspects of peat and peatlands. Therefore, we have three commissions, and these commissions are actually based on sustainable development. That means environment, economics, and society. And within these three commissions, we have different expert groups. They talk about conservation, restoration, climate change, peat extraction, growing media, energy, culture, medicine. Peat is also used in medical applications and other things. So we cover the whole range of different aspects that have to do with peatlands. So there is a lot of interest around peat. It seems like a silly question, but why should we care about peat? Why are we having a dedicated Global Landscapes Forum just on peat today? Well, that's an interesting question. The answer can be very interesting too, though. If you look at peatlands, peatlands are interesting because of these different aspects that I just mentioned. And we're here today because there's one aspect of special interest that is greenhouse gas emissions and restoration of peatlands. And these two aspects, they have risen in the last 10, 20 years. Before that, no one was talking about CO2 emissions. People were talking about how can I develop a peatland? That was the main goal, in particular in Germany where we started like 250 years ago. We also burned peatlands. And then that was forbidden. And then agriculture was the main aspect of all this agriculture, forestry, and settlements. And yeah, that's the main aspect, actually. What's interesting is peatlands, we're here in Indonesia and we constantly think of these countries with tropical peat. But Germany, as you said, you've dealt with peat issues many, many, many years ago. You talk a bit about the specific challenges or differences of peat in Northern Europe. We started in Germany, in particular, peatland development after 1765. That's when Frederick the Great proclaimed a declaration on the development of wastelands. In those days, peatlands were wastelands. The government wanted to get rid of wastelands for people to settle and to farm. And nowadays, it's of course different. But that goal, in principle, was that goal until 1981. The government wanted to develop peatlands. But now things have changed and we're looking at peatlands from a different point of view. We would like to restore them. That's what we're doing. And on the other hand, peatlands are still used for the production of peat for growing media in Germany, in particular. Germany is the country in the world with the biggest production of growing media. And growing media are used in various applications in horticulture. And horticulture is a sector of agriculture. So these materials, these products are very important. Can you tell people who are not familiar with this term, what is growing media? Growing media are materials in which plants are grown. Growing media are produced commercially. Peat is the main material. You can use other materials, but other materials have more or less negative characteristics. Either the pH is too high or there's too much potassium or other nutrients in it. So it has to be diluted with peat. And peat has excellent physical, chemical, and biological properties. And that's why peat worldwide is the main material that is being used. And how much of that growing media is coming from peat today? It's about worldwide, I would say, 40 million cubic meters. Peat is sold by volume. That's why I'm saying cubic meters. So that's a big amount, but it might increase even in the future because some countries want to expand the production of growing media like China.  And they all want to eat. They want to secure their food supply. And they are currently using about 5 million cubic meters. And within 5 to 10 years, this amount is supposed to go up to 50 million. So that's a lot. That's definitely a lot. So when you look at the production of growing media in the future, you have to look at China. That autonomy. And what drew you to participate today in the Global Landscapes Forum? What are you hoping to achieve or to learn from today's experience? There's always something to learn. I remember, I'd like to quote a professor of mine a long time ago. He said, you have learned everything when all your fingers have the same length. So that means never. So you're here to learn. I like to learn. If I have information that I can pass on to other people, I like to do that.


Thank you very much. That concludes topical questions, but we have also an urgent question today. Murdo Fraser. Murdo Fraser, to ask the Scottish Government what support it is providing to those who are affected by the announced closure of the new school at Buttersdon. The decision to close the new school at Buttersdon is an incredibly sad announcement. It is a very special school located in my constituency that I know very well. Since its foundation Byronica Linklater, byronica's passion to design an educational setting that met the need to vulnerable young people, the new school has made a significant contribution to the nurture and development of many young people across Scotland. The announcement is particularly sad for children and young people, staff and the local community. The school's board of governors have not reached this decision lightly and all concerned are working fully in the interests of the children and young people at the school. Education Scotland convened a conference call with leaders from all relevant local authorities after the announcement yesterday. The local authorities affected have indicated that they are actively working to support the smooth transition of all children and young people presently attending the new school into alternative provision. Her Majesty's Inspector has attended the school yesterday and will remain there along with the representatives of the care inspectorate. PACE support is also being made available to the staff at the school. Education Scotland will continue to lize with local authorities and the school and will ensure that appropriate support is put in place. I thank the cabinet secretary for that very comprehensive response. I know that he is aware of the shock and dismay that there is among staff, people and families affected of those who have young people at this particular school. I will be very anxious about trying to find alternative provision in the very short space of time that has been made available. There are young people at the school for a variety of different local authorities. I understand that there are some 14 families in Perthick and Ross affected. In addition to what he has outlined, is there any specific assistance being offered to Perthick and Ross Council given the number of local families who are placed at the school? Perthick and Ross Council finds itself in a particularly intense position here with the largest number of young people from the local authority who are currently educated at the new school and also as the host authority for the school in terms of its wider provision. We have been in regular discussion with Perthick and Ross Council to provide the assistance that they require. Perthick and Ross Council have been contributing significantly to the multi-agency team that has been at the new school since this announcement became clear that it was going to be made yesterday to make sure that the support can be put in place. The focus work that is under way just now—there was a first summary conference call about this yesterday—there will be another one at 6 o'clock this evening—is designed to focus very directly on the needs of every single young person and to make sure that they can be supported and educated properly and that their families are engaged with satisfactorily to have confidence in those arrangements, because I accept and acknowledge the importance of that family confidence in the arrangements that are put in place. I assure the Parliament of the intense work that is going on that is focused very much on the short-term educational requirements of children and young people, but I also make sure that the staff, many of whom have given very many years of sustained devotion to the new school, are supported in dealing with what is a very sad set of circumstances. Murdo Fraser. Can I thank the cabinet secretary again for that response? He will be aware that many of the young people who were at the new school were previously in mainstream education in other state schools and subsequently were moved because of their educational needs to the new school. Is he satisfied that there are sufficient places available at other specialist schools elsewhere to accommodate those young people so that they will not require to return to mainstream education, which might not be suitable for their needs? The fundamental point here is that no decision should be taken about the placement of a young person in the educational setting that is in any way inappropriate for their requirements. That is the test that must be passed for every one of the young people who is affected here to make sure that they are properly supported and that their families have confidence in those arrangements. That work is under way, as we speak. There will be different elements of provision that are available and we need to go through a dialogue with individual parents to make sure that they have confidence in those arrangements and assure Parliament that that work is active under way and is engaging all of the local authorities that are involved in the education and care of the young people involved. Iain Gray is filled by Mark McDonald. Given what we know about the reduction in numbers of ASN specialist teachers in schools generally across Scotland, how will the Government ensure that any young person who does move from the new school into mainstream education will get the additional support that they need? It goes without saying that if a young person is being educated at the new school in Butterstone, it is a more expensive educational provision than if they are being educated in a mainstream setting. At a direct and blunt assessment of cost, the provision at the new school is more expensive than mainstream schooling. For local authorities that are affected, there will be resources that can be reallocated to ensure that the test that I set out in my earlier answer to Mordo Fraser is passed in that the decisions that are made about the educational provision for young people are made to address their own circumstances and that must be the hard question that is asked in all of those circumstances. I have this afternoon spoken with a constituent whose son has a diagnosis of ADHD and autistic spectrum disorder. The family had visited Butterstone last month for a tour and to sample some lessons. It had been due to visit last Tuesday for a three-day two-night assessment. That was called off at short notice, citing staff shortages, and it had been due to be rescheduled for next week. The family is now questioning whether the gravity of the financial issues was known to the school while they themselves were being shown around and prepared for assessment and they hoped placement. While I recognise that the first priority will be to support those children currently accommodated at the school, I can ask what support might be available for families such as my constituents who are working towards placement but now feel that they are back to square one. I would be grateful if Mr MacDonald would share with me the specific circumstances of that case because I think that I have had another case of its type where a young person would have essentially been accepted into the new school in Butterstone and due to be commencing education there this coming Monday and obviously the arrangements are now in some are very different as a consequence. If Mr MacDonald would share those details with me, I would happily include those in the work that is undertaken under the co-ordination of Education Scotland to make sure that the needs of every young person can be met in those circumstances. It is no secret that the new school of Butterstone were looking for new owners and that process had been under way and the new school were confident that they would secure new ownership to provide the type of leadership and direction that the school required and to enable it to provide the type of educational facility that Mr MacDonald's constituents would want to see available. That arrangement has not been successful and that is what has essentially precipitated the closure announcement. Those are very regrettable circumstances but I assure Mr MacDonald that I will do all that I can to try to address the needs of his constituents in that respect.