jason ware, always a pleasure to have you on. thank you very much.est to you and your >> and on deck, it is your morning rbi. and this one is going to tell you why 2021 may be the year of the traffic jam. but first, if you have not heard, and you probably have not, we are now a podcast. the show every day put into podcast form so if you missed us or if we're just too early for you on some days, didn't wor don't worry, ct on our podcast the wex cast now available >>> today's rbi mass ichli hash us moving around and maybe about oil. we showed you how millions are flying again but while we're willing to get on a plane, we apparently are not as eager to get on mass transit. and we are starting to drive a lot. remember we talked in the possibility in the spring about this happening the idea that once we began to move around again, mass transit might be over. or damaged for a long time and everybody if they could afford it would sit in the safety of their own gas burning car. that is why used car sales would boom and indeed that is what has happened partic

i'm joined by jason ware for more on this happy new year >> happy new year. >> we'll jump right intot should very expect out of tech coming in the new year? we saw stimulus checks the $600 ones come out and then we saw apple and amazon fall. which seems a little counterintuitive >> yeah, might seem a little counterintuitive, but at the same time, what we've seen with the past stimulus checks, that a lot of that went into savings and paid down debt so this idea that it would go into a new iphone or something else i'm not sure excites investors. i don't think that you need stimulus checks for apple's business to continue to do well. there is a number of drivers there. the iphone 12 cycle looks like it is pretty spring loaded for 2021 we're pretty optimistic on the 5g up grade. amazon has done well without stimulus that has become a tech utility both in the cloud and ecommerce. so these desk 2340knowledge companies are the leaders in their categories and we think that they are probably good earnings growth stories going forward. not sure that you will get multiple expansion but earnings

. >> jason, what are you hearing from customers that led to the launch of these things we've seen some slowdown in spending on on premise technology, whether that is hardware or save the ware. continued strength in the cloud. what is the flavor of the conversation that customers are having about where to spend and the results they hope to get >> this has been a very unique year we saw about two years worth of digital transformation in just two months at the start of the pandemic people work from home, school from home, et cetera you're seeing acceleration of usage of cloud for mission critical work loads. that continues to go if i look at the an lit uks product, perview, it's directly based on that customer feedback. what problems do we need to solve? how do we get leverage out of the data and how do we continue to evolve our business in what are some pretty interesting and new challenging times? >> jaur r. jason, it was so interesting to speak about how the lights of procter & gamble and starbucks and fedex are using this technology. what is the full breadth and type of customer you believe could benefit from this new service that you're offering the covid-19 vaccine dist