covid 19 is the black swan though. customers will likely defer...

covid 19 is the black swan though. customers will likely defer projects somewhat, even 1 deferral is enough.

Example would be a key Auto customer cutting capex, deferring their Driverless cars/connected cars program , as Auto's are struggling right now. Reporting season will show all losses for the autos.

Or FB/Google deferring their advertising A.I spend due to advertising industry struggling in covid19 , travel/tourism/restaurants key advertising spend areas are not in existence.

Then 2021 , economic effects could last, so many workers are losing their jobs. Driverless cars may not come back on, and may be more of a pipe dream.