Category Archives: Finance

June 27, 2019 · 12:35

Lap Time

Yes, we heard the term; we see it in athletics, in Formula 1 (and all the other formula races, except baby formula). How did we go after one lap, will lap two be on par, better or are we sliding. The 5G global race is on and even as the US and others are in denial, some facts are open for viewing, so as I got to the page (at https://www.eureporter.co/frontpage/2019/06/26/huawei-dominates-global-race-to-5g-despite-pressure-from-washington/) I was not surprised. The headline ‘Huawei dominates global race to 5G despite pressure from Washington‘ is not really a surprise. Yet one element is a nice verification. when we see: “Currently, two-thirds of global existing 5G networks are powered by Huawei technologies” and that is after a year of BS and fear mongering by the US, if they had not done that the picture would be different, it would be considerably worse for all non-Huawei contenders. So even as Ericsson is building a plant in the US so that they can become the courtesan of choice, reality is a very different stage.

The issue (at https://lawlordtobe.com/2018/11/10/the-heart-processes/) in ‘The Heart Processes‘ where we see: “This now links it back to Huawei (5G barred), the iterative actions of technology whilst we are being surpassed on every technological side. The full article (at https://www.crn.com.au/news/telstra-fault-takes-down-eftpos-and-atms-515080) gives a few more question, yet I will get to them in another article when I give you all a few more technological jabs against certain Telco players as they presented their ego and not their actual capability“, there are references that go back to 2017 where we saw that the non-Huawei players were already behind. There is Forbes Last April with ‘Huawei’s 5G Dominance In The Post-American World‘, or ‘Huawei’s new Wi-Fi routers solve a serious first world problem‘ in January 2018, Huawei have been showing to be the stronger innovator for well over three years and has been leading the 5G market, now that they even under discriminatory environments are achieving a 66% market in current 5G shows just how warped the situation is, so as I stated it before and do so again, ‘America will soon no longer matter’ and that is the true nightmare that the US is facing, when the silver bullet to survive a $22 trillion debt is meely a dud in your own armoury, you end up with a massive problem.

So as we see the Lap Time, with 5G going commercial in the Middle East, and now optionally Germany as well, we will see the blind followers of Europe, who follow the misguided voice of America, we will see them melt like snowflakes in the summer sun (or the current European heatwave), the economy is their Achilles heel and they will all fold.

And the battle will alter its course even further; the advantage that the Middle East is now showing over America is getting teeth and talons. A month ago we saw that Softbank selected Nokia over Huawei, and that is fine, weren’t it for the fact that we also got ‘Nokia Winning 5G Contracts Despite Delivery Delays, CEO Says‘ two weeks ago. Bloomberg gave us that one, so when Nokia gets pushed to cater to American needs, will they lose their Softbank deal and a cornerstone to the Middle East? It is not a given, but it is a valid question. So even as there is truth in the quote: “A few weeks of delays “is not really much” in the context of a 15-20 year cycle, Suri said. In the first quarter, the Finnish company struggled to book revenue from the contracts it had signed“, we accept that these things happen, yet weeks tends to become one month, then a second month and in a race where being there fast matters, Nokia cannot afford to remain delayed, they had to be ahead of the curve and they are not, they are merely on par at best, this now implies that 42 global contracts will be under scrutiny and not delivering on time will constitute pressures that Nokia will be unable to fully deal with and Chief Executive Officer Rajeev Suri knows this.

Even as we see that Nokia is still on the financial fence regarding booking profits (they will do so, no doubt) Huawei was able to secure a lucrative deal with Russian telecoms company MTS. It might be all under the guise of ‘the enemy of my enemy‘, but in the end ‘gold is gold’ and it is in the end about the acquired currency. So as they get Russia and as the EU buckles towards Huawei, we see a market that is a lot stronger for Huawei and every win in the Middle East will tip the European seesaw in favour of Huawei.

For the most after we check the lap time, there is a clear benefit for Huawei, yet Ericsson and Nokia remain strong competitors, Ericsson made the optional flaw of moving part of their base towards America, it sounds good, but their infrastructure will be undermined in several places more and more, so either Ericsson will push American employment to a much higher degree (Customer Service centres, Customer royalty programs and product infrastructure), or they face a massive blow-back more likely than not before EOFY 2020, a setback that will cost them a whole lot more than they bargained for. There is no given on Nokia at present, they had a strong firm presence in Europe and they can do so again, whilst these rules apply to Huawei as well, when you consider the places they were, they have built strong teams all over the place and with the winning strategies in the Middle East they have grown their ambassador places all over the Middle East, something Nokia and Ericsson did not do to such degrees.

So it is not only the 2/3^rd advantage that Huawei has, it shows that their infrastructure is still a lot stronger and in the second hour (59:59 after a mobile phone is sold) the systems of Nokia and Ericsson will be tested and I personally believe that they are not ready, more importantly, the people will not be ready for waves of questions that will hit these centres and that will hammer the successes that Nokia and Ericsson have at present.

As lap time goes, it is a strong race from all three, yet a race is only as strong as the team, the car and the track. Yet in a normal race the track is set, in this race we have seen that America has been considering detour after detour and as such some teams will not be ready for what happens after that and in that race Huawei gets the much stronger advantage as America is not considering them, so that pressure falls only on Ericsson and Nokia. And that is where the issues start to count. When players like Softbank get pushed to the back, they will reconsider and anyone changing its order has the danger of taking more than one other player with them, that is the stronger danger that the other two face as they try to gulp down whatever US contract they can get.

There is supporting evidence for that. In Australia NBN showed the need (source: SMH) “NBN Co spokeswoman said the network was committed to “continuously improving the service provided as internet demand and data needs evolve” including a recent $800 million investment into customer service on the fixed wireless network“, the problem is that to a much larger degree Australian NBN is (diplomatically speaking) a $51 billion failure, the only way to save face is to overhaul it to a much larger degree and in light of ‘9.6 million homes and businesses were now connected to the network with 62 per cent of those customers choosing speed plans of 50Mbps or more‘, all whilst this could grow by another 30% if Microsoft and Google had their way, giving us levels of unparalleled congestion soon enough after that.

The moment that ANY vendor needs to acknowledge 5G and congestion in the first year will be the point that turns the customer base into a churn tidal wave and that will happen if the infrastructure is not in place. The US and some others are massively in denial there, it might be argues that this risk is also present in the Middle East and I would expect this to be the case, yet Huawei has had time to prepare and the others are merely jumping on the revenue wagon as the US pushed for a ‘no Huawei zone’ preferably one that is global.

That is the impeding risk, not that Huawei is out of the race, but that the others get stretched too thin. I have seen this happen again and again over the last 20 years and then we get some delusional VP giving their staff an elastic band reference on stretching resources a little more. They ultimately never learned that time is not a factor that can stretch like an elastic band, it is a rigorously set standard that does not budge and against that merely better and larger man power will solve it and Nokia just got rid of a boatload of them, all to cater to 5G, so when they need staff and training them, they will be under the gun 24:7, I do not believe that they are ready at that point and the increased presence in America implies that Ericsson is nowhere near ready, they need well over 500 additional support staff for what comes and they have nowhere near those numbers.

That is all available to the eager eyes and they have not altered that path yet. In their defence, it will not be needed before August 2019, yet there is already enough indication that their growth plan is not set in that direction. As I developed my own IP, I noticed that the Cybersecurity needs for 5G are still in the basement whilst it had to be through the roof almost 3 months ago, so the first cyber security issue will be a devastating one for each of these players. That is merely on a consumer level, on a commercial level the setting is even worse, it is a Nightmare on 5G street waiting to happen and in this there will be no miracle dream weaver, merely some Freddy Kruger that will show now regard for the lives of those victims, as the rewards were just too appealing. An almost perfect cyber storm in the shaping, a stage no likely seen before January 2020, yet even then there will already be victims and loads of insurances that are more likely than not eager to find a loophole not to pay any of them.

As I see it, it is a lap time that is good for all three, yet the setting of lap time is no longer a valid one. When the track definition becomes a flexible one, detours change the stats of everything, changed requirement in mid race will also hamper issues and none are ready, Huawei merely had more time to get ready giving them an additional advantage in this race.

1 Comment

Filed under Finance, IT, Media, Politics, Science

Tagged as 5G, bloomberg, China, Ericsson, Eurpe, Finland, Forbes, Huawei, Middle East, MTS, NBN, NBN Australia, Nokia, Qatar, Rajeev Suri, Russian telecoms company MTS, Saudi Arabia, SMH, SoftBank, Sweden, UAE, US

June 25, 2019 · 11:12

A sucker is born every minute

It is a nice expression; it is one that those who live by the rules of ‘opportunity knocks‘ rely on. In slow times you need the occasional sucker to infuse the grounded capital with lose change and they are all for it. Then there is the expression of ‘there is a hustle Smurf nearby’, where the experienced player creates a new account to amass gear from inexperienced players and newbies.

It comes down to the status on how something is seen. Some Investopedia page passed in front of me this morning and woke me up instantly. It linked to Barron’s (at https://www.barrons.com/articles/microsoft-stock-videogame-streaming-cloud-xbox-xcloud-51560373000) where we see: ‘Buy Microsoft Stock Because of Its Videogame Opportunity, Analyst Says‘, the entire setting is like a rewrite of the Divine Comedy, as Inferno is all that Microsoft seemingly delivers on a whole (as I personally see it). They went from an innovative system (Xbox 360) to a flawed concept and in the three iterations we see basic shortcomings that have never been fixed over the space of 6 years.

The beginning is already fun to work with: “Microsoft stock will rally because of its strong position in the videogame industry, according to Evercore ISI” No! It does not have a strong position, Microsoft degraded from 2^nd to third position, and they could end up fighting over 4^th position. The strongest console of the world got surpassed by the weakest one; the Nintendo Switch system surpassed them as they truly comprehend gaming and gamers. They got there in 2 years; it took Microsoft almost 7 years to get to this stage and ending up decently below 50% of the share that Sony has with its PlayStation. Microsoft games survives through marketing and bad decisions, with the optional good decision every once in a while.

The Microsoft stage of pushing for online, whilst basic shortcomings are frustrating gamers more and more, so when we see: “Ultimately, we believe gaming can become the next major narrative as it relates to Microsoft’s long-term growth opportunity” my response is: ‘Not Really‘, whilst the exclusive range of games is not impressive, the shared stream (Xbox and PS4) are often shown to be PS4 gems, whilst Microsoft is merely nice (with Assassins Creed Origins being a clear exception). The PS exclusive range is still growing and whilst the larger part of Microsoft IP is done through buying software houses, it has been in history the first step towards a more complete level of failing. There are examples all over the world for over 20 years.

Then the final part: “Materne is also optimistic over Microsoft’s cloud gaming offerings, where gamers can stream gameplay over the internet. Its XCloud service is slated for release this fall“, this is not a given. Microsoft decided to stay very quiet on the entire xCloud during its E3 and in addition, it is a soon a more direct competitor to Google Stadia. With the basic failings that Microsoft has shown to have, the audience is willing to take a look at Google Stadia, new brands have that effect, and it will gnaw directly on the Microsoft slice of the gaming cake. Apple is another contender, but there are still questions on that front for now. In short Microsoft got surpassed by Nintendo Switch, it is at less than 50% of the Sony PlayStation stage and it has disappointed gamers too often in their need for online dependency, a side that gamers do not like to relate to at all. There are enough indication that the next project (Project Scarlett) is more likely than not to hold onto the flaws of Xbox One, Xbox One S and Xbox One X. Its mixed media on mentions given in E3 2018, whilst giving less or no clarity on E3 2019, loaded with one liners that are implied to be connected but are regarded to be seen as separate statements show the flaw of Microsoft to a much larger extent. So as we see that ‘Microsoft is the Netflix of gaming‘, whilst not realising that there is more to that, we might go with the quote: “Xbox Game Pass is described as the ‘“Netflix of video games” and lets Xbox and PC users play a range of Xbox One and Xbox 360 games for $9.99 per month. xCloud will essentially be an upgraded version of this pass, and will work on more platforms, so it will likely cost more than $10” (Source: Inverse)

This entire setting only works well if there is enough bandwidth, in this stage the chance of congestion grows close to exponential as there will be no solid large 5G in many places until 2022, This means that it will be select in the US, Europe and outside these two. So as such the market slice will collapse overnight, Google Stadia will have a similar issue. Yet whilst Microsoft is about the marketing Hype and WOW factor, Google has been playing a more cautious long term game; it will pay off for them. All whilst the solid information that is essential was not given at E3 merely hinted at. It implies that Microsoft has not figured out how to best maximise on the revenue (read: an implied stage to exploit gamers). That in itself is the recipe for disaster. It is like the silent ‘always online‘ push that was tried in 2012 and pushed an angry mob straight towards the Sony solution. I personally believe that Microsoft has not learned its lesson yet and will give more disappointment soon enough. that whilst the bulk of the frustration could have been avoided in more than one place and never was, that alone convinces me that Microsoft might be an option, but it will be a risky one, one that is flawed and dangerous to boot, but then some investors like the rough stuff.

Now we get to the part that Investopedia has (at https://www.investopedia.com/microsoft-s-strategy-to-become-the-netflix-for-games-4691138): “One of the things Microsoft has going for them, unlike say Amazon, Verizon and Google, is a popular gaming console and a host of already super popular games, such as the entire series of “Halo” games. At the recent E3 video-game conference in Los Angeles, the company unveiled 60 new blockbuster games for both its console and PC, including “Gears 5,” “Batman: Arkham Knight,” “Cyberpunk 2077,” and “Star Wars Jedi: Fallen Order.”” Now consider that this list of 4 only has one exclusive and for the most 50% of that list has nearly everyone desiring it on PS4 and optionally PS5 as well. The fact that ‘Batman: Arkham Knight‘ is a 2015 game giving rise to some people not doing their homework #JustSaying.

It is true Gears and Halo are Microsoft exclusives and they do have a large following, no one denies this, yet two titles don’t make for a victory (they also have the Excellent Forza IP which was oddly missing in that list).

Yet overall the entire matter of being surpassed by the weakest console is a much larger issue. The matter of change is upon them and their play is to not do this implies that there is a larger online need and the people a shivering back from that stage. They feel a little more powerless. Even as xCloud is all online, the push to completely be there will backfire, if only to be able to game when the internet congests, a part that too many have not considered to the degree it needs to be considered.

Until 5G and 5G speeds are commonplace, the gamer will be confronted with ISP’s that will react towards congestion through bandwidth throttling, when that happens, you do not want to be in a multiplayer game like Fortnite losing your connection, any promise that this will not happen is bogus from the very start. It is still a tool used, even within the last 24 hours we see throttling in combination with ISP’s all over the world, because it is a tool they need to minimise congestion. The moment throttling hits, the game is quite literally over for these players. So how often does this need to happen for people to trade in their xCloud (and optional Google Stadia) solution?

When that crystalizes in front of you, what will the losses be? I believe that there is a clear future for this kind of gaming, no one denies that, yet until there is a much stronger 5G presence, I am not sure how it will actually properly work (outside of a staged test phase). And for now that stage is for the larger global gaming population 2-3 years away.

Leave a comment

Filed under Finance, Gaming, IT, Media, Science

Tagged as Barrons, E3 2018, E3 2019, Google Stadia, Investopedia, Mixrosoft, Netflix, Project Scarlett, Xbox, Xbox Game Pass, Xbox One, xCloud

June 24, 2019 · 11:37

Falling off the wagon

It all started with a success story, it then ‘evolved’ into the age of complacency as it was lying in a lazy floating chair in a swimming pool. America was lazy, complacent and greed driven.

Huawei overtook Ericsson in 2012 as the largest telecommunications-equipment manufacturer in the world, then casually overtook Apple in 2018 as the second-largest manufacturer of smartphones in the world, still behind Samsung Electronics, and rose to the 72nd rank on the Fortune Global 500 list. In December 2018, Huawei reported that its annual revenue had risen to US$108.5 billion in 2018 (a 21% increase over 2017).It is at this point that America was a mere 3^rd position, Huawei is presently servicing 47 of the 50 largest telecom operators on the planet, for the first time in history America no longer really matters as a technology provider. Sources like the Economist, the Guardian, Fortune and TechRadar all give the same news. It is at this point that the USPTO has to give the goods (read: the bad message) that Asia has surpassed America with registered patents by a lot, and the US has to deal with more and more bad news as they get strangled by a debt that surpasses $22,000,000,000,000. 22 trillion and no end in sight to turn it around, now that 5G is off to the races more bad news is given as the American and Nokia 5G solutions are decently inferior to the ones that China (Huawei has). The American overreaction is astounding and it comes with additional levels of humour. When we see an article by cyber security expert Zak Doffman in Forbes ‘Huawei ‘Slams FedEx Vendetta’ After Courier Refuses To Deliver P30 Phone To U.S.‘ (at https://www.forbes.com/sites/zakdoffman/2019/06/23/huawei-slams-fedex-vendetta-after-courier-refuses-to-deliver-p30-phone-to-u-s) where we see: “Parcel returned by FedEx due to U.S. Government with Huawei and China Government—return to sender“, the humour is here as we also saw a month ago: ‘Drug traffickers’ favourite way to move fentanyl is FedEx and USPS‘, so Fedex can stop a Chinese mobile phones, yet is incapable of stopping drug traffickers. It has become that bad and for the life of me, the idea that that stupidity has grown to this degree at the moment has made me realise that pretty much my only option left is to offer my IP at 10% value to China as America clearly can no longer be trusted to stop the stupidity in its own ranks.

And it gets to be worse. Now we see: ‘The U.S. blacklists five Chinese supercomputer firms, including AMD joint venture THATIC‘ (at https://www.pcworld.com/article/3404464/the-us-blacklists-five-chinese-supercomputer-firms-including-amd-joint-venture-thatic.html). So as we are now introduced to ‘U.S. firms will be forbidden to do business with the companies‘ we are shown more than stupidity. I have been an avid fan of the segregation, isolation, and assassination triangle in tactics, but this is pretty much the first time in history that a nation is doing it to itself, implying that American bankruptcy is so close to the collapse that they need whatever they can to delay the collapse of their economy. I can never trust any government in that position to be honest about any trade it holds. Handing my IP over to China is perhaps the only option to get any decent amount of funds out of them, and I have to pay the rent at some point.

Do I care about these Chinese companies? Not really! Apart from my trusty Huawei mobile, I do not know any of them and there is no real reason to know or care about them, but the actions of America to the degree that they are doing it, like they are the biggest whoring bully on the block also implies that they can do it to anyone else and as I see it, there are plenty of UK (BT), Swedish (Ericsson), Finnish (Nokia) and other firms they can do this to when things do not go their way. They will come up with some kind of National security scheme like Finland is next to Russia or something like that. It is nice to advocate open and fair trade when you are the only one dealing (IBM, Microsoft) but that is no longer the case and Microsoft has become too self-indulgent as they screw up market after market just to push their Azure solution. America can no longer be trusted, that is the short and sweet of it, they know it and Americans know it too, but they are too desperate and there is no stopping a desperate bully who is about to no longer matter.

And the world is not ready for a bully like that. Japan is too deep into its own problems, Europe is desperate to avoid whatever recession comes next and the others have no independent voice. In all this India is as isolated as it gets and that takes 12.5% of the global population out of the equation. As the risk of a 2020 recession in Europe is nearing an almost certainty there is panic, there is panic on Wall Street because the 2020 recession will hit the US squarely in the chest during the elections, ending whatever small edge the Republicans have and it changes everything for them. The 2020 recession will be worse than ever because the ECB squandered their reserves on incentives and stimulus as there are no reserves left. The ECB, IMF and Wall Street all knew that this could come and the 5G hype was all about avoiding it so that the new economy could restart what was lost, but their lag against Chinese Technology vendors (read: mainly Huawei) is so large that it will help the Chinese economy, but the others will only get a fraction of the IP they do not own and that fallback (or non optional fallover) is a lot larger than some are willing to admit to.

Now the short sighted American bias against Huawei and China is hitting new heights as they try to isolate China, yet in the end they are isolating themselves as Europe is seeking another option, they are seeing the value of Chinese IP and they want alternatives, especially if it could delay or even turnover their own impending recession, in that scenario America will lose more and more because their own technology is flawed, untested and lacks innovation. It will hit Europe, whilst benefitting the Middle East as Saudi Arabia, the UAE and Qatar have signed up with China, America lost more than just weapon deals there.

What Cisco achieved with UTS in Sydney a decade ago is now happening in Qatar, Qatar University College of Engineering now has a similar deal with Huawei, implying that Qatar might be the first place where Huawei trained 5G engineers and innovators are born pushing 5G innovation. For Qatar this is more than good news, there is a first stage where Al Jazeera could become technologically more advanced than CNN, another blow to American pride and Al Jazeera is eager to really get there. They have miles to go, yet with 5G fully deployed they can do it in less than half the time we expect. All elements that push America back further and further. When I stated that this was a stupid move by America in 2018, I actually had no idea that they would lose to this degree, but at present they are and their decisions are making things worse not better.

As we see the first Huawei Authorised Information and Network Academy (HAINA) programme launched in Qatar, we also recognise that this will enable Saudi Arabia and the UAE more and more, so there might be a diplomatic stance ending the unfriendly border issues between the three and they will profit stronger and stronger.

There is absolute truth in the statement: “Undersecretary of the Ministry of Education and Higher Education Dr Ibrahim Al Nuaimi, said developing the technology capabilities of Qatar’s youth will have a significant impact on the smart evolution of society and country, contributing to the growth of Qatari economy. “Initiatives such as this one between Qatar University and Huawei demonstrate the power that cooperative action can have in shaping the future of a nation,” he remarked“, it still requires the foundation and the nurturing of how to grow innovation, yet I have seen again and again that the hungry will find alternatives to make food and Qatar is clearly famished at present.

And there is one more nightmare to face. You see if China gets any IP hands on anything that could replace x86 technologies, the US is truly done for. At present they will laugh, scream and make all the claims that an ego driven nation could make, but then there is the history. We have 1975 when Federico Faggin and 11 employees created the Z80, there was a small team led by Chuck Peddle who came up with the 6502, it hit Intel and Motorola hard, a chip at less than 15% of the cost of an Intel or a Motorola processor. It would fuel an industry that would sell well over 15 million computers in an age where computers were not popular. We recognise that America was the driver in all this, it drove RISC to be the factor for the creation of Summit, still the fastest Supercomputer in the world, yet now that China surpasses America in patents, they have the core to create a new age of computer technology. We see that from 2017 onwards the Huawei Mobile Phone is the personal server to have; the fact that it is a mobile is beside the point. My IP was a security pass on personal mobile servers and that is the foundation of the next decade. It is not the personal computer or desktop, there is still the laptop and Chromebooks (and likeminded devices) have the option to be the next power drivers, but Huawei has the hand with 4 aces, they have the foundation of mobile personal servers and it scares America. My idea for what would have been (optionally) the Google Tome was founded on that idea as I created a solution to stop the NHS collapsing. Now that most elements are with Huawei and Chinese operators, America actually matters less. Even as Microsoft is still screaming Azure (whenever they can), we see that there are other options that could do similar and could surpass Microsoft within 4 years, that realisation is scaring America to death. They have no options when that happens. Complacency got them there and the next generation of these so called ‘captains of industry‘ are holding a hand with a two and a seven and they are playing Texas hold’em. A proverbial Snake eyes for the craps dealer in the house, which is the setting and the stage they can no longer escape. It is where they are at and their overreaction merely shows their levels of desperation.

In 2021 we will see that not only will they have lost 5G to a crippling degree, the other players will fare even worse. If China gets a decent deal with Japan, America will have segregated itself, they isolated themselves as Europe and the Commonwealth will seek whatever keeps them afloat and at that point with the debt closer to $25 trillion, they will end up cutting their own wrists with all the uber wealthy Americans seeking sunny shores in their mega yachts. Suddenly places like the Riviera, Dubai, the Virgin Islands and Italy will be swamped with Americans who will be quiet as mice as they wait for America to reinvent itself in the span of 2-3 decades, and America needs to get lucky to do it that fast. As the world is set to the currency of IP and patents, it might take a whole lot longer than that.

When I decided to get my Master in IP in 2010 I knew that there was a change in the winds, it was the clearest in IT, but I saw how it would impact to a much larger degree, I saw the shift to mobile patents in 2012, and now I see the other shifts too. I feel certain of my view, I cannot tell how politicians will react because that too impacts the changing tides, but overall they seem to align to the need of greed too often as such, my predictions are more likely than not coming true. It’s a sad world, if only American firm had not been so lazy relying on iterative technology for a decade, things would be very different indeed.

To complete the change China really only needs three more innovative steps in 5G communication to make it certainty and turn these steps into nail to service the coffin that is America, with the Middle East in play, there is every chance that they will pull it off, the rest of us (the non-Americans) will need to decide on how that future serves us best, because that too is a choice we face, and we have to make it ourselves.

And if you were in doubt until now, the Wall Street Journal reported only hours ago: “U.S. President Donald Trump is looking to require next-generation 5G cellular equipment used in the United States to be designed and manufactured outside China, the Wall Street Journal reported on Sunday, citing people familiar with the matter.” So consider this quote really clearly: the entire China matter has been going on for weeks, yet yesterday we see that equipment is to be ‘designed and manufactured outside China’, a discriminatory tactic that shows that there was no clear tactic in play, and clearly the Americans are not up to scrap at present. What else was not anticipated on?

Someone fell of the wagon and others were unable to see the dangers clearly, The US still does not recognise that it has a real problem; the first stage of solving the problem is at present not met. Do you really need more convincing?

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

Tagged as 5G, 6502 processor, Al Jazeera, America, China, Chuck Peddle, Dubai, ECB, Ericsson, Europe, Federico Faggin, FedEx, Finland, Forbes, Fortune, google, HAINA, Huawei, Huawei Authorised Information and Network Academy, IBM, IMF, Intellectual Property, Microsoft, Middle East, Nokia, Qatar, Qatar University College of Engineering, recession, RISC, Samsung Electronics, stimulus, Summit Supercomputer, Sweden, TechRadar, the Guardian, UAE, USA, USPTO, UTS, Wall Street, Wall Street Journal, Z80, Zak Doffman

June 23, 2019 · 15:08

When it becomes pointless

Have you ever considered the actions that you need to take, yet you already know that whatever you do, it is a pointless exercise from the very beginning? The problem is not that there is discrimination, it happens everywhere; the fact that the media is part of it to a much larger degree is becoming an increasing problem.

We merely have to look at Saudi Arabia to see that reality. First of the bat, I do not claim or think that Saudi Arabia is innocent, I cannot claim that they are because there is no evidence making them innocent, yet there is also no evidence of guilt and that is the part that matters. When we look at Jamal Khashoggi, a journalist no one actually cares about and we are given: “The report suggested that Khashoggi first struggled with his killers, after which he “could have been injected with a sedative and then suffocated using a plastic bag.”” we see our larger failing. when UN reports hide behind ‘could have been‘ as well as ‘report suggested‘ we see the failure called Agnes Callamard, the U.N. human rights agency’s special rapporteur on extrajudicial executions, places guilt for the murder squarely on the Kingdom of Saudi Arabia. When we see: “There was “credible evidence,”” Agnes Callamard is a failure, because the condition of murder (as well as manslaughter) fails as the court must acquit a defendant unless the state can prove beyond a reasonable doubt and that was never done there was no evidence and the UN knows this, the media know this, but they decided to ignore, so that they can blame the death of a nobody to a government. The difference between murder and manslaughter is intent, and even if we had some degree of certainty that there was intent, there is still no evidence of any kind, they all know it, they all ignore it.

Now, did I overstep my mark with the ‘nobody’ statement? Optionally! I use that word because for the most (exception of drug dealers, politicians and in many cases journalists) people matter. My issue is that there are real things happening and they need exposure, yet in one month finding 70 million articles on one person is rich, it is too rich and no one seems to notice that and the media will not tell you, so why not exactly?

Then we take another look at the arms deals, it is an important part not merely for the commerce needs, not merely because any sovereign nation has the right to defend itself, the fact that we stop ourselves and alienate optional strong allies through the banter of bullshit by politicians is just too weird. The UK and US are about to walk away from billions in revenue, billions that are legally fine, will give funds to their treasuries and these coffers fund all kinds of things; Yet some people think it is dirty money, as such it should not be touched. I have no qualms about it; I will take over and sell Saudi Arabia $5 billion at the drop of a hat, any hat. They are a sovereign nation and allowed to purchase materials for their military needs.

Yet the media will not report that, will they? They for the most need the people to live under the guise of emotion in this case. Why is that? When we see the Arab News (at https://www.aljazeera.com/news/2019/06/yemen-escalation-houthis-ramp-attacks-saudi-arabia-190622055136031.html) showing us the missiles that were fired on Saudi Arabia, as well as the fact that we see the UN allegations “In January, the United Nations’ experts concluded in an 85-page report to the Security Council that Tehran was illegally shipping fuel to Yemen to finance their war effort. A year earlier, a UN panel had criticised Iran for violating an arms embargo on Yemen by enabling Houthis obtain Iranian missiles“, and how was this proven? Well the missiles impacted, the images show that these weapons are Iranian in origin. In addition Yemen does not have the technology, the skills or the ability to make the drones or missiles, that constitutes evidence. Even as we cannot prove Hezbollah’s involvement here, Iranian involvement is clear, but the media will not give you that, will they? Why is that?

Now, I am not assigning blame left and right, yet we need to remember that the legitimate government of Yemen called for the help from the Saudi coalition, Saudi Arabia did not invade Yemen, they attacked the rebels who started a Yemeni civil war as per request of the legitimate Yemeni government, also a part the media remains silent on. In war there will always be blame on both sides, yet the entire Yemen issue is fuelled and funded by Ian and gets openly assisted by the terrorist organisation Hezbollah, a fact that many members of the media remain silent on. Now that things are escalating in the Middle East the media gets all touchy feely on how the US-Iran escalation goes, yet they still remain silent on the Iranian acts against Saudi Arabia, so how do you classify the media when it is seemingly actively discriminating others?

Yet in most media we see on how parties are being stated to be responsible for carnage, all that whilst the driving force in all this (Iran) is left out of consideration for the most of it. Why is that?

Even as we are all willing to accept Channel 4 airing an investigative documentary – Britain’s Hidden War – on the British role in the Saudi-led intervention and “the extent to which the war in Yemen is made in Britain“, the overall picture takes to a far too large an extent the involvement and activities by Iran and Hezbollah (Lebanon) out of consideration, we accept the story and the articles, yet the lack of balance as none of the other side gets the limelight is still an issue. It is not an attack on that investigative piece which was all above board, the lack of the other side is still to be noticed. And it does not end there. Even in Lebanon things as escalating. We are getting ‘Hezbollah Armed, Ready to Strike Israel, if Iran-US Tensions Grow‘ is speculative and unproven, yet the premise behind it: “The IDF estimates Hezbollah has hidden well over 100,000 rockets in these towns and villages in southern Lebanon. “All of them comfortably hidden behind Lebanese civilians, inside Lebanon. All of them aimed at our civilians,” said IDF spokesman Lt. Col. Jonathan Conricus.” shows the same tactic that they (Hezbollah) employed in Yemen, that part is not out in the open is it? The problem we see in addition is that neither player has the funds of the infrastructure to have that much firepower, so the question becomes more than how is Iran fuelling it all? It becomes how do you get large shipments of weapons to destinations under watchful eyes? That part matters, as it impacts both the Yemeni and Hezbollah side of the matter and the media remains largely silent. Even the intelligence players remain silent on it as they cannot prove any of it, but the strikes on Saudi Arabia are evidence that it is happening and some are too afraid that it will open additional hot zones, an issue no one wants, yet the consideration is not given towards Saudi Arabia, who is under attack and that does not add up to any extent.

There is a large failing and the wider the newspaper net you look at, the more clarity is given on what I regard to be intentional miscommunication. Even as it all escalates towards US Senate blocking arms sales and it becomes vetoed by President Trump, the entire matter constitutes delays and I will optionally step in and sell them the hardware myself, we all need a hobby and my passions are linked to an 80 meter Yacht names Kore that is to be built at the CRN Shipyard at Via Enrico Mattei, Ancona Italy (we all need a passion that is slightly out of our reach).

To keep it, I will need the better part of $2 billion, so I will sell them the Chinese and Russian hardware if need be, it is after all their sovereign right to be armed and to be well defended, and that is besides the IP that is still up for grabs. Yup, they wanted commerce, now they can all have it at a price. If you want to fuel ethical boundaries and hide behind Humanitarian reasoning whilst leaving the Iranian and Hezbollah involvement completely out of the picture, than I can sell weapons and technology to anyone. The issue with discrimination is not merely the only part that it is wrong, it is that it opens up other venues as well, but then the media did not disclose that either.

When it becomes pointless we can decide to ignore it all and just fill our pockets to the largest degree, the media entitled us to do that. In the end there is a much larger failure and I feel that a humorous side is required and I found it in the shape of a new US candidate for the elections next year. I wonder if that is the person we need to rely on to make matters fair, although fair for who remains the open question, I accept that.

Leave a comment

Filed under Finance, Media, Military, Politics

Tagged as Agnes Callamard, Ancona, Arab News, Channel 4, CRN Shipyard, Hezbollah, Houthi, IDF, Iran, Israel, Italy, Jamal Khashoggi, Jonathan Conricus, Kingdom of Saudi Arabia, KSA, Lebanon, Media, Saudi Arabia, U.N. human rights, UK, UN, United Nations, US, Yemen

June 22, 2019 · 11:35

There is a start

Yes, there is a start, yet it would be presumptuous that the race has started. The news (from CNBC) gives us: ‘Verizon’s new 5G network is ‘confusing’ and ‘difficult,’ according to early tests‘, in addition we are given: “Early tests by tech publications CNET and The Verge of Verizon’s new 5G network in Chicago suggest it’s not fully ready yet“, as well as “The network is brand new and rollouts take time. It took a few years for 4G LTE to become widely available, for example“, I have been warning people on this for months, going back to 2018, now we get to see how USA is no longer in the race for anything. The entire ‘National Security’ issue on Huawei was bogus from the start and now that the goose has come home to roost, we will see a political stage to roast the goose before it has roosted.

American 5G speed

It gets to be worse when we consider: ““Even carefully positioned a few feet away from the 5G node, the large on-screen icon exclaiming Verizon’s 5G network toggled back and forth from 4G to 5G,” CNET said. “After two hours, we had run maybe one clean Speedtest.net app side by side with the Galaxy S10 Plus.” Samsung’s phone is a 4G LTE device” and finally: “CNET found download speeds for a game took about the same on 5G and LTE networks, and downloading a movie on Netflix didn’t work. The site said the network felt like a “rush job” and called the experience “frustrating,” “confusing” and “absolutely insane,” even though it noticed download speeds coming in toward 600 megabits per second at times, on par with what Verizon is promising.” It is a system with proper infrastructure in place, and it gets to be worse, most infrastructures that are NOT Huawei are massively inferior (at present), so the long term issues remain and they will get worse. This level of setback, once congestion sets in because of a lacking infrastructure will drive potential customers away, the very first rules of commerce were ignored from the start by sales people with dollar signs instead of pupils and now that they entire matter is polarising, we will see more issues, and we will witness more frustration.

In opposition

The Saudi Gazette gives us (at http://saudigazette.com.sa/article/569469) ‘STC officially launches 5G service‘, as well as “In the first phase, the 5G network will now be available in the Kingdom in specific areas in a number of major cities using home routers that will be available at specific STC outlets in accordance with customer needs. Al-Nasser said the launch is an affirmation of Saudi Telecom’s pioneering role in delivering innovative technologies and services to customers across the Kingdom.” Yet let’s not get overly optimistic. There is also “By the end of February 2018, the telecom operator inked a deal with Huawei to collaborate in the field of 5G wireless networks and technology. In the beginning of March 2018, STC signed a memorandum of understanding with Cisco Systems to develop the 5G networks across the Kingdom. STC has subsequently completed the first global Multi-Vendor-Integration-Verification (MVIV) for its Huawei and Cisco core infrastructure with Ericsson and Nokia supplied 5G Radio Networks“, and that is just the beginning, yet how does it work? What has been achieved (speed, reliability)?

To see this we start in April when Arab News gave us: ‘Super-fast 5G mobile to launch in Saudi Arabia within months‘, as well as “Saudi Arabia has about 1,000 telecoms towers already supporting 5G and the super-fast mobile services will be available within months, a senior government official said. The next-generation networks will allow smartphone users to download a movie in seconds“, so far it is marketing, we all heard it before in several nations, it is the realisation we see with: “The STC launched the service after completion of its experiments for the first time in MENA region since launching the test drive in 2017 and this was in cooperation with the telecom giant’s strategic partners” and Huawei was at the centre of that. It is the two year head start that everyone ignores, even as we have no real numbers to work with, Saudi Arabia, like all other nations are stating they have 5G and it is commercially available, there are no tests showing just how fast and how reliable their network is, but they do have a two year head start and if what we see with Verizon will last at least two years, their start of 5G is not a great one. The sales need for getting their first, whilst ignoring the support and customer care issues is just baffling. STC reported: “the STC 5G services are available in Riyadh, Jeddah, Dammam (Eastern Province), Makkah, Taif, Madinah, Abha, Jubail, and Tabuk” Which is close to a complete urban 5G coverage, the US and many other nations are nowhere near that ready.

I keep a reserved distance in light of “STC did not share specific details but said that the service has been made available to customers“, so until benchmarks and speed tests have been shown, there is every chance that it possible that we see 4G+ instead of true full 5G, but until the facts are known, it is all speculation, what is a given is that the two year head start of Huawei is showing and in that regard, the short sighted American point of view regarding the unproven National Security allegations will remain allegations that slows US innovation down, and it will cost them, because the 5G pioneers that are not in the US are about to have a field day. My own IP is about to go through the roof (which is fine by me), the only consideration I am left with, is that I would have to consider an upgrade from a 55 meter yacht to an 85 meter yacht, the cumbersome burdens of an innovator with the ability to dream never ends. And there too I found new wisdom, a market that Huawei forgot about (or never considered in the first place), what a lovely Saturday it is and it is only 7 degrees at present.

Even when we consider the complications that the US is pressuring on other nations, when we consider another light towards “The complications referred to probably mean the ramping of political and intelligence pressure from the US and it wouldn’t be surprising to see the UK eventually do what it’s told with respect to Huawei“, as the UK becomes Americas bitch, if Huawei gets Oak OS right, the UK, Europe will have new problems to consider, in addition, if Google is placed out of bounds, those not strapped to Google will optionally lose a lot more than they bargained for. Let’s be clear, we do not need Facebook, most of us need LinkedIn and Indeed, yet we can access Gmail from our computers, we don’t need a smartphone for that. So at that point, when we consider the open shift that would optionally come in a different way. Google is brave to miscommunicate part of the issue they face. As several sources give us: ‘Google: Cutting Us off from Huawei Is a Security Risk‘, no it is not (not really)! You see, it is not a security risk, what is the clear danger to Google that their value is data and this situation allows Google to miss out on millions, if not hundreds of millions of phones, all lost data, data that goes nowhere (or somewhere else). The Trump administration did something really stupid here and we will see that impact within a year. Millions are questioning Google and their data, Facebook and their data and now Huawei offers an option that have neither. People might actually embrace Huawei and that danger scares Google. Its granularity is based on the data they collect and now, they will lose up to 35-95 million data points within 2 years alone and a lot more thereafter, a loss they never faced before. And as China diversifies ad as its non-Chinese customers get used to Baidu and Sogou, how much relevance would Google (and Bing) lose over time?

All elements that have an impact, all elements that Google will not voice and others are intentionally walking away from; these are questions that cost advertisement, a nightmare they all face now.

All issues that will impact in the 5G era, the fact that my IP gives power back to the shop owner and not their IT providers will make matters worse (and I do not care). The power needs to go where it needed to be, with the customer, the consumer and the factual user, all elements Google never wanted to touch, You cannot facilitate when the data is not there. It is the old premise of a system missing and a user missing and most people still do not comprehend the full impact of system missing information.

They will find out within the next 2 years, I look forward to the transformation and the long term impact that short sighted policies bring. So when you see the new Huawei phones, do not just wonder if you should get one, wonder how much better your life optionally becomes by having one. It is a loaded question, I get that and it pays to be a sheep in a really large group, but when you consider the hundreds of notifications that were useless, the massive amounts of Facebook notifications that kept you from work and promotion, consider that 5G amplifies that part by 300%, do you really want to remain a sheep , or jump the fence and see what Oak OS could bring? I am on the fence too, I have to choose, yet at present I see America pressuring everyone to become Huawei haters and there is no logic to their path, other than that I hate being a follower, I prefer to wander on the innovation line and that has risks, but it also has lucrative rewards, often resulting in a much better quality of life.

Sometimes choices are hard, and whichever path you choose, remember that it was YOUR choice, not the one others told you to go, you only get to blame yourself (or not) at this point. And I assure you when you blame yourself for making the good choice is also rewarding no matter which of the two (three if you consider IOS a choice) you make, make sure it is yours, not the needy direction of some marketeer or salesperson.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as 5G, Abha, Android, Arab News, Baidu, Bing, China, Cisco Systems, Dammam, google, Huawei, IOS, Jeddah, Jubail, Madinah, Makkah, Nasser Bin Sulaiman Al-Nasser, Oak OS, Riyadh, Saudi Arabia, Saudi Telecom Company, Sogou, STC, STC Group, Tabuk, Taif, Trump administration, UK, US

June 21, 2019 · 11:49

The seventh guest

Yes, it is a game, but this is not about gaming, it is the game we detest, but it is being played and we sit in the middle, the Kingdom of Saudi Arabia sits in the middle and the Trump administration is uniting behind “the shooting down of a US drone could have been carried out by a “loose and stupid” Iranian officer without authorisation from Tehran“. So good morning it is Friday, no throw back Thursday for us, just the start of meaningless banter from the political isles.

To get to the 7^th guest, you have to understand the content. It was a brilliant puzzle game released by Virgin in the 90’s. The story was over the top but cool, it was a journey to stay alive until the next morning. The house was filled with puzzles that needed to be solved to continue. It was a little more like an interactive movie (in those days). The first puzzle was to carve a cake in equal pieces, there were 6 guests to each person and the cake was 6 by 5 squares. Simple you think, but the clue was ‘2 skulls and 2 stones, the rest is just icing‘, and now cutting the cake was not as easy as initially seemed.

Now we get to the icing of Yesterday (at https://lawlordtobe.com/2019/06/20/the-ice-and-the-icing/) where I quoted in response: “It is seen when the most stupid of all actions is given with: “If Iran did breach the uranium limits, the deal, known as the joint comprehensive plan of action, gives both sides time to go into a disputes mechanism before it is declared void“, is it really that bad, after the ‘breach’ Europe still wants to talk?” It seems that boar mongering President Trump is now trying diplomacy, to not let things escalate too much. The biggest bully on the block is eager to not get into a fight, when did logic ever prevail?

So when we see: “We didn’t have a man or woman in the drone. It would have made a big, big difference,” Trump said. Asked how the US would respond, he said: “You’ll find out.”“, as well as ““I find it hard to believe it was intentional if you want to know the truth. I think it could have been somebody who was loose and stupid that did it”

This is how Iran has ‘sanctified’ the weapon deployments to Hezbollah, is Mr. Bad Hair Cut really going to play the card that enables Iran? Apparently these $120,000,000 drones are well insured, or is he taking the loss out of his own pay check?

I can only wonder how the Kingdom of Saudi Arabia feels after the disappointing support that both the United Kingdom and United States are giving them at present. So as we see that the allies of Saudi Arabia are backing down when the drums of war are sounding with the increased cadence of (what they call) vigor by Iran, Saudi Arabia needs to reconsider who their real allies are. I am certain that Russia and China will use this opportunity that opened up, I just do not know how at present. In addition now that we know that President Trump is not about sticking to his guns, I wonder how long his own party will suffer the blunders he makes day after day, it will optionally be the first impeachment that gets full support from BOTH the Democrats and his own Republicans.

How to continue?

That is the larger question and I feel certain that this is on the mind of the ruler in Riyadh as well. Saudi Arabia must do what is best for Saudi Arabia, Israel needs to do what is best for Israel and so does Europe and the US, yet in this there is no real skin in the game for Europe and the US. Iran will strike at Israel and Saudi Arabia when it can and keeps the other two at bay with fear and both are now facilitating towards Iran through the fear of removing all diplomatic options.

CNBC gives us that a mere 5 hours ago with: ‘EU top diplomat says Europe will try to make sure ‘escalation is avoided’ between US, Iran‘, there is a time and place when avoiding escalation is the best of all options, I personally feel that it is way too late for that, again, the proxy war utilising the terrorist organisation Hezbollah is evidence of that. And the escalations are still going on, the strike a mere 12 hours ago as we are told (by Al Jazeera) that ‘Attack by rebel group on facility in southern province of Jizan the latest in string of attacks on Saudi targets‘ gives rise that Iran is actually still playing both an offensive game optionally with their offensive group Hezbollah and a defensive play where officers get a bonus and a promotion if they hit an American drone. Yet when we see: “The Houthis have stepped up missile and drone attacks in Saudi Arabia in recent weeks amid rising tensions throughout the Middle East fuelled by a bitter standoff between Iran and the United States” no one is asking how these drones are paid for, because Yemen is out of money and has no technological stage to make them. I wonder how to see the statement: “US, Iran and Saudi Arabia have all said they do not want a war to break out in the region“, in my view Iran is telling any story that the others are willing to swallow, America is broke and Saudi Arabia has no real allies to rely on, the weapon case in the UK and the US president doing a 180 degree direction on previous statements, It puts Saudi Arabia in a poor place, that is unless Germany and China get out of the dug-out and properly give support to Saudi Arabia.

I don’t get it, what purpose is served to cater to the needs of a child called Iran to this degree? I stare at the maps and I look at the places being hit, and to be honest, for the life of me, I do not understand how Saudi Arabia is able to keep calm at present, the moment highway 30 is hit in multiple places, the direct threat to Riyadh will be visible and all options will be taken off the table and I fear that this is sooner than we think, giving Iran more time to use the misdirection to finalise their Uranium requirements. At that point WW3 is almost the only step left to us, there is no way that Saudi Arabia and Israel will accept such a threat.

Yet there is an upside, with 5-9 million dead Iranians, the carbon footprint goes down a little, a small victory for the environment, you see, give me a lemon, some water and I will sell you a melon juice smoothie.

If that is what is required to play the game, I am in!

I will end this part with a personal message to Chinese President Xi Jinping (and to Chen Wenqing: ‘No, I am not trying to corrupt him with western ideology‘).

Dear Sir,

I would like to discuss the purchase of 20-30 Chengdu J-20 fighters. In light of both a first order discount, as well as a student discount (we are all students on the path of life), I believe that should the talks be successful, that 20-30 planes at a unit cost of $27.35 million (with rebates, discounts and commission applied), in addition the 2 years of full service with no regards to hours flown, mileage traveled or missiles fired. This is based on 2016 flyaway cost. The benefit is that these fighters will be directly engaging Iranian forces and as such you will have access to a massive amount of data enabling you to start on the 6^th generation fighter, optionally making you the first country to have one. We would also be interested in the testing of the Xian H-20 prototype that is now nearing completion. If the specs are as they are claiming to be, it will help us in removing morale from Tehran and from the IRGC as a whole. In this the unofficial word is that the sky is the limit as regarding to the price of this place (my 2.17% commission still applies). My client is ready to upgrade several army based parts (both light and heavy guns), however I hope that this part can be tabled until Iran decides to attack directly, at which point Saudi Arabian boots on Iranian ground becomes a direct first.

Kindest regards,

Lawrence van Rijn

I look forward to a mutually fruitful support towards presenting the Kingdom of Saudi Arabia a proper defense option that will result towards strength and stability in the Middle East region, under the guiding lights of Saudi Arabia and the United Arab Emirates.

That was not hard was it?

So in one strike the BAE loses 2 years of commerce, but the British anti-weapon league is happy, the UK loses well over $4 billion in business opportunity in the long term but you can get the green party to sell grass to a place called whatevernation, can’t you? The US loses its arms options overnight and enables China to economically grow 9%-12%, and as other options fall away for Europe and the US to a much larger degree, Russia will be ever ready to pick up a few scraps in the process.

It was a really simple equation and by choosing the facilitating side of a route that goes nowhere, other options came out to play. Let’s be honest, in light of what has happened, does the Kingdom of Saudi Arabia have any cause to trust the US or Europe in any of this at present?

In the end the 7^th guest was about another person in the house (hint) that only showed 6, it makes the game decently apt to the situation the Middle East faces at present. The question is that when that puzzle is solved, will some of the political voices in Iran, Europe, America, Saudi Arabia, Lebanon and Yemen stay in denial?

3 Comments

Filed under Finance, Law, Media, Military, Politics

Tagged as Al Jazeera, BAE, Chen Wenqing, Chengdu J20, China, CNBC, Europe, Germany, Hezbollah, Iran, IRGC, Jizan, President Trump, Russia, Saudi Arabia, the Guardian, UAE, UK, United Arab Emirates, USA, Xi Jinping, Xian H-20, Yemen

June 20, 2019 · 12:52

The ice and the icing

Ah, it is the environment that was taking a hit yesterday. The Guardian (at https://www.theguardian.com/environment/2019/jun/18/arctic-permafrost-canada-science-climate-crisis) is giving us: ‘Scientists shocked by Arctic permafrost thawing 70 years sooner than predicted‘, and at this point, we can all agree that we have a really serious problem. I know, the people at Wall Street would more likely than not be in a stage to dismiss and debunk the news, yet this is not about merely melting ice, this is about permafrost melting. This is no small matter; you see the Arctic and Antarctic both have places where the ice never melts, that ‘never melting’ ice is now actually melting. Consider if you can, a piece of ice on Antarctic, twice the size of the state of Texas, close to half a mile high, that is now becoming water (which in Antarctic terms does not seem much). Now we also know that ice loses volume when it melts, yet it is only 10%, so over the foreseeable future we end up with a water mass 800 meter high and the size of Texas being added to the oceans. Water levels will rise and to a decent amount, in all this, there is also the arctic to consider, it is not land, it is all water and they too will add levels of water to it all.

Then there is a new development, which we see at (https://www.theguardian.com/environment/2019/jun/19/himalayan-glacier-melting-doubled-since-2000-scientists-reveal), the problem is are we have been sold for too long and too often a package of goods? Is it such a stretch that the media ‘suddenly’ has a whole range of ‘revelations’? I am not stating that these are fabricated, but the timing is an issue. As I personally see it the people have been ‘handled’ for far too long, giving less and less reliability on what we see. Even as we see ‘Himalayan glacier melting doubled since 2000, spy satellites show‘, more important, why did it require a spy satellite? Yes, I get it when we see “more than a quarter of all ice lost over the last four decades, scientists have revealed“, so when was that revealed? It gets to be worse when we see: “This is the clearest picture yet of how fast Himalayan glaciers are melting since 1975, and why“. Fair enough the work ‘Acceleration of ice loss across the Himalayas over the past 40 years‘ published in Science Advances 19 Jun 2019: Vol. 5, no. 6, eaav7266; DOI: 10.1126/sciadv.aav7266 is seemingly an academic work by J. M. Maurer, J. M. Schaefer, S. Rupper and A. Corley might be good and it might all be top notch work, but the timing of it all gives it a little bit of a bitter taste. Now, this is not some hidden attack, the work looks really good (at https://advances.sciencemag.org/content/5/6/eaav7266), it has uncertainty assessments, how it was dealt with, how the data was captured, this is a real piece of academic work with references and all (a lot of references), yet timing is everything we know that and it still feels like we are being handled. Part of me is speculating that this game is not by the scientists, but that certain previous white house players have been suppressing or delaying certain reports. It is highly speculative and I have no evidence, but that is what it feels like, the more the political player gets into bed with big business, the less environmental consideration we tend to see.

The entire matter increases when we consider: “The analysis shows that 8bn tonnes of ice are being lost every year and not replaced by snow, with the lower level glaciers shrinking in height by 5 meters annually” this implies another part which we see in the National Geographic (at https://www.nationalgeographic.com/environment/global-warming/sea-level-rise/). When we see: “Rising seas is one of those climate change effects. Average sea levels have swelled over 8 inches (about 23 cm) since 1880, with about three of those inches gained in the last 25 years. Every year, the sea rises another .13 inches (3.2 mm)“, we see the other part of the coin, so how about your beachfront property in 2045?

We can go long on the yay and nay sayers, but in all this, the media needs to stop facilitating to their shareholders, their stake holders and their advertisers, because the bulk of them are clearly in denial of environmental changes, as well as clearly opposing change. In 2012, the Guardian (https://www.theguardian.com/environment/2012/may/30/companies-block-action-climate-change) gave us: “An analysis of 28 Standard & Poor 500 publicly traded companies by researchers from the Union of Concerned Scientists exposed a sharp disconnect in some cases between PR message and less visible activities, with companies quietly lobbying against climate policy or funding groups which work to discredit climate science“, I believe that this is still going on, however these companies have become more clever in their actions and acting indirectly. In 2014 we see a Journalist names Mark Green giving us (at https://www.api.org/news-policy-and-issues/blog/2014/10/21/americas-oil-and-natural-gas-industry-be) “97 percent of all oil and natural gas company stock – held by millions of Americans across the country. These include retirees and middle-class Americans saving for retirement“, it is now less about the opposition it is that being ‘in favour’ is dooming the middle class a reversed reverse psychology if you will.

Do you still think that shareholders and stake holders are a stretch? How many financial institution advertisement have YOU seen in the last week alone? And when it comes to the sceptical and the 197 excuses they have, let me add utterly bogus excuse 198: “Women warm the hearts of men and with 4 billion men one woman can raise the planetary temperature by at least 1 degree, so what about the other 99 in the hot 100 (graphic evidence added)?” We see lists of excuses yet to overall need to take a serious look at the matter and give serious airtime to those trying to warn us is also a topic for debate.

When we pass over that episode and we add to the matter (Antarctica, Himalaya, Arctic, Greenland) there is a stage where we have surpassed essential milestones, milestones that can no longer be undone (not within the next two generations). Me, I am still all in favour of culling the human population by 85%, and fortunately for me this time around, the politicians are actually helping me.

It’s the Icing

When it is about the icing we can go in two directions, in the first it is about the topping of a cake, we all have tried it, yummy chocolate icing, marzipan topping, our sweet tooth desires a scrumptious load of icing and the larger your slice of the cake, the better the sugar rush. The second direction is mostly for Canadians (LOL), it is seen in hockey when a player shoots the puck from behind the centre red line, across the opposing team’s goal line, whilst the puck remains untouched. It is a rule to oppose a quick win, netball has a similar option; you need to win by being the better player in each segment of the field. It nullifies a play like Matt Prater of the Denver Broncos achieved in 2013 by kicking that piece of air filled leather for 64 yards, an achievement for sure, but at that point the game becomes about the kickers and it becomes less about the full game. An icing stops this option, making it about the game and this matters as we see in: ‘Diplomatic offensive aims to dissuade Tehran from breaching uranium limits‘ (at https://www.theguardian.com/world/2019/jun/19/uk-france-germany-last-ditch-effort-save-iran-deal), you see I am slightly less convinced that they are not their yet (or disgracefully close to it). When I see: ““We want to unify our efforts so there is a de-escalation process that starts,” Le Drian said. “There is still time and we hope all the actors show more calm. There is still time, but only a little time.”” to be honest I wonder what drugs Jean-Yves Le Drian is on (and can I have some please?) The idea that Iran adheres to any kind of agreement is short sold to begin with, the entire Hezbollah proxy war counts as evidence in that matter.

So when I see: “We need to de-escalate through dialogue. It is a time of ‘diplomacy first’ and that’s what we are committed to” I merely wonder who is fooling who. It is seen when the most stupid of all actions is given with: “If Iran did breach the uranium limits, the deal, known as the joint comprehensive plan of action, gives both sides time to go into a disputes mechanism before it is declared void“, is it really that bad, after the ‘breach’ Europe still wants to talk? Did you learn nothing from the Adolph Hitler European tour of 1939-1945? We could ask the State of Israel with its 15 million votes, oh sorry, there are apparently 6 million absentee ballots, they can no longer vote; does anyone remember that little fact in the entire equation?

If it is slightly too crude, then it is intentional. We have facilitated for tea parties and long winded talks going nowhere for too often and for far too long. It is now time to act before it is too late, or merely accept the culling that comes afterwards, which will be good for the environment as well.

Ice and Icing, all events linking to intentional violations to norms, to boundaries and to standards of life and living, how many more violations will we endure until we are given the sad reality our children and grand children face soon enough, we have left them nothing and for too long we would not adhere to that reality until it was too late for the next generation. We are shown too much pieces of evidence that we are doing this, whilst denying the facts presented. This might be the best evidence that we are bad parents and that we are unworthy of titles of parent and custodian, the evidence is all out there in colour, in black and white, on all levels including the academic one.

If this was a match, then it would be the face-off between the two Global Hockey teams: the Bogusses versus the Professinators, the problem is that no matter who wins, the people lose, this game has been on for too long and time is a luxury we actually no longer have and the media have been all about getting the limelight and the time to let all the voices be heard letting exploitation reign (aka circulation and clicks). The Great Barrier Reef with over 50% now bleached to death (source: National Geographic), is merely one casualty of all talk and no actions, I wonder how many more needs to be lost for people to finally force actions against politicians and corporations. In opposition we see the New York post giving us (at https://nypost.com/2018/09/12/the-great-barrier-reef-was-never-dead/) “Australia’s Great Barrier Reef is “showing signs of recovery,” a new study shows, after massive bleaching events in 2016 and 2017 threatened the world’s largest living structure”. It is time to properly vet the media for what they publish and cater to on a much larger scale, because in this age of strife they win, as do their advertisers. We could of course accept the second option and allow for the culling, it will solve both matters at hand as it means that there are too few left to advertise to.

6 of one, half a dozen of the other is a term we see, and we think that it is the same, yet we are too often not told that it was no longer about apples or oranges, it was relabeled as an issue about fruit, now we get to deal with fruit whilst our individual preference of apples and oranges is no longer an option to cater to, did you realise that small part of the equation as well?

1 Comment

Filed under Finance, Media, Politics, Science

Tagged as A. Corley, Acceleration of ice loss across the Himalayas over the past 40 years, Adolf Hitler, Antarctica, API, Arctic, Canada, environment, France, Germany, Greenland, Himalaya, Hockey, ice cap, Iran, Israel, J. M. Maurer, J. M. Schaefer, Jean-Yves Le Drian, Jews, Mark Green, National Geographic, New York Post, S. Rupper, Science Advances, State of Israel, Tehran, the Guardian, Uranium agreement

June 17, 2019 · 11:37

Wouldn’t it be nice?

Yesterday I merely focussed on the Mining incident, now as we see a lot more damage, it is time to consolidate certain levels of knowledge. Gulf News (at https://gulfnews.com/opinion/editorials/world-should-help-stop-tanker-attacks-1.64638787) gives us: “Shaikh Abdullah Bin Zayed Al Nahyan, UAE Minister of Foreign Affairs and International Cooperation, on Saturday has called upon allies to help confront regional threats through peaceful means“, it is an important view, especially as I disagree with it. Yet the quote: “The attacks on four oil tankers in the UAE’s territorial waters are evidence that we have identified as underwater explosions, utilising sophisticated technologies. These capabilities are not present in illegal non-state groups. These are disciplined processes carried out by a state” is a lot more correct, yet still wrong. So let’s go over it, starting with the second quote. The one adjustment that needs to be seen here is: ‘carried out by a state player‘, it is one word, but it carries a lot of weight. The weight we saw before as we consider the actions available to proxy wars. It is there because Houthi forces were eager to take ownership of previous actions; as such the current solution is a lot less likely to work.

In that same phase, I am happy on the approach that Shaikh Abdullah Bin Zayed Al Nahyan takes, yet I believe that it is too late for Iran here. They will never stop playing their games, so we should play ours. In the first stage is a canal from somewhere between Al Aqah and Al Bidya to somewhere around Al Jazirah. It would be a construction achievement that has seldom been achieved.

A stretch that allows two tankers to pass each other and also be a route for the super yachts, making the solution interesting for dozens of marinas down the coast as well. In addition to that should Iran misbehave, the straight could be to a larger degree be blocked, making the Iranian troubles rise, more important, if that part gets shut, Iran will have no options and the city of Bandar Abbas becomes the most expensive worthless piece of real estate soon thereafter, that city and its airport relies on international commerce, so let’s take that off the table shall we?

Iran only has itself to blame here and even as there are still valid questions on how guilty they actually are, they enabled their ‘allies’ through proxy warfare and as such they have no clean hands and should not rely on any equitable solution coming their way. It becomes a money game, considering the fact that the 9K32 Strela-2 was used and these puppies go for $93,000 each. Someone is funding them as the Houthi forces have no real assets to work with, so someone is paying for all that bacon, the question becomes who is the banker? Iran is the most likely candidate, however, a more likely play is to work with an in-between like Hezbollah, Lebanon or Turkey that is the first ring of cash to deal with. When we path is clear, the actions become clear too and over time we can see results, however whilst Iran keeps on having options, getting a canal in place that takes the straight out of the options is a first part. Optionally, a blockade could then set further pressures, especially if there is an alternative canal route available.

We should agree that the canal is a step towards war and not towards peace, yet Iran has no interests in any peaceful settling of their affairs, 4 tankers are enough evidence for me, and even as I myself want to see better evidence proving that it was Iran, I have close to zero doubt that they were involved indirectly, it is the direct actions that matter, especially in the Iranian situation. You see the doubt comes from a few years ago when we saw statements that two Iranian officers had decided to arm Hezbollah, seemingly without permissions from their superiors. Now, I have no doubt that it got their blessing, but not on paper that is the pretended ghost we fight, it is what we can prove that matters and at present we are lacking in that department.

Wouldn’t it be nice?

Yes, we all are hoping for some peaceful solution, a solution with a state that has so far never ever honoured one (as far as I can tell). Even as we saw last week: ‘Iran has followed through on a threat to accelerate its production of enriched uranium‘, the fact that all the equipment was already in place suggests that preparations to braking the agreements were started many months before that, so all the rattling of some agreement with Europe was never ever going to be honoured, that is what we are up against. Now we need to find a way to keep Saudi Arabia on top of this as well, the moment they fall behind Iran will indiscriminately attack both Saudi Arabia and via proxies Israel as well. When that happens, we will see all politicians run for cover, pleading for some peace summit as the radiation is in the air and they will force the military to oblige, it will be too late then. Even now that game is in action as we see: (at https://www.japantimes.co.jp/news/2019/06/15/world/iran-far-hitting-cap-enriched-uranium-diplomats-say/) ‘Iran is far from hitting cap on enriched uranium, diplomats say‘

Based on what evidence is that?

There is close to no reliability to either quote. The first: “Iran is likely to hit the deal’s 202.8 kg limit on its enriched uranium stock in around two months. Its stock was 174.1 kg on May 20, the Vienna-based International Atomic Energy Agency’s last quarterly report said“, this report is debatable on several sides; there is no way that Iran would have given an actual look into the cards they hold, so the chance that they have surpassed 200Kg is not that far-fetched, implying that the agreed limit is at best days away, more likely merely hours.

The second quote “Diplomats in Vienna who monitor its progress closely say Iran is capable of hitting the uranium ceiling in as little as 10 days” is based on equally shoddy intelligence, an issue that has plagued the anti-Iran intelligence community for far too long and now there is a long lasting danger. My issue is that the players who are trying to find a dialogue are not the targets, so they have little to lose, if they lose they merely point at Iran for being ‘naughty’, Israel and Saudi Arabia have direct losses to deal with and they should not be in these levels of danger for any reason and now we see why Iranian actions are months overdue. The fact that this stage is now in play is optionally evidence that the economic sanctions were never going to work. Iran merely needs to get the first explosion in for all those bitches to fall in line pleading for a summit. Neither the Kingdom of Saudi Arabia, nor the State of Israel signed up for this. In the end a nuclear explosion would not be essential; a dirty bomb in either large enough city will pretty much achieve the same goal.

The problem with saber rattling is not that it is done, the politicians who start that often cannot wield a saber and want to parlay the moment it backfires, and at that point the initial damage is accepted as the cost of doing business, yet for the victim? You know the place that was used for the demonstration? Yes, those politicians will want to wield a large carrot, but we have come to the stage where a carrot will no longer suffice and the players are in denial that is why we can no longer play to the tune of Iran and we need to turn the tables on them, we actually do not have a choice anymore. We saw for over 4 years how Iran was playing the cards anyway they saw fit and for too long everyone shrugged their shoulders stating that it would be fixed down the line, well this is down the line and nothing was fixed, so we either alter the game or pronounce Iran winner (which is utterly unacceptable to me).

So the game where we see that Iran is accused, yet actual evidence cannot be presented is a dangerous stage and former CIA director, now US Secretary of State Mike Pompeo knows this. Even as we get via NPR: “The intelligence community has lots of data, lots of evidence. The world will come to see much of it, but the American people should rest assured we have high confidence with respect to who conducted these attacks as well as half a dozen other attacks throughout the world“, yet until that evidence is scrutinised the US remains to have a problem, their track record on handling evidence is just as shoddy (a silver briefcase with WMD evidence anyone?) Even as we saw the over optimistic ten days stretch for enriched Uranium, I am not convinced that either Israel or Saudi Arabia have that time span. Should Iran decide to play the proxy game again, what will be done when Hezbollah or Houthi start a dirty bomb tactic? Will we state caution or state the demand for War?

Knowing politicians especially the spineless ones, yet here the strong ones too, they will all shout: ‘One more summit please!‘ Will we then give in? Can Israel or Saudi Arabia afford to give in, or do we make sure that Tehran is bombed until the Iranian population is at least 22% lower?

Can we even afford to consider a peace talks with someone like Iran at that point? You tell me, because I am convinced that talks are no longer an option at that point and I am 99% certain that whoever gets hit will agree with me. This has seemingly become a game where Iran requires a win and we cannot afford for them to have any victories, the realisation that there should never be any gain on a proxy war almost demand that setting. The fact that the drone went down in Yemen is no evidence, the fact that Houthi force did it is accepted, yet can Iranian action be proven whilst there is a decent chance that the instructors and support groups are send by Hezbollah. The fact that there is no proof which team supported the Houthi forces is part of the problem and even though we accept that Iran supports Hezbollah that in itself does not make Iran guilty of this act and that is exactly the complication we face at present.

Leave a comment

Filed under Finance, Military, Politics

Tagged as Al Aqah, Al Bidya, Al Jazirah, Bandar Abbas, Hezbollah, Houthi, Iran, Israel, Lebanon, Mike Pompeo, Persian Gulf, Saudi Arabia, Sea of Oman, Shaikh Abdullah Bin Zayed Al Nahyan, Strait of Hormuz, Strela-2, Turkey, UAE, Uranium, US Secretary of State, Yemen

June 13, 2019 · 11:28

The 11th hour of Chapter 11

It was around 01:00 this morning when a ‘recommended video’ made it to my stream. Now, I am known to have a sense of humour, a flaky one at best and to see the name Jon Stewart (yes the comedian) to be on that ‘recommended stream’ regarding a PBS News hour was something new to me, but I was a little curious and I took a look.

What I was confronted with did not merely blow my socks off; it gave the impression that America is currently in such a bad state that it makes me wonder why at present this issue does not grace the front page in EVERY NEWSPAPER on the planet.

I have seen my fill of political windbags, their past acts gave Chicago the name ‘the windy city’, it gave the impression that a cocaine dealer has seemingly a higher regard for ‘their word’ than most members of the US Congress. Still, there was no stopping Jon Stewart as he gave his view in congress.

The story (at https://www.youtube.com/watch?v=HT5FTrIZN-E) shows that Jon Stewart is not merely a person with a sense of humour, the man talks up a storm, not a windy one, but a perfect storm. You need to hear it to believe what America and American politics is doing to the first line of defence of the city of New York, what has been done to those running into the area where the World Trade Centre, to give aid and to save as many people as possible. In a room that was filled with first responders, a room that is filled with the pain and agony of what they had gone through and the members of US Congress (the bulk of them) are not there, not there to stand protecting the first responders of America, not there to protect the first responders of America and not there for those putting their lives on the line for the annual amount that is less than 0.1% of what an average Wall Street banker takes home on an average month.

The headline pretty much states it with: ‘Congress ‘should be ashamed’ over inaction on helping 9/11 first responders‘, but that would be a disservice, US Congress failed on a much larger scale than that. The members of congress did not even have the respect and courtesy to show up. And during all this is the voice of Jon Stewart advocating for these people intentionally forgotten. Stated is that one member got there as he is up for a 69^th round of chemo. I cannot even fathom anyone living past 2 dozen treatments, let alone an additional 45 treatments past that point. I personally have never felt such pride in being a witness to a person like Jon Stewart, what some would call merely a comedian standing up and advocating for a group that should have been protected by 320 million Americans calling and shouting at their senators, their congress representatives, their governors and their alderman to fix this immediately. Is America this broke, this bankrupt that denial of an essential and required need for first responders to be given at any given time? As Jon states, they were there in 5 seconds, the first responders were actively aiding and assisting the fallen and the wounded in 5 seconds. And it gets to be worse!

FDNY, NYPD, Port Authority, EMS responded they all did and Congress is now holding the implied ‘were out to lunch’, ‘we are currently unavailable, have a nice day’ signs, in my view every American should stand shoulder to shoulder with Jon Stewart making their voices heard making sure that first responders get better service and better protection than any member of congress every could hope to get. We are after this exposed to details that I have (to the best of my knowledge not seen anywhere, not to the degree it should be exposed to). The never ending waves of denial from those who should have been a circle of protection is not merely baffling, it should be beyond shameful. Anyone on that track should be barred from public office. that is how it should be, but it is not. It merely shows that government is not in charge, Wall Street seemingly is and these people have become too expensive to the American way of life.

Consider this

Even in the wildest time when the US was merely known as part of the British Empire, these people had a better standing and better protection than they now have in American society. Can you imagine the shame where rescue services as a member of the British colonies, serving the British Empire and the King of England in 1760 would have been treated better than those of the United States of America in 2001-2019?

Can anyone imagine the shame of it all?

Then optionally making an attack on America a New York issue, I wonder how congress would have treated this if the jets had flown into Mount Rushmore, would that have been an unfortunate collision with a shaped hill? The fact that the ‘pile’ had such dire issues to the health of first responders is also a much larger concern. Evan as ABC news gave us (at https://abcnews.go.com/US/911-toll-growsl-16000-ground-responders-sick-found/story?id=57669657) “Twenty-three NYPD officers were killed at the World Trade Center on Sept. 11, 2001. In the 17 years since, the department says another 156 have died of illnesses contracted from their time on what was then known as “the pile,” the mountain of toxic debris from the fallen towers.” the fact that there is every indication that the number of people dying of disease directly due to the toxic elements of the WTC debris is staggering, the fact that 23 NYPD members died on the day and 156 died of health related issues, directly related to the WTC toxicity events since is a much larger concern. How did all that toxicity be part of that building in the first place?

Last august to total tally was a mere 28 people difference, there is every indication that the total deaths since 9/11 will surpass the first responders casualties on the day it happened in early 2020 and they did not go direct, instantly and gently, they were hollowed to nothing by toxicity and left to their own devices. How can any nation stand by and let this happen?

And when Jon Stewart mentions the hundred, nay thousands of tweets by officials giving us ‘Never forget the heroes of 9/11‘ and we now see that they are shunned and ignored, we see the anger that every American should have, because who will you count on when this happens again? Do you think that under these conditions first responders have any actual responsibility when their government, their congress abandons them?

It is hard to not be hit by the directness of Jon Stewart, I is hard to ignore that what Jon Stewart brings, but for the most, the media was silent, but not anymore, only a few hours ago I learn that ‘House panel unanimously passes 9/11 victims fund bill after Jon Stewart bashing‘, this is great in some respect, but why was the international media silent for so many years, and why did it take so long for this bill to pass? I reckon that the success that Jon Stewart booked will be reason enough that the global media picks up on this story, but as I personally see it, that act is a decade late and for the world of me, I cannot fathom why the media stayed silent on the plight of first responders for to the degree it did for such a long time, can you?

The only remaining part is now, why was action absent for that long, is America truly broke? If so should catering towards large corporations not end, or better stated has facilitation to this degree and for this long not been one of the most shameful acts? Who is to blame for such levels of denial and facilitation? Just image the reality of what I say and what I just proved. In one month we got close to 70,000,000 articles filled with speculations (often absent of actual facts) on what happened to one reporter no one cares about (harsh but true), yet how much awareness and articles were created since 9/11 2001 on the plight and hardship of first responders? When we realise this, how big was the failure to American first responders from 9/11 2002 onwards?

Leave a comment

Filed under Finance, Media, Politics

Tagged as ABC News, EMS, FDNY, Jon Stewart, New York, NYPD, PBS, Port Authority, US Congress, WTC

June 7, 2019 · 13:25

Call me

There is news, there is always news, yet now we have different news. The news that matters is not the direct given news, it is merely what we see here that becomes a consequence for a longer setting and it has happened before.

We start with Arab News who gives us: ‘Huawei’s US blacklisting row has little impact in Saudi Arabia‘ (at http://www.arabnews.com/node/1503431/saudi-arabia). Yes, there is little impact and that is not weird or amazing, it merely is. Yet the news is still important for other reasons. The quote “The US wants to remain a leading source of technology around the world, even though China is working hard to create a new leadership in (the sector)” by Majed Al-Hedayan is not that accurate, the intent to be a leading source is there, yet the patent applications from the last 5 year show that the US stopped being the leading entity in that regard in 2015, Asia (mainly China) surpassed them with a large and comfortable margin, a big chunk of the Asian patents are with Samsung, which is also important to note.

The issue is not seen here, merely the impact and the response from the consumers. What happens when we combine this with the Guardian (at https://www.theguardian.com/technology/2019/jun/06/chinas-huawei-signs-deal-to-develop-5g-network-in-russia) giving us: ‘China’s Huawei signs deal to develop 5G network in Russia‘, now it becomes a new stage. It is not easy to explain, however I will get you all there. The first instances of Russian pressures to gain new momentum in the Middle East were seen in March 2018 in ‘The Global Economic Switch‘ (at https://lawlordtobe.com/2018/03/06/the-global-economic-switch/), we see the first elements of a failing Trump tactic. My quote, which uses some of the source CNBC information gets us: “we are treated to “The partnership with OPEC, led by Saudi Arabia, allows Russia to strengthen its hand in the Middle East at the same time the U.S. role has been diminished“, the diminishing of the US as stated by other sources closes doors to the US on several shores, a dangerous change that comes at one of the least fortunate times” that shift grew as President Putin decided to rely on his favourite pit bull (Dmitry Utkin) to make waves in Syria, after which Russia stepped in and decided to ‘assist’ President Bashar Al-Assad. Russia has one advantage; the Syrian army is completely unable to properly wage war which was seen after rebels launched a surprise counter-attack on the village of Kafr Naboudeh. They were presented with well-equipped and troops that were dug in. Yet those were pushed into running like a jackrabbit, rearming the rebels with heavy weapons that they had left behind, weapons that found an eager target in more Syrian troops. Both the fact and the stage are important as it requires Syria to facilitate for Russia in more than one way. In addition I gave the readers initially: “Yevgeniy Prigozhin and Dmitry Utkin allegedly have been preparing to grow an ICT/Mobile infrastructure in Syria, that whilst construction fortunes would be coming their way too, the entire growth with Saudi Arabia as an optional side allows those two to split a few billions between the two of them, whilst at the same time growing the other fields they have access to and get a seat at the Saudi Arabian table at the same time“, several analysts laughed and sneered at me with the topic mention that I had no clue what was happening and it would never happen. So now we move to February 2019 (a year later) and we see (at http://scbc.sy/en/2019/02/20/russian-companies-plan-to-build-construction-projects-in-syria/) where the headline ‘Russian Companies Plan to Build Construction Projects in Syria‘ graced us all. So when I read: “Russian construction companies are planning to build three- or four-storey buildings at low prices, all delivered in record time, 37 days for construction“, I must be imagining things. The fact that it was a not a no-man show, but we see: “In the presence of the Vice-President of the Chamber for International Affairs and Chairman of the Chamber’s Building Committee, Dr. Luai Yousef, Director General of the Russian-Syrian Business Council, discussed with the heads of Russian contracting and reconstruction companies the necessary mechanisms to start the work“, we see ego and profit in place for the right facilitation, so far I am 2-0 on those paid to know this, And I was a year ahead of them.

The second stage

It is here that the Guardian takes its entrance to ‘China’s Huawei signs deal to develop 5G network in Russia‘ (at https://www.theguardian.com/technology/2019/jun/06/chinas-huawei-signs-deal-to-develop-5g-network-in-russia). Now we see: “the development of 5G technologies and the pilot launch of fifth-generation networks in 2019-2020”, MTS said in a statement on Wednesday“. Now the game changes, especially ‘as this has happened before‘. Most might not know this, but in the early 90’s America tried to keep IP progress away from Russia, and as such it was close to impossible to find a decent PC in Russia. That changes when Toshiba decided to do business in Russia. Within 3 years everyone on the planet knew about Toshiba. Rugged laptops that were stern were seen all over Europe and with Russia being an exclusive client the power of Toshiba grew; within 5 years they were in the top 5 of laptops and there they would remain for a while. This situation now repeats itself with Huawei being in Russia and the Middle East (Saudi Arabia & UAE) as well as still growing in Europe. And even as the US will make fun of the fact that there are at least twice as many Americans than Russians, the fact that American companies cannot go to Russia and Huawei is set now in a similar exclusive stage (like Toshiba was) gives rise that the revenues of Huawei will go through the roof this year. It becomes a larger issue as Trump’s ban on Huawei is countered by British officials seeking answers (no real ones will be coming). Huawei has an advantage through Russia giving rise to even more business. The non-tactical option for America to remain the leading technologist was never going to happen, not in the state the US is; with AT&T settling out of court their 5G deceptive conduct. Even as we are told: “we have amicably settled this matter” by an AT&T spokesperson, no one is asking questions on who has an actual full powered 5G in America. That stage is not improving when we see only two months ago: “Trump said the U.S. will cut regulations and free up spectrum for 5G technology amid tight competition with China and other nations to develop the next generation of telecommunications infrastructure“, the fact that this still had to happen 2 months ago shows the lag and the delays that the US faces. The headline ‘FCC Vows 5G Networks Will Be a Private Sector Project‘ does not make matters speed up (source: Forbes). The part everyone (most of them) ignored is that Huawei holds a little over 15% of all the 5G patents that are out there, so anyone who wants to get ahead is either facilitating to Huawei or pretending to be their best friend, obviously the US cannot apply for that position. As I personally see it, America is bogged down on second grade equipment for now and that setback will bite. That was always the setting and now that the push is becoming more and more visible we will see that Russia met with the winning team and thought it was a good deal, for them it is as it opens up all kinds of partnerships with the Middle east in construction and optionally 5G deployment, so Halliburton eat your heart out!

Is it still a surprise why I gave Huawei first option (2^nd place went to Google) to my IP?

Until three months ago there was close to little option for Russia to make headway into Saudi Arabia, now with US Senators trying to block arms deals that is no longer a given. If they succeed, the entire collaboration of Huawei and Russia could give more options to Russia down the road. In this American policy has staggered in a stage of ‘Think Local Act Global‘, whilst the world is in a stage of ‘Think Global Act Local‘ and so far American politics has not evolved to the degree that where need to contemplate that there was a price for a decade of complacency, the consequences of these actions is like watching a train called America stuck in Nowhere Town, whilst the express trains called Huawei, China and Russia are now passing them by at high speed towards the destination of a place some call Opportunity city.

Whilst everyone shrugs their shoulders and wonders if it matters, consider that the US has a $22 trillion debt do you think that the US will not feel the pinch of losing billion after billion in trade with Saudi Arabia and the UAE watching their options go to China and Russia? The fact that with every quality delivery Russia gets more and more contracts regarding 5G embedded construction; as well as more Saudi Construction offers for Neom City? When that seriously starts to shift, Saudi Arabia ends up holding one nice Trump card (pun intended), when it comes to Russia, we a nations that driven to pragmatism, so as these offers go their way, there is every chance that Russia will drop Iran like a bad habit, in the end Russia already refused Iran the S-400 solution, which would have struck a positive note in Riyadh, I am certain of that part. Iran is not merely a bad player, they are clueless how to play the game to begin with; their actions involving Hezbollah was evidence of that, now with Russia pushing towards alternative directions Iran will lose more, as does the US, so it would be a win-win for both Russia and China.

A lot of this could have been seen in advance, some of the events were foretold by me a year ago (not the Huawei mess though), with these pieces on the table, why push? I never opposed the view Alex Younger had, because that is a national policy that makes perfect sense (but not the best stage for the UK at present), the American pressure was founded on no evidence and now it could cost them a lot more. There is even a third danger, even as everyone depends on Qualcomm, the stage is now set where Huawei has to design its own version. The problem is that through limitations people find creativity, we saw that in the old 8-bit computer age, the 16 bit added to that and not because of resources. It’s when we are pushed into a box of limitations at that point we will truly focus on innovation. For example Disk Doubler was a direct result of the limitations that a 20MB hard drive had. When you consider that a 10Mb drive on an original PC was $1500, the solution started to make sense really fast. It did not come that early, but in an age where the norm of a drive was 20MB and these drives were $10-$20 per megabyte. So when Huawei gets pushed into a corner, there might be a little lag, but the makers of 5G will find a solution, when that happens Qualcomm will suddenly have a much larger competitor and they aren’t the only player. What most failed to see is that the latest growth of Qualcomm was not them, it was buying others. Since 2011 Qualcomm took over 21 companies. Rapid Bridge, Ubicom, Orb Networks, Stonestreet and CSR pls to name a few for amounts up to $2.5 Billion, that kind of knowledge left them with spillage (unflattering term for lost knowledge), it is corporate brain drain that spillage will find another player and to some degree it will do just that. Now that someone shut the door on them implies that they will need to find alternatives and Huawei is more likely than not doing just that.

Even if their mobile markets does take a temporary dip, their 5G technology does not and in the end Huawei has an advantage, now with the growing partnerships with Russia and the Middle East that advantage might actually grow, and at that point the game changes. The implied evidence is already there, but the actual evidence will have to wait. We should also consider that Qualcomm derives most of its revenue from chip making, whilst the bulk of their profit comes from patent licensing businesses. The fact that patents are the profit is the issue, Huawei has the jump to some degree and should they resolve the patent issue, Qualcomm will see a fast growing drop in revenue, shortening their profits even more, so now they will need to address their cost of doing business and that will bite them hard. No matter how their $22.73 billion revenue continues. The fact that patents are profit and should Huawei find any solution, Qualcomm will face hard hits in an area where being nice was the only option, and it will not be a smooth one, it will hit hard with every patent that Huawei files. Blacklisting Huawei will have a much larger impact than anyone expected. Qualcomm had a -$5 billion in net income last year, so if the patents are their profit and Huawei gets even one patent validated in the field of Qualcomm, how much do you think that impact will be?

Another side is seen through CNBC, where we are confronted with: “They’re making some power moves right now and the ultimate power move would be to ban iPhones. Now if that happens, this thing goes down to $130“. This threat is actually more real than some think and the impact is also larger. We could be faced with an Apple Inc. in dire need as it loses 30% value and that is nothing to be laughing at. The ramifications of that act will be a global one. Samsung as a Korean player will laugh on the side as people will have to make a choice, but damage to Apple to this degree was never considered. And that is not all, there is one more play for China, Business Insider informed us last week (at https://www.businessinsider.com.au/china-rare-earth-list-of-us-products-could-affected-2019-5) that ‘Here’s a list of American products that could be affected if China banned rare-earth metal exports to the US as a trade-war weapon’. The realisation that “Eighty per cent of US imports of rare-earth metals come from China, according to the US Geological Survey”, now consider the small fact that “Yttrium, europium, and terbium are used in LED screens, which you can find on most smartphones, tablets, laptops, and flat-screen TVs. Their red-green-blue phosphors help power the display screen, according to a 2014 US Geological Survey fact sheet. Those elements are also used in iPhone batteries and help make the phone vibrate when you get a text, Business Insider’s Jeremy Berke reported.” When you consider these parts and when you realise that Apple has no option to replace those parts at present, in Addition, consider all the other smart devices in circulation that rely on these materials, how infinitely stupid was this trade war to begin with? Oh and that is whilst we take Seagate out of the equation with their drives, which by the way relies heavily on the availability of Dysprosium, which according to Seagate’s CEO, Stephen Luczo gave them a margin issue of close to 20%, that much could be lost to Seagate, and when that material goes, what remains?

In the end, no matter how this plays out, when the Intelligence boffins figure out that they had several elements wrong for over a year, they should call me, they might learn something (which would be novel in its own right).

Leave a comment

Filed under Finance, IT, Media, Military, Politics, Science

Tagged as Alex Younger, Apple, Business Insider, CNBC, CSR pls, Dmitry Utkin, Dr. Luai Yousef, Dysprosium, europium, FCC, Huawei, Jeremy Berke, Kafr Naboudeh, Majed Al-Hedayan, Orb Networks, Qualcomm, Rapid Bridge, Russia, Russian-Syrian Business Council, Samsung, Saudi Arabia, Seagate, Stephen Luczo, Stonestreet, terbium, Toshiba, UAE, Ubicom, UK, US, Yevgeniy Prigozhin, Yttrium

Category Archives: Finance

Recent Posts

Archives