Tag Archives: 4G

When it is with us

Larry Elliott raises an interesting question regarding Huawei, it is an issue I raised a few times over the last months, even last year. I made a reference going back to December 2018 (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/) where in ‘Tic Toc Ruination‘ I said had “In a statement, the UK telecoms group has confirmed it is in the process of removing Huawei equipment from the key parts of its 3G and 4G networks to meet an existing internal policy not to have the Chinese firm at the centre of its infrastructure“, all at the behest of spymaster incredibili Alex Younger. Yet actual evidence of Chinese activities was never given in evidence. Alex does something else and in retrospect to his French, American and Canadian peers something that is actually intelligent. He gives us: “the UK needed to decide if it was “comfortable” with Chinese ownership of the technology being used.” This is at the foundation of “We can agree with Alex Younger that any nation needs to negate technological risk, we could consider that he seemingly had the only valid opposition against Huawei, as it was not directed at Huawei, but at the fact that the tech is not British, the others did not work that path, and as we see that technology is cornered by the big 7, those in the White House with an absent person from both Apple and Huawei. We have accepted the changed stage of technology and that might not have been a good thing (especially in light of all the cyber-crimes out there), also a larger diverse supplier group might have addressed other weak spot via their own internal policies, another path optionally not averted.” The issue is that ‘the tech is not British‘, so finding a temporary solution for British technology to catch up is an essential move. Whilst Larry gives us: “why a country that emerged from the second world war with a technological edge in computers and electronics should require the assistance of what is still classified as an emerging economy to construct a crucial piece of national infrastructure” is a very correct stance. The issue is that some got lazy and others got managed by excel users, getting it somewhere else is just cheaper. The combination has now created a technology gap that spans part of 4G and pretty much the entire 5G stage, that is before my IP comes into play, I found the niche that others forgot, in commerce and cyber security, as the gap is about to increase and for me the limitation is that only Huawei and Google have the optional stage where the problem can be solved (read: properly addressed). I am certain that there is more, I have not gone deep enough with what I found, implying that my window of opportunity is not that big. Larry Elliott goes on in his article taking to bat a few issues from 1967 onwards that gives rise to the UK loss, you should read it as it is a really good article (at https://www.theguardian.com/technology/2019/may/05/the-huawei-incident-points-to-a-deeper-lesson-for-great-britain). There is one element that was missing, it was the stage of the 90’s where the computer market moved from innovative to iterative, it is perhaps the larger (read: largest) failure. The advantage that places like IBM had were equaled within 3 years by makers like ASUS, A market of Printed Circuit Boards moved from US/UK held companies went to places like ASUS pretty much overnight, the people jumped to the competitive player that produced high end main boards. A company that started in 1989 owned the gamers and PC builders within 10 years at that point ASUS was the number one choice. It was not merely the high quality, the fact that architectures that were set in motion in one year were offered in upgraded form within a year. It is seen in “Intel itself had a problem with its own 486 motherboard. Asus solved Intel’s problem and it turned out that Asus’ own motherboard worked correctly without the need for further modification. Since then, Asus was receiving Intel engineering samples ahead of its competitors” (David Llewelyn, ‘Invisible Gold in Asia: Creating Wealth Through Intellectual Property‘, p143.), by the time the people were ready Asus had its Pentium II boards with one interesting nuance, unlike IBM, the board supported more processors, so the P2-350 also supported the P2-450, by spending an additional $35 on a better board, you could start with the P2-350 and upgrade to the P2-450 a year later, a person would save $525 and extend the life of their PC by 2 years.

It was an innovation that saved the people money, an issue that IBM never cared for. The iterative market got overwhelmed by Taiwan titan ASUS and the market in the UK and US started to slide. As I personally see it, the market was handed to executives measured by revenue and they were unwilling to take the big fight and decided to settle for $100K less income and zero risk and after 2-3 years they would move on degrading the market as a whole; that is how I see it. Now that the newest market requires actual knowledge and know how, we see a lack of non-Asian players. Yet Larry focusses on the part that matters most for the UK, there is no manufacturing vision (read: a lack of vision), a vision that would be essential for 5G, it is the one exponential growing market for the next decade and as such not having a game to play will make you miss out on it all. So there are two options, one forfeit the game or find a partner to build that market with, in that we see the Huawei would be the best fit, they are the most advanced. The alternative is finding an Ericsson or Nokia alternative, they are both chasing Huawei, so finding a solution with Huawei implies that Huawei creates another competitor for Ericsson and Nokia, which would suit them best, at that point the UK solution will be fighting over the same pie as Sweden and Finland are. Sybase did that trick with the MS SQL server and it did them a lot of good (for a while), the biggest part is that the UK needs to take a long term strategic stand on manufacturing and that is where the floor tends to fall from under your feet. The UK has shown to lack that vision for too often and now it will come at a much greater cost.

In the end the problem is not merely catching up with Huawei, it will be about remaining innovative with the products, optionally surpassing them. That has been a problem for almost 20 years and fending off bad habits is a time consuming, as well as an energy consuming effort. For most the problem is not merely remaining innovative, it is identifying it when it is offered and there we see that the UK has had its own moments of Titanic proportions when it came to missing out. If we look into history, we see that British innovation was an annual event at the very least; this has been diminished to thrice a decade at present. With 5G in coming, the idea of having enthusiasts with a Raspberry Pi and adding a 5G kit would be stellar, consider 19 million enthusiasts and if only 0.1% has an innovative idea, that still adds up to 19,000 with the chance of 190 patents. That is a multi-billion market right there, and it is not a man-made world either, you merely need to look at how JK Rowling and Joy Mangano got their boots on the floor to realise that this is a stage that is up for everyone to rule. Our problem is that every money maker seems to rely on 100% success at minimum (read: zero) investment, it might seem good business, but that is exactly how we lost the markets to indie developers in Asia and India.

In the end the tools we create is what enables a person to advocate and test: ‘What if I did it this way?‘ that is the one that makes for the innovation worth an easy 7 figure number and in that field no dream is too wild, because the need of people not realising that it made their lives easier is not that hard, you only need to see that they lacked merely one element, or another part to make it a better solution. That alone is worth a bundle and that is where the UK and several nations lost out, we forgot that this element requires creative thinking and actual creativity, as the schools cut those classes in favour of science and business, that is when we saw the change of leaders into sheep, following the work of others so that perhaps we might get a new idea does not work, not without a clear link to creativity and art. We lost 50% of the equation and started to think that this part would fill itself in (automatically) is where we lost, the solution was with us, and we forgot about the us part.

In that light I always remember Jeff Minter, some laugh and make a reference to the mutant camels, but the truth is that he was all about creativity and the list of his achievements is long, very very long. He has been around from the earliest Sinclair ZX to the PS4, if some Britons have one percent of his creativity the UK economic hardship would be over, it is that simple and even as we focus on the 5G needs and how the UK needs its own 5G solution (which is true), the UK can only do that by focusing on harnessing creativity that will lead to optional solutions, whilst that part remains missing the UK can merely hope to replicate what exists, not create what others forgot, seeing that is an essential first for those trying to sell you the story of a new technology.

And there is a second part, it is not what does it innovate, it is the second part: ‘What else could it be used for?‘ that is the larger part in all this. I always go back to the example from 1991, there was a company called WordPerfect and it had an excellent word processor. There was a secretary who found herself in a place where the budgets were not there, so they were confined to cheaper non-postscript laser printers (an issue in those days) as the postscript version was often thousands more expensive. So she did what no one had considered, she used the WP Equation editor to type the company name and a few other things, and added them in the letter, now (because of WP innovation) the letters suddenly looked like they came from high end expensive laser printers. Her work looked 200% better than anyone else in the company. The mere application of ‘What else could it be used for?‘, that is exactly the stage that some walked when they forgot what 5G also enables and more important, what it will allow for and there is the innovation worth billions, that is where creativity gets us, the lack of it leaves us with too little, or with gained advantage by pure chance. The chances lost were with us, or basically with the decision makers who did not comprehend the impact and cut it too far from education, and whoever followed in their footsteps are now required to clean up that mess.

Good luck with the attempt!

 

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The winnings of players

I had hoped that to a larger extent common sense would prevail, yet that is at present not to be expected. It is not really news, we have seen the impact on a few levels, yet to see it in the news on how far the impact reaches is still an interesting situation. It proves that a bullshit artist with a nice looking presentation gets the advantage over a scientist, or an engineer showing its failing. That is what the world is pushing for and it is disturbing in one way and entertaining in another.

It started some time ago, yet Monday’s article ‘Saudi crown prince allegedly stripped of some authority‘ (at https://www.theguardian.com/world/2019/mar/18/saudi-crown-prince-allegedly-stripped-of-some-authority) give a much larger indication that the BS artists did optionally score a massive victory.

So how did this go about?

Parts are seen with: “The New York Times also reported this week that Saudi Arabia’s government investment fund has gone through a “messy break-up” with a Hollywood investor after the investor decided to stop doing business with the fund and return a $400m Saudi investment in the wake of Khashoggi’s murder. Saudi Arabia has adamantly denied that Prince Mohammed played a role in the killing, but the CIA is widely reported to have concluded with a medium to high degree of confidence that the crown prince ordered the murder of Khashoggi at the Saudi consulate in Istanbul.

In light of the US being an alleged ally to Saudi Arabia, I would think that more would be required towards: “to have concluded with a medium to high degree of confidence that the crown prince ordered the murder of Khashoggi at the Saudi consulate in Istanbul“. I am not stating that he is guilty or innocent. I found that much of the media spread information came from a very unreliable source and whilst insinuation and accusations were given by Turkey, they never handed out any clear evidence and handed it out for scrutiny. Turkey, who has been connected to Iran with too deep ties, in an age where Iran is in a proxy war with Saudi Arabia, the scrutiny of anything that Turkey presents should be scrutinised to the max.

In addition, the forward thrust by Saudi Arabia regarding 5G gives it a larger advantage, now a strong advantage over the US, which is a universal first. As the Arab News gave us one hour ago: “5G will be used in 30% of big cities in Saudi Arabia by 2020“, is not merely a boast. Huawei is pushing ahead (at the behest of the KSA) and as such America is falling behind more and more. These pushes were all instigated by Saudi Crown Prince Mohammed bin Salman. And in a year it will start to pay off, with optional growth options of 500%, something the US has not ever achieved in the Middle East.

Forbes adds to this (at https://www.forbes.com/sites/zakdoffman/2019/03/20/did-the-u-s-just-lose-its-war-with-huawei/#395342a19e75) 12 hours ago with: “Every Huawei interview and press briefing for month after month was a defense of their security record, an insistence that they don’t spy for Beijing. But then Huawei pulled off a well-orchestrated PR masterstroke at MWC. And everything changed. Huawei’s rotating chairman, Guo Ping, used a keynote speech at the event and media follow-ups to turn defense into attack. “The Snowden leaks,” he said, “shone a light on how the NSA’s leaders were seeking to ‘collect it all’ – every electronic communication sent, or phone call made, by everyone in the world, every day. The more Huawei gear is installed in the world’s networks, the harder it becomes for NSA to ‘collect it all’. Huawei hampers U.S. efforts to spy on whomever it wants.”” So even as America is losing footing at the same time in several areas, we see that the commitment that Saudi Arabia had with Huawei is now starting to pay off and all the delays that the US instigated in that respect is making their allies look bad, especially as the US has never been able to submit any evidence for a period of well over 6 years.

It is true, we see that the advantages that Saudi Arabia had is experiencing setbacks (like Neom City), yet in a year we will see the fruits that the Crown Prince started and as it pays off and the US falls further behind, European partners will all switch to Huawei faster, the US industry had been too lacking for half a decade and now the invoice is due. Huawei in the KSA will show by the end of 2020 just how far the US has fallen, and when we get all the data and evidence regarding Khashoggi pushed to the open media we will get to scrutinise the intelligence and evidence and as such it will show the games some played.

It is not whether Khashoggi is dead, we all accept that, we also accept that for the most it was done through Saudi hands, yet the one piece of evidence on whether the royal family was involved, we see that there will be nothing concrete, nothing proven and more likely than not, no reliable evidence of any kind at all that the Saudi Royal family had a hand in this.

So what changed?

Well, the direct answer is, is that stupid people do stupid things and that is now seen (less than 8 hours ago) with ‘New Zealand minister to confront Erdoğan over Christchurch video‘, media bully Recep Tayyip Erdoğan decided to use the world news to push forward his agenda and with “Erdoğan’s repeated use of the footage, largely in a bid to portray his chief election opponents as soft on terrorism“, as well as “his decision to use footage of the Christchurch terrorist attack at his election rallies, alongside threats that Turkey will make those responsible “pay for it”“. Turkey takes any advantage it can find, yet they never presented any actual and factual evidence to the media did they? I believe they never had anything at all; a nation where 25 journalists have been put to death between 1992 and 2019, whilst 68 journalists are currently in jail. And that is the reliable source in the entire Khashoggi matter? Turkey, the leader of the top three that accounts for well over 50% of all the journalists in the world that are in jail, and no one is asking critical questions. I find that slightly disturbing.

Yet, there are indications that when certain accusations are voiced often enough, those mentioned will be impacted and that is how (to some extent) I see the stripping of authority.

I will also acknowledge the guardian quote: there are some signs that the king is seeking to rein in his controversial son at a time when Saudi Arabia is under the spotlight“. There is certain an indication that all the larger changes in Saudi Arabia might be seen as too progressive. Yet, as I see it, when these changes bring non-oil based wealth to the kingdom, there will be an optional larger shift in that very same kingdom.

The Hill gave us (at https://thehill.com/opinion/technology/434774-losing-5g-fight-with-china-would-be-a-disaster-for-us) only hours ago: ‘Losing 5G fight with China would be a disaster for US‘. In the article three issues are raised all with consideration as to the why.

  1. Pride.
  2. Money.
  3. Security.

There is a fourth, which they did not give, but I expect that to happen, and I will mention it momentarily. Even as we see pride, it is number two that takes the cake, the icing and the future. It is money. 5G will allow for larger change towards the internet as the Internet of Things (IoT), yet that is nothing towards the benefit of facilitation, anyone who is not there in time will lose business and they will lose it fast. Long term losses of 5% for every month that delays are given and an optional additional 1% loss for every innovation the non 5G people are missing out of. At present the US is lagging by 12-32 months, so I reckon that the math is pretty simple at that point and in a Global stage those quicker players (several in the Middle East) will now gain an advantage on the global stage. More important, I had set some of my own IP in information systems and the benefit of hardware that is up for patenting will change the base of the 5G foundation long term. As I mentioned, I foresee an impacting delay and none have set the actual cost due to that stage, the solution once working will also enable small businesses to have 24:7 exposure to themselves in ways that was not possible before, giving them back the power they never had in the first place, and over time the old phrase ‘location, location, location’ will gain a much needed additional value, so it is a larger base of changes that will come with 5G.

Number 4

So as I mentioned the 4th element: Trade Marks. With 5G any trademark gets a new dimension, with 5G as speed and access increases we will see a jolt of trademarks in play and even a new dimension in trademarks, the holograms. We never had any stage for it because they were too large and it was not fundamentally convenient, with 5G that setback is removed and when visibility and awareness change, they will all want all their trademarks upgraded and added to. So consider the need for a new kind of Trade Mark, as well as a few more classes, the registration of an additional 250,000,000 trade marks (globally) requiring not merely registration, but also testing and administration. How much money do you think will pushed to the forward ground on that side alone? I saw that need arrive in 2016 and 2017 and now my Master of Intellectual Property degree will actually be worth something (on the employment market that is).

In that respect the trademark laws will also require an overhaul, when we see hologram and 3d logo’s the entire concept of more alike than not will also take a dive into the jurisprudential unknown making the need for commissions looking into that matter rather essential soon enough.

All this before we considered the stage of what 5G would facilitate for in addition, information and the way we bring it, marketing and how small business can provide for it without the use of facilitators or more expensive server and Google Ad providers, in addition directly facilitate for those nearby, all markets not ascending to what 5G actually opens up, they are all waiting for the US to wake up and the US is massively behind at present, their lag merely increasing by the day and not in the least by the new marketing war that AT&T with their Fake 5G (5G Evolution) find itself in. More BS and the need to sweep early statements under the rug, all activities that cost resources, time and credibility. It is that foundation why we will see the US fall behind. that part is seen one week ago today when some might remember Reuters (at https://www.reuters.com/article/us-usa-wireless-spectrum-congress/u-s-house-technology-panel-heads-seeks-delay-in-5g-spectrum-auction-idUSKCN1QU2GQ) giving us: “Johnson and Lucas urged the regulatory agency to delay the spectrum auction until it properly addresses the concerns of relevant agencies and departments: the Pentagon, the National Oceanic and Atmospheric Administration (NOAA) and the National Aeronautics and Space Administration (NASA). “Our concern is not with 5G technology. … However, advancements in telecommunications should not come at the expense of the safety and security of the American people,” the two wrote in a letter to the members of the FCC“, the delaying impact will be worse than you think. You see, the ‘wisdom’ seen here also links back to the other elements. From this we can see that the US in many places was not ready for 5G, they are close to two years 5G late and now we see it reflect in other ways. Consider the facilitation that the internet gave the extremists who acted in New Zealand. 800 versions of a shooting, forwarded millions of time, the report that 1,500,000 uploads were prevented/removed and not a list of those who made the light for too long and now consider that in 5G that entire matter would have been worse by close to 2,000%, the mere increase in speed and reachability is that much larger. At what point will you consider that the entire US-Huawei war will cost you more than you ever bargained for? And as to Saudi Arabia, as they grow their 5G status as they already are, how long until other people see the advantage that 5G brings, especially when the first 100 buildings of Neom City are ready to populate? A city that is planned to be sized to well over 20 times the size of New York and all of it 5G from the ground up, if speed is the determining factor of success and wealth, how big an advantage is Saudi Arabia about to get?

So as we see the elements in play, we see that some of these players have made headway towards profit, yet for how long? More important, when the opposite is proven and the US has no 5G to deliver, when we finally see that Turkey never had any credible intelligence to offer regarding Jamal Khashoggi and when we see that 5G is changing the scene and Huawei has delivered, how will we judge the others? Or will we and will politicians merely hide behind ‘there was some miscommunication on what the standard was‘, or ‘we did not agree on a number of issues’. How will you set the price of change that is required for you to have (and agree to), guided by an acceptable standard at an affordable price? Most people seem to forget about that part of the equation, do they not? The delay as we see it happen now will mean that you get 25% of what is possible at the same dime and as such lose market options, lose corporate value and even worse, delays the option of creating awareness for whatever IP you represent, the last one is not merely draining your revenue, you will directly hand over your market share to those who did get to 5G, the value of that damage cannot even be predicted at this present but it will be large impact that will not respect borders or established brands at present and the brands that stayed behind will lose a lot more value that they could ever perceive; that too is the impact of 5G and we all forgot the impact 4G had from 2010 onward, now the impact will be a lot harsher, optionally 40%-95% harsher.

Once those numbers are out and you realise that security and cyber parts are also hitting those surfaces, how far do you think you have fallen behind? Loss was close to unavoidable when we started to facilitate for the players and it will take a while longer for people to catch up to how much it will cost them in the end, because that part, the invoice of choice is always left to the end, after the players filled their pockets with the goal they required and when they have moved away and there is nothing left to do, that is when their additional invoice hits us all.

 

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Fight the Future

Mark Bergen gives us a Bloomberg article. The Sydney Morning Herald took it on (at https://www.smh.com.au/business/companies/inside-huawei-s-secret-hq-china-is-shaping-the-future-20181213-p50m0o.html). Of course the arrest of Meng Wanzhou, chief financial officer of Huawei Technologies is the introduction here. We then get the staging of: “inside Huawei’s Shenzhen headquarters, a secretive group of engineers toil away heedless to such risks. They are working on what’s next – a raft of artificial intelligence, cloud-computing and chip technology crucial to China’s national priorities and Huawei’s future” with a much larger emphasis on “China’s government has pushed to create an industry that is less dependent on cutting-edge US semiconductors and software“, the matters are not wrong, yet they are debatable. When I see ‘China’s national priorities‘ and ‘Huawei’s future‘ we must ask ourselves, are they the same? They might be on the same course and trajectory, but they are not the same. In the end Huawei needs to show commercial power and growth, adhering to China’s national needs are not completely in line with that, merely largely so.

Then we something that is a lot more debatable, when we get: “That means the business would lap $US100 billion in 2025, the year China’s government has set to reach independence in technological production” and by my reckoning, China could optionally reach that in 2021-2022, these three years are important, more important than you realise. Neom in Saudi Arabia, optionally three projects in London, two in Paris, two in Amsterdam and optionally projects in Singapore, Dubai and Bangkok. Tokyo would be perfect, yet they are fiercely competitive and the Japanese feel nationalistic on Japanese and at times more important, driven towards non-Chinese goods. In the end, Huawei would need to give in too much per inch of market share, not worth it I reckon, yet the options that Huawei has available might also include growing the tourist fields where they can grow market share through data service options, especially if the can Google to become part of this (in some places). In the end, the stage is still valid to see Huawei become the biggest 5G player in the field.

Then we get the first part of the main event. With: “It started working on customised chips to handle complex algorithms on hardware before the cloud companies did. Research firm Alliance Bernstein estimates that HiSilicon is on pace for $US7.6 billion in sales this year, more than doubling its size since 2015. “Huawei was way ahead of the curve,” said Richard, the analyst.” we see something that I have tried to make clear to the audience for some time.

June 2018: ‘Telstra, NATO and the USA‘ (at https://lawlordtobe.com/2018/06/20/telstra-nato-and-the-usa/) with: “A failing on more than one level and by the time we are all up to speed, the others (read: Huawei) passed us by because they remained on the ball towards the required goal.

September 2018: ‘One thousand solutions‘ (at https://lawlordtobe.com/2018/09/26/one-thousand-solutions/) with: “we got shown 6 months ago: “Huawei filed 2,398 patent applications with the European Patent Office in 2017 out of a total of 166,000 for the year“, basically 1.44% of ALL files European patents were from that one company.

Merely two of several articles that show us the momentum that Huawei has been creating by stepping away from the iterative mobile business model and leaping technologically ahead one model after the other. If you look at the history of the last few years, Huawei went from P7, Mate 10, Nova 3i and Mate 20 Pro. These 4 models in a lifecycle timeline have been instrumental for them and showing the others that there is fierce competition. The P7, a mere equal to the Samsung Galaxy 4 in its day, yet 43% cheaper for the consumer, and now they are at the Mate 20 Pro, which is 20% cheaper than the Samsung Galaxy Note9 and regarded as better in a few ways. In 4 cycles Huawei moved from optionally a choice to best in the field and still cheaper than most. That is the effect of leaping forward and they are in a place where they can do the same in the 5G field.

We are confronted with the drive with the statement: “Huawei is throwing everything into its cloud package. It recently debuted a set of AI software tools and in October released a new specialised chip, called the Ascend. “No other chip set has this kind of capability of processing,” Qiu said.” This viewed advantage is still a loaded part because there is the fact that China is driven towards growing the AI field, where they, for now have a temporary disadvantage. We might see this as a hindrance, yet that field is only visible in the governmental high end usage that there is and consumers like you and me will not notice this, those who claim it and create some elaborate ‘presentation’ into making the water look muddy. When your life is about Twitter, LinkedIn and Facebook, you will never notice it. In the high end usage, where AI is an issue, they are given the cloud advantage that others cannot offer to the degree that is available to non-governmental players (well, that is what it looks like and that is technologically under consideration, yet it does look really nice).

When we look towards the future of Huawei we clearly see the advantages of the Middle East, especially Saudi Arabia, UAE and optionally Qatar if they play their cards right. Latin America is an option, especially if they start in Argentina, where they could optionally add Uruguay overnight, branching out towards Chile and Paraguay will be next leaving the growth towards Brazil. Yet in that same strategy add Venezuela and Colombia first would enable several paths. The business issue remains, yet being the first to have an additional appeal and if it pisses off the Americans Venezuela gets on board fast often enough. The issue is more than technological. The US still has to prove to the audience that there is a 5G place for them all and the infrastructure does not really allow for it at present, merely the metropolitan areas where the money is, driving inequality in the USA even further.

If visibility is the drive than Huawei is very much on the right track and they are speeding that digital super highway along nicely. Yet in opposition to all this is the final paragraph in the SMH. When we see: ““As long as they stick to the game plan, they still have a lot of room to grow,” he said. “Unless the US manages to get their allies to stop buying them.”” This is a truth and also a reassurance. You see the claim ‘Unless the US manages to get their allies to stop buying them‘, gets us to an American standard. It was given to us by the X-Files in the movie with the same name, or perhaps better stated Chris Carter gave it to us all. The end he gives us: “He is but one man. One man alone cannot fight the future“, it equally applies to governments too, they might try to fight the future, yet in the end, any nation is built from the foundation of people, stupid or not, bright or less so, the larger group can do arithmetic and when we are confronted with a Huawei at $450, or an Apple iPhone at $2350, how many of you are desperately rich enough to waste $1900 more on the same functionality? Even when we add games to the larger three (Facebook, LinkedIn & Twitter), most phones will merely have an optional edge and at $1900? Would you pay for the small 10% difference that 1-3 games optionally offer? And let’s not forget that you will have to add that difference again in 2 years when you think that you need a new phone. The mere contemplation of optimised playing free games at $77 a month makes total sense doesn’t it? So there we see the growth plan of Huawei, offering the top of the mountain at the base price and those in denial making these unsubstantiated ‘security risk’ claims will at some point need to see the issue as Verizon is the most expensive provider in the US, So when I see $110 per month for 24 GB of shared data, whilst I am getting 200GB for $50, I really have to take an effort not to laugh out loud. That is the 5G world, the US faces and whilst there was an option for competitive players in the US, the Huawei block is making sure that some players will rake in the large cash mountain for much longer and there others are making fun of my predictions, and now that I am proven to be correct, they are suddenly incommunicado and extremely silent.

As such, when I predicted that the US is now entering a setting where they end up trailing a field that they once led, we will see a lot of growth of Chinese interests. In all this, do you really think that it will stop at a mere 5G walkie talkie? No, with 5G automation and deeper learning, we will see a larger field of dash boarding, information and facilitation to the people and Huawei will optionally rule that field soon enough, with a few non Americans nipping at their heels for dominance because that is the nature of the beast as well. Progress is a game for the hungry and some players (specifically the US) have forgotten what it was like to be hungry. Australian Telstra made similar mistakes and moved their Share price of $6.49 to $3.08 in the stage of 3 years, a 52% loss of value, and when (not if) Huawei pushed the borders all over the place, those people with a Verizon Protective State of Mind will end up seeing Verizon going in a similar setting, because that is also the consequence of adhering to what I would consider to be a form of nationalistic nepotism. The UK already had its ducks in a row for the longest of times (and that island has less ground to cover, which is a distinct advantage), so there BT has options for now and over time they might adhere to some of their policies as is required, the US is not in that good a position and Huawei merely needs to flash a medium purse of cash to show the people in the US that a place like Buenos Aires can offer the masses more and faster than those on better incomes in the US, because the pricing model allows for such a shift.

In this the problem is not a short term one, even as US giants are supposed to have the advantage, we also see that the workforce is not properly adhered to, the US (and the UK) have a massive, not a large, but a massive disadvantage when it comes to STEM students, a disadvantage that China does not have. The AI field is not something that is solved over the next 3 years, so as those with educations in Science, Technology, Engineering and Mathematics is dwindling to some degree in commonwealth nations and America, China can move full steam as the next generation is pushed into high end ambition and careers. As such the entire AI shortfall against America can be overcome much easier by places like China and India at present. It is not merely the stage of more graduated students; it is about groups of graduated students agreeing on paths towards breakthrough solutions. No matter how savant one student is, a group is always more likely to see the threat and weakness of a certain path and that is where the best solution is found faster.

Will we ‘Fight the Future’?

The issue is not the American polarised view, it is the correctly filtered view that Alex Younger gave us initially, it is not incorrect to have a nationalistic protective view and Alex gave the correct stage on having a national product to use, which is different from the Canadian and Australian path proclaimed. We agree that it is in a national required state to have something this critical solved in a national way (when possible that is), in this the path to have a Huawei 5G stage and then reengineer what is required is not wrong, yet it is optionally with a certain risk and when that path is small enough, it is a solution. The UK is largely absolved as it had BT with the foundations of the paths required, just as Australia has Telstra, yet some countries (like Australia) become too complacent, BT was less complacent and they have knowledge, yet is it advanced enough? We agree that they can get up to speed faster, yet will it be fast enough? I actually do not know, I have no data proving the path in one direction or the other. What is clear is that a race with equal horses provides the best growth against one another, the competitiveness and technological breakthroughs that we have seen for the longest time. That path has largely been made redundant in the US and Australia (I cannot say for certain how that is in Canada).

Even as Huawei is gaining speed and being ahead of it all is still a race by one player, the drive to stay ahead is only visible on the global field, and it is an uncertain path, even if they have all the elements in their favour, what is clear is that this advantage will remain so for the next 5 years and unless certain nations make way for budgets growing the STEM pool by well over 200% their long term disadvantage remains in place.

The versusians

In this stage we need to look in the pro and con Huawei field. In the pro field, as Huawei set the stage for global user growth, which they are seemingly doing, they have the upper hand and they will grow to a user base that grows from servicing a third of the internet users to close to 50%, that path is set with some certainty and as such their advantage grows. In the opposition of that, players like need to step away from the political empty headed failure of enabling the one champion stage of Verizon and Telstra, diversity would give the competitive drive and now it is merely Telstra versus Vodafone/TPG, is means that there will be a technological compromise stage where none of the two surges ahead giving players like Huawei a much larger advantage to fuel growth,

How wrong am I likely to be?

So far I have been close to the mark months in advance compared to the big newspapers only giving partial facts long after I saw it coming, so I feel that I remain on the right track here. The question is not merely who has the 5G stage first, it will be who will facilitate 5G usage more complete and earlier than the others, because that is where the big number of switchers will be found and players like TPG and Vodafone have seen the impact of switchers more than once, so they know that they must be better and more complete than the other brand. Huawei knows it too, they saw that part and are still seeing the impact that goes all the way back to the P7, and that is where Apple also sees more losses, We were informed a mere 9 hours ago: “Piper Jaffray cuts its Apple (NASDAQ:AAPL) price target from $250 to $222 saying that recent supplier guidance cuts suggest “global unit uptake has not met expectations.”” another hit of a loss to face, optionally a mere 11.2% yet in light of the recent losses, they faced, we see what I personally feel was the impact of the ridiculous stage of handing the audience a phone of $2369, optionally 30% more expensive than the choice after that one, even if the number two is not that much less in its ability. The stage where marketeers decide on what the people need, when they all need something affordable. It personally feels like the iMac Pro move, a $20K solution that less than 0.3% of the desktop users would ever need, and most cannot even afford. That is driving the value of Apple down and Huawei knows that this egocentric stage is one that Apple et al will lose, making Huawei the optional winner in many more places after the first 5G hurdles are faced by all.

Do you still think that Apple is doing great? A company that went from a trillion to 700 billion in less than 10 weeks, which is an opportunity for the IOS doubters to now consider Huawei and Samsung, even as Huawei will statistically never get them all, they will get a chunk and the first move is that these users moved away from IOS, and as Android users they are more easily captured towards user hungry players like Huawei by its marketing, that is the field that has changed in the first degree and as people feel comfortable with Huawei, they will not consider getting more Huawei parts (like routers for the internet at home) and that continues as people start moving into the 5G field. You see, we can agree that it is mere marketing (for now), yet Huawei already has its 5G Customer-premises Equipment (as per March 2018). this implies that with: “compatible with 4G and 5G networks, and has proven measured download speeds of up to 2Gbps – 20 times that of 100 Mbps fiber“, that they can buy their router now, remain on 4G and when their local telecom is finally ready, 5G will kick in when the subscription is correct. It is as far as I can tell the first time that government telecom procedures are vastly behind the availability to the consumer (an alleged speculation from my side).

Do you think that gamers and Netflix people will not select this option if made available? That is what is ahead of the coming options and that is the Future that some are fighting. It is like watching a government on a mule trying to do battle with a windmill, the stage seems that ridiculous and as we move along, we will soon see the stage being ‘represented’ by some to state on the dangers that cannot (or are ignored) to be proven.

The moment other devices are set towards the 5G stage, that is when more and more people will demand answers from industrial politicians making certain claims and that is when we see the roller-coaster of clowns and jesters get the full spotlight. This is already happening in Canada (at https://www.citynews1130.com/2018/12/13/huawei-and-5g-experts-clash-on-the-risk-to-canadas-national-security/), where City News (Ottawa) gives us: “I can’t see many circumstances, other than very extreme ones, in which the Chinese government would actually risk Huawei’s standing globally as a company in order to conduct some kind of surveillance campaign“, something I claimed weeks ago, so nice for the Canadian press to catch up here, in addition when we are given: ““This can be used for a lot of things, for manipulation of businesses to harvesting of intellectual property,” Tobok said. “On a national security level, they can know who is where at any given time. They can use that as leverage to jump into other operations of the government.” those people knowingly, willingly and intentionally ignore the fact that Apps can do that and some are doing it already. The iPhone in 2011 did this already. We were given: “Privacy fears raised as researchers reveal file on iPhone that stores location coordinates and timestamps of owner’s movements“, so when exactly was the iPhone banned as a national security hazard? Or does that not apply to any Commonwealth nation when it is America doing it? Or perhaps more recent (January 2018), when Wired gave us: “the San Francisco-based Strava announced a huge update to its global heat map of user activity that displays 1 billion activities—including running and cycling routes—undertaken by exercise enthusiasts wearing Fitbits or other wearable fitness trackers. Some Strava users appear to work for certain militaries or various intelligence agencies, given that knowledgeable security experts quickly connected the dots between user activity and the known bases or locations of US military or intelligence operations.” So when Lt. Walksalot was mapping out that secret black site whilst his Fitbit was mapping that base location every morning job, was the Fitbit banned? Already proven incursions on National security mind you, yet Huawei with no shown transgressions is the bad one. Yes, that all made perfect sense. I will give Wesley Wark, a security and intelligence specialist who teaches at the University of Ottawa a pass when he gives us: “Still, Canada can’t afford to be shut out of the Five Eyes or play a diminished role in the alliance, and if Britain decides to forbid Huawei from taking part in its 5G networks, Canada could not be the lone member to embrace the company“, OK that is about governmental policy, not unlike Alex Younger there is a claim to be made in that case, not for the risk that they are or might be, but the setting that no government should have a foreign risk in place. This is all fine and good, but so far the most transgressions were American ones and that part is kept between the sheets (like catering to IBM for decades), or leaving the matter largely trivialised.

It is pointless to fight the future, you can merely adhere to swaying the direction it optionally faces and the sad part is that this sway has forever been with those needing to remain in power, or to remain in the false serenity that status quo brings (or better stated never brings). True innovation is prevented from taking grasp and giving directional drive and much better speeds and that too is something to consider, merely because innovation drives IP, the true currency of the future and when we deny ourselves that currency we merely devaluate ourselves as a whole. In this we should agree that denying innovation has never ever resulted in a positive direction, history cannot give us one example when this worked out for the best of all.

 

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2.5 Million seconds

That is the frame we are talking about. In 2.5 million seconds we will see what the people are missing out on. The News Minute gives us that we are about to witness a new phone. Were treated to “world’s first 5G-ready 7nm mobile chipset Kirin 980“, from there it is easy to become a 5G phone. This is seen with “Huawei Announces Mate 20 Phone with Upgraded Chipset“, the phone that is 5G ready, which is launching in London on October 16. This is merely the chicken feed stuff, the small fry in all this. So even as Australia became the collar of the US and banned Huawei from delivering 5G equipment, we are also treated to the setting that “Huawei P20 Pro and P20 were the world’s first devices to receive a triple-digit score by DxOMark — the industry standard for camera and lens image quality measurements and ratings“, which is nice, but as a phone not essential. Yes, it sounds like I am trivialising a little, but that is because the big part here is not the camera option, the big part is that since its release the P20 family has sold 10 million units globally and that is a n important distinction, that is the part that matters. People have embraced the Huawei as an excellent phone. For the larger part (is my personal understanding) that the undeniable fact is that the Huawei is in most cases 27% cheaper than the similar phones out there (Samsung & Apple), whilst not giving that much extra to begin with. Apart from the Huawei camera heralded as the very best (with a decent margin), it is also important to note that the Samsung has a battery delivering up to 13% less then Huawei. The Apple has even less, yet IOS is not the same as Android and comparing the two does not give what I regard to be a valid comparison, so I am not including that. Huawei seems to comprehend its customers and delivers a solution that works for them, which is shown in the speed that these 10 million units were sold. I expect that an even larger sale will be imminent by December in all this, as it might be a year to get a new phone and Huawei has their options nicely set in a row. In all this, Huawei is actually its own worst enemy. You see, for all those (like me) who needs a decent camera, good battery life and decent storage, the Huawei Nova 3i 128GB Handset fits that bill too, yet that model is new and 50% cheaper than the P20 family Oreo based and all. So for me personally, I can forego a P20 and merely use the 3i. After the P7 (which I still use, I see a massive leap forward and even as it is not the greatest Kirin processor for games, all my games will now see a 30%+ increase, so that settles it for me.

In an age where you have to turn over nearly every dollar, especially as we can expect to either freeze next winter, or stop wasting money on mobile phones at twice the price, we see that Huawei has an option for everyone. One for the mediocre users (like me) and a phone for the latest gadget lover, all addressed within a decent budget. So, even as we are confronted with faulty iPhones (which apple will replace at no cost), whilst we see that the Budget iPhone is delayed. Yet that is not merely the issue. When we are confronted with: “Owing to some instability of the production schedule, the lower priced iPhone will see the light of the day by October. On the other hand, the alleged iPhone X successor and the iPhone X Plus model should be launched by the end of September. One of these two devices and the budget variant are highly likely to offer even dual-SIM variants in a few selected countries” and we see ‘the budget variant are highly likely to offer‘, we need to step back. In this day and age, in the setting where Apple seemingly had leaked information in the past, and we have next to nothing on those models. We get phrases like ‘Apple is also rumoured to have been trying to reduce the cost of components by bargaining with its supply chain partners and Samsung as well‘, as well as ‘What we expect from the Apple line-up‘. It seems that this is a marketing ploy of ‘Let’s keep them waiting a little longer’, so in all this, whilst Huawei has been the more solid offering (as has Samsung to some degree), what on earth does Apple think it’s doing?

It is the Deccan Chronicle that gives us: ‘New budget iPhone X leak validate Apple’s serious problems‘. Yet here we need to accept that there are unknown issues, and even as we see references to Forbes, we much also recognise the use of ‘predicts‘, which implies they know nothing at all (or nothing confirmed). Here we see the one part that is a problem (a speculated one), and it is seen with ‘a low capacity battery certainly raises a few concerns‘. Yes that would be the case, if it was confirmed, but it is not. In addition we see: “the handset will feature just 3GB of RAM and a maximum of 256GB storage which is less than compared to the iPhone XS and XS Plus that are believed to have 4GB RAM and a maximum of 512GB of on-board storage“. That made me laugh, because I still have great traction with my Huawei P7 sporting 2GB Ram and 16GB storage, so this would be a step forward and a large one at that. Yes, we agree that it is way behind what Huawei offers, but in reality, the truth is that anyone requiring more than 64GB truly has a massive need for their phone and at that time, if it is so important, you basically have to shell out to the larger Apple’s and not go for any budget one. I am one who can deal with the Budget range option, so in my Case the Huawei Nova 3i 128GB Handset gets me what I need at close to 45% less, so that is actually a real budget phone, All the iPhone 8 and X models start well over a thousand dollars, so at least180% more than the Huawei offers. In light of that, what constitutes a budget phone?

This in comparison to the Samsung Note9, which in all honesty is the very latest in mobile technology, but at 300% of the price of the other phone, where do you have the cash lying about? In comparison, that new Samsung constitutes the Huawei Nova 3i 128GB, A PlayStation 4 Pro and a Nintendo Switch together. You tell me what has your preference. Now, for those eager with true technology needs, it might not be about the price. It might be what the Samsung offers with the Exynos 9810, versus the Kirin processor and that is fair enough. Some are very willing to pay for that difference. I am a more meagre user in mobile technology and I would go for the PS4pro and Switch offer if given the choice. Perhaps an idea that Huawei could float. Buy the Huawei P20 for $1400 and get a free PS4pro (first 5000 customers only). That might just sell like hotcakes, and I like it when those techno providers think outside of the product wrapping box.

The technical part that does matter is the part that Richard Yu, CEO of the Huawei Consumer Business Group gave us. With: “the Kirin 980 chip, Mali-G76 offers 46 per cent greater graphics processing power at 178 per cent improved power efficiency over the previous generation” he implies (to my limited thinking) that the processor, to limit heat and damage in that way, by making it less power consuming and there, that same battery will go heaps further, implying that a 4000 MaH battery will go close to 20% longer then before making it even more interesting to consider.

in addition the mention of “the Huawei Locator powered by Internet of Things (IoT) technology that can help people easily locate their belongings, be it their luggage or pets” implies that the phone will also have RFID tracking options, which is actually a 5G trademark. I know I am highly speculating here, but that would be an interesting first, to give the users first 5G options that can easily run on 4G, whilst demanding that the opponents to equal or better what is out there and the innovative advantage that Huawei currently has, implies that their gain will only increase and not by any small margin. The option for mothers to tag their adventurous toddler will greatly fuel the need of that function. Only yesterday was I a witness to a wandering 3 year old, when arrived at the concierge, only to see two highly panicked Asian mothers running around trying to find where the devil the little one had gone off to. Yes, the adventurous toddler was going from shop to shop trying to find mommy and adjusting course at every stand where blinking lights and noises were heard. Good luck with that one and the RFID option would be a gift from the heavenly clouds for every mom having to cope with a easily speedy distracted toddler..

They also launched the Huawei also launched at IFA 2018 AI Cube, its home speaker with 4G router and built-in Alexa that can perform several tasks such turning on the TV or playing music. Now, this is not a mobile part, but it is actually a mobile pressure release; the option not to rely on a hotspot and just get one of these puppies, as well as a second sim to not put additional pressure on your mobile. What is interesting that even as we see the frame of these speakers and the versatile options here, I am making the reference as Huawei, like Google and Apple all dropped the ball in the same way. You have all that space and you did not consider it to be a mobile charger on the side? It seems to me a first that the speaker would be awesome, especially when you rely on Spotify for music, so in that regard, making it a charger as well would have been my first thought and that is the final part in all this. When you realise that the USB-C is the weakest part in all this, giving it additional options by having some cradle charger that does not rely on that port would be a first thought for us and even as I accept that this would not have been an option for the $599 model, the bulk of all other phones are close to double that price, even the Google Pixel 3 (XL) was not on that page, so when it comes to innovation we still have plenty of places to visit, even before 5G opens the door and states that the bar is open. The charge bar that is!

Is there more?

Well yes, but that is slightly anti-Apple (unintentional). It was brought in the Business Insider by Antonio Villas-Boas and Clancy Morgan. Their article gives us “the other weird thing is, the USB cable doesn’t plug into the new MacBook Pros. I have an iPhone and out of the box, I cannot plug it into the new MacBook Pros. To me, this is absolutely nuts. It’s mind-boggling“. The issue I see here is that Apple always had the mindset that it always connected. That was a selling point and a good one. People relied on that. Here we see that Apple threw that part in the wind. Perhaps they thought that those with money will by anything, not realising that some do not buy a MacBook Pro by choice, it is by need and through the boss, so the phone does not connect, which is a larger issue over time and that does matter. Even as we complain on the USB-C, mine has worked for 3 years 24:7. It might be faltering now at times, but it does imply that I had plugged it into a cable almost 1500 times, so at some point one thing has got to give and the USB-C port is the most likely of candidates.

Whatever happens, in 2.5 Million seconds (or 28 days for those who failed calculus), we will see the actual official goods on the new P20 siblings and just in time for Christmas (and Saint Nicholas) too, which is awesome. no matter how that fares, I will have the Huawei Nova 3i 128GB to fall back on, which is also a huge step forward to me, so not matter which Huawei model comes to our mind to buy, we get to win in a life that is expensive nowadays, especially in the cold winters and that is always a good thing for everyone involved.

 

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Business will be booming

There are all kinds of settings in the tech industry, some we like and some we like a lot less. It is the most visible in the mobile industry, the clear discriminatory setting there is almost unheard of. No matter what the reason is, a person for the most is iOS (Apple) minded, or they tend to go the way of the Android (Google, Huawei et al). There is for the most no in-between there. The reasons are as wide as the drops of water in a lake on a rainy day and for some these reasons make sense, or they do not. Yet we all tend to have them. I have been and remain an Android follower. I have nothing against apple. The initial setting was done by their marketing departments. Where Apple gave us: ‘You can do all these things and it is a phone too‘ and Android gave us: ‘This phone can do all kinds of things, some you will not have believed was even possible‘. I went the way of Android. You see, they are stating the same thing, yet Android focussed on a phone that can do other things. Apple went towards the things they could do, including being a phone. So from my point of view, I needed a phone, so I went the non-iOS way.

I know that in the end the difference is negligible, but it did matter. So it is a little over three years when I got myself (because it was a bargain) the Huawei P7. The difference from the previous phone (Motorola) was so distinct I became a Huawei fan overnight. Now that it is time to put that phone to bed and switch it off for the last time, I find myself clinging onto the idea that I need a new Huawei. Let me be clear, apart from my distinct non liking Samsung (a past issue I had with them), I do think that the other brands are decent too. Yet, when you have the option for a Google Pixel 2 XL, or a Huawei P20 close to $500 cheaper, what will you choose? Let’s also consider that the difference is almost nil, well it is not nil but the real differences do not stand out too much, not worth $500 as I see it. For me, if I get that phone, it will be a 300% improvement of what I have now and I am not dissatisfied with what I have, it merely has been acting up and after 3 years of working 24:7, that makes perfect sense. The little workhorse has earned its retirement. So when I started to look around, and I took a new look at the P20 and P20 pro, which is a $300 difference, I wondered why I would want the P20 pro for the usage I have. I have been able to do everything I needed with 2 GB RAM, so the 4 GB and  6GB RAM issue is not one I need to worry about. Both come with 128 GB storage, which is 800% more than I have now and even as I ran out of storage merely once, it did not worry me to any degree. The camera options are not the same, yet the PRO has an additional 40 MP camera option, which is slightly over the top need for someone who uses an EOS 1 Camera. The only issue is the battery, it is 3400 mAh versus 4000 mAh and I am not sure that this constitutes the value of $300 difference, not on my budget. More important, the P20 holds its own against the $1500 phones out there and when you consider the fact that it is 30% cheaper, what would you choose? This constitutes a difference that is well over a week’s rent for some people, so there is that to consider as well.

Yet, it is not about that part, it is that Huawei has seen the light of opportunity in both Saudi Arabia and Egypt, so when we see (at https://www.albawaba.com/business/pr/huawei-announces-%E2%80%98vip%E2%80%99-service-p20-pro-saudi-arabia-1135384), the fact that branding is getting momentum in the Middle East with their Huawei Consumer Business Group and their “a ‘VIP’ service for its customers in Saudi Arabia through its authorized service centres for any customer buys Huawei P20 Pro with Huawei KSA warranty”. Some call it marketing, which in all fairness it actually is, yet with 95 million people in Egypt and 33 million in the KSA, the market could be booming for Huawei, even as an Apple store is coming in 2019, the Apple SA store is pointing towards “Apple-designed outlets located within selected Apple resellers and other retail shops. Many are staffed with Apple-trained experts who can help you to find the right solution for you“, which is a perfectly valid and acceptable text. Yet, when you can consider an ‘outlet’ versus “Huawei has announced “Huawei Flex” which is a free drop off service in which customer can drop his device for service in more than 300 locations across kingdom for Huawei device under Saudi Arabia warranty to be send for Huawei Authorized service centre for warranty repair and return“, we see that Huawei is on the ball (I am not saying that Apple is not), but the service minded sales pitch is clearly there and as we see: “Pablo Ning, President of Huawei Consumer Business Group Saudi Arabia said: “The Kingdom is a strategic market for us, and this announcement reflects our commitment to doing business in the region. It is our effort to always cater to the specific needs of the markets we operate in. Recognising the needs of our loyal customers in the Kingdom, we are very pleased to announce these services and we are looking forward to announcing many more unique offers for them in the future”“, we see that even as we realise that too is a marketing setting, it also states that Huawei means business. With a chunk of a 125 million customer base, these two alone could drive sales even further in the Middle Eastern nations; in addition, the Huawei centre is rumoured to be coming to Neom, which could drive the brand even further. Even Forbes was recognising the growth Huawei had in 2017, even though we do take notice of the fact that anti-Chinese sentiments in the US barred the phone from the US markets, we need to realise that the planet is a lot bigger than the 325 million in the US. Also consider the fact that Huawei does a lot more than merely smartphones and the opening of the market that is a third of the US population matters, in addition the 740 million Europeans are now more than ever looking for a good deal. So the group of people who have the cash to go all out and get a phone $500 more expensive is shrinking fast. Yet Huawei is not out of the woods there either. It is up against Samsung and Samsung is doing a good job of gaining ground. In there we see that Apple is losing their footing, losing sales share in the UK, France and Spain. So even as some had growth, iOS was merely growing at 0.1%, against Android 2.8%, that is a massive difference, and Huawei is tinkering very effectively on these two markets. Although, I have to admit (speculatively) that the largest growth was due to the release of the Google Pixel family. Still Huawei remains in the fight of growth and its setting in the Middle East is as assertive as it gets. I reckon that if Pablo Ning pulls it off, he might be looking forward to his new apartment overlooking Chaoyang Park in Beijing. It is that extreme because the market share that Huawei has to grow is pretty astounding. You see, not everyone is looking towards the coolest marketed phone that most cannot normally afford, in the Middle East revenue is often set towards pragmatism and that is a setting that Marketing on a global basis tends to be unfocussed on. It is in this setting that mobile phones will gain traction in sales. So when we consider the progress that Huawei is making towards growth by going via the support and customer care path, or as Pablo Ning phrases it “the needs of our loyal customers in the Kingdom“, we see not some message on selling a phone like ‘iPhone X, Say hello to the future‘ with after that ‘Sales, Apple Authorized Resellers‘ or ‘Sales, Apple Authorized Resellers‘ but with ““Huawei Flex” which is a free drop off service in which customer can drop his device for service in more than 300 locations across kingdom for Huawei device under Saudi Arabia warranty to be send for Huawei Authorized service centre for warranty repair and return“, we see that Huawei means business. It is not about the initial sale, it is putting to bed any worry the consumer has afterwards and the Huawei version sells much stronger than the other messages and that is how commercial traction leaps forward making it market share gain. The lower sales threshold only speeds it up. In that we see that “aiming of strengthening its business base, its operations and customer service in the Kingdom“, is not just vital for growth of Huawei, the commitment of 5G in Saudi Arabia as it is at present, will only fuel the need for the Huawei smartphone (and smart phones in general); with its upcoming Huawei Mate 30 (Q3 2019) Huawei could give a further boost, as those buying today would be ready for a new phone just as the Mate 30 will be released and it will drive it a lot faster if it is both 4G and 5G enabled (which is not officially confirmed), so as Apple and others are looking to open a shop at that point, we will see that if (consider that it is an ‘if) Huawei kept its services and exceeded the expectations of the consumer, they will have a much larger advantage and as such Google might profit with their own Android phones on the coattails of Huawei. This is shown in another way too. Statista (at https://www.statista.com/statistics/271774/share-of-android-platforms-on-mobile-devices-with-android-os/) gives a view that takes some mulling. When we consider the Android market share, we see that the largest part is owned by Marshmallow (v6) and Nougat (v7), so that means that those who update now to Oreo (v8) will be most likely to update the moment 5G is out, those who delay more than 6 months are not likely, or better stated less likely to update more than once, so either they miss out on 5G or are in a much smaller segment (not serious smartphone users). So they use it as a phone and that is it, which is fair enough, because a phone is a phone and for that 5G is not essential. Yet when we consider that this group is almost 37%, there is an option for smartphone sales everywhere to evolve those users towards a more smartphone driven use of apps and data, yet what are these consumers made of? There is no data that I had at my disposal, yet finding out is actually a lot more important here. If we know what the consumer needs, we can see if there is a better solution in new hardware, not merely because of the security risk that older phones hold, the fact that smartphone functionality is optionally missed out on is basically a sales opportunity missed and when it affects an optional 37% slice of smartphones it starts to matter as that involves a serious amount of cash. Now we need to accept that it is not merely the phone, for the larger places like the island of Australia mobile data was until last year pretty expensive, so why upgrade when the data used will monthly kill your budget? to go from 15GB a month for $65 in 2016 to 200Gb for $70 in 2018 is actually a massive leap and not all places have made such changes, so not everyone is on board yet, but with 5G that will change by a lot, not only will they drive down the 4G data prices, but the mobile setting in places like Egypt and Saudi Arabia (outside of Cairo and Riyadh) will drive the need of people much larger. The fact that Egyptian TV outside of the large cities is not fabulous, for these people to suddenly get a clear reception of matches of Al Ahly SC or Zamalek SC could drive sales, so the larger the part of that 37% slice is actually found in the Middle East, the easier the upgrade sales will get; when we consider the joke (that is how I personally see the Vodafone Egypt site), as well as the clarity of http://www.egyptsim.com/, we see that there is still space to improve it all and Huawei is in an interesting place to make that happen. In addition, the Egyptsim site shows a setting that was almost the 2016 setting in Australia, so they are not that far behind, so when we see the evolution where the prices reflect 500% if what they offer now (which is what we can get in places like Australia nowadays), we see a more competitive setting where upgrading any smartphone will become the essential need of anyone wanting to use such amounts of bandwidth. Even a mere 50 GB at €15 could change the game, it will drive app use, phone use and more important, the need for phone upgrades and competitive phones will become more and more desired. This is shown in direct opposition to the anti-Huawei feelings that we see from America (at https://www.politico.eu/article/huawei-china-ghost-in-europe-telecom-machine/), a story from last January. So in all this when we see “The Chinese tech giant is banned from bidding for government contracts in the U.S. over concerns that its telecommunication equipment could be used for spying by Beijing“, that whilst it refers right next to it a story regarding ‘Mark Zuckerberg hearing: As it happened‘, in all this Huawei is a concern? As the US has not even got clear legislation on data and as we see the Facebook events, I can state that some people have their mindset in the wrong place. In addition, if we can believe the Daily Mail who gave us “Google caught using $580 million worth of Australians’ phone data to spy on them by monitoring their movements“, so in that, is Google getting government contracts? And if the second is true, why is there no outcry in that setting? Is it about the company, or where the revenue is going to? It is a multiple facetted setting of greed, technology and whose ego is the largest to present. How does that help the consumer who wants a good affordable phone, if the Google Pixel and Huawei phones offer the same thing, yet Huawei can do it 30% cheaper, why would we want the more expensive one, our privacy? Facebook gave that away and there is no actual act in place to thwart that, in addition, the US senate hearing gave more and more reluctance as we seem to get the impression that these senators do not even comprehend technology in its basic foundation. We merely have to look back at the moment with Senator Orrin Hatch (R-UT), who asks on: ‘how do you sustain a business model where users don’t pay for your services‘, the answer by Mark Zuckerberg was priceless: ‘Senator, we run ads!“. When we are confronted with such a level of what I regard to be ignorance towards business reality, that is the not party we should rely on when they state to us: “its telecommunication equipment could be used for spying by Beijing“, yet in that foundation, not one piece of evidence has been presented that this is actually the case. The “potential for secret ‘backdoors’” is astounding. Not one piece of evidence, not one setting that gives any level of reliability on ‘potential‘. I wonder how many of these gentlemen have been receiving calls from Cisco, Apple, IBM and other parties on their fear of China getting a slice of American business, or perhaps it is even more simple. With American firms the government of the USA can make tax deals, because the inability of paying invoices can always get bartered on a national level, not international. And there is where Huawei has its opportunity. As it grows its segments in both Europe and the Middle East it can potentially grow the services they offer as the reach of those services and in that light and the next level of growth towards 5G, we see that Huawei has a growing distinction against all competitors. It can offer a new price range, one that consumers have not had for the longest of times and it can place a setting where customer loyalty can grow towards Huawei as it offers something affordable, now when the providers think it is time, but when the consumers need them, which is always a war that works in favour of the consumer. It is a war of settings between optionally, actually, and eventually. The first one offering it has the benefit. Yet is Huawei ready to make that commitment? I do not know, yet should Huawei grace the settings and be announced as a participant of the new high tech city Neom, at that point you can be decently certain that Huawei will become a much larger player in the Middle East and from that, growth in Europe will be a near certainty. Business for Huawei will be booming and it all started by making high end mobiles an affordable item for those not in high paying jobs, or forced to get themselves chained to a two year contract with a telecom provider.

 

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Fear is a tool

It started with a thought, one I have had for a little while and one that had been voiced in the past. Today, in the Guardian we see part of this in the article called ‘How we sold our souls – and more – to the internet giants‘ (at http://www.theguardian.com/technology/2015/may/17/sold-our-souls-and-more-to-internet-giants-privacy-surveillance-bruce-schneier). I respectfully disagree with parts of this.

The first premise is the important one.

Did we sell our souls, or were governments on a global scale lacks and slow regarding the rights of privacy?

That is an important question as it is linked all over the place. We tend to look (as I have mentioned numerous times) regarding the information the intelligence community gets, but at the same time we allow ourselves to get mined and exploited by every social network available. A nice example that the article uses is the Hello Barbie. The Washington Post gave us loads of information in March (at http://www.washingtonpost.com/blogs/the-switch/wp/2015/03/11/privacy-advocates-try-to-keep-creepy-eavesdropping-hello-barbie-from-hitting-shelves/), but it did not get the global visibility it required to have.

You see, there is nothing wrong with an interactive toy. I reckon that as programs became more and more interactive, then so would toys and the Hello Barbie doll is the premium evolution for children. The big issue is not the toy, but this simple line: “As the doll ‘listens’, audio recordings travel over the Web to a server where the snippets of speech are recognized and processed. That information is used to help form Hello Barbie’s responses” Why? Why use the web? Why not connect to a device that has the software installed? The answer is simple, this is only in one part about the doll, it is a lot more about collected data and data is value (their marketing department will come with some “it’s  all so much easier via the web answer”). Collecting the questions of children gives way to trendsetting and to marketable exploitation. Of course, in that light the adult edition, where the answer to every question becomes “not now darling, I have a headache” is likely only 6 months away.

You think I am kidding? Data is the core of value, marketability of data is the new ‘O’ for industrials. Knowing how to push the button by answering the not asked questions in advertisement is the rage, the El Dorado of the marketing industry. So when we see the quote at the end of the article “Mattel and ToyTalk, the San Francisco-based start-up that created the technology used in the doll, say the privacy and security of the technology have been their top priority“, we should state that if security and safety were such important parts, you would have kept these issues local and not via the web. As for security, if hackers can take down Sony, then Mattel might not be that much of a challenge and in that light, that collected data would be worth a fortune, so people will get that data one way or another.

Beyond the toy need of a child is the need for health. That part is dealt with in “Many medical devices are starting to be internet-enabled, collecting and reporting a variety of biometric data. There are – or will be soon – devices that continually measure our vital signs, moods and brain activity“, now we get to the juicy stuff! You see in the UK there is the Data Protection Act 1998. Yet here we see the following issue:

Section 36 gives us: ‘Personal data processed by an individual only for the purposes of that individual’s personal, family or household affairs (including recreational purposes) are exempt from the data protection principles and the provisions of Parts II and III’. So Barbie is already exempt in this case.

Even though section 2 gives us in section 11 ‘Right to prevent processing for purposes of direct marketing’, which is in part II, so Barbie is again exempt.

However, we do see protection under part one section 8. Here we see: ‘Personal data shall not be transferred to a country or territory outside the European Economic Area unless that country or territory ensures an adequate level of protection for the rights and freedoms of data subjects in relation to the processing of personal data’. Yet the danger here is that this regards ‘personal data‘, the definition under part one states: “personal data means data which relate to a living individual who can be identified”, which is not the part that is transferred, so it does not count. The personal data is what mommy, daddy or junior enter within a website or social media, outside of the UK (or Commonwealth), so that they can receive a much more personal ‘experience‘ with Miss Barbie. This is at the core of the problem, but it is only one factor. The same applies in 99% of the cases to healthcare and fitness equipment that connects through the Bluetooth, Wi-Fi and the web link. All this gets collected. So when we wonder regarding the excuses on software on cheaper through the online experience, several parts give clear indication that this is about collecting data, because data is the new gold. How much do you think a health care provider is willing to pay, so that they have data that allows to cut off, or additionally charge the riskiest 10%? Even though those people are already paying premium, to have a check on the safest group and to flag the least safe group is worth a bundle. Anyone selling that data for less than a 9 figure number is getting royally screwed.

And it goes on beyond the mere computer and the internet. More precisely your smartphone. The apps you install track you here as well. They track your location and sometimes download your address book, calendar, bookmarks and search history. Not to mention a host of other parts. The most annoying part of it all is that you the user gets to pay for your bandwidth, so if your data gets downloaded, you are likely to see background usage of the data and the bandwidth used goes to your total usage.

The gem of the Guardian article is shown near the end “And it’s all possible because laws have failed to keep up with changes in business practices

This has been the number one issue for well over 4 years now and the lawmakers have basically been sitting on their hands, pretty much all over the commonwealth I might add, because data is money and those captains of industry require overhead (read data profits). It comes down to the same issue with the laughingly disturbing discussion on movie piracy. Telco’s rely on bandwidth, without that, there profits go down to the basement, in that same light their reliance on data seems to hinder governments to react in a timely manner. Research, investigations and commissions. We have seen data issues since before Edward Snowden. Yes, in all these years, how many successful alterations were made to the Data Protection Act 1998, via either legislation and/or the House of Lords? You do the math, yet the answer is simple. As I see it, look at your two hands and do not use the 10 fingers that is how often, a mere ZERO times! Just like the internet consumer change, the internet data change has seen just as many evolutions.

The worst is however yet to come!

You see, the newer mobile phones often have the capacity that surpasses many laptops and tablets. I witnessed just 4 days ago how a friend used his mobile as a SharePoint because he had to update his PS4. What He had not realised is that the PS4 also started to update his installed games. It took him less than two minutes to realise this and in that time his 2GB bandwidth was gone! Welcome to 4G bandwidth!

He’ll lose an additional $10, so he did not think it was a biggie, but now consider how much data can be passed over to wherever the applications decides. So when we get these small messages, when we are lulled into a sense of ‘security’ consider where your data is and who else has access. That is at the heart of the matter, as well as the heart of the legislative failing. Who else has access! When data is stored at any third party provider, the app maker might guarantee that THEY will not allow access to the data, but that does not state that this is the case, you see, if they have the data parked in any other provider, what does the rules of those providers stipulate? Only they? Only the executing service agents? The world of data is quite literally the new Wild West of Business and IT, a reasonable untapped frontier and we all forgot that we think that data is there and only we can access our little field of data, whilst in reality and corporation with a tractor can get to any part of that data field. It is all nicely settled in the line “are exempt from the data protection principles”, so as we consider our data and why we are not keeping it local, consider one final ‘deletable’ part, which is also in the Guardian article “In 2009, Amazon automatically deleted some editions of George Orwell’s Nineteen Eighty-Four from users’ Kindles because of a copyright issue. I know, you just couldn’t write this stuff anymore ironically“, yet even though the irony is out there, consider that your data is also on the cloud. So what happens when that gets deleted? Not by you or by the provider, but by a third party who got around it all? You might wonder why that is an issue, if you do then consider the final question in this dilemma: ‘Who is the owner of a deleted file?’

So here is the fear part:

Where is your data?
Who ‘owns’ it?
Who has access to it (besides you)?

These are one side of the fear equation, on the other side you have the data local storage, which you must personally manage, you must backup this data and you must keep track whether it is all backed up. Some users feel uncomfortable with that. A nice example can always be found when someone in your vicinity cries over a crashed mobile and all contacts lost (I saw that a few times happen to people I know in 2014).

One fear or another, they’re gonna getcha!

So you the user have gone with the flow and the privacy for billions is up for grabs because no one wondered, asked or pressured, now that part is almost indefinitely gone, only by adjusting the laws can we see a restoration of proper privacy of data and information, but those who rely on the value of data are extremely intent on not letting those changes happen. Consider this part from an earlier Guardian article “Facebook places tracking cookies on users’ computers if they visit any page on the facebook.com domain, including fan pages or other pages that do not require a Facebook account to visit“, do you think Google is any different? So as you are tracked and as data is combined from social media, from websites, devices and even toys. How much privacy do you think you are enjoying at present?

Now we get to a truly speculative part. Consider Google with its Nexus range. Now the new Nexus 6 looks nice (way out of my budget range), there is a 32GB and a 64GB version. No issues here! In all aspects a decent game changer for the Nexus fan. Now we get to the Nexus 9, the tablet. Before I give my view, let’s refer you to Forbes, here we see some interesting details (at http://www.forbes.com/sites/ewanspence/2013/01/29/apples-128GB-ipad-just-gave-every-android-tablet-manufacturer-a-headache/), an important fact is that this is a January 2013 review, so more than two years old! In that regard the specs do not seem to have changed! So this ‘new’ tablet is only to be begotten in a 16GB or 32GB version. So it has a lot less storage than the Nexus 6 mobile phone. It has a few more weaknesses, but basically, as Apple already had a 128GB edition, Google remains at 25%. In my view this was intentional! The machine was released late November 2014. Why would they not have a version that is at least 64GB? My iPad 1 (yes version One) which I bought in 2011 already had 64GB). This is not a mere oversight from a bungling manager, as I see it this is an intentional drive to get people towards Google drive, with data stored in a place where some might have access (the non-user that is). Remember, this is pure speculation on my side! Google could have made a contender and is offering nothing more than a consolation price. Offering it at a very competitive price, but it comes with the foresight that people will be driven to the Google Drive, sooner rather than later!

Please feel free to reject this notion, but ask yourself, in the fight between IOS and Android, why would Google not offer a machine a lot more competitive? This is at the heart of the matter, this is as I see it the crux of it. There is of course a danger that we make ‘relationships’ between fiction and facts in events that are a figment of our imagination, but in the competitive industry that is called ‘mobile devices’ to remain behind to this extent to that degree calls for questions, does it not?

There is one part to add, the Guardian article was originally adapted (by the Guardian) from ‘Data and Goliath’ by Bruce Schneier, Bruce Schneier is a security technologist and CTO of Resilient Systems Inc. He can also be found tweeting his heart out as @schneierblog.

 

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