Tag Archives: 5G

The cornered bully

We all have these moments, when we have to speak out against dopey (the bully in the corner) but the boss we report to is a spineless sack of shit and he will not do anything, more importantly he seems to be heralding the voice of the bully like he has credibility. So there we are, the bully (America), the spineless boss (pretty much most nations in the EU and the Commonwealth) and the people ready to speak out, the IT experts who are muzzled by bosses, because they are afraid to start a fight.

That is the setting that the Guardian introduces us to with ‘Using Huawei in UK 5G networks would be ‘madness’, US says‘ (at https://www.theguardian.com/technology/2020/jan/13/using-huawei-in-uk-5g-networks-would-be-madness-us-says). We have seen it before, the US is now getting more and more afraid of the billions being missed out on and they are going full throttle with the fear mongering. Even as we see “Matt Pottinger, presented an incendiary dossier which they said featured new evidence of the security risks of relying on Huawei technology in future phone networks“, we get introduced to the Gerbil-in-the-groceries Matt Pottinger the new flagship for presenting ‘news’ just like Colin Powell with his Silver briefcase. You see, I am not afraid to face that music, neither are the hundreds of intrusion experts who have been unable to validate the wild fantasies of America, America took the VHS example and is trying to steer the ships of nations and now they are boasting an unwillingness to share intelligence. This is nice, but in the end, the Intelligence from the US is backdated and there is every chance that it is as false as any news they spread. The entire bully network comes to blows when we see “The intense and public lobbying presents an immediate headache for Boris Johnson“, I also do not disregard “having been repeatedly advised by the UK’s security establishment that any security risks can be contained“, this is equally important, because Alex Younger who is the official Big Boss at MI-6 stated that infrastructure this important should not leave British hands, this is not a case of Huawei being a danger, it is a national policy and that is fine, I would even state that this gives the UK and option to buy the Huawei technology, rip it apart, set it under a loop and optionally give BT a chance to become a contender, US firms will jump at that opportunity, to have Huawei technology without the Huawei fear. Let’s face it, Huawei offered that solution to the US last year, but there is a larger concern and for the US it is not really spying, it is the fear where data will end and there are several new players all non-American whilst the American data gatherers are tapped out (financially), so the US is bullying all others to wait hoping that Silicon Valley will come with an American solution that is actually real 5G, all whilst it is not coming and at present all those who delay are losing momentum and twice the amount of time on the 5G path, so any delay up to a year means a 2 year delay and they all know that you are either better (the US is not), you are first (the US can not) or you cheat (the only path the US has at present). 

This all gives us two distinct realities, the first is that for the first time the US is not the first at the top in technology, a shock they have a hard time surpassing and they are not the only 5G company, they are really not ready for real 5G, you see in my past blogs I showed that whatever they call 5G is really not 5G, nowhere near, not at those speeds. The Guardian also gives us “Ahead of the UK decision the head of MI5, Andrew Parker, said over the weekend that he saw “no reason to think” that using Huawei technology should threaten intelligence sharing with the US“, Mr Parker is right, but mainly because the quality of US intelligence is seemingly fading, they are losing sources all over the Middle East and they have too little in the Far East, as such we lose out on a source that is mostly redundant. Mr Parker’s assertion is in opposition to “a senior US official who was part of the delegation, who said: “Congress has made it clear they will want an evaluation of our intelligence sharing.”“, two parts are shown here, the fact that the bullying continue and the fact that this ‘senior US official‘ is left nameless, just like the fact that this matter is on the desk of a deputy national security advisor. In the age where America goes to vote next year, no one wants to burn their fingers and their career on this, and when the truth comes out (and it will) their careers are gone in the international field and the national field no longer has the juicy options it once had. 

When we get to “The officials, who had flown in specially from the US, would not spell out what the “relatively recent information” that they had shared with their UK counterparts was“, it is all a load of HogWash (American expression), you see, If there was any actual danger the US would spread it like a wildfire to EVERY security IT Consultant, but they did not and the news is flat on that. What we do get is ‘Facebook and Google are as much of a threat as Huawei‘ (source: Marketwatch) where we see “Facebook is already undermining the democratic process, including in the U.S. itself, where the platform has facilitated foreign interference in elections.

 

In addition, Facebook has fueled division and fear, and refused to remove hate speech, Holocaust denial and anti-Semitic posts. The platform has been described as a “megaphone for hate” against Muslims, and it is accused of facilitating a genocide against the Rohingya in Myanmar. For these reasons, the British actor and comedian Sacha Baron Cohen recently called Facebook “the greatest propaganda machine in history.”” This is true but it is only he side effect of the matter, the real issue is not there it is seen in “these threats already exist, because Facebook (which also owns Instagram and WhatsApp) and Google (which owns YouTube) have an astonishingly comprehensive range of data about their users — their location, contacts, messages, photos, downloads, searches, preferences, purchases, and much else” It is not the porridge, it is the spoon, the data is everything and as the data no longer merely flow to America, but it will flow to China as well (via aps and so on) in a larger growing slice it will no longer flow to the US, that is the real fear, it will impact all firms relying on data and that is the real ticket and it will have an impact sizing up to billions of dollars every year, it is a larger impact as data becomes the new currency. I will go as far as setting the stage that the IP I had designed will impact it even further for the globally based 400 million small business firms. Even as America sneers at the little guy, they are the foundation of data, not Google and not Facebook, they are merely the facilitators not the creators. That reality is now up for grabs in more than one way. If it was really all about security, the news would have picked up to a much larger degree to ‘Cisco critical bugs: Nexus data center switch software needs patching now‘ with the added text “Cisco has disclosed a dozen bugs affecting its Data Center Network Manager (DCNM) software, including three critical authentication-bypass bugs that expose enterprise customers to remote attacks” (source: ZDNet), this is not the first time, I gave more info months ago when at least one such an issue woke up and whilst all are screaming about 5G security and feigned Chinese values, they all ignore the Elephant in the room (Cisco), I do believe that it was an honest mistake, there was no ill practice at work (from the side of Cisco), but there is a larger concern and those security advisors connected to the Oval office do not seem to care (or optionally merely not comprehend), it is a larger issue that is impacting the Fortune 500, but the press is blind to it. In support there is also ‘A Cisco Router Bug Has Massive Global Implications‘ (source: Wired) with the added information “The devices play a pivotal role at institutions, in other words, including some that deal with hypersensitive information. Now, researchers are disclosing a remote attack that would potentially allow a hacker to take over any 1001-X router and compromise all the data and commands that flow through it. And it only gets worse from there“, which was given to us last May, with the almost complete rundown by researchers from the security firm Red Balloon. And the added information “Once the researchers gain root access, they can bypass the router’s most fundamental security protection. Known as the Trust Anchor, this Cisco security feature has been implemented in almost all of the company’s enterprise devices since 2013“, this is the setting, an impact that is global and the US is keeping it quiet, yet the unproven stage without any real evidence is heralded to the max, which gives the larger implication that this is about data and about the financial security of the US, and why should we pay for that? They were flaccid for years, they refused to innovate and China started to innovate, even as we see in the Guardian article that the kit from Huawei “cheaper and more advanced than rivals“, we see one part, the fact that the US has nothing to counter what Huawei offers is the larger concern (for America), they are 2-3 years behind and that implies that they have nothing to enter the field with until 2025 and become a real contender, at which point Huawei is the new standard and as such data will flow via Huawei and not via American solutions, the data loss for America will be to some degree crippling. their revenue from advertisement, their revenue from data sale and other revenues liked to that are all impacted, it could cost the US 50-150 billion in the foreseeable future and that is where the US fear kicks in, their debt is out of control and that amount would have a much larger impact on the infrastructure that can no longer be paid for, one system after another will fail, a cascade of systems all collapsing because the US has no reserves left, the EU is also out of reserves and they see the 5G part as essential to surpass American firms and most need to contend with spineless politicians and long winded ‘talks’ by the EU gravy train, the are all in it for the money and commercial EU is seeing it all come apart, they can hold on if they get the 5G edge, an option that the US dreads. 

As such the cornered bully is getting more brazen, relying on past tactics that exploded in everyone’s face and they are still doing it, hoping that they can get away with it the second time around, optionally they will rely on other technologies, as long as they are not Chinese, it is not the hardware, it is the data. Ericsson gives us “5G is designed for industrial applications. This means that falling behind on 5G as a platform for innovation will jeopardize the European industrial base. With two global vendors based in Europe, the continent has the prerequisite to lead” (they merely fail to inform us (for valid reasons) that the two players are Ericsson and Nokia, but their solutions are almost two full generations behind Huawei, they would need two years to upgrade and that is what they face, they were all asleep at the wheel and now that the ferryman wants to get paid for all the time they were asleep, they are no longer willing to foot the bill, 4G is almost at a break even point and that is stopping most to go forward, even as they see that 5G is going to take over, they are all afraid that the next iteration of hardware is just beyond the horizon. And they are still setting larger foundations for themselves, because the real cash is the data, not the hardware and that is the stage where they all need to select an optional new provider, the devil you know beats the devil you know not and they want their coins. 

In all this the bully in the corner is getting more and more aggravated and we see that, but they did this to themselves, when I can surpass the US in IP (something I never thought possible) that is the point you need to realise where the US failed, their IP is just not there and they have no real counters other than the Silver Briefcase scenario hoping it will buy them enough time.  You see, when we accept the foundation of one quote: ‘5G Antenna Market was estimated to be US$ 9,835.0 Mn in 2018 and is expected to reach US$ 34,720.1 Mn by 2027 growing at a CAGR of 15.5% over the Forecast Period Owing to the Evolution of Smart Antennas‘, we see what the US is missing out of, the antennas alone are setting the stage of 9-15 billion each year surpassing my estimation of 50 billion value by 2022, yet that is merely the antenna’s, Huawei launched their 5G routers last week and that is where the money becomes a serious setting. When we combine the stage offered “The power of the chipset enables the router to be the first to support commercial application of 4G and 5G dual-modes. It is the first to have the capacity to perform to industry benchmarks of peak 1.65Gbps@100MHz download speeds” with “LTE Advanced has been available for several years now and some carriers (notably AT&T in the US) are calling it 5Ge, or 5G Evolution, even though it is most definitely not an official 5G standard, but rather the latest iteration of 4G” (source: Forbes) you get to see how dire the US situation is for the US, they claim to be 5G and they are not, they claim that Huawei is a danger and they cannot prove that it is, the data is everything and they are at an ever growing risk to lose large chunks of it. Now that Huawei is forced towards their Harmony OS, we will see a growing non US population switching, meaning that the data is no longer going to the US in a readable format. That is the larger loss for the US and they are getting close to desperate. 

In my view, that is the consideration of dumping the brains that they needed and that is the consequence of a flaccid business path, down the track it tends to cost and the US is scared of that moment, hoping to scare all others, we see that the EU is considering their options and as the US loses nation after nation we see  larger stage, when the data surpasses into national hands again, they will not care about US substandard intelligence, most will have their own and a new generation of apps will be adopted by its users on a global scale.

 

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NATO @ 70

Yes, there have been a few issues in the last few weeks and if we try to highlight to pieces we would go crazy, mainly because one element truly is less likely to be one. Too many issues cross contaminate and give rise to other elements, as much as we do not like it, so is the issue of NATO. even from the first image we see (Donald Trump and Recep Tayyip Erdoğan get close at the summit in Watford), we get the issue of treason to deal with (at https://www.theguardian.com/world/2019/dec/04/how-does-nato-look-at-the-age-of-70-its-complicated). We seemingly forget that Turkey was the one nation stopping US assistance until all debts were forgiven, you remember those two buildings in New York? They were no longer there and hours later and it started a larger war, but Turkey stated that even as a NATO party it was supposed to be on our side, it merely was on its own side. We then seemingly forget the issues that plagued Turkey, we did not ask for any support on the hundreds of journalists it put in prison, we seemingly forgot to give any level of documentation from  Turkey, and even now, we treat it like it is an ally as it has given a larger concern to Russian hardware. NATO did nothing in light of all this, you see any corporatocracy is about the revenue of the whole and limiting that is a larger concern to those in control in Strasbourg, we could even argue that Turkey played the game brilliantly. Yet the people @ NATO are not given any requirements for evidence and for accountability.

Consider the quote we see: “Nato’s focus continues to spread. The summit is the first time its leaders have considered the rise of China, which has never been a focus for the organisation; they also confirmed that it was time for Nato to have a military presence in space, and they worried about cyberwarfare and Russian disinformation“, the two elements in play are 

  1. Rise of China tech (Huawei in 5G)
  2. Russian data bindings.

The two elements are given in different stages in the statement and off course they are given in a different light, yet the larger given setting has ben visible to a much larger issue. it is about economic advantage and NATO has none to play, merely the use of fear mongering that goes without saying, even as the UK PM adds to the fire with ‘Boris Johnson suggests Huawei role in 5G might harm UK security‘ the truth of the matter is that both the UK and the US still have not shown ANY LEVEL OF EVIDENCE that this is (going to be) the case, they are the tools of a corporatocracy trying to hold onto the next iteration of economy, a place they cannot be because they relied on flaccid technologists to create IP instead of relying on the status quo to continue, both elements fell short and the advantage of the far east came into play. This is the direct result of short sightedness and to be honest, my IP going to Huawei will be just fabulous, it would for me be the difference between a value of $2 billion and optionally $4 billion and I get 35% of either that amount (I’d be happy with either setting). 

In the second the entire consideration of Russian data bindings. As they get to syphon off the entire social media they get an advanced edition of data, the advantage that the US banked on is lost to them, or better stated they are not the only ones with access and for corporatocracy that is a larger failing, data shared is data lost meaning that larger bulks of data will go towards Russian entrepreneurs and they are hungry for a slice of the revenue cake that is in circulation, it is an amalgamation of revenues that are overlapping and larger pieces of it are starting to be lost to places like NATO, making their position smaller and more scrutinised than ever before, that is the consideration that one faces when one is nothing more than a stepping stone for any corporatocracy. It does not end there, because of the fiasco’s that the US introduced to NATO security, the first was the USS Zumwalt class, a ship that had to be almost completely redone AFTER LAUNCH, so far it is a $21.5 Billion fiasco and when we see corporatocracy setting the sun on fiascos this large, it tends to undermine places like NATO to some extent, the second fiasco is that matter is F-22, a raptor that looks awesome but is like a drained cobra, which looks nice, but in the end until it refocusses its poison is merely deadly looking and it was supposed to be deadly. Then there is the flaws that the F-35 has, in the end it all comes down to an exercise in tapping the vein at $2.7 Trillion dollars. No matter who in NATO signed up for all of it, the defense forces have close to a $3 trillion dollar fiasco and there is no substitute. All whilst Russian and Chinese engineering is making headway in several directions.

In all these events we merely see that NATO has lost traction and has lost a futuristic setting of that hat comes, it can no longer predict and whatever it predicts is based on data that all people players now have, it lost whatever advantage it had. 

All whilst those connected to whichever corporatocratic setting of checks and balances are now without any kind of accountability and as such corporations get to fill their pockets on a stage of $3 trillion that has nothing to show for it and we ask why this is not countered? Well actually the gravy trains are making sure that the question is not offered out loud, or at least not at the intensity and volume required. The Hill produced and article a little over a year ago with the headline ‘The long NATO gravy-train may soon be over for Europe’ (at https://thehill.com/blogs/congress-blog/foreign-policy/412837-the-long-nato-gravy-train-may-soon-be-over-for-europe) yet the current statement as we see NATO @ 70 gives light (read: indication) that this is still very much on the mindset of too many people, as such the gravy train is still gobbling up resources on a global scale. Even as we saw “Both Trump and Obama even accused NATO members of relying far too much on American citizens and free-riding of the U.S. security umbrella” we are left in the dark that the needs of NATO are to a larger extend Raytheon, Northrop Grumman and BAE systems and all three have issues. So whilst we seemingly adhere to “While all 28 NATO members agreed in 2014 to spend at least 2 percent of their GDP on defense, only the U.S., Greece, Estonia, United Kingdom, Latvia, and Poland are meeting the minimum guideline” we all forget that this 2% is more than merely a number, three projects are shown to be huge cash drains whilst not offering the value they supposedly have, so as such there is a larger failing. in addition we need to see the value of whatever GDP Estonia has and seek it next to the Dutch and Belgium, that number is laughingly short and Estonia would optionally have made the numbers if it bought two trucks and replaced part of its military uniforms. That is before we see what the Dutch had created towards its goalkeeper signature weapon for the navy. 

There is a much larger failing going in and NATO @ 70 is not giving us the goods, merely that it is under the mandate of a gravy train whilst reporting to corporations on what is required. Corporations that are not connected to the needs of the people, they are not elected officials and merely giving their needs to elected officials who need long train rides to figure out how to spin what is required, in all this after 70 years whilst we see Recep Tayyip Erdoğan getting close at the summit in Watford to others, yet it all makes perfect sense, and especially whilst Turkey has selected the S-400 defense system. Yet that is definitely one NATO partner we want to keep close (or that is how any corporatocracy will voice it).

Yes, I believe that the value of NATO is gone, not because of what it was supposed to do, but because the people involved created new adversarial players, players that NATO was never ready to face, it was never trained to do so and some of these players are part of the problem, they were never part of the solution.

We were always going to face new adversaries, but we never knew when they would come and for the most we never considered that it was an internal review of whatever drives us that would be our adversary, all driven by greed. 

 

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The art of marketing

The art of marketing is not new, it is often not understood (even I doubt whetheer I know what they talk about), even more often the people who do the marketing are clueless on what exactly they are doing but they are doing something and that counts according to their needs.

It all started as I made a stop at ‘SuperYachtWorld’ what they would call the ‘the global magazine for superyacht owners’, Now I am not one of them, I do not even own a tinny, Yet I was on that site for a reason, Lurssen and Damen were producing new ships, I was curious as I used to have Damen as a neighbour (of sorts) and I was curious about his second SeaXplorer sale, a 75 meter yacht. I was curious about his dinky toy. Anyway, the article was nice and ended with “You can read more about EYOS Expeditions in the forthcoming issue of SuperYacht World, which publishes tomorrow“, I do not know whether I will buy it, I was just curious, so I decided to click the link ‘subscribe now’ I was curious on how much such a magazine costed. The next is much funnier in graphic form, as you see, I am showing you the first two pages (of the buy a subscription), and explain to me how I can ‘subscribe’ to ‘SuperYachtWorld’? Now, the subscriptions was not really sincere, I merely wanted to find out how much a magazine would cost. Yet the foundation of digital marketing is seen right here. No matter what you can sell, sell it as soon as possible, they merely forgot to give ‘SuperYachtWorld’ the benefit of whatever they wanted to sell.

Or perhaps something else went wrong, but that is the foundation of digital marketing. I even tried the search option, but alas ‘SuperYachtWorld’ was not recognised by Magazinesdirect.com. There are at least 4 flaws in the digital marketing at this point, lets numbers them

  1. Magazine link did not work
  2. Alternate link should mention ‘SuperYachtWorld’ first, or start with a link to that magazine
  3. TI Media Limited (the people behind MagazinesDirect.com) should have spacing before they start their marketing of their magazines.
  4. After the MD dot com element there was a whole part of empty white, after which we got the magazine issues, there too was a ‘subscribe to the magazine’ but that gave a 404 error which is error number 5.

I can go on for a little while longer, but I would think that a magazine who deals with customers dealing with items worth millions of dollars would be a little more finicky, it is the consequence of digital marketing, it’s a cavalier attitude to ‘We will fix it on the flip side‘, I was just so surprised to see it in this area. Ships captains are at times as anal as it needs to be and on the ocean there tends to be no time for ‘Oops, will fix that on the flip side‘, at that point it tends to be too late for that. Feel free to ask the Captain of the Herald of Free Enterprise, which was Captain David Lewry, there were apparently three warnings, the third warning was covered with a (according to magazines “they were busy, go away“, as such 193 lives were sacrificed to the Channel where temperatures of the water were -3C, so there. The entire event took less than 4 minutes. Yes, on Friday 6th March 1987 we learned how disastrous ‘We will fix it on the flip side‘ can be when it involves boating. Digital marketeers will go with the assumption, ‘When we make mistakes it does not cost lives‘, yet is that true? Now consider me a winner of the lotto (I am not, do not worry) and I wanted to read that specific article because I had money for a Damen Ship of 95 meters (again, I do not, so do not worry), now we get into murky waters, the short-sighted view of one limits the access of many, that is actually why I designed the 5G changes as I did them, that is why I came up with a different distribution system, one that is for the small businesses, that is why I came up with the Stupid Smart Device, it fit the needs we will see in 5G because as speeds go up, time becomes more and more a straight pass through of ‘Time is Money‘, who was up to speed? The person selling his wares will be up to speed more and more and that is why changes will push through faster and faster, Places like Google Ads, will require a stranger selling point and when the changes can be made immediate, the term of time is money will be a stronger stage in all this and that is why I decided to go after the 400 million small business owners, they all want to be on the 5G horse as fast as possible, they will drive the next changes even more than those people in telecom will. They are still twisting their thumbs on what to do next and soon enough that system will change, but not today, Places like Google and Huawei will need tome to set a new stage where the Telecom operators are the followers, no longer the deciders. As they are all in the hurry to make deals as far as they can they are 4-7 iterations behind, my IP will optionally change that.

Because by the time you check, ‘SuperYachtWorld’ are most likely, not updating their website, so more likely than not you and Damen miss out on changes, I designed my system to be depended on the two elements that drive marketing needs, the person selling and the person buying. Too many digital marketeers are about ‘I am in the middle, I know when it is right‘ Yet a decade in software sales told me that the Marketing person is the person inhibiting supports (hence diminished sales) because they want to sell it ‘Now!’, they give some response on how it is all with the ‘shareholder’ yet the shareholder does not realise what they are in for by selling a solution that is only 80% complete, the maker knows when it is ready and that is the moment that the buyer wants it. Should you doubt this, look at places like Ubisoft (Breakpoint) to see that part! TechCrunch had a good article on that (at https://techcrunch.com/2016/07/14/the-3-biggest-sales-mistakes-enterprise-software-companies-make/)

  1. Good product-market fit is not good enough

Yes that is true and we see a good explanation on that, I fought a few iterations of that battle with my bosses, because I was always service minded. Yet they were all sales people, they never got it. The article givers an example of ‘are still challenged with sales cycles longer than ideal‘ OK, that is fair enough, yet I countered it in my solution to be able to set the force of changes when the salesperson thinks it is ready. In addition, a sales cycle should be zero, when the person comes into the shop that is when he/she wants to buy. Yet I know that this is retail thinking, but is enterprise thinking not merely a large customer that comes in now? I get it there are other options and this person wants to buy the best solution, so he is seeking, but that is marketing, not sales. Marketing makes sure that they sell on paper what the salesperson can sell for a price (OK, I get it, it is a self-denying truth) but that is how I roll. We need a solution taking marketing out of the loop, if time is money, marketing is the delay in this, and optionally it needs to be sales driven, when YOU can sell.

  1. Are you competitively disadvantaged?

Nope, my solution came up with the standard you sell when you are ready to sell, and you are not disadvantaged, you merely focus on those who want your product in your neighbourhood. We also get “80% of on-premise software vendors operate a channel program to enable other companies to sell their products, while only 20% of SaaS vendors operate similar programs“, it is all about the stage of selling, and tho whom you sell, a lot of the sales systems in place are marketing driven, so when we change the view of marketing we tend to change the view of sales. It is hard to explain, so let’s get back to boats.

When you see the image below, we see a solution of where the other ships need to be, but we forget that the setting is that we are losing 2 out of 4 sales options, if marketing was on the bow of the ship, he could have guided those two additional sales towards THEIR solution, and in the 5G world that solution starts taking shape, software vendors go from tall order to tall order and at that point forget the 4-9 customers they could have gotten by adding their solution to the front of their convoy, looking for the small enterprises. I decided to change the wheel and the steering of such solutions. There is no competitive disadvantage; there is merely your own advantage and how quickly you can turn around sales.

  1. Bad timing — outta sync, outta luck

I never got that part, ‘sales cycles’ are basically whenever the customer comes to shake your hand and you get to explain on what solution you sell, or basically the customer wants to buy and you either have what they want or you do not. And in a marketing solution where YOU are the solution applicant, it is easy, you have what they want or you do not. At the very end of that setting we see: “and most important deals, people skills are ultimately at the top of that list” is the part where we need to focus on, because only you can sell what you sell. In the end that is YOUR power and there are 400 million small business owners that relay on that believe I merely gave them a clear solution to talk into. The rest is up to them, at their speed with their options at their fingertips.

It was that simple!

The art of marketing is not some solution that one person, or one through gives out, we see too many times that the small business units feel that they are told that they are competitively disadvantaged and they took that as some truth whilst they merely wanted to sell, I am setting the stage where they get to prove it, they get to prove it the moment they get to 5G, the game gets to change, let’s see who is ready for that. Now I need to add a part, I am not taking marketing out of the equation, I merely placing it where it needs to be, before the sales cycle, not part of the sales cycle. For the small business owner that is the game that counts, IT forgot about that part and it is time that we recognise that, and fix it, because in 5G Time will truly be money and every delay is a sales opportunity missed.

 

 

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Finally!

Yup, there is a new fashion in town and it will force the companies to fix the one element in IT that most corporations have ignored fixing for the longest of times. The issue that needed fixing for the longest time was non-repudiation, the issue has been clearly around for almost 10 years, 15 if you want to set a time table, but today on LinkedIn ‘Netflix and don’t share‘ shows that the industry will start doing something about it. The problem is what drives the masses to think that a paid service could ever be free. And even as we see: “Market leader Netflix has already declared it is examining how to curtail password sharing among family and friends. But streamers are treading carefully in teaming up “against the grifters,” aware of the backlash record labels previously generated in the Napster era” we need to be aware of the setting that it is a Netflix world and if you don’t pay, that is fair enough, but it also means that you can’t have Netflix. This issue is not limited to Netflix, it has a setting in video games, a setting in programs and in the past it had a setting in music. The problem is how to go about it. For places like Netflix, there is the non-repudiation solution, so in your network there are a few devices that could be set to receive, in the home environment the router tends to be the most culpable solution, yet in equal measure the home devices are also solutions that give rise to the patch of hardware that will allow one person to be connected, as such, Netflix was nice enough to allow 4 devices to be linked. Yet what to use as a system of non-repudation?

Well, email is certainly one way of doing it, but that only helps to some extent, the nice part about e-mails are that it allows Netflix (and like-minded people) to communicate with the owner on hardware, so as long as the email address is not hacked, this is decently safe.

Non-Repudiation

The term Non-Repudiation is not new, It refers to the ability to ensure that a party to a contract or a communication cannot deny the authenticity of their signature on a document or the sending of a message that they originated. So you and only you could have instigated the connection, bio-metrics are only one part of it, so is a password, non-repudiation is more, an autograph have the elements to complete non-repudiation, but in automated traffic, a copy of a autograph is becoming exceedingly simple, so we need to set the state where two tiered enabling is the way to go. Even if the origin of the two tiers was done in separate ways, combining them in any stream would be a decent level of assurance to convict a jury of peers (and Netflix) that only you could have instigated the stream. And Netflix is not the only one seeking for a solution. Bank solutions, use a pin and a bank pass, it is close but in in the end it is not real non-repudiation. Netflix needs to find a solution and whatever they find will push authentication technology.

And the system needs to be simple, not just for customers sake, the setting of complexity in these matters was best described by Scotty the Chief Engineer in Star Trek 3 whilst sabotaging the Excelsior: “The more they over-think the plumbing, the easier it is to stop up the drain“, it does apply to authentication and non-repudiation systems, especially when distance is an issue. So whatever we have at point X requesting for an authentication that tends to be the soft spot in the track.

It has to be simple, it needs to always work and it needs to set 2-3 alternatives at the spot. The problem with such a system is that it is not really non-repudiation at that point.

For example

A programmable dongle can be hacked; the hacked account can be copied. And these dongles will come from somewhere, so criminals will end up having access to the stuff they need.

As such the best you can hope for is a system that will take out 80% from accessing such a solution, add proper cyber solutions in the form of law and you have a solution that a company can live with, as it deals with 10% of the outstanding 20%. It is not pretty at times, but at least it works. So these solutions could stop 90% from using stated systems in a non-paying capacity.

We can go in all directions from there, but the world needs a solution where non-repudiation will stop 96% dead in its track, and only up to 1% would be able to find a workaround. Making the non-repudiation system a 98.9999% working solution. I reckon that this is as good a solution as we are going to get and the solution is needed faster as 5G will require correct non-repudiation solutions to be up and running. With 5G out and about, the criminals get a 500% chance to get to more systems to infect more and more devices as such the need for Common Cyber Sense is becoming a pressing matter and from there we can move onto non-repudiation. Consider that the current situation allowed cyber criminals to lay their fingers on $120 billion dollars and with 5G out and about criminals will have access to well over half a trillion dollars, one could argue that it is a great day to be a cyber-criminal, or we can do something about it, because the one thing I do know is that the banks will only take hits for as long as they cannot make a case for ‘negligent care, the person did not take care of the item like a father would take care of its child‘, that is not some rant, the art world is already working with terms like that. How long will it be until banks and payment systems will take the same steps? At that point, the hardship will fall on the owner of the hit bank account, not the bank, unless a clear established path of evidence is presented that the bank itself was the intended target.

Oh, and when banks are no longer held accountable how much attention do you think that the FBI has for little you? Common Cyber Sense will be the immediate requirement.

Non-repudiation will be the big next thing soon enough and whoever gets a system like that up and running will make an absolute fortune, it would change my 5G IP systems into small change, nothing more. It is the next thing and we are in dire need for such an inventor soon enough, not just Netflix.

 

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Branding

An Apple original, a Netflix original, Stan presents and so on. This is the view I started this morning when the trailer ‘For All Mankind‘ hit the screens. The game has changed and the value of IP has gone through the roof, finding quality IP is going to take on a new level of interest. Not merely finding the IP, getting there first means something now, it is a new form of Armistice and it is a game designed for all the creative Masters of Art out there. Yes there is the anticipation of new hits and movies we want to see. We look forward to people like Nicholas Cage (Primal), and Robert de Niro (The Irishman). Yet it goes further than that, the amount of movies that are popping up with references to ‘Basically, How to Write a Netflix Original‘, we see new cash cows coming into existence. Yet the basic need is not to write the story, it is to have the idea in the first place. I can, at any given moment drum up a new story; I have been writing my blog for several years now, creating over 1200 articles. All the articles have news references and have references to events, but creation was key! And that is not the stage, the stage is not the Wall Street journal (at https://www.wsj.com/articles/with-chips-down-saudi-arabia-finds-little-goodwill-in-the-u-s-11569495606) giving us: ‘With Chips Down, Saudi Arabia Finds Little Goodwill in the U.S.‘, this is a given and required little creativity, yet the creative eye will spot beyond the quote “Two-thirds of Americans now have an unfavorable impression of Saudi Arabia, according to a Gallup Poll earlier this year, the highest percentage the survey group has ever recorded for the kingdom. It is higher now than it was after Sept. 11 attacks, in which 15 of the 19 hijackers were Saudi“, it would be able to see that the anti-marketing machine that even included the United Nations (the essay by Agnès Callamard), where even with a lack of evidence the Saudi Arabian crown prince was painted as the guilty party, Eggy Calamari even gave us: “The killing of Mr Khashoggi thus constitutes an international crime over which other States should claim universal jurisdiction. I call on those States to take the necessary measures to establish their competence to exercise jurisdiction under international law over this crime of extrajudicial execution,” we cannot deny that the likelihood that the life of Jamal Khashoggi was ended in an unnatural way with a certainty approaching 100%, no one denies that, yet the who remains an issue and the reference “for which the State of Saudi Arabia is responsible” can only be made through circumstantial evidence (and it still remains dubious at that), whilst the use of that evidence leaves too many gaps, giving a clear failure as ‘beyond all reasonable doubt‘ is not met, yet in opposition these same state facilitating players have ignored actual evidence of Iranian actions of assaults and bombing of Saudi Arabian civilian targets. As such there is a creative engine in play and that engine is targeted at Saudi Arabia (the connections will make sense soon enough).

The actions by the UN to stop escalation with ‘US-Iran tensions escalate despite UN efforts‘, gives us the light that clearly produced evidence is ignored and shunned by the UN, giving us the stage that the discrimination of produced evidence is set aside, the western media to a larger extent has been accommodating to that, in the one case where the Washington Post could get a reprieve, even now when we see mere hours ago headlines like ‘Iranian president: US should end ‘maximum pressure’ policy‘ and ‘As tensions boil in the Persian Gulf, Iraq seeks to rein in Iran-aligned militias‘, we should notice that the Washington Post has gone to extremes to keep the mention of Saudi Arabia as a victim to an absolute minimum.

It is a new kind of branding, it is anti-branding. The western world is scared, too scared at present. First there was Huawei that has the hands on the largest bulk of 5G IP ever made, and it reduces several nations to an Intellectual property joke at best, the cream of all 5G patents is in the hands of Huawei (China), in this Reuters reported less than 12 hours ago ‘Huawei already producing 5G base stations without U.S. parts‘, more important, in 2020 that production line will be doubled, add to that that Norway is not siding with several EU nations not to block Huawei as a 5G solution has the US on the ropes, they are about to lose billions upon billions. It is the price of iterative complacency and it scares Wall Street. You might think that I switched topics, but I did not. There is a clear line.

As Saudi Arabia is more and more committed to build its Neom city, Huawei is now ready to implement their 5G solution and that pushes Saudi Arabia forward in ways never seen before. The academic consideration that Neom City will be on par with the latest Silicon Valley solutions has never been seen before and as that trail picks up speed, the IP consideration will be passed to other regions too, at that point IP firms registering their patents and Trademarks will rise in China and the Middle East even further, it is exactly the play I had in mind when I created my IP and even now I am looking at a golden parachute the size I never held possible ever before.

All this still reflects on the hindrance that pushes these technologies and there we see that Iran is becoming the larger problem in several fields. Even now, as we see projects grow, we also see the larger field that is fuelling this endeavour. The National gave us “Neom’s contribution to the kingdom’s GDP is projected to reach at least $100 billion by 2030” and that is a pessimistic view, as the 5G boundaries are met in Saudi Arabia, there will be a growing workforce trying to get their 5G apps on the ground as this could fuel millions in revenue for any app maker that makes it, and the most important part in this is the fact that being there first gives a lot more benefit for a longer amount of time. This path gained momentum as Huawei started to cater to 5G needs 6 months ago in both India and Pakistan, for Pakistan the middle East and in particular Saudi Arabia will give rise to more apps, better apps and stronger commerce; yet it is not merely in Saudi Arabia, the United Arab Emirates is also pushing for this boundary, as is Qatar. The experience in app making will spread form Pakistan further and further giving these entrepreneurs’ futures they themselves never thought possible under the stage of 4G and it makes them all hungry for success.

Creativity

It is there where creativity and needs interact. Whilst the arts are claiming a larger group to write idea’s for streaming TV, the creative engineers are pushing new telecom boundaries in 5G, setting a stage for a new kind of facilitation, one that is not limited to the iterative community, as they were trying to cater to the needs of guided anticipation, the innovators are going where iterative makers did not consider to look, 5 of my IP trains are on that track going decent for now, I still have a little more than 2 years to set the final stage, whilst the stage is curving to my desired needs more and more. That we see when IT Wire gave us ‘US seeks funds to remove Huawei, ZTE gear from rural providers‘ only 2 days ago.

As we see the quote: “Legislation supported by both sides of politics in the US seeks a sum of US$1 billion to help small and rural wireless providers replace equipment made by Chinese vendors Huawei Technology and ZTE Corporation“, we see a growing failure in the US. Don’t get me wrong, the US is allowed to do what it is, but instead of fuelling innovation forward, it is wasting $1,000,000,000 to remove rural equipment, whilst the supporting quote “helping small and rural wireless providers root-out suspect network equipment and replace it with more secure equipment” cannot be met with evidence on any level. Even the term ‘more secure equipment‘ is a grey remark open to interpretation, all equipment form 2018 onward will be more secure than the equipment that was installed in 2012, even with the latest updates this statement remains true, as this is the nature of the technology beast. What is adamant in all this that the lack of security in Huawei equipment was never proven other than one specific 2011 example, an issue that was apparently addressed and settled in 2013.

Even now, no espionage evidence by China was ever given in any way, shape or form. As I personally see it, this is all about economic foundations and progress and the non-Chinese solutions lack technology, innovation and quality to compete with China, now that the Middle East and Europe (to a larger degree) has allowed Huawei to get there, they will reap the benefits of it all, consider that over the next 5 years Neom city, block by block will be 5G ready whilst the longest changes in most parts of the world will be still upgrading, it will create a clear need for to use what is available and now we get to the union of both.

As we see the testing grounds of Saudi Arabia being there, the makers of streaming services will have a place to test and create 5G IP (or was that create and test). We have seen Hollywood, Bollywood and now there is a case to be made for Neomwood as well. If Saudi Arabia plays its cards right, there would be the stage for implementing and creating 5G streaming services and the creation of originals (to some extent) of TV series, shows and movies. People seem to forget that there are around 2 billion Muslims in the world, and the ability to cater to 25% of a global population, whilst the other creators have neglected this group offers a larger opportunity than most people realise.

Even as we accept the story of the 60’s where in the new production called for all mankind we see the stage and setting of the first woman on the moon, there is nothing stopping the Middle East of creating Islamic series that are about furthering their goals on the big screen and the little screen. The lack of actual quality TV in that regard (as far as I can tell) becomes more and more visible. There has been great controversy regarding the TV series Omar, I understand that thousands are stating that the show must be stopped because they believe such depictions are forbidden by Islam. Yet there are other ways to give light to Islam, to educate the non-Islamic community, and I believe that a larger stage could become apparent there. Also, the entire stage of soap series is seemingly ruled by Bab Al-Hara, a Syrian show by Bassam Al-Mulla that has been going on for 10 seasons, as I see TV watching people, they are never content with just one series and to be able to stream globally on 5G will be the larger need soon enough, owning the studios, production, IP and delivery will give whomever gets there first a much larger cut of the winnings and they can be huge, especially with 2 billion Muslims looking for more. I am still smirking (on the inside) to seek a way to make my idea: ‘How to assassinate a politician‘ a reality and optionally get it selected for Emmy and Oscar’s consideration (that is how I roll, never stop dreaming). In this, as I stated several times in the past, the slogan of FX (a filmmaker) is the best ever: ‘The story is everything‘, it is the holy grail that Apple, Stan, Netflix and all other streamers, as well as all other forms of medium are pursuing, it comes from creativity and as creativity overlaps from creation to technology we see a much larger shift in innovation, Whomever doubts that look at Big Brother and consider why it was a success. The overlap of technology, innovation and creation is a direct result of that is something that John de Mol Jr. saw immediately, it took a little while for me to catch on and it was an eye opener (I personally never liked the series, but I admired the approach of innovation and technology towards creation), now creation drives innovation and technology (as it should), yet I also accept that this interaction tends to be symbiotic and the direction of these streams can go in either direction making it the closest to a perpetual system, in this iteration will be the death of it and that is why I have been frantically against iterative designers.

In this, branding has been too much about iteration, Google and Huawei being the obvious exceptions, yet they are at present still the exceptions to that rule. I see that branding can be about innovation, but not the marketed innovation that Apple claims it is. Innovation as Heineken marketing shows it to be is a much better example, even as their product has not changed for the a longest time, their marketing has been on the edge of what is possible for over a decade, if we can keep creativity on that scale we have the making of long term success, no matter what field we move in, that is what the US fears, as innovation grows through Huawei, they see a dip that turns into a revenue canyon, the lack of forward momentum. Even now we see how economic momentum in the US is lost, whilst their IP investments are at an all-time high. If IP becomes the currency of a nation the UIS is indeed in a dire position and their stalling and delays of 5G will not help them, it is exactly in that part where we see the anti-Huawei weaves becoming a disaster for those embracing a non-Huawei solution. The fact that the hardware is not on par with Huawei is one part, the implied accusation ‘But Can They Scale Operations Timely‘ is a much bigger danger, as the markets evolve, scalability will be key and in that (for now) Huawei is far ahead of the others, making any non-Huawei advantage short lived, in addition to that part we see the earlier mentioned solution that Huawei is on the road improving and upgrading the base stations without US parts, when that one hits the US economy will take a much bigger hit, and as latency and delays add to the 5G part, those who want to be at the head of streaming will need to consider where they will be running from, as I see it there is a case to be made (to some degree) for Neomwood, when that happens, the revenue streams will change even further giving the US to live with the realisation that the entire Huawei war was the worst of all idea’s, especially when there were alternatives and especially as the security risks have never ever been proven.

I believe that due to data options there will be a larger change in trademarks in the next 5 years, also in that regard IP will decline in the US a lot more, as data is key, any delaying factor to 5G will have larger impacts over the next 24 months. Those who want to be ahead need to select what gets them there and not listen to fabricated fears and speculative events that have so far not been proven. As creativity shows, those who can dream the new stories, those who can consider the next idea will be catered to, because if the story is everything, the value of a poet and a writer outpaces the accountant by a lot. We can get all kinds of accountant a dime a dozen, yet how many poets are there? How many story writers and story tellers are out there who can spin a story that makes you sit down and relax? Consider what you watch on streaming services and what you are willing to pay for, now consider where the market is and you will see a large gap, a lag that was ignored for the longest of times. In 2020 alone we see a need to invest close to $50 billion, $6 billion by Apple alone for start-up; do you think that there is a higher need for a book keeper or someone who can create a story? As WarnerMedia buys back the old TV series Friends for $245 million, ready to spend $11 billion on content this year alone, how much are they willing to pay for an original idea?

Branding starts with a dream, or a thought that is actually original, how much originality could we find in the Islamic world that has ignored that path for decades? It is a path exploring, especially with 2 billion optional content customers. A path to a larger success that is currently written off through the fear mongering of governments and media needs, whilst there was not ever a need to do so; the facilitation of iteration pushed non solutions and whilst that happens, originality in content and technology will take a backseat to facilitate to the people who no longer should have any voice on the matter, their need to delay and slowdown innovation made it so.

 

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The first changes

We have arrived at the point of the first changes; the next 12 months will give a much larger view of the consumers and the changes that they are willing to accept. The Huawei P30 Pro is the beginning of this; at $1249 this choice is a lot cheaper than its competitor Samsung $1849 (a difference of 32.5%, whilst the Apple at $1999 will set you back an additional 37.5%, this adds up to a lot! Yet the price is not the issue, the fact that the Huawei now comes without YouTube, Google Maps and Gmail among other software, it also does not feature Google’s Play Store. It is an Android game changer; Huawei has pre-loaded new alternative apps of its own. It was the step we expected, the trade wars with China and the persecution of Huawei and the discrimination against Huawei was actually THAT stupid. Now that we are confronted with the changes we will see a new optional change. When an equal mobile is well over $500 cheaper we see the changes that matter. As the people get accustomed to other apps, apps that replace social media solutions we see a shift of consumers, I personally believe it will be a lager change. I do recommend that there will be an upgraded LinkedIn and a new Facebook available, yet there is a situation where the Asian population in Australia will embrace the Chinese solutions, there is in addition a larger need for affordable phones, so there will be a larger shift. Yes, most will hate being without Facebook, yet the credibility Facebook has lost in the past, the people might just keep these solutions on their laptop/Desktop. Yet there is already word that Facebook, Instagram and WhatsApp would all be available via Huawei’s own store, called the Huawei App Gallery, so all is not lost, but the fact that Google will lose millions of people who will now go via the Huawei App Gallery is almost a given. The BBC (at https://www.bbc.com/news/technology-49754376) also gave us: “He added that the firm had set aside $1bn (£801m) to encourage developers to make their apps compatible, and said more than 45,000 apps had already integrated the firm’s technology. But he did not name any of them“, so $1,000,000,000 to corner a market and get a handle into the Chinese app user market. It will be found and it will create momentum. I changed my mobile less than a year ago, so I have no need to change for now, yet there is every indication that the upgrade to a new Android version will see me change as well and why would I not do that? Perhaps I am part of the population that thinks “Maybe they’re just trying to ride it out in the hope that they eventually get access to those Google services later“, I am most likely on that fence, however when I check the amount of options that I desperately want on my Mobile, I am limited to WordPress and LinkedIn, and they are not essential, merely a nice to have on my mobile. I can do either on a desktop. I am not alone, as thousands will shift from one side to the other month by month, Google will feel the pinch. Consider that there will be a close to immediate shift on YouTube metrics, implying that the Google Ads department will start requiring new metrics to keep their push going, we see a larger impact on Google, it will not be immediate, but it will be there and growing from the beginning, even as Google and the US will debate on how wrong the metrics are, they too realise that the American corporations will see the impact on their business, it will be visible and direct, merely because a war on greed by flaccid politicians and surpassed technologists was stated to be in denial.

The US did not to its homework, it neglected the choirs they have and are now pushing their losses on other markets. Even as we contemplate what the impact of “side-loading” Google’s apps onto the handsets and that phone store staff would advise customers how to do that. They are wondering how it would limit its impact as long as the usage impact remains close to 100%, when that falters a few times the consumers will be offered alternatives that are 100% and that is where we see the shift towards Chinese commerce.

Now that Huawei has been informed on my 5 parts of IP (hopefully bringing me decent funds too), there might be a larger shift as the issues in 5G cybersecurity and propagating 5G commerce is still lacking at least 3 elements, I feel that I will win in the long run. All the players that are behind ‘T-Mobile gets closer to launching nationwide 5G on low-band spectrum‘, I have seen that Sprint, T-Mobile, Vodafone, Telstra, as well as BT have not implemented certain parts and even what they designed lacks certain small business needs, as such I feel a lot more confident on my IP. They had 3 years to look at it and they have the same short minded and shallow approach to business ignoring the Small businesses (a little over 400 million of them) to the larger degree. All elements that were clearly visible moved from the 4G premise of ‘Wherever I am‘, to 5G ‘Whenever I want it‘, that failure alone gives Huawei an additional push. As the numbers rack up towards Huawei and Chinese innovation, we will see a larger change towards the business needs and so far none of the non-Chinese solutions have addressed these changes.

As the Chinese app user market explodes in activities between now and December 2020 we will see a larger shift. With Huawei market share at 19% and Oppo at 9.5%, we see a larger growth towards 5G, as Apple is now declining to 37%, we see that Apple in 5G will lose close to 15% all these parts matter, because it does more than increase the market share for Huawei, it actually gives China a larger option to grow in a few directions that it had no real option to grow in previously, the anti-Huawei steps were THAT stupid and now we start seeing the impact. The only way to stop this is for American brands to start offering their phones at the same price as Huawei is. And that is how we see it, Google took that step and offered the Pixel 3XL at a mere 16% extra and that might be a reason to switch to Google, but in the end the others are now pushing themselves out of the race quicker and quicker.

There is a larger need to consider, as the US is getting its thanksgiving and as we are all facing Christmas (and the Dutch will get Saint Nicholas as well) the consumers will have a limited option, yet an essential need to tickle themselves, when you consider that place, would you accept the $1249 that gives you what you need, or would you spend 37.5% for what others market you towards your needs? When you realise that the essentials can be done on the smaller budget, in a time when budgets are still tight and the dangers of recession remains, can you really afford to spend those hundreds of dollars more?

The bulk of the people I know cannot afford them, they often will accept a more expensive contract, yet in the stage when 5G is about to come, would you really want to tie yourself down? And when all the small business owners realise that the current stage will hurt their business for 2-3 years, would they really want to take that chance when the commerce slice is the one everyone wants, at that point can they tie themselves down?

The first changes are here, but they also signal larger changes towards a stage where commerce will be the deciding factor and the bulk of them merely looked at their needs to sell, they to a much larger degree forget to consider what their consumers needed in the 5G environment, that failure will rear its ugly head soon enough, as I see it, Huawei is finding themselves ready for that shift. In the end that is the third stage of innovation that lazy Americans ignored, I wonder how much that will cost them this time around. As I personally see it, 400 million small business owners was too large a group to leave in the cauldron of non-decisions, yet that is exactly what they did in Europe and the US.

Forbes

So as Forbes gives us ‘Shock New Google Warning For Anyone Buying Huawei Mate 30‘, we see how the writer Zak Doffman gives us (at https://www.forbes.com/sites/zakdoffman/2019/09/20/shock-new-google-warning-for-anyone-buying-huawei-mate-30) “Despite impressive hardware innovation, the media write-ups went straight to the lack of full-fat Android, the lack of YouTube and Gmail and Google Maps, the lack of the Play Store” which opposes the BBC, who did give clear mention and as implied so did Huawei. So there we are, already we see issues with the media bringers. After that we see the barricade “24-hours post launch, the reality of the Mate 30 is firming up. It seems highly unlikely there is any Google workaround” yet the reality is that these users get a first glimpse that it is possible to be without Google on their mobile, we do not have to get bothered every minute on news we did not need. In addition with a functional browser we still get what we need, we just will not get it via an app (for now), and believe me when the numbers start slashing into the Google needs, they will want a workaround as desperately as possible. The writer even ends with: “And so for any of you enamoured with the Mate 30 hardware who can live without Google for an unknown amount of time, maybe this is a risk worth taking” which is at the heart of the matter, not the heart we choose and not the one Google choice, because when the numbers start proving that there is real life after google, those numbers will give growth to an exponential growth of people accepting Chinese apps and accepting non-Google solutions. I feel certain that it will happen, merely because the browser is still going to be there and it will show that there is a larger need in people, even if it is to show that the want to prove that dependency on Facebook and Google is a solution, even if it is a mere point of ego, they want to prove that they are not the slave of their mobile. That alone will be a driving factor as well.

No matter how we slice it, within the next 12 months we will see an almost polarised population, those who want the best and fastest and those who need some Google solution, both will have their own validity and merits, yet in the end as small business owners see that Huawei 5G solutions can cater to both, they get to win and that is the real victory, soon thereafter the US will change the blacklist, the moment that there is a clear invoice to the losses and Google will hold the US government accountable to these tax deductible losses, at that point will we see a strong push to find some middle ground, the US will have to give is with every additional billion dollar loss and market shift towards China. They basically have no options left, their inability to deal with Iran is one view, their inability to deal with Syria is a second stage of evidence, and within the next 12 months we will get several other pieces of evidence get released to the larger audience. And that is not the end of it, as the cases regarding Pacific Gas and Electric Company, Purdue Pharma, OrbCare, Insys Therapeutics Inc and their bankruptcy issues are rising, they matter to the regard that the US government is seeing the pinch from 3 directions at present, and that is only whilst California is able to keep its head above the waterline. All these impact are also the impact on 5G propagation, installation and implementation. When you doubt that, consider the Government tech source hat gave us “5G won’t roll out to much of Southern California for a few more years, but companies such as Verizon and AT&T are beginning to install the necessary infrastructure, including those small cells pole by pole, across the region” last April, the fires and other calamities only made things harder, so whilst we see the FCC stepping in, we only see more hindrance for these people, not less and that is the impacting issue from Pasadena to Huntington Beach, and that is only the most visible one. The infrastructure is getting a second hit as we are shown that “the Federal Communications Commission is now restricting how much cities can charge the companies to install equipment: $500 for up to five cells, $100 a cell after that and a $270 annual access fee for each cell“, it is a loaded issue no matter how you slice it and whilst they are trying to figure out how to resolve it, the truth of the matter is that Huawei had this issue solved already and that is how California (and other states) end up getting limited 5G for 2-3 years, all whilst the Huawei case is growing more and more outside of the USA. It is a situation where the technology is not up to scrap and the diminished amount of funds available allows for no alternatives either; now add to this the consumers shifting to some degree away from Google who relies on Google Ads more and more and a near perfect storm is created, a storm that slams the US and gives growth upon growth to China and Chinese interests.

As the EU is accepting Huawei and as Huawei is now embracing a shift towards cloud systems, and as it grows the needs, and sets the growing stage towards 21Vianet, we see a much larger shift and in all this, the first changes brought a push in directions we never considered before. It was only a day ago when Microsoft President Brad Smith requested that the United States should end its blacklisting of Chinese giant Huawei Technologies, we might not realise it, yet the changes allowed for Huawei to look into a partnership with 21Vianet, which will directly impede Microsoft Azure business that is not in Chinese hands (outside of China), in this stage 21Vianet will have a direct option to offer services to European players, as it will not be their solution, but a Huawei solutions and the group of small businesses that are in Europe (a nice slice of 400 million companies) they too will select ‘the other’ Chinese solution. All instigated by a Huawei war that was not based on facts or on reality, it was to address the need of greed and now that it bites back, the US will find itself at the dinner table where only humble pie is to be served. When they buckle (and they will) the shift becomes larger and faster, because at that point the consumers will have the additional questions that will be met with denial on every level conceivable.

Huawei would need to do one additional thing to make that wave a lot larger, I wonder if they will do just that before the end of this year.

 

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