Tag Archives: Alex Younger

Another Brick in the growing Wall

The wall of profit is going nicely in France, even as I would like to take another gander on how the western media is all about ignoring the Houthi attacks with drones on Saudi Arabia, it seems that we will get more on that soon enough. As I see it, we have a situation where at present 5 attacks have been ignored by the western media, like they are all about calling Saudi Arabia the big nasty, even though there is no factual evidence, merely biased opinion on several fronts. Today is not about that. Today is about France (the land of Wine, Cheese and Citroen). This place is pushing a few boundaries and even as we think that things are still open to discussion, it seems that the mighty bosses of banks (one particularly) have made their choice, I mentioned it a little over a week ago, yet all were easily persuaded to ignore it. Now that we are given: ‘French parliament passes “Huawei Law” to govern 5G security‘ (at http://telecoms.com/498728/french-parliament-passes-Huawei-law-to-govern-5g-security/), we see an optionally much larger change. This might be the first step in changing the landscape on a much larger scale and as far as I can tell it is just the beginning. There is an important notice to all this and it opposes the UK point of view to almost 180 degrees. In the UK, Alex Younger (big boss of MI-6), aka El Capitano de observadores furtivos is off the mind that important infrastructure should never be in foreign hands. This is a policy issue and I do not oppose this choice. It is the short minded and stupid American view of being shouting anti-Huawei accusations without proof that I object to. Now we see on the other side (France) where Mathieu Duchatel gives us “the French government is creating a regulatory environment that helps reduce its vulnerability to foreign intelligence collection“, which is another policy approach. I tend to like this more than the one Alex Younger gives, but both are valid points. Yet the one Duchatel gives us leaves the players with more options.

To see this, we need to go back to 1993, when Sybase and Microsoft dissolve the partnership they had and Microsoft receives a copy of the SQL Server code base, this was the best approach and after this we see that Microsoft sets their own designers to make evolve their SQL servers, a choice that ends up making them a direct competitor of the code Larry Ellison pushed for (the solution we know as Oracle), and whilst he went sailing across the oceans, MS SQL Server got the be lean and mean. Even as we see flaws, we see that Microsoft created a much larger market than we thought possible. It is that path Europe and America needed for 5G. So as the Yanks decided to screw themselves 6 ways from Sunday, Europe has a much better approach and now we see the path where France has opened up a dialogue to enable that solution down the track. It is a solution that would assist Huawei as well, as we see a solution that uses the Huawei 5G path as a benchmark, France et al could deploy a non-Chinese 5G solution that is set to the Chinese standards and that would suit China (read: Huawei) in a few ways. It all goes from bad to worse for America. What everyone seems to forget is that Azure in China is Shanghai Blue Cloud Technology Co., Ltd., a wholly (or is that holy) owned subsidiary of Beijing 21Vianet Broadband Data Center Co., Ltd. and it now implies that the accelerated evolution of 5G via Huawei has the stage where the best upgrades to implementation and facilitation to 5G will come from 21Vianet and not from Microsoft. Just as Sybase gave the keys to Microsoft in the 90’s, we now see the opposite where the business advantage will be with the Blue Cloud bosses, together with Huawei they now have a much larger advantage than anyone realises. Even as there is a shift in china through the players like BitTitan, I believe that Huawei is still preparing for a much larger innovation giving 21Vianet when that kicks off an overnight advantage that Microsoft cannot equal, not for a much longer time, leaving Microsoft losing momentum to a much larger.

If you want proof, then I have to admit that I cannot give it, the market seems to facilitate to a larger shift and it is not some hidden gem that no one else found. I believe that the Sybase example is what we face today, as Mathieu Duchatel is setting the new policy, we see policy that is accepted over most of the EU, so as Germany, Spain and Italy accept this push, most of the EU nations will follow, they are willing to drop America like a bad habit ion all this. The US overplayed its hand and now they will face the consequences of choice. In this the UK must soon make up its own mind. The path Alex Younger opted for was not wrong, but it is a larger choice that could impede economic growth to a much longer degree for a much longer time, two elements the UK does not really have at present.

The SCMP article (at https://www.scmp.com/news/china/diplomacy/article/3020354/while-weighing-5g-security-risks-france-predicts-it-can-manage) we see another solution for France and somehow I believe Credit Agricole had been preparing for this step a little longer than most others. France needs to be on top of this as 2024 Paris is coming near soon enough, implying that a multi-billion euro scheme for 5G will be announced before years end to get anywhere near ready and it seems that the Credit Agricole dividend is about to push upwards to a much larger degree. And when we get to the end of the article where we see: “5G infrastructure poses more complex problems. The distinction between core and edge is no longer as relevant, as many software operations will operate in the cloud“, we get to be introduced to the benefit and advantage that Beijing 21Vianet Broadband Data Center Co. now gets to have; Microsoft forgot that most cannot get to China (for simple linguistic considerations) that limitation does not exist in the other direction. And now as the cogs connect we see how the market takes a shift. Remember when I made the joke (and connection) to the cloud; it is merely someone else’s computer. Everyone so needy to muddy the water claiming it is so much more complex. OK, to the smallest degree it is.

To see my point of view consider the NASA Mainframe that was there for the moon landing (and perhaps a little more), now consider my old Mobile, this 2011 mobile needs 5% of available processing power to do what that entire NASA room did. The mobile that followed 4 years later was 400% more powerful with 1600% more storage and the one that followed was close to 300% more powerful than the previous one with an additional 1600% more storage, the market shifted THAT fast.

So when we see a data center now, and consider that a dozen racks with terabyte storage can be replaced by ONE drive, yes there is an Exabyte drive now, one drive with well over 1,000,000 terabytes. We are nowhere near replacing the entire data center, yet in 10 years, that center could be replaced by one large tower in that time, it might look a little different (I always loved the Cray systems, it comes with a place to sit and heating, but that so called ‘cloud’ will be in one clear specific location (just as it is now) and that is the issue;

it is the location of someone else’s computer that is the issue, soon it will no longer be in America, China is now in a position to offer the same, optionally cheaper and when the America BS starts with ‘It needs some vague quality seal of approval‘ (a SAS marketing trick we saw 20 years ago).

It will be at that point that the entire mess becomes ugly real fast and we are already pushing in that direction. The problem is not China, or America. It will be the policy considerations on where data is allowed to be; a lot of cloud issues on data locations are still open to discussion. The problem is not the hardware, it will be the place with the most logical policy in place, that will be the main player for the next stage and it seems that France has been keeping busy on becoming that European location. I reckon that China does not care, as long as they get the business and that is when we see the American failure on getting the business. They planned on greed when pragmatism was the only solution to push the market forward. Now as most nations start waking up on the loss of pragmatism, we see the consideration, to be a player or a tool and some are realising that they banked on the wrong horse and the American horse is about to become a ‘horse no show!

Whether it was merely some bank, some policy, or a larger linked consideration, this time the French have played a good long term game and they have every chance to reap the benefits of that game. We have yet to see how it all plays out and Paris 2024 will be the big test, but as the issue stands, the French are pushing forward, it is there that I found some references to Credit Agricole, DGSE, and a very large billion dollar option. Even as 21Vianet and its subsidiaries are not mentions, neither is Azure in any way, it all falls to the one mention of ‘Microsoft Corporation‘. This might all be true, but I still seek confirmation, on a stage this large 21Vianet could not have been unmentioned, the same for the entire Azure part. the line “the proliferation of real-time data from sources such as mobile devices, web, social media, sensors, log files, and transactional applications, Big Data has found a host of vertical market applications, ranging from fraud detection to scientific R&D“, makes its absence of certain players either short sighted or the elements of that article were unreliable. I believe it to be a little of both.

I wonder how the game unfolds; I reckon we will know a lot more by the end of the year.

 

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Call me

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

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

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

The second stage

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

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

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

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

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

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

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

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

 

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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 assassin’s methodology

In the intelligence world methodology matters, it is actually a game maker in that setting. We seem to think that some parts were fabrication, we seem to hide behind the slogan ‘If it looks like Hollywood, it is fake‘, yet that premise is not quite accurate. In the 90’s there was a time where the Wetwork business had a massive shortage of recruits and volunteers. That all changed when someone decided to park a 747 in a building in New York, but before that there was a shortage. Those people worked all over Europe, usually in construction, often well-educated with a focus to be placed all over the EMEA region. They were often called Technical Account Managers (or Technical Consultants). Often not linked to a company, self-employed short term hires that got in did what needed to be done and left. It is that era where the strategic sense of segregation, isolation, assassination comes from.

To make another leap, some might remember the Austrian raid on its own intelligence service in 2018, if it was only that simple. When Reuters gave somewhere in May 2018 “That led some allied countries to fear that intelligence they had given to Austria might have been compromised“, if it was only that simple, the raid was 24 years late. The independent had part of it in 1994. It took me a while to find it, yet (at https://www.independent.co.uk/news/world/europe/russian-mafia-summit-in-austria-1425805.html) we merely see: “Russia’s crime bosses held an unusual mob summit in Austria last month to discuss gambling, contract killings and other shady business back home, AP reports. The daily newspaper Izvestia reported that ‘Participants (also) enjoyed an extensive cultural programme. They even went skiing in the Alps.’“, there were two additional participants, two elements that would be speaking to a few only; they were one senior plus one additional representative from the FSB. It was not what they did and where they went, those bosses got a clear message where not to go and who not to bother. They already had a spread system in place, from Katendrecht (Rotterdam harbour district) to Antwerp and Monchengladbach Germany, they had channels in place and they were making a bundle (read: serious amounts of cash). So for these Wetwork TAM’s to stay under the radar was quite the challenge over there. The Russians were almost everywhere. Yet it changed, somehow in 1997/1998 the Germans got the upper hand in Germany and cleaned the place up by a lot. Some of the Russians went underground, some merely changed positions; there was an impact. One of these moments was seen in the Dutch newspapers (at https://www.nrc.nl/nieuws/1997/07/29/man-ontvluchtte-moskou-politie-voert-onderzoek-uit-7362317-a714933), the case is larger than shown. What was not widely known was that there was some kind of an agreement between the FSB (read: former KGB people) and the Russian mafia itself. Germany got a handle on it somehow and even as the ‘evidence’ was staring them in the face, it was ignored. The firm Lorit was quite literally Tirol (his Moscow office) backwards. The newspapers at that point mentioned “Rozenbaoum kocht het huis in 1993 voor acht ton. Op het dak staan twee satellietantennes. Daarmee hield hij contact met zijn vrachtwagenchauffeurs die door Europa reden” which translates to: “Rozenbaoum bought the house in 1993 for 800K. There are two satellite antennas on the roof. He kept in touch with his truck drivers who drove through Europe“, it was 60Km from the German border and 92Km from the German base monitoring a lot of traffic. A lot more was going on, even then and as some issues were buried into miscommunication and a considerable amount of cases linked to the response: ‘I am unable to recall the precise details of those events‘, there were several indirect links to Austria, yet those were seemingly never proven.

How does this relate to today?

This relates to an article in ‘The Hill’ (at https://thehill.com/policy/technology/433497-trump-admin-threatens-to-withhold-intelligence-from-germany-unless-it-drops) 4 hours ago when we were introduced to: ‘Trump admin threatens to withhold intelligence from Germany unless it drops Huawei‘, so not only is the Trump Administration dumb and ignorant. not only have they not ever found, or produced any evidence that Huawei equipment was an actual security danger (not since 2012 have they given anything). They are now ready to alienate the one nation in Europe that had success against Russian operatives as well as against Russian organised crime (often linked to FSB priorities) and we are introduced to “The Wall Street Journal obtained a letter dated Friday from U.S. Ambassador Richard Grenell to Germany’s economics minister saying that intelligence sharing would be limited if Huawei or other Chinese vendors are allowed to participate in building Germany’s 5G network“, so in that one place where the CIA has been useless for the longest of times (an exaggeration, read: a little too often), they are now biting the hand that has been feeding THEM intelligence. So when I presented: ‘segregation, isolation, assassination‘, I did so for a reason, I have never seen a target do this to their own survival chances, which is a novel experience to read. Even as the Germans offer: “Germany says it has seen no evidence that Huawei had or could use its equipment to spy on its users and that it should be allowed to bid for the country’s 5G network if it meets security criteria“, we see clear evidence of the Americans remaining utterly stupid. If only they had adopted the speech Alex Younger (MI-6) had. We can argue against that, but the premise was at least sound, the Americans did not even bother with that part, they have not bothered with that part of the equation since 2012. This is what I would call the result of taking intelligence out of ‘intelligence services‘, it merely becomes a speaking stage of services to whoever is a competitor of Huawei (they must be a non-Chinese or Russian player though).

We have seen several actual experts on 5G voice the issue that leaving out Huawei will delay true 5G for years that is what is in play and the Americans need to wise up fast. This seemingly implies that America has additional losses to register, not only in technology, not only in cloud issues, the German intelligence data that is a lot more important than anyone gives it credit to is likely to stop flowing to the US and to other players, which is not a good turn of events. In addition, the collected information on lone wolves, intelligence France needs might end up in a holding pattern if wrong pressure is applied. If quality intelligence equates to time, what else will France (or the Dutch) lose out on? There is no way to tell, I cannot even speculate on that. The issue will however become a lot more clear if both nations will have to deal with successful actions by extremist groups, as well as lost revenue by certain ‘entrepreneurial Russian entities’, something that was always going to happen, but perhaps not to the degree these places might see in 2019-2020.

So whilst we give consideration of ‘U.S. officials are increasingly sounding the alarm over the potential for Chinese spying‘, all whilst Facebook is giving away the data for free, we see a loaded cannon and the US is aiming it at their own needs. The US has had almost 7 years to collect evidence and present this, it was never done. In addition some of the true top ranking experts in that field have not been able to present any evidence, and finally, the US credibility is just too low. Perhaps some remember US Secretary of State Colin Powell and his silver briefcase giving evidence behind closed doors on the evidence of WMD’s in Iraq. How did that end? Does anyone remember? So when it is merely ‘adaptable’ telecom equipment, they better show the goods. The Americans has thus far not done that and the utter complacency of US tech corporations have become a joke to say the least. In this age of re-engineering, to end up 3 years behind China requires a truly new level of stupidity (read: short coming) and it is time for the people to realise that. Once the evidence comes out that there is no evidence, make sure that people making bold statements (like former Prime Minister Malcolm Turnbull) get their honours stripped, they facilitated directly against the needs of the Australian people and that should come at a price. Of course the US could clearly present the evidence and get that same former Prime Minister off the hook mind you.

I see merely cogs that are greased through nepotism, facilitation and the need for greed by some tech companies who could not get their ducks in a row in time. We really need to put the spotlights on those people too. In the end methodology is a simple approach, it goes from evidence, what we know, where someone will be, where something will appear and we act on that. The US fictive side in all this tends to go via the cloud solution called ‘delusion’ it has no grasp of evidence, it has no stage of reality and is merely the stage for people on what they desire whilst the do not have what the consumer needed in the first place, how was that ever an acceptable pasture to place your herd of needs?

 

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Does smoke mean fire?

We have all heard the expression before: ‘Where there is smoke, there is fire‘, yet what happens when no fire is found, what happens when certain involved parties are all combined in the need for deception?

That is the question; it is not a direct accusation, as I am not aware of all the facts. I am merely in possession of a whole heap of doubt. The latest is given with: “On Thursday, communications giant Vodafone said it is pausing the deployment of new Huawei equipment in its core networks across the globe. The core networks are particularly sensitive as if they are compromised, mass spying can be conducted across them“, the operative part is ‘if they are compromised‘, there is no evidence, there is no case, it is merely Vodafone sucking the proverbial addendum of America. This comes with the addition of “the University of California at Berkeley and UC San Diego — are removing Huawei equipment and shunning its cash. They apparently don’t want to lose funding under the terms of last year’s National Defense Authorization Act (NDAA), which banned federal funding recipients from using certain products and services“. The mess is increasing and the whole fiasco is all connected to the fact that there is no evidence. At least with Alex Younger (MI6), the premise was that no government should be allowed to be in an optional point of weakness through foreign technology. I do not believe that was the cleverest step to make, but we can argue that it should be seen as a valid national reason, which is fair enough.

There is of course concern in opposition and the Guardian gives is (at https://www.theguardian.com/technology/2019/jan/27/huaweis-problems-deepen-as-western-suspicions-mount) with: “Critics say Huawei’s rapid expansion is suspicious. Founded in 1987 and focused on selling telecom equipment in rural areas of China, it has grown into the world’s largest supplier of telecoms equipment and second largest smartphone maker. It operates in more than 170 countries, employing about 180,000 people“. OK, I am willing to give that thought, because there is suspicion on that level, yet there is also Facebook, it grew to a multibillion dollar behemoth in less than a decade. At least with technology there are supporting investors when they comprehend the technology and it has been clear in the last 10 years that Huawei was ahead of the curve. My initial assessment in 2014 was that Huawei would soon have at least 20% of the mobile market. I was laughed at by several people, now when I remember them of their short sightedness, they seem to react in denial with statements like ‘I don’t know what you mean‘ and ‘Well, you should have communicated it better‘. Although I did state that Huawei will soon have well over 20% of the mobile market‘ seems to have been clear enough. Now they surpass that with a comfortable distance, and they are not done growing. When I initially discussed my $2B IP idea there were only two players. Google and Huawei, now my benefit to only consider Huawei will have a few more tactical benefits as well as leaving me with a larger slice of that cake which I find appealing as well. that is beside the point of me sticking it to Microsoft and Apple to show them how stupid their path of iterative technology was, in addition, if Huawei pulls it off, it will create a very new cloud technology based growth system. they will do so because all these jokers who are hiding behind ‘security concerns‘ will soon learn that evidence is still adamant and the people are finding out that getting sold short for the benefit of specific Telecom operators come with a massive price tag.

So I found a way around it and create a second system that avoids them altogether, that also means that these players will lost on terabytes of data per day making their losses increasingly uncomfortable. I do have an issue with the quote: “Ren went on a media blitz, breaking years of silence to say the company has never engaged in espionage on behalf of Beijing. “China’s ministry of foreign affairs has officially clarified that no law in China requires any company to install mandatory back doors. Huawei and me personally have never received any request from any government to provide improper information,” he said” I have no doubt that Ren Zhengfei is speaking the truth, yet I am also aware that someone like Chen Wenqing will never knock on the door of Ren Zhengfei, he will find a way around it and get what he needs in another way. By the way that same picture applies to Gina Cheri Haspel and General Paul Nakasone and their links to Microsoft, IBM, Facebook and Apple. You better believe that they are very much on the same page when it comes to their national security, your rights be damned (when National security is discussed).

So let’s not have that pot, kettle and black conversation, shall we?

Then we get to the trade secret part of it all. Oh, and before you get any crazy idea’s. Perhaps you have heard of how in the mid 60’s Israel, through Mossad acquired (read borrowed) the blueprints from the French and when the ban for Israel was clear, they producing an uncanny identical likeness of the Mirage 5, I believe it was called the Nesher, with technical specifications for several main parts to be as perfectly identical as a fingerprint. We were not really that surprised when it happened, yet what was less known was that some documents in the mid 90’s implied that the CIA was very aware of it all before the operation was completed, which shines a light on their need of what they regard to be a trade secret.

This part is important when we realise that the accusation reads: ‘conspiring to steal trade secrets from T-Mobile US Inc.‘. The question is: ‘What Trade Secrets?‘ You see Huawei is a lot more advanced than T-Mobile. Perhaps it is what BGR Media LLC claimed with: “unscrupulous T-Mobile sales reps lie to customers and open lines on their accounts without permission, all to meet unrealistic sales goals“, which is interesting as this is not a think Huawei does, they merely sell hardware and services to companies, not to individuals. Or perhaps the EFF (Electronic Frontier Foundation) findings with: ‘EFF Confirms: T-Mobile’s Binge on Optimization is Just Throttling, Applies Indiscriminately to All Video‘, so how is any of that interesting to Huawei? So what exactly is the formal brief for the case? You see, the media does not divulge that, they give us all the innuendo but not the facts. And when it comes to the accusation ”Huawei used a Hong Kong shell company called Skycom to sell equipment in violation of the US sanctions in Iran“, which might hold water (I actually do not know), yet if the US is unwilling to set that stage by “The U.S. has agreed to let eight countries — including Japan, India and South Korea” to let the Iran sanctions be waived, why are they so specific? Is it merely because their financial and economic setting demands it? How is that proper sanctioning? All that, whilst the media at large is not making any mention of the other 5, we need to see that the entire Iran Sanction is to be seen as a cloak of corruption, if that was not allowed, the oil price would suddenly soar and at that point the US economy would be in deep drenching goo, is that not an interesting side as well? Or perhaps a better clue on how Cisco, Sun and HP equipment makes it to Iran without any hassle, an event that has been going on since 2012, so in all this, the entire Huawei discrimination debacle reads like a joke.

to be quite honest, if there was an actual security issue, I would go after Huawei without a moment’s hesitation, I know I can best Director Igor Kostyukov (GRU), yet going after Chen Wenqing, a man who eats, dreams and lives by the Art of War and optionally one of the few people on the planet whose eyes have seen the actual original version, he would be a lovely challenge for the likes of me. I am no Steinitz, Karpov, Kasparov or Carlsen, but I could be a crazy Bobby Fischer, he’ll never see me coming! (OK, that was my ego talking for a second).

You see, I look beyond the data, beyond what people and politicians hide behind and the entire Huawei mess is a political play of nepotism and fear, because those getting momentum in 5G will set the pace and win the race, that is what America fears it was that simple all along. That truth is easily found, the orchestration (read: rigging) of what would be global 5G rules and the FCC of setting a different stage, the non-accountability of AT&T in all this and that list is growing almost on a daily basis, it gets to be more interesting now that the Democrats from the “Leaders of the House Energy and Commerce Committee sent a letter to the Federal Communications Commission today demanding information concerning possible coordination between FCC officials and carriers in an ongoing legal fight” (source: the Verge) and a few more like them. In the last 15 days we have seen more orchestration and the setting of the stage with specific judges, to get a more appealing situation, when we see that part, we see that the technology gap in America is a lot larger than we think and it is setting the stage of fear against an advanced players like Huawei on an almost exponential growing path. America has seemingly no other optional left. That is why I saw from the beginning that places like Saudi Arabia could fuel exponential growth in 5G and making Huawei larger by the day. It also fuels the growth path back to Europe, because the moment Huawei proves that they have the good stuff, the EU will chose profit over short sighted American policies, because those policies do not pay the bills, profit does and the EU is desperate for any profit it can get.

Consider the billions of value of those networks and the billions of revenue that these networks make in addition through information, advertisement and data collection. America is starting to lose out because they were asleep at the wheel for close to 3 years, it is enough to miss out on an entire technology generation. That is the danger that iterative technology brings. For now I merely wonder what Google can do to stay ahead of it all, because their lives depend on the technologies that Huawei has, when Google search becomes less and less at the point of the spear, merely to be laughingly called Bing v2.1, how do you think Google will react? They optionally have the path to equal Huawei in a new network facilitating stream giving them additional revenue in a new dimension. We might initially think Saudi Arabia and Neom city in the pilot stage, yet that could so one thereafter evolve towards London, Paris and other places to grow strong and fast, because in the end all these policies sound nice, but they all forget the number one clause required. It all requires users and that is the part both Google and Huawei figured out a decade before the sheep (read: IBM and Microsoft) started to get a proper clue.

Too many intelligence wannabe’s focussed on Mark Lowenthal’s Intelligence: From Secrets to Policy, which is an awesome book, and when you consider the simple: “on how the intelligence community’s history, structure, procedures, and functions affect policy decisions“, which is also an absolute truth, yet behind what you would like to have, these people all forgot about the consumers and what they demanded to be their right, that is where their gravy train became another Titanic and the greed driven path went not by one iceberg, but it steered towards one every other hour making it a wreck in the making, the entire 5G debacle in the US is no difference in that regard and I will be around to laugh at those in denial thinking and parroting ‘security concern‘ on all the media without any proper cause or evidence to show for it. Oh, and I am not the only one, a whole score of cyber experts are on that same path, so I am not alone in seeing through the media stupidity, merely seeing on how much bigger experts like me are totally ignored on several levels giving merely the rise and early expectation to someone screaming in some policy department ‘Iceberg dead ahead‘, whilst none of them are qualified or sanctioned to alter course, going straight for the natural Whiskey coolant.

Life can be exceedingly entertaining at time, but for all the tea (and Huawei mobiles) in China, I never expected them to be this hilarious. Sometimes smoke is not fire, it is the steam of a ship striking an iceberg and going down. For those on that ship do not worry, the direct path to land is only 3800 meters away (straight down).

 

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A train without rails

We have seen the actions in America, the actions by Americans and the Guardian treated us last Thursday to: ‘China accuses US of suppressing its high-tech companies‘. When we consider the actions against Huawei, that would certainly make sense, yet is it true? If we consider: “China has accused the US of trying to suppress its tech companies, as US prosecutors reportedly investigate allegations that Huawei stole trade secrets from US businesses. Adding to pressure on the Chinese telecoms firm, US lawmakers have proposed a ban on selling US chips or components to the company.” We could optionally accept the given, yet where is the evidence? Huawei has been more advanced on several sides in both 4G and 5G for well over 3 years. In opposition we need to entertain: “The Chinese state-run Global Times called the latest pressure on Huawei a form of “technological McCarthyism” aimed at politicising and blocking Chinese businesses.” I personally feel that the Chinese Global Times has a case, yet why is this?

We can from the initial fact that America became fat, lazy, iterative and non-innovative and they are broke, any combination of two or more of the previous markers apply. In support of all this there is 5G Evolution (AT&T), in addition the entire US government shutdown mess will impact 5G rollout and there are some indication that most 5G will be delayed, or not be finalised until one quarter later at present. This indicates that if the US shutdown is not resolved within 55 days, there are a few indicators that give us the reality that 5G in America will not be up to scrap until 2020, that is one huge defeat for the America’s with or without the Corona wall in Southern Texas.

As we see the impact of technology, we see that there is an economic barrier stronger and higher than any immigrant wall and it is around everyone who wants 5G. So in all this Huawei already has a huge advantage, they have several additional options to play in Europe and they can give a direct light to Europe as well as the Middle East steaming on full throttle on 5G, whilst the US would not be ready to even implement basic 5G in several places. Even outside the infrastructure of the UK, Huawei could still be the largest player in the UK; time will tell how that goes.

This does not mean that the allegation “According to the Wall Street Journal, which cited anonymous sources, the US Department of Justice (DoJ) is in the advanced stages of a criminal inquiry that could result in an indictment of Huawei. The newspaper said the DoJ was looking into allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones. Huawei and the DoJ declined to comment directly on the report” should not be treated seriously, but there is still the stage where ‘allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones‘ needs to be tested on evidence, and until that part has been sufficiently satisfied, the entire allegations mess, is merely a mess. In opposition, the Guardian also gave us: “Huawei and T-Mobile settled their disputes in 2017 following a US jury verdict finding neither damage, unjust enrichment nor willful and malicious conduct by Huawei in T-Mobile’s trade secret claim“, if that is true then why is it part of the allegation in the first place? It is optionally that short sighted act that leaves us with more and more diminished consideration on acts by America, that do show clear signs of a McCarthy enterprise of unqualified allegations. We need to consider that America is playing a dangerous game. It is important that ‘consider’ is the operative word, mainly because of the connected: ‘only months ago, Canada and China were eagerly discussing the prospects of a free trade deal‘. You see from my point of view, this looks more and more like America is poisoning the well, there could be another side, but the allegations are not properly documented (and have not been so for the longest of times) and as such, in light of all the lost credibility that America has, the entire mess is less and less a Chinese issue and more an American issue. Of course, that could change overnight when we see a proper documentation of evidence and proper allegations, based on verifiable data, which until the trial is not really realistic and we get that, we do. Yet the entire McCarthian mess is too overly visible to give a well balanced view, it does not bode well for America until that is changed. That part is important, because the current administration never made any secrets of the approach towards ‘get more manufacturing on US soil‘. That is the Republican agenda and that is their rights, yet when you do that to a technological field where he US now has fallen behind to a much larger degree (the AT&T part is evidence of that), there will be repercussions of such a change. the fact that when we realise that there was an issue last month that there are still no FCC rules to remote 5G router rules, that implies that the administration has a much larger backdrop than we considered they had. It is in that light that we should also hold the views of Senator Chris Van Hollen to scrutiny. When we are treated to: “Huawei and ZTE are two sides of the same coin. Both companies have repeatedly violated US laws, represent a significant risk to American national security interests and need to be held accountable“. you see, when we consider the statement where ‘a significant risk to American national security interests‘ is nothing more than the fact that these two players are Chinese and not American, that part is satisfied to American National Security considerations, but overall that is not holding water to the reality of technology, the debate changes. In addition, we see no actual list that addresses ‘Both companies have repeatedly violated US laws‘. You see, if laws were actually violated than we should see arrests, are we seeing any actual arrests apart from the fact that one person is under house arrest optionally merely due to the fact that there is a link with Iran? So, in that light, how many Americans linked to the EU Nuclear deal are currently under arrest (and being investigated)? Perhaps people on Capitol Hill could explain all the actions going on against Ellie Geranmayeh? Likely there are no actions at all, so in all that how high does Huawei rate in all that and is the attempted arrest not a clear statement of discrimination against China? Let a White House West Wing senior associate please explain to me when and how such actions ever worked out positively for any administration? I cannot think of any example.

It is about to get a lot worse, especially in California. You might not think that the issue regarding The Pacific Gas and Electric Company is not linked here but it is. You see, when you consider that Forbes gave us: “PG&E will likely file for bankruptcy in the next two weeks. The utility announced on Monday that they are indeed exploring filing for bankruptcy protection (after much speculation), and their stock quickly tumbled by over 50%. While in the best of cases bankruptcy should be providing protection for as many parties possible, in this case it unfortunately may have the worst impact on the most vulnerable — fire survivors, workers, and in general the 16 million people PG&E serves“. We need to see the connection that could have been there. Any government linked progress on 5G could have been a way to keep PG&E afloat. Not because they need to, but as the infrastructures support one another, the utility could have connected in more than one way, giving an additional service gaining a 15%-25% overhead coverage on the exact same dime, not merely lowering risk, there could have been a protection for the workers and in addition create an additional workforce giving a dent in unemployment numbers lowering them even further. This was done in the Netherlands in the 90’s and in that same decade it started in most Scandinavian nations. Even as there were still three entities (power, cable and internet) the overall substructure was fed via the same infrastructure giving a host of additional options without the cost and pushing forward connections. that path is now pretty much a non-option, so in all this Huawei could have fuelled progress in California, even as we accept the American need for different stages of national security, having something there and then upgrading it all to American required standards would have been easier and better than trying to place something that was not there in the first place, setting the US back for up to 2 years and in addition being unable to safe the US treasury 3-7 billion dollars, an amount that adds up faster than we think.

The PG&E mess is a lot larger when we consider the legal folly that victims face, in addition, the workers would be hit just as hard, the non-hardship part will only be felt by the executives who can do a Woody Allen (take the money and run). In a stage where the shareholders and even the environmentalists will be to be slapped around, the 5G implementation plans using Huawei could have negated part of these hardships, whilst the three are connected in upgrading the current stations and adding more stations, so anything upgraded would also include placing 5G capabilities, in all this Sprint and Verizon would come up short and not merely technological, so there are a few reasons to keep on good footing with Huawei, all this is no longer a real possibility. By the way, when you consider that part and when it falls over, I reckon that places like the pacific LA region, via Malibu all the way to Oxnard could have benefitted from all this, optionally stirring towards a carbon neutral point through renewable energy implementation. What would be more efficient than having the windmill fuel the energy as well as the 5G and cable needs of that entire region? It required a large overhaul that could be done and keep the value of housing high there, that idea is also pretty gone. So when that hits and California needs to downgrade the value of housing in that region by 20%, how will the State itself fare?

All because the anti-Huawei acts that were clearly off the rails even before the actions started. It get to be worse the moment the media must acknowledge that California is no longer considered state of the art, even when we agree that America, New Zealand and Australia are all part of the Five Eyes intelligence network, the fact that we now see the optional chance that America ends in 3rd of even 4th place after Australia and New Zealand would at that point become the most hilarious news cycle in the history of digital media and that is not an unrealistic consideration, all this whilst a few options remains for Huawei to show the world this year that they were the most secure and the most advanced option. That is the reality we need to fess up to when we are made aware merely last night that Commons science and technology committee chairman Norman Lamb gave City A.M. (at http://www.cityam.com/271916/government-under-pressure-ban-huawei-5g-upgrade-) he quote “These are vitally important security issues. We need to establish whether there is a threat“, after all this time, at present as quoted there still is no established threat, so in that light we see the active McCarthian debacle on 5G technology, and all this will be biting the state of California over the next few months in several ways. Even now as Germany is paddling backwards on the openness of 5G and trying to remove Huawei, we see the folly of actions. The quote from Norman Lamb is first actual evidence of this folly. When it comes to National security any nation needs to do what is best, and I am fine with that. Alex Younger (head of UK boy scout division 6) was correct in his response and it makes sense that a Chinese device should not be part of a national infrastructure, that same applies to any other nation, yet the others accused Huawei of being a national threat when it clearly wasn’t one (or at least proven to be one). Alex Younger told us that we should never depend on Chinese technology and that is fine, that same would apply to America. Alex did not accuse Huawei and that is the difference. Even in that light, having something in place and then upgrading it to national standards is preferable to jerking around in the dark hoping you hit someone in a moment of ecstasy through alleged empty words, which seems to be happening now.

This hollow status is dragging he US down, it will hit the other too to a lesser effect because the they have less infrastructure to deal with and the UK has the additional benefit that they have a well-developed system (aka British Telecom), the Dutch have KPN, Australia has Telstra and so on, the Americans have an intertwined mess of Verizon, Sprint and a few other players giving them a lot more hardship, the fact that cities are taking the FCC to court at present is merely making the mess larger, and increasing delays all over the place, that is the reality that the US faces and the entire mess is not some train that came off the rails, it is a merely the train, they all forgot about the rails required, that is the sad part in all this and that is why the US is in for multiple levels of hardship having to watch several nations passing them by on the technological fields in ways they never imagined, because those implementers left their imagination next to their porn stack in the cupboards where their wives do not look ever (or so they think).

All elements I saw a year ago, all elements I took into consideration. Whatever element I forgot or overlooked are merely small dents in an adjusted path that I got right to the largest degree. And as we consider the last news part in all this, we need to recognise that whilst the FCC is dunking around, Saudi Arabia finalised an agreement with the UN 4 days ago. The news gave us: “An agreement has been signed between the Saudi Communication and Information Technology Commission (CITC) and the International Telecommunication Union (ITU) to strengthen cooperation and partnership between the two organizations“, and this now leads to “to adopt new technologies, such as 5G phone networks, have made the Kingdom one of the most developed regulators of the ICT sector in the world, according to the ITU’s rankings” gives rise to why I have been keeping my eyes on Saudi Arabia. They are almost literally sprinting ahead in the 5G environment and as we are given “Gov. Dr. Abdul Aziz Al-Ruwais and Doreen Bogdan-Martin, director of the International Telecommunication Union (ITU), sign deal to boost technology cooperation. (SPA)“, we see that Saudi Arabia (as well as a few other Middle Eastern nations) has been taking 5G extremely serious. From my personal point of view, the US has been sitting still (or on their hands) for close to 2 years too long and it will cost them dearly.

Having a train and forgetting about placing the rails tends to do that, and it is a rather silly nation when infrastructure and transportation are important to you, that evidence is shown in several places and the American folly makes no sense unless they are even more bankrupt that they are willing to admit to. Having to collect the taxes of this month to pay for the energy bill of next month is the last straw an administration has and it seems that America is getting ever closer to that stage now, but that is pure speculation from my side in all this.

 

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Diànhuà X2 (Xīnchē xíng)

This is not a name, it is not a brand and it is not a weapon system, Diànhuà is Chinese for ‘telephone’ plain and simple. The issue is that we need to start learning words that we normally never would have learned. Anyone who has spent time in a dojo in Eastern China (aka Japan) or perhaps in Thailand or in Indonesia knows this. You see when you start your path in Karate you learn the word ‘構え’, and you think, ‘I am learning the secrets of the universe‘ and that is how it feels, yet in Japanese it merely means ‘stance’ and that is what you did. In Pencak Silat, we learn the word ‘Pukul’, which translated Indonesian comes over as ‘Hit it’, which is exactly what you did; you punched it/him/her.

Simplicity is key here and what we might consider to be gibberish actually makes sense soon after we take more than 10 minutes of effort to see what information we are confronted with. When we start looking closer at the Huawei issues we see a lot to be concerned about. Not unlike Jeffrey Sachs, I had my issues with the Huaweian executive arrested in Canada. Apart from the fact that the United States does not get to set policy for other nations, the fact that China has economic ties to some degree with Iran also implies that Huawei would have had optional business with Iran.

Oh, and before you think that the US has its ducks in a row, you might want to look at the business partners (read: personal friends) of Vagit Alekperov (LUKoil) and look at their whereabouts in the last 5 months. Also wonder on how many were not arrested whilst in the US (or Canada for that matter), so whilst we all consider on how the US is doing business, we need to consider that more than one of them was roughly 13270 metres from a local FBI office there, we could ask the FBI, but they are currently closed, they will open at 08:15 with a fresh smile and optional free coffee, the coffee is there is apparently quite decent.

Yet back to what matters, you see, Huawei is not merely in the race, it is showing to make headway making 5G locations a lot better. We see the news in Poland, Spain and Italy, all this whilst surpassing the impressive achievement that Ericsson had. It surpassed the annual $100 billion revenue and as it stands, there is every indication that with certain projects in an ongoing state in Saudi Arabia, the UAE and optionally Egypt, Huawei could move towards 30% growth from the $100 billion last year. To a much larger extent it is also due to their mobiles Nova 3i, Mate 20 and the upcoming Nova 4i and Mate 30, it is not merely the excellence of their mobile; it is the sharp and competitive prices that will optionally allow Huawei to chip away the market share that Apple falsely believes to have secured. I believe that certain quotes, like: “Apple’s World Smartphone Market Share Above 50% For the first time ever Apple Inc. (AAPL) has garnered more than 50% of the global smartphone market during the fourth quarter, thanks to its high-end iPhone X“, in light of certain production places shutting down and earlier agreement with other providers should be considered as debatable, there is a definite drop in Apple choice. From my point of view, the people wanted a Golden delicious and they ended up with a Granny Smith. I personally love the sour taste of the Granny Smith, other do not. They objected to the iPad Pro ‘Bendy’, massive quality control problems, and not to forget the Extreme Tech quote: “Apple decided to actually make people’s products slower without telling them it had done so. It took this step after failures in its own manufacturing process caused damage to its batteries“. I am willing to go with the alternative path that the BS sold by Tim Cook where we see “but Cook states that all of the decline is attributable to Apple iPhone sales and that most of those sales (didn’t) occur in China“, all this whilst some sources still hang onto that 50% market share, a stage that is incorrect on more than one level, especially when we consider that the bulk of the people on this planet (roughly 80% plus) cannot afford some bloated new phone model that was close to 40% more expensive than a decent alternative, in this age the difference between $2369 and $1299 is too much for many households, it was the clear shot across the bow we all saw coming, but many remain in denial. In addition, the lawsuit files last month where we see: “plaintiffs Christian Sponchiado and Courtney Davis, alleges that Apple’s marketing claims about the iPhone X, iPhone XS, and iPhone XS Max are misleading“. If that case is ruled against Apple the impact will be massive. On the upside, Apple can buy into my IP with the entry price of $25 million upfront and get the optional 90% share of the patents linked to those (in case Google turns me down of course, they get first dibs (they have the reliability and credibility that I prefer).

In addition, as Apple lost $106 billion in value (almost 10%) a few hours ago, shows that the trillion dollar mark was merely a first step to become critically ill, optionally dead on arrival at the Wall Street hospital, more precisely the NYU Langone Health on Wall Street, Tim Cook might take a look at https://nyulangone.org/conditions, where he will learn that Bad Management choices is not a treatable ailment, yet Mental and behavioural Health is actually taken care of, although I am not certain that there is a cure for embossed ego and blindly following greed is not really a diagnosed behavioural health condition, he might be better off looking at Traditional Chinese medicine at that point, there he has an option to get advice from his friend Ren Zhengfei, if Tim forgot the number, Ren Zhengfei can be reached at +86-755-2878-0808.

What was THAT about?

When you consider the sidestep, it was not really a sidestep, when we see the European standards accepted in three countries and four optional additions, whilst the stage is now moving forward faster and faster in Saudi Arabia, the UAE, and Egypt, in a stage where 25 commercial contracts have been signed and all of them are moving forward, we see the initial failing in the US, Apple is a clear visibility, the lacking evidence of national security risks is out there louder and louder and now we see increased volumed voices in Commonwealth nations to reverse on the Huawei 5G ban. The fact that too many of the opposition have been in a stage of pussyfooting, micro stepping and calling these actions innovation and leaping ahead is where we see the failing of a larger group of Telecom players, at any stage, when (not if) those 5G standards are not met, it merely makes the case for other governments to either side towards a Huawei driven solution or fail in their 5G needs completely, and at this point, those who are not there at the beginning will merely lose millions of business opportunities every day. That is the clear setting and that is what we will see unfold. Players like AT&T might be the most visible ones, but they are not the only ones. Even when we look at current 4G abilities of Vodafone in France, good luck on finding ‘national coverage’ at that point, I have heard from more than one source that the map looks nice, but reality is nothing like their so called coverage map. And in the stage of once bitten twice shy, these players are putting it all one the table, betting everything they have to make a 5G turnaround whilst there is more than one indicating chance that this will falter. That is the gambling stage and all this is done without realising that Huawei does not need to bet, they merely have to deliver what they are promising making the others fold, losing it all over hardware that they cannot provide, or even better are already failing to manufacture. you see, the Wall Street Journal gave us a mere 4 days ago: “Major European wireless providers—big customers of all three—say Nokia and Ericsson have been slow to release equipment that is as advanced as Huawei’s“, the article (at https://www.wsj.com/articles/huawei-rivals-nokia-and-ericsson-struggle-to-capitalize-on-u-s-scrutiny-11546252247) gives us the parts that I mentioned weeks ago, I saw this coming a mile away and now that this is showing to be just as I said it would be, we now see the upcoming failures in a few countries, all of them ‘eager to be the number one‘, now soon to be trailing BEHIND what they call is a technological third world nation (Saudi Arabia), whilst Saudi Arabia is seemingly still speeding ahead and Huawei wants to be completely successful there as it almost guarantees them Middle Eastern 5G Supremacy.

The other players are in a deeper pool of trouble when we consider: “Both Nokia and Ericsson fear that if they are seen trying to take advantage, Beijing could retaliate by cutting off access to the massive Chinese market, people familiar with the matter said“, this is not news, this was always going to happen, you might want to pick up a decent history book and reread the British Telecom phase in the UK around 3 decades ago, it is not as comfortable to face these scrutinies when you are receiving the damage, not dishing it out, is it?

As I personally see it the US is due a few setbacks, these setbacks could cost Wall Street, the DJI and the NASDAQ in larger ways than I can foresee at present. What will happen to claimants when the delivery is not met and those 5G wannabe’s all make legal claims on goods and speeds not delivered? I do not need to remind the readers of the Trumped ego of nations when promises are not kept, do I?

These are not merely obstacles or pitfalls; the entire setting was bogus on a few levels. Whenever I see the Huawei ban mention on TV, my mind races back and remembers the US Secretary of State Colin Powell in clownish fashion running around with a silver briefcase showing it off at closed sessions with WMD events, you do remember how that ended, do you not? As I personally see it, the entire 5G debacle will be the same, but now the nations adhering to that alliance will face a lot more backwash from their own local political parties when it all falls down, and I feel 80% certain that this is exactly what will happen down the road. As I stated more than once, in the UK Alex Younger was at least in the proper stage where he did not claim National security risk, he merely stated that such infrastructure must be held national, not international hands. It is not a great decision, but at least it made sense, yet there too Huawei has economic options by investing in training the Bright Cambridge, London Poly tech and Oxford people in creating excellent 5G devices, optionally merely funding it and gaining huge windfalls over the upcoming decade. It would be a so called scenario of all the gains without the optional pains.

Interesting that we see nothing on such an optional solution in the media, do we? So as the new modelled 5G pushes forward there is no doubt that in the immediate time it will be ruled by Huawei, the others were (as I personally see it) too short-sighted for too long and that is the Tim Cookie we all forgot about, so whilst we see new Cookie policies, we merely see a collection of cyber analysts all gathered around some jar and not around the place of true innovation, the memo they received was in the end not that clear on the matter (Go Figure).

If you were up to speed to certain events and got the previous reference, my congratulations to you; if you missed it, no worries. Merely look (at http://scientists4wiredtech.com/2018/03/4g-5g-wireless-is-the-new-bait-and-switch-scandal/) and do not go on faith with: “4G/5G Wireless antennas require a fiber optic wire to be attached to each cell site, every block or two. No private company is going to roll out fiber to lots of new areas. The FCC rarely, if ever, mentions that 4G/5G densification requires fiber optic wires. Commissioner Carr’s 5G statement never mentions the terms “fiber” or “state utility”“, and when you add: “AT&T just changed its mind about deploying fixed wireless. The operator has been touting its plans to deploy a mobile 5G network in 12 markets in the United States this year using millimeter wave (mmWave) spectrum in the 28 GHz and 39 GHz bands. And while it still plans to move forward with those deployment plans, it announced today that it will deploy fixed wireless in late 2019 using the unlicensed Citizens Broadband Radio Service (CBRS) spectrum. It will initially deploy LTE but then migrate to 5G. The company did not say how many markets it would deploy” (from another source) and consider the two statements we see an optional shift in a few direction, more important all the places where AT&T will not reach (beside the difference in range that the two very different standards have), so at that point, how much subsidy will never ever be in favour of the American people and in addition to that, their created ALEC group (American Legislative Exchange Council), at that point when these documents and legislative agreement are scanned and we end up seeing some version of: “grants LICENSEE and its AFFILIATES, a nonexclusive right to USE the 5G hardware provided with these license terms (hereinafter the “HARDWARE”) for its intended purpose, as defined below. USE means the right to enable the HARDWARE in the manner and for the purpose for which it was intended by the manufacturer“, at what point will the people realise that ‘intended by the manufacturer‘ will end up being massively ambiguous and that in the end no rights will remain with the user when it end up not being up to the expected scrap? It is not even a slippery slope; it is a slippery slope not being able to support part of the weight it was supposed to support.

The worst part of it all is that it was not even a surprise to me that this was going to happen, so as others claim to be so much more intelligent to me, is that true intelligence, or is that intelligence that enabled them to fill their pockets? You tell me, I am not presuming any answers here, I am merely pointing out the facts that are actually available in a whole range of sources, several of them respectable; they merely did not bother to connect the highlighted dots, which is also a matter of concern at some point soon enough.

 

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