Tag Archives: Android

What ya gonna do?

It started two days ago, actually it started a lot earlier, but I basically had enough of the BS stage that we are given. Just to be sure, this is for the largest station not a media thing, so even as the BBC flamed my mood, the BBC is not responsible. As such before I go into ‘Google hit by landmark competition lawsuit in US over search’, I need to set the record straight according to the view I have and you might decide that I am wrong, which is perfectly fair. 

History gives us that Larry Page (aka Clever Smurf) and Sergey Brin (aka Papa Smurf) developed PageRank at Stanford University in 1996 as part of a research project about a new kind of search engine. It was not the first attempt, or perhaps ‘version’ is a better setting, there were earlier versions that go all the way back to the eigenvalue challenge by Gabriel Pinski and Francis Narin. So two bright surfs came up with the setting that big people players like Microsoft and IBM ignored for the longest time, and as such Google had the patents. The idea of link based popularity had not syphoned through because a lot of these wannabe bullet point managers basically did not understand the internet, they merely understood the options of selling concepts, yet in that age of selling concepts Google had the inside track to sell a setting that was ready and able as early as 1998. As such I have watched with my eyes desperately focussed on the heavens, asking our heavenly father to smite some of these stupid people, we now see “The charges, filed in federal court, were brought by the US Department of Justice and 11 other states. The lawsuit focuses on the billions of dollars Google pays each year to ensure its search engine is installed as the default option on browsers and devices such as mobile phones”, the same organisation that ignored Netscape and gave free reign to Microsoft is now seeing the government data lights? So when we see ‘the billions of dollars Google pays each year to ensure its search engine is installed as the default option on browsers and devices such as mobile phones’, all whilst it truthfully should say ‘Google installs its search engine on its mobile operating system Android, an alternative to the largely unaffordable iOS iPhones’, consider that the three generations of mobiles I have bought containing Android in times when the Apple alternative was close to 250% more expensive each and every time. The last time around the iPhone was $1999, whilst my Android phone (with almost the same storage) was $499, I will let you work out the setting. So when I see “Officials said those deals have helped secure Google’s place as the “gatekeeper” to the internet, allowing it to own or control the distribution channels for about 80% of search queries in the US”, I merely see (with my focal points partially towards the history of things) “Google was active and affordable in an age when Apple was not, Apple was unaffordable as they set themselves up as the larger elite provider, Android had affordable models by Motorola, Huawei, Google Nexus, Google Pixar, Oppo, HTC, Samsung, Oneplus. A setting that was open and affordable. And the officials that are raving on ‘allowing it to own or control the distribution channels for about 80% of search queries in the US’, these (as I personally see it) so called idiots, optionally way too deep in funky mushrooms are ignorant of the stage that Google catered to the user, Apple (the alternative) catered to its own bottom dollar way too often. In that same trend we need to see that “Apple’s iOS operating system has a share of 50 percent of the mobile operating system market in the United States”, so how come that Google has 80%? They thought things through, the BI management idiots with their bullet point presentations never thought things through. I have at least two examples that predate Facebook and well over half a dozen examples of 5G IP that is beyond the comprehension of mot of them (with the exception of Google and Huawei), these two UNDERSTAND systems, the others merely use and use to their nature towards limited comprehension, or at least that is how I see it. And in this ZDNet was a happy supplier in January of ‘Microsoft is about to force Bing onto Office 365 Plus users. But does even Bing think it’s better than Google?’, which is a nice setting, because I can ask bing on my Android, yet it seems that Microsoft forces Bing on its system, but it allegedly seems that they get way with that. The article has a few nice tidbits, but I particularly liked “Why Hasn’t Bing Improved To Become Better Than Google?”, an 2016 article by Forbes. With the article (at https://www.zdnet.com/article/is-google-better-than-bing-i-asked-google-and-bing-and-got-surprising-results/) giving us the added “and why Bing has a bit of a reputation as ‘the porn search engine’”, it seems that 18 years later bing is still sliding very much behind Google, Google had a few things better and better set. It is the final two parts that matter, the first one is “Both companies might try to offer something authoritative, but you should always use your own judgment and realise the vast limitations and algorithmic biases of all search engines. If Bing works for you, be happy. If Google does, be happy too. In both cases, though, be wary. Can you cope with the responsibility?” Yet in all this Bing never shows up in any official part does it? The second part gives the larger stage “in Bing searches, the entries under the News tab were far, far more dated than those in Google”, consider the need of us, the users, when do we accept dated information? It seems that any competitor of Google is vastly behind, even the rich bitch Microsoft. When we see that part of the equation, we need to wonder what is the play that these officials are making? What is it actually about? The BBC article also gives us “Google called the case “deeply flawed”” and that is the larger truth, the Bing setting proves that side of it, and more important, Microsoft who pushed Netscape out of the market is not being asked any questions in this regard, or is used to show the inferiority of what they have countering the vastly superior solutions by Google. As such, when we see “Politicians in Congress have also called for action against Google and fellow tech firms Amazon, Facebook and Apple in an effort that has united Democrats and Republicans”, no one seems to be wondering what Russia and China have on the market, because the advantage Google has now could become the stage of a fight against whatever Russia and China offer, in this data is the catalyst in these systems and before anyone starts trivialising that, consider that TikTok is Chinese, when we consider that over 2 billion people have downloaded it and it nw has a value between 110 and 180 billion, in a stage that only had Google before (YouTube), yet even in that setting the larger US tech giants set on their hands and they never came up with it, a Chinese entrepreneur did, so what else can they come up with? In a stage with non comprehending officials on just how cut throat this market is, they are weighting down on the tech giants all whilst Chinese innovators are going to town. And none of them have my IP yet. Another stage they ALL overlooked. What else do you think they will miss, because I do not think of everything (I just cannot be bothered thinking of everything), so what else is not seen? 

Consider that when you look at these so called ‘lets kick the tech-giants’ because at this speed the US will only have these four tech-giants left, the rest is most likely Indian or Chinese, the hungry tend to be innovative and in America these so called innovators haven’t been hungry for the longest time, so their track record wanes more and more. That is partially seen with ‘Quibli is the Anti-TikTok’ (at https://techcrunch.com/2020/04/09/quibi-vs-tiktok). Here we see the article from April where we are given “Rather than iterating toward product-market fit, it spent a fortune developing its slick app and buying fancy content in secret so it could launch with a bang.Yet Quibi’s bold business strategy is muted by a misguided allegiance to the golden age of television before the internet permeated every entertainment medium. It’s unsharable, prescriptive, sluggish, cumbersome and unfriendly. Quibi’s unwillingness to borrow anything from social networks makes the app feel cold and isolated, like watching reality shows in the vacuum of space”, with that consider that Quibli was founded 2 years AFTER TikTok, as such the stage for a better product was there to a much larger extent, and as Tech Crunch states “It takes either audacious self-confidence or reckless hubris to build a completely asocial video app in 2020”, and when we consider the fact that TikTok was created earlier by 2 years, the lack of innovation in Quibli is easily seen and as such after 6 months it shut down. These officials need to wake up and smell the coffee, the race is on and even as scare tactics towards anti-China might work to some degree in the US, the EU with 700 million consumers have little faith in US Hubris and that is where the stage changes, especially now with data laws in place. If Chinese and Indian innovators get the name and therefor the people and consumers, the marketshare of US companies will collapse more and more, as I see it 2022-2025 will not be a pretty picture for the US, the 5G backlog is starting to show and it will show more and more soon enough. 

As I see it, Google has two wars to fight, one with its own political administration, one with the true innovators out there. The second war they can win as they have true innovators themselves, but the one with the US political administration is a larger issue, because that war will also hinder the second war, which would be a bad situation for Google to be in.

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A new road

We all have new roads, some roads are completely new, some are ‘sort of’ new. We tend to like the ‘sort of’ new roads as they feel more familiar, but it does not imply the this is the best road. This is the way we move forward. In all this, how does one react when we go towards a road we have never seen before? Consider the stage the this is not some adventure, it is a choice of life, a choice that impacts one’s life to the latest degree, do we feel as certain? 

As some are in a stage where they are considering that President Trump could optionally die of Covid before the next election, we see that this is perhaps the weirdest years we face in half a century. In the UK we see lockdowns with a 5 minute warning, now the is one way to change the settings of any game, yet is it wise? It is in the same direction that others face, a new road, different decisions, but is it all really new? We could call all the plays in the international scene, but we have seen it before, it is a play based upon a play that is old and stale. Even now as the EU wants to limit the apps Apple and Google put on phones, it is merely a variant of Internet Explorer V3 all over again, the greed driven will never learn. So whilst we get informed on “Draft rules would force the tech giants to share their data with rivals, and limit how many of their own apps they pre-install on devices”, I am actually surprised that they did not give us “share their data with non-Chinese rivals”, a stage the we have seen before and one that we will see again, to be honest, I am not certain if the people setting the rules have any clue who the people are that they represent, merely the setting of larger tech company trying to get a grip on technology the they ignored for too long. And ever as we are told “The draft rules, known as the Digital Services Act, aim to set the ground rules for data-sharing and how digital marketplaces operate. They are expected to come into force by the end of the year”, we see a stage where tax rules are ignored, it is too complex for them, they will do it later (or so they believe). Even as we are told “The case has taken on urgency because of the dependence of thousands of EU companies on the tech giants for their business”, a setting which I regard to be a joke, because those ‘thousands of EU companies’ refused to budge on several items when too going was good, they merely latched on like leeches, getting max result for zero effort, I know this because if that was not the case, I would not have the IP I have now, and there are only two contestants for the IP to get ownership, the rest is merely dumbstruck on the side of the road and as they are realising that the digital highway os beyond their comprehension and as they feel the floor slip from under them as 5G comes into power, now they all cry like little girls, all with their own version of ‘Google/Apple is such a mean old bastard, boo hoo hoo hoo’ theatrics and optional fake tears. 

My view is given by a few quotes, the first one is “The App Store was opened on July 10, 2008, with an initial 500 applications available”, we then see the that the app store grew with 2 million apps in 2017 and now it has 1.75 million apps. So these people had a decade to get involved with Apple, as such where it their timeline? Bullet point idiots basing their needs on concepts. Where it the actual and factual engineering in place? The story for Google is pretty similar. Global businesses  (not merely EU companies) with short sighted goals, short sighted, merely because their spreadsheet was dictated by financial people, not a long term sight in place. I reckon (my speculation) the some people tarted to reconsider their position when Apple announced the 10 billion download mark somewhere in 2011, but at the point the credit crunch got in the way and the people (more lazy than anything else) decided to wait, but the Digital highway is one where waiting is a sin and Google showed the easy enough. And now, as companies are realising that 5G will merely see exponential options where established apps are in place, unless you have a third party data need and that is overwhelmingly attractive, but there the Google and Apple stores are a problem for them. They will happily play with GDPR fines, yet the Google and Apple stores are the problems and as I see it, and as I see it, the EU is stupid enough to force open the doors to others. 

My vision?

Why is this my vision, because we are told “limit which apps Apple and Google pre-install on your phone”, just like the setting it had in the Internet Explorer v3 age. I thought they would have learned by now. In the first, Apple people go iOS, Google people go Android. In all this we the consumer chose what WE want, but did you see any of the in the article? Our voice is not heard ad not given any power, because it is about appeasing ‘the dependence of thousands of EU companies’, the companies that were asleep at the wheel in the first place, not merely asleep, they have nothing to contribute, a concept at best but when you look at the staff, they have none, yet they will sure others the these people will be hired the moment certain steps are finalised, and it will be a ‘complex issue’ to say the least. In all this, these companies have never considered a new road, adjustment and aggregating what they have and what they are delivering, but they all hide behind players like Epic games with, if a game maker can do it, so can our EU business enterprise, can it not? And there we see the first flaw from the very beginning, these people are mostly clueless. Should you consider me wrong, then consider that on the digital highway beyond Apple and Google, the third player is one the started as a book shop, a bloody bookshop no less (Amazon) and its owner, who copycatted his hairstyle from Telly Savalas (just like Vin Diesel did). So consider that whilst we see another gravy train trap our choices in what THEY call open choices, but it is not, it will make life harder for the consumer, not easier and none of them will guarantee your data.

So in the words of Lieutenant Kojak “Who loves you baby!

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Reflections

These are the days where a lot of people reflect on choices made and I am not any different. I was at the foundation of gaming, when gaming was young, when people thought that this was the sport of nerds and I did not care. I reviewed games for 13 years and I never regretted it. I was there when Commodore release the CBM64 and the Amiga 500. Sony released the PlayStation, I was there when Nintendo released the N64 and the GameCube. I had the Sony PlayStation 2 on day one, I saw with amazement when the SEGA Dreamcast was released. I saw an amazing range of games and systems, even now I think back to how great gaming was in those days. Even now we see how some makers misrepresent their games on how unique their game is whilst in the end it is merely another version of Candy Crush or Bejewelled. The hide behind quick animations and we see some Zombie game and the list goes on, they all need to make a game that is quick so that it is downloaded, their name depends on the amount of downloads, the sheep that play games follow the games that have a lot of downloads, yet they miss the larger stage. A game is something larger, it keeps you interested, it offers a larger stage and there is no denying that Microsoft Game Pass might actually entice people who call themselves gamers will actually end up playing actual games. Yet there is a danger there too. I personally believe that Microsoft is in it for the soft money, the micro transactions and it makes sense, micro transactions represents billions a year in revenue, and there mobile systems are the biggest source of micro transactions and that too is a reason why Microsoft wants Apple access. 

It is time that this stage changes and if there is one stage we want to protect then it is the gaming stage, that stage gives direct access to the younger players. Even as these ‘critics’ proclaim loot boxes are ‘gambling’, there is no status on games like Candy Crush and all others designed to drive gamers to spend money, the addiction of achievement. Yet we see a lot less on that part do we? I remember playing the very first Lemmings, from the first hour I saw just how addictive it was, I still have great memories on Magic Carpet, I saw amazing games from Mirrorsoft, Microprose, Psygnosis, Rare, Westwood, Bullfrog and too many others to mention. Even then the creativity outranked corporate types and the gamer won. That field has changed!

Even today, I remember playing games like Millennium 2.2, Lemmings, Covert Action, Ultima 3, 4, 5, Eye of the Beholder, and that was long before PC’s started to take gaming serious. One title I am leaving for last, In 1987 FTL (Faster than Light) created Dungeon Master, it changed the way people looked at RPG games. It was only surpassed by Dungeon Keeper because Dungeon Master paved the way and created the love of the RPG game, Dungeon Master became the best selling game of all time for the Atari ST, others would follow and Dungeon Keeper would push the love of RPG to even greater heights, in the end 700,000 copies would be sold and it is there where we see what we can gain, in those days 700,000 copies were sold, in this day it would be 10 to 50 times as much. And we overlook the playability of those games now, yes we see the hypes created (and the games EA screws up), yet they also had there share of successes and underestimations. Who remembers ShadowCaster and Black Crypt? Upgraded they would make interesting games and in that same setting EA has close to half a dozen games that could raise the setting for Google Stadia. So what happens when we tinker Magic Carpet to become larger and multiplayer? And that is only the tip of the iceberg, Microprose has even more titles and that is all before we look at the near future and see what else we can do to set a larger stage of games that people either cast aside or ignored in the first place. An excellent example of that is Microprose’s 1990 release of Knights of the Sky. I loved the game and many others did as well, but the larger group seemingly forgot about this game, a game that could be upgraded and work on a whole range of systems, including Google and Apple systems. We need to take another look at these games, games produced in the era spanning from 1985-2005 gives us close to 100 titles spread over half a dozen systems and we forgot about them. Why is that?

I get it, some people moved on, they moved on to other things and that is fine, but there is an entire generation of people that is limited in its view of games and it is limited to match three shapes. That is not really gaming and we need to make sure that this does not happen. For a system like the Google Stadia, it is the difference from being in the game and setting a goal towards being the 4th system in gaming, from there the sky is the limit. There are enough games, the question becomes where do they (or Apple) want to go, offering a system or committing to a system. It is a small but distinctive difference, one is seemingly going that way (it doesn’t matter who), yet it opens up a larger stage. A stage where people can optionally now play a larger and repaired Mass Effect Andromeda, a game that is game 1 and game 2 together. A stage that Google Stadia and Apple allows for and that is good, perhaps the others will catch on, but that is not a given and perhaps not even required. Hardwire gives options, but when did all systems need to offer everything? I believe that Nintendo and Sony can work side by side, I feel certain that either Google or Apple will be the third system, there is a chance that people will select EITHER the Google or the Apple system, but I cannot be certain of that at present. And it does not matter, like Android and iOS, people will make a choice giving Google an edge but at present not a given victory, time will make determination, yet in time and over time we need to revisit the old games, the fact that we see more and more remasters is because the old jewels remain jewels, some of them merely need to get dusted, others need polish, but they remain jewels and the sooner some see that, the better their hardware will fare. 

 

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EU fart bit, Google Fit Bit

Yes, we leap left, we leap right and as we see options for choice, we also see options for neglect. In Reuters we see “Google’s parent company Alphabet agreed a $2.1bn (£1.6bn) takeover of the wearable tech firm last year. However, the deal has yet to be completed”, we see that at https://www.bbc.com/news/technology-53647570, and as we see the BBC article, we wonder about a lot more. Yes we acknowledge “While the European Commission has said its main concern is the “data advantage” Google will gain to serve increasingly personalised ads via its search page”, and in the matter of investigations we see:

  • The effects of the merger on Europe’s nascent digital healthcare sector
  • Whether Google would have the means and ability to make it more difficult for rival wearables to work with its Android operating system.

From there there are two paths, for me personally the first one is Competition Commissioner Margrethe Vestager, to be honest, I do not trust her. I will admit right off the bat that this is personal, but her deal relying on what was requires her to get a win, any win. The setting is founded on “officials acknowledge that the EU’s competition enforcer faces hard choices after judges moved to quash her order for the US tech company to pay back €14.3bn in taxes to Ireland”, which was a juridical choice, but in all this she needs a win and I reckon she will do whatever er she can to get any of the FAANG group. For the most I would be on her side in the tax case, but on the other side the entire sweep of the Google Fitbit leaves me with questions.

The first point is on ‘effects of the merger’, so how is this in regards to the Apple Smart Watch, the Huawei smart watch (android), and a few other versions, how much investigation did Apple get? How much concern is there for Huawei? Then we see the second part ‘Whether Google would have the means and ability’, it is not a wrong position for Margrethe Vestager to take, but as he does it upfront, in light of the EU inactions regarding IBM and Microsoft, it seems weird that this happens upfront now (well to me it does). And as we see ‘difficult for rival wearables to work with its Android operating system’ I see Huawei and the solutions they have, Android solutions no less, so why is Google the problem? 

Then there are two other parts. The first one is “Analysts suggested part of the attraction for Google was the fact that Fitbit had formed partnerships with several insurers in addition to a government health programme in Singapore”, the second one is “Google has explicitly denied its motivation is to control more data”, in all this there is less investigation in regards to what data goes to Singapore, or better stated the article makes no mention towards it, and as I see it, there is no mention on it from the office of Margrethe Vestager either. The second part is how Google explicitly denies its part, yet that denial does not give us anything towards the speculated “its motivation is to have access to more data”, and when you decide on a smart watch, data will end up somewhere and the statements are precise (something that worries me), I have no issue with Google having access, but the larger issue is not Google, it is ‘partnerships with several insurers’, the idea of privacy is not seen remarked upon by Margrethe Vestager and her posse of goose feather and ink-jar wielders, the focus is Google and is seemingly absent from investigations into Fitbit pre-Google in an age where the GDPR is set to be gospel, so who are the insurers and where are they based? Issues we are unlikely to get answers on. Yet when we consider “John Hancock, the U.S. division of Canadian insurance giant Manulife, requires customers to use activity trackers for life insurance policies in their Vitality program if they want to get discounts on their premiums and other perks”, so what happens when that data can be accessed? Is the larger stage not merely ‘What we consent to’, but a stage where the insurer has a lessened risk, but we see that our insurance is not becoming cheaper, there is the second stage that those not taking that path get insurance surcharge. So what has the EU done about that? We can accept that this is not on the plate of Margrethe Vestager, but it is on someones plate and only now, when Google steps in do we see action? 

So whilst the old farts at the EU are taking a gander at what they can get, I wonder what happens to all the other parts they are not looking at. Should Google acquire my IP, with access to 440,000,000 retailers and well over 1,500,000,000 consumers, will they cry murder? Will they shout unfair? Perhaps thinking out of the box was an essential first requirement and Fitbit is merely a stage to a much larger pool that 5G gives, but as they listened to the US, they can’t tell, not until 2022, at that point it is too late for the EU, I reckon that they get to catch on in 2021 when they realise that they are losing ground to all the others, all whilst they could have been ahead of the game, lets say a Hail Mary to those too smitten by ego. 

 

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And so it begins

Yes, it is beginning and the quote is not from me, the phrase was used by King Theoden in the Lord of the Rings movie “The Two Towers“, right before the major battle at Helms Deep. It is not the first time it was used, but there is where most get it from. As we were treated a few hours ago ‘The US is making its own 5G technology with American and European companies, and without Huawei‘, in this I have no objection, but the larger image is ignored by those less intelligent individuals in the White House. 

What I predicted is coming to pass and big tech companies are about to face the larger setback in the US. So no matter how this gets warped by players like the Wall Street Journal. In my personal view this step now gives us a clear view, the US will be lagging by 3-5 years in 5G as per now. When we see the article in the Business Insider (at https://www.businessinsider.com.au/5g-huawei-white-house-kudlow-dell-microsoft-att-nokia-ericsson-2020-2), we forget a few items, in the first the US is nowhere near ready for 5G, in the second Huawei is already fully ready for 5G and any nation embracing either temporary or long term with Huawei will get the jump on American Big Tech. Even as “sic infit” (so it begins) goes back to The Metamorphoses of Apuleius, we need to understand that the reference to ‘The Golden Ass‘ might actually apply to certain players in the White House, we need to understand that the push for anti-Huawei sentiments was never doused in evidence, merely non-US paranoia. The world to a much larger degree has demanded evidence from the US, who actually never produced it. 

So as the Wall Street Journal gives us “the White House is working with U.S. technology companies to create advanced software for next-generation 5G telecommunications networks. The plan would build on efforts by some U.S. telecom and technology companies to agree on common engineering standards that would allow 5G software developers to run code on machines that come from nearly any hardware manufacturer. That would reduce, if not eliminate, reliance on Huawei equipment.

And here we see a few points. First there is ‘create advanced software‘, which is only partially true, the hardware is a larger part that is currently incomplete when we look at non-Huawei players, as such the presentation given is one that is debatable on a few sides. Then we get ‘agree on common engineering standards‘, a statement which would have been a given long before any of this started, as such the presentations we will see will be doused in ambiguity and in that format it implies that the US will be being whatever it was +2 years as it will not fill the gap it currently does not. Then we get a larger issue ‘run code on machines that come from nearly any hardware manufacturer‘, which should not be a 5G issue in the infrastructure, they would need to pass on anything on the system, this is a mobile setting. It is basically telling the stage that Apple and Android should have the same code and optionally set the stage to bar Harmony OS, so is this an actual 5G setting or a filtering setting to keep unwanted players out?

Yet this setting is one that is massively dangerous to the US, it relies on Big Tech (Google and Facebook) to enter a new stage where they cannot gather data and merge data in a global stage which would redefine their global data settings and such a delay would be monumental for these two. 

So we get all this because the US cannot provide evidence of optional Huawei wrongdoing? How weird is that? It is actually not weird that the data gathering tools are on the Chinese side now, the US is about to learn that being 4th in a place where they were alone is not the place to ever be, not in this economy, as such setting a stage for segregation now would give them a larger benefit down the road and that is where the shoes get to tight to dance.

There is a decent chance that Huawei is not the player that will be disregarded on the global stage, as such several EU countries are willing to entertain Huawei and with the Middle East and Asia already there, we will see Huawei getting a larger share of data than the US (with 325 million people) represents and that is what the US fears and that fear through the White House will be pushed onto Google, Facebook and Apple, and I am guessing not with their approval, they will have to adjust their models by a fair bit and feel the brint for a year at least (that is if hardware manufacturers agree on standards) and good luck with that part. 

Then we get to look at “the White House is working with US companies, and potentially European companies, to deploy the United States’5G architecture and infrastructure, according to White House economic adviser Larry Kudlow who spoke with The Wall Street Journal’s Bob Davis and Drew FitzGerald“, so not only are they 3-5 (or 4-6) years behind, we now see ‘the United States’5G architecture‘, so not only is it their 5G, but based on their standards and when we consider the stage of AT&T and their 5G Evolution we saw last year, the US (and those who sign on) are in for a really rough ride that might never be 5G, merely a reset 4G+ standard. Of course the latter part is not a given, but time is the one part that the White House does not have and the hardware setting in the US is nationwide too far behind. In this there will be no national 5G in the US for a much longer time. 

As such were these steps even considered by Big Tech who relies on billions of users, not merely the 325,000,000 Americans? With the UK starting now on Huawei and their 68 million people, will that stop Europe? No, it will make them switch against American paranoia and Huawei gets a much bigger boost and this will have a larger impact, as these places go ahead and gain speed the rest of the EU will find themselves in a bind to accept other standards faster and leaving the US in a stage of isolation which will impact the US in several ways. And if you think that the restrictions will work? Yes they will but only to show that those not on the Huawei pool will lag in several stages and there will be a screaming to get Huawei in a larger pool soon enough. From there we will see Germany who is partially  on board and when they see the impact in the UK, Spain, France, and Germany will sway and that means that three of the large 4 will get the fourth on board, that is what we will see in 2020 and optionally 2021 when stubborn people delay, in that stage those who are early on the 5G path they will get a much larger commercial slice of that cake and there will be a massive amount of governments blaming the US for paranoia, in my view I would state that it is all their own fault. 

And whilst nations have their own policies in place are now in a stage where the option to buy the 5G technology and develop their own national cores would be a perfect solutions for these nations whilst Huawei will enjoy the financial benefits it brings, in this their pool of talents and showing a stage of training that is much larger than expected, training these nations in making their own national 5G developers on a Huawei core is a larger play and that is one that brings in the revenue and then some.

All this was a path that the US could have committed to but they do see that the data is the future currency and they do not want to share, the US was the only one efficiently gathering data and their value is based on all this, all that whilst their prospect was ludicrous all the way to sieve based routers on a global scale. The NSA and GCHQ aren’t the only players in the field, the US merely wanted to limit the data drain value and 5G makes it a non place, ata will go nearly anywhere, you merely need to ask Amazon (Jeff Bezos) and ask him where his data has gone to and he cannot answer that question, neither can former FBI agent Anthony J. Ferrante (an FTI consulting joke), as such we see a 4G failure and it will merely get larger in 5G, more data will go anywhere and the US is on board with limiting this as long as they get the data. That is the stage we see and it is not idle speak, there is too much information out there. 

So as we see the events unfold over this year we will merely see that non US success stories will take the limelight showing us just how far the US has fallen behind in 5G. That is the stage we are sailing to and we will see large players in media remaining in denial of that, that is until the evidence of data will open all over the place, at that point the carefully stated denials come out, as well as some claims that 5G is so much more complicated than anything else. Yet, it is a stage where we all see the impact without it hurting us too much, at least not more than it is hurting us now. 

In finality we see a first case where a lack of evidence is still enough to warrant a level of discrimination, did you consider that? We are getting short changed on cheaper phones and internet because the larger players have their own bonus to consider and we do get to pay for that part, we will to a much larger degree than ever before.

 

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From trade war to losses

Huawei remains in the news on an international level. Australia gives us ‘Huawei sheds 100 Australian jobs in the face of 5G ban‘ (ZDNet), ‘Huawei Australia says over half of jobs at threat due to 5G ban‘ (ITnews), and ‘Greece opens up to Huawei’s 5G ambitions‘ (ZDNet). For the most there is some level of balance that is going on. We see messages of reprieve given to the US on Huawei, yet the clear part is that there is no way around Huawei. Just like the 80’s when there was no way around IBM. I still remember those arrogant sales people. Whenever they could not answer a question with any clarity (which was more often than I was ever comfortable with), the response became: ‘Sir, we are IBM‘.

It is not limited to one company, CNN reports (at https://edition.cnn.com/2019/08/23/business/china-tariffs-trade-war/index.html) “The US-China trade war ratcheted up yet again on Friday, with Beijing unveiling a new round of retaliatory tariffs on about $75 billion worth of US goods“, this round will hit “25% for vehicles or 5% on parts, and would take effect on December 15th. The new tariffs will target 5,078 products, including soybeans, coffee, whiskey, seafood and crude oil“, this war was a bad idea for America the moment they started it. Yes, there is an impact on China and there is an impact on Huawei. Yet the world cannot go around Huawei. The non-Chinese players were complacent for well over half a decade and the invoice is due, it is an invoice that a bankrupt America cannot afford at present. Moreover, the stage is now sliding away from the American market more and more. As Europe is seeking Huawei to instigate growth, America grows lag time losing momentum more and more. In Europe the issue is larger because it is not one EU; we are looking at 27 member states. The UK with BT gives us: “The investment bank also noted that the Conservatives have outlined an ambition for the roll out of super-fast fibre broadband across the whole of the UK by 2025 but it is not clear how it will be funded or what the returns will be for BT“, a technology years out of date, too much delays, politicising and now BT, a company that was once regarded as a company at the height of technology (some might remember the 80’s advertisement with Tom Baker, the 4th Doctor Who showing us a piece of fibre optics, transmitting the entire bible in one second), the message of advanced progress was clear. Yet in 2018 we see other messages ‘Why most of the UK doesn’t have True Fibre Optic Broadband‘, the setting is a disappointing one and there is a really nice explanation (at https://www.youtube.com/watch?v=DDp9-tSYpU0). The Dutch have KPN, an advantage here is that they managed to put 30% of the British population on 14% of the UK, so they have less distance issues. So even as Reuters gave us last April “Dutch telecom firm Royal KPN NV said on Friday it would select a Western supplier to build its core 5G mobile“, they will be digging a large hole for themselves. No matter who gets chosen, they all lag to a much larger degree the abilities that Huawei offers and that impact will only increase over time.

To see this we need to take you to a little math equation. An innovative technology gives you 10 years. Huawei has at present two innovations and three iterations lined up, which gives them 26 years (iterations gives one a mere 2 year advantage), which almost aligns as reengineering catches up three years annually. This gives us the number that others need to catch up to Huawei, who could in 2020 be technologically already at 2047. At present none of them have any TRUE innovations. As such the iterators will truly catch up in 2028 whilst that stage will be met in 2020 by Huawei. This is the largest danger for all the other players. In 2028 the 5G market will settle and they are all still catching up whilst Huawei rules the 5G on a global scale.

The math was important, because it also meant that I have until 2023 to sell my IP, at that point iterators will have found part of my IP and they can equal it to me by 2025. The math was everything and the math is not looking good for America or Europe. Those who embrace Huawei to some degree will get a much larger advantage. My IP was about pushing momentum and if that goes as I hope, the others will face a much larger setback, in all this a much larger part of cybersecurity will not work, or will merely delay the commerce. When was the last time you saw commerce seeking safety over revenue?

The fact that the Guardian gives us: ‘Apple warns new credit card users over risks of it touching wallets and pockets‘ (at https://www.theguardian.com/technology/2019/aug/22/apple-card-wallet-pocket-warning) gives a much larger issue. Even as we laugh on: ““Apple Card completely rethinks everything about the credit card. It represents all the things Apple stands for. Like simplicity, transparency, and privacy,” as the company said when the card was launched. Just don’t put it in your pocket.

So when was the last time you went on vacation and you had to take care of all that for a mere Credit Card? What happens when there is damage to the card whilst on a business trip? Oh, and more interesting, what Forbes told us (at https://www.forbes.com/sites/daveywinder/2019/08/10/apples-iphone-faceid-hacked-in-less-than-120-seconds/#1c136a2421bc) with the title ‘Apple’s iPhone FaceID Hacked In Less Than 120 Seconds‘, it is the issue of greed versus Common Cyber Sense and CCS never gets to win, greed dies!

That will show in 5G within the first year and as such there is a lot less taken care of, and it was exactly why I am rubbing my hands, the more desperate they become, the more valued my IP becomes and in the end, my IP pushes commerce and safety in the same IP line. As an android solution I get to thumb my nose against Apple and iOS, it is too iterative to consider. I hope that Google wakes up, so far Huawei might be the only tender and that is just fine by me.

How do these relate?

The pressures that we saw when thatcher decided to stop Fibre, as she saw that BT got an unfair advantage (which is fair enough) too many players try to get part of the cookie for their minimalist services and it directly relates to the US. Their stage of Status Quo as dictated by Wall Street has stopped innovation. The boat that was not rocked was giving Wall Street the managed expected returns they vowed to get. Yet the other side is also a given. We see this as the senior people stayed where they were, stopping innovation too often because they were scared to make the jump, it is the principle that gave Google the growth they had, yet the linked headline (to the smallest degree mind you) ‘Americans Owe $1.6 Trillion In Student Debt – What Will It Take To Solve This Crisis?‘ close to an entire generation was topped to innovate, I grant you that not all are innovators, but the entire innovation cycle was missed. As such highly educated people got menial jobs and went in other directions, a decent amount of them disillusioned. There is a part that gives the concern of affordable higher education, yet there is also the path that those educated and ready were stopped their innovation; each of them stopping 3-7 fellow students to tag along in that innovation path. It is what I call, a non-proven given. It is hard to set a number to this and there are of course other elements (like the economic crash) all set through and connected to the actions of a few on Wall Street, that much we all agree on and whilst that path was set to non-motion, innovation was lost in almost a dozen industries, IT and telecommunication being the most visible ones. Patents are the most visible marker here, but not the only one. That part is making the US scared, not nervous but scared. Over the next 5 years 43 drugs will become generic, the patents expire, 28 of them this year. the world looks at the pharmaceutical patents because of the aging population, yet technology patents expire too and all of those not linked to renewed innovation patents will be collapsing, consider all that was patented from 1985 and 1999, all coming to a close some were just forgotten and not renewed because the technology was surpassed, yet there we forget that original ideas can be reengineered solutions, all up for patenting and that market is well over $100 billion. One consideration is shown (at https://www.dnj.com/story/news/2019/08/22/rutherford-county-jail-hit-lawsuit-over-patent-infringement-stealing-technology-smart-communications/2064500001/) where we get: “Smart Communications accused them infringing upon their patented technology that transformed written mail into an electronic version sent directly to inmates“, I merely wonder how we see that setting when we look at players like Perceptive software, Readsoft and a few other players. Readsoft became part of Lexmark and then Lexmark, the printing and Software Company, agreed Wednesday to be sold to a consortium led by Apex Technology of China and PAG Asia Capital, a private equity firm. Consider the placement of digital transfer, on an international level in the hands of a Chinese consortium. The NY Times took notice (at https://www.nytimes.com/2016/04/21/business/dealbook/lexmark-apex-pag-asia.html), for the most no one else did. They had no grasp of the power that the innovations were that Readsoft had. I worked with the materials; it was next gen software in 2003. Now consider that we think digital almost every moment nowadays, but there are decades of legacy materials out there and not everyone has the budget of the America alphabet group. In 5G that material needs to be digital or it will be lost. All these patents give advantage to the owner and stop others, having to re-engineer their idea again and again, that is direct currency and China has a much larger truckload of them with a later end date, even as Huawei is all innovation, they still need their patents and whatever innovation they launch next, they will need to have the patent in place. It stops all the other making the case that their advantage grows as the others forgot to get a workforce that is innovative in nature (Google is excluded from those losers). The innovator drivers are gaining momentum and over the next three years their advantage gets to grow.

That was always the advantage the innovators have and the iterators are starting to feel the pain. IBM, Microsoft and Apple might market their ‘innovation’ yet marketing it doesn’t make it actual innovation. Perhaps you remember the Verge last March giving us ‘Study confirms AT&T’s fake 5G E network is no faster than Verizon, T-Mobile or Sprint 4G‘, marketing versus reality is often disappointing and the iterative technology firms are finding out the hard way that there is no such thing as marketing the reality of shareholders expectations.

We see that part ibn another field as Microsoft Phil Spencer gets to be quoted: “There’s only one new Xbox coming in 2020: ‘We are not working on a streaming-only console,’ says Xbox chief“, yet the end of the article gives us: “given the iterative nature of game consoles and the history of the business, we wouldn’t be surprised to see new versions of Project Scarlett in the coming years – it just sounds like we’ll only see one in 2020“, that is where Business Insider made the massive flaw one week ago. It is a flaw because if that was actually true the Nintendo Switch would exist, iteration would never have led to the Nintendo Switch, and not only is it beating all the records, it is also reducing the Microsoft Xbox One to the number three console. Projections are that Nintendo Switch will get to 50 million consoles sold before the end of the tax year, a lofty promise, yet that too shows the impact of innovation. In 2 years it equaled what Microsoft calls the most powerful console in the world and it took Microsoft 6 years to get there. Clearly power is not all it is cracked up to be. In addition, for the first time in history Sony is worried about how far Nintendo can get. Nintendo never wavered, they never lost their core groups, they merely added to them.

Innovation does that and innovation will push 5G in the same way, it seems that Huawei with its innovation has support all over the world on the impact of innovation and the funny part is that IBM and Microsoft used to be actually innovative, they merely forgot the sweetness of innovation victory, which is sad really. I gave mention to the Wall Street part in the Status Quo, yet they are not the only ones in that game and those who embraced that game held technology and innovation back to a much larger degree than you realise and that loss of momentum is a much larger issue in this trade war than anyone has considered.

 

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Victimising criminals

OK, this is not the latest news. I got the news 2 days ago, but I was slightly too angry to deal with Zoe Kleinman directly. It all started with ‘My son spent £3,160 in one game‘, the headline was already an indication that I was dealing with a stupid person, which in itself is not a crime, yet when we are given: “I have a 22 year-old disabled son, who has cerebral palsy, complex epilepsy, autism, learning difficulties and the approximate cognitive ability of a seven-year-old child. He is unable to do any bilateral activities so relies heavily on his iPad and PlayStation for entertainment and educational activities

Yes, there is always some excuse and the dog ate my homework is right there on top reasoning here. ‘He has recently been playing a game on his iPad called Hidden Artifacts‘, yes this is part one and part 2 is “He has been charged £3160.58 between 18 February and 30 May 2019, clearing out his entire savings“.
It is an interesting excuse because the question: ‘How do I block purchases on my iPad?‘ is answered in three steps:

  1. On the iOS device, open the Settings screen. Tap General, and then tap Restrictions.
  2. Tap the option to Enable Restrictions. Enter and then re-enter a Restrictions passcode.
  3. By default, all of the apps and services are allowed. To disallow in-app purchases, tap on its button.

So, people can download free games, play free games, but cannot spend money to purchase. The fact that this is not a new answer but it has been there for years, moreover, I still have the very first iPad and the functionality is there too makes this a bit of a cry story. Unlike the previous story on FIFA (which I am about to get to), this was about a person’s savings and as the person is in the described situation, it could have been prevented if the parents were more on the ball, the fact that there is no casual investigation of his bank account on a weekly basis, to check if nothing funny was going on is also a parental failure to some degree.

The basic foundation that there is no ‘free’ in free gaming does not appear to sink in to the minds of people who think that gaming should be free, there is always a price to pay, it is either through captured data, or it will be through micro transactions. We can agree that many do not use that option, and they will stop soon thereafter as the frustration algorithm kicks in making the game harder and harder. Some will spend some cash and then there are a few that go overboard. Yet in all this the makers did nothing legally wrong, they should have set the limit to max spending to look better, but they did nothing wrong, the parents failed in this case and the parents keep on failing to a much larger degree.

It is the second part that is more striking. We are introduced to EA NBA, where we get: “He used my bank card and I didn’t realise until I had a payment declined. He accessed the app via Google Play. EA made no response to me and Google Play has a disclaimer about kids using parents’ bank details without permission“, so this 16 year old stole from his parents and the parents lets the other kid pay for it. OK, that was slightly unfair, but the case remains, this is a simple case of theft and EA has no blame here.

Yet there is another side, and it is found in the same article by Zoe Kleinman. Even as the stage is almost the same, in one case, the case of that dastardly Mini Golf King, we see an important fact that is important. The game was classified as PEGI 3, now we have something to slap the makers (and Google) with. The law could force a change that in game purchasing cannot be allowed to games that are below PEGI 12, so the games that are PEGI 3 and PEGI 7 should not have any in game transactions, other than rewards for watching advertisement. In this the Pan European Game Information failed its consumers miserably and that could have been avoided. Although I am willing to put some question marks at the quote: “this game successfully tricked him into spending £300 on in-app purchases“, the stage of deceptive conduct towards minors should be investigated by PEGI and Google, if it is supported the game should be barred and pulled, also, the change towards PEGI 3 and PEGI 7 should be made immediately. We can definitely argue that these two PEGI ratings (with a green background, to make it seem safer) should not have anything resembling in game purchases, other than optional additions that much be bought at a one-time price (like mulligan refresh every 24 hours), I am certain that parents will have no issue adding the £1-5 as a one-time expense. The truth is that no game is ever free and that should be advocated much louder.

FIFA

Yup time to go back to FIFA, there are two points, the first thing is that you cannot make EA guilty by victimising your little criminal. Although in this particular setting there is a sage of doubt whether they were fully aware, but it seems that they knew they did something wrong. As we see: “Mr Carter, from Hampshire, admits that he did not take full precautions to limit access to his Nintendo account: he did not use a unique Pin number and the emailed receipts were sent to an old email address with a full inbox“, I am on the side of the parent to some degree. Yes, this was an error in judgement and we all have them, I for one once fell for the witch Teresa Palmer until I learned that she married the actual original Scott Pilgrim 5 years ago. You see that is a guy who went up against the world to get one girl, I salute him, to the victor goes the spoils, and as I looked into the eyes of that witch one more time (they were sapphire blue, sniff sniff) I moved on.

We all make errors in judgement to the father I advice that never use a credit card, just buy some credit for the game, you can buy system credit for Nintendo Switch for Microsoft Xbox, and for Sony PlayStation, ranging from £20 to £50, you can buy in game stuff, renew subscriptions, buy DLC and at no time are your credit card details out in the open. All five (Apple and Google have that too) they had this option from almost the very beginning and it allows you to limit expenses and keep your details safe, a solution that works well, most articles never mentioned that part, did they?

Then there is the other part, where we see all the fire and hardship on kids trying to buy Lionel Messi, all criminals that are being victimised. And I particularly like it on how the BBC phrases it: ‘the contents are only revealed after payment is completed‘, it makes the BBC equally deceptive. When I see phrases like: “A 32-year-old FIFA player from the UK spent more than $10000 on FIFA in two years without realizing it“, I merely see a stupid individual that has no concept of purchase, no concept of value and no regard for credit cards (or his credit rating), he was his own worst enemy and he is not alone, in all that EA was not to blame, we are responsible for our actions.

Explain!

I myself am not a soccer fan, I always saw it as two monkeys in a cage and 20 fools chasing some ball, OK this is not my most eloquent moment, I admit. I am into real games (NHL) and the FIFA card setting is there too, yet like in the other games there might be differences between these two.

As I know it, FIFA gives a daily gift though logging in: “Every day you do it, you get free coins or a free pack. If you forget to log in you lose the offer of that day. The daily gift expires every day at midnight (UK time) and then it starts a new one“, it is different from NHL where you get a free pack every 8 hours. However, every pack has a token, and over a month these tokens give you a bronze, a silver pack and a gold pack. Every pack will have something and a random amount of coins between 100 and 1250 coins (largest amount I ever got). Within 3 months I had every NHL jersey (both home and away), every stadium, as well as all the NHL goalie masks and of course a truck load of players. Over time I got the jerseys from the Canadian League and a few more and I never had to spend anything. I could, but did not have to do that. On the other side, I have no real legendary players to speak off (I have around a dozen 90+ players), none of the Capitals (My favourite team). Am I upset? No! I have a great game that is fun to play, some parts I do not like, but plenty are great fun and NHL 19 is the best of them all (some dekes are just too finicky, I did not like that part), but overall a great game. I reckon that FIFA is similar. In addition, by playing the game, I unlock coins (no charge) and players, OK you need to get your game up, but those players come at no expense. Now there is a part I did not like in FIFA, you can buy an ultimate addition, which was $10-$20 more at the beginning, however it was digital only and it did include 2 gold packs a week for 20 weeks, each pack had 26 cards, 3 rare cards and a minimum of 6 players that times 2 every week for 20 weeks, so it is worth the extra, I merely hate digital downloads (this is just me), there is of course always a side to nag about and that is fair, but it is still value (for some) and more important it is not gambling!

How so, no gambling?

To explain this, we need to make two jumps, the first is to card games this entire concept was started by Wizards of the Coast with a game called Magic. In case of their other game Netrunner we see a box are 36 packs, each pack has one rare, 4 uncommon cards and 10 common cards. Consider that the game has 374 cards, 100 rare, 125 uncommon and 149 common cards. So in that setting 3 booster boxes, would make a complete set, the truth is no, but for the most it fits. 36 rare cards and three boxes means 108 rare cards, yet you will get doubles, so you need to find another person to switch rare cards and complete your set. The math also plays a part, you have one rare, but 1% of a chance (1/100) to get a specific rare, and in the end you get 108 times 1% (which is not 108%) to get a specific complete set. In this case the amount of uncommon and common cards you get will be completed 98% for certain (commons 100% complete). There is a chance you might miss out on 1-5 uncommon cards, but they are usually easy to swap, it is the rare cards that make for the difference.

So, why is it not gambling?

Because you always win, you always get cards and you always get the same distribution, so those with plenty of fellow friends who play will get their collection complete, it is not the one player buying the three boxes, it is the 50 players doing that who play the same game that level the playing field. It becomes gambling when the booster pack is empty and you only get a ‘thank you card‘, that never happens, you always got the 15 cards and the same can be said for FIFA and NHL. The packs you buy will always have a distribution, have certain content. the fact that it might not have Messi, Pele, Cruijf, Beckham or Bale, but you get players, players that you can trade, yet there will always be an issue, not every player will get a Messi, there are 211 countries connected to FIFA, 11 players per team, which gives us 2321 players. Now we get it that not all countries are in FIFA 19, but you are starting to get the picture, if every nation has 2 legendary players, or one player and one goalie, we are looking at one hell of a collection you need. And FIFA 19 is true to its word, it has 30 leagues and over 700 playable teams, so we have a setting of well over 1400 players that the bulk will want and desire. Now, we get that Scandinavians have no interest in some of the Latin teams, but you bet your life that they all want the classical Pele (nowadays Suarez/Maradona) card. This creates another mess on a few levels and even as it is not gambling there is a collector’s pressure in play.

Media is guilty, EA too

The media is also guilty of propelling this pressure, not in the least with the accusations and pressing for a larger visibility of criminals being placed as victims, the game intensifies when you look at the hundreds of YouTubers adding pressures for their own need for visibility following and reputation. You merely have to search FIFA 19 in YouTube to see the mess it creates by the vocals of subjectivity on what they think is fair and not, what is sic and mundane. This all creates an unreal dimension of fake imagination. And in all this EA tries to create hype after hype and becomes the evil it should be preventing. In addition, we see a lack of exposure by the media on that part on a few levels.

So as we look at the origin of CCG cards, we learn from the very beginning that these games all have checklists, so that you know what you have, and what you are missing. EA never gave out that list; as such they are propelling the stage that works against them. Not one list of what cards there are, merely what is optionally in a pack. EA should have been clear upfront on which cards are in the game, and they have (as far as I can tell) never done that, yet when they propagate their 700 teams, they should have added digital checklists and on which players are bronze, silver and gold and we do not see that part. EA failed its fans!

EA should have set up a Wiki page from day one, giving us lists too download so that we can see what is what, but they also realise that the list will blow he socks off every player realising the daunting task and there for did not do that (as far as I could tell). That is perhaps the one deceptive part on the side of EA as I can tell.

So why the card reference?

The origins are important, it makes us comprehend where it all came from and in this specific case, Wizards of the Coast, there is also another side, it is seen with the game Netrunner.

That game was re-released as Android Netrunner with a big difference. The starter kits and expansions are all identical. So as you buy an expansion you got all the cards, no rare cards, no uncommon cards and no common cards, the base set has a set and the expansions (one box with 60 cards) ever month, so as long as you had the expansion, you had every card and you all had a level playing field, even as some tactics would never require any additions, having the additions allowed for tactical options you might really like. So as EA switches from one set to another, selling a factory set of KNVB (Dutch), AllSvenskan (Swedish), BundesLiga (German) and so on, the national players could get all the players for let’s say €5 for country and down the track for €10, European, Latin America, Asia, Africa and so on. Yet the money in this shape is too inviting and EA is unlikely to change, yet we can force on part, for EA to set up an open list of every card that can be acquired, consumables, outfits players and so on. When the player realises how huge this list is, it might temper spending and change the way these games are addressed. I remain on the fence and denouncing this as gambling, but the fact on how many cards there are should be clearly stated, so far I cannot see a real comprehensive list anywhere. The media failed us all by not looking at that part. Even as there is a FUT database giving us: “The EA SPORTS FUT Database is a complete catalogue of Players in FUT. You can search for Players by their nationality“, I want to see a pdf with a complete list (which will be hundreds of pages I reckon), so that every player see clearly what they are in for, not some implied number, but a complete list to browse, when they all realise just how large it is and how insane it is to think you ever get all the players, or a specific legendary one, at that point it will clearly sink in how much money is involved. The EA site (at https://www.easports.com/au/fifa/ultimate-team/fut/database) does give you the option to search the ‘gold list’ and that does merely give the total of 2189 players and 220 goalies that are golden cards that make up for merely that part of the list, yet a better visibility of exactly how large that list is seems absent in many places that are so bound to push for the gambling tag.

So tell me, what media gave proper light to that part of the equation?

I am not saying that EA cannot sell cards, I still think it is not gambling, but the completionist part will never be realistic and that too is a problem, we might not have all players at our back and call, not in FIFA, not in NHL, but pushing for a dream team in a $90 game, when it requires $12,000 to get every player is equally insane and not realistic. We should add the limelight to that too. Yet I do remain on the team that does not call this gambling and EA might consider to create a factory set of all these players (non-tradeable) after 6 months of initial release, if they truly want to be seen as a decent company, a phase that they are still in denial off at present.

So we have plenty of issues, but to a decent extent they are not the gaming baba-yega, at least not when it comes to FIFA and NHL, other games might require deeper scrutiny and optionally an overhaul.

 

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The wider field

There is a wider field, the field is ignored by many because it overlaps in several ways and most people (read: media) tend to stare at one element. We can argue whether it is bad or good, but it does mean that the bulk of the information is not there. To get this view we need to look at several sources. First we get the International Business Times, they give us two headlines. The first is ‘Samsung Expecting Profits Slump For Q2‘ as well as ‘Huawei Ban Helps Company Earn More‘, in one way we get an increase of revenue due to the Huawei events in the US, yet there is still a Q2 slump. There are several plays that apply, but it is not about the play as such. The firs realisation is that 5G is currently being ‘advertised as here‘ by several players and at present there is an increased question on which phone is 4G and/or 5G and most people are holding off on phones this year until that field has a better view on what is available. Most people cannot afford to buy a new phone when some new models are $1800, most people cannot afford a step like that and being tied to any provider at present is an increasingly bad step to make. Even as Huawei is 20% cheaper, it remains a lot of money, and the Google (Android) issues are still there, so people are hesitant. I might have committed myself to Huawei, but that is in part because I renewed my phone in the beginning of the year, so it has to last me 2-3 more years (I have principles towards blatantly buying new phones) and I am happy with my phone.

then there is the new stage hat is now evolving when we see CNN Business give us (at https://edition.cnn.com/2019/07/04/tech/huawei-us-ban/index.html) ‘US government asks judge to dismiss Huawei lawsuit‘, they are rightfully scared because the claim: “Huawei had filed the lawsuit in March, arguing that a law preventing US federal agencies from buying its products violates the US constitution by singling out an individual or group for punishment without trial” is almost a given, the US government made sure that every media outlet on the planet took great painstaking effort in illuminating that and now it becomes the anchor attached to their legs as they have to swim across the Pacific river (or Atlantic river). If the case goes through and discrimination is proven, the impact will be monumental, especially as no evidence was ever brought forward and if we are a nation of laws, the impact will be large, moreover, at present Huawei is still growing its pool of 5G contracts and should the Case fall on the side of Huawei, the impact on Europe will be much larger, it could signal a much larger run on trying to get a quick deal with Huawei, not because they are nice people (they optionally are), but because Huawei 5G equipment is more advanced and all the telecom players know this. Ericsson and Nokia fear that side, they had a good run due to the escalations, but Huawei is still on par to have well over 50% of 5G by themselves and that is what the US fears, that large a disadvantage because its pool of CEO’s and CTO’s were increasingly stupid, flaccid and complacent in an age where pushing innovation was essential.

The issue is not out of the room yet because there is the larger issue that everyone has not been looking at. There is still the Google issue around Android. Consider that Huawei’s Oak OS is now 60 days away from release, it is the start where people who were initially ‘forced’ to dump Android, they now will be part of the Oak OS group, a data core that involves millions from adding data to the Oak servers and no more to the Google servers. The impact seems small, but it impacts the US to a much larger degree, this stance has given China a much larger boost than ever possible. For the users it will only be a temporary setback, as apps will be supported through Oak/OS, these players will continue, yet the overhaul as people push away from android is much larger than the interaction of IOS versus Android. Consider what you need. The bulk of all android apps we use will almost immediately be available, leaving us with optionally some issues regarding LinkedIn, Facebook, WhatsApp and Instagram. Now there is a new stage where Chinese options could be considered and for the most when we can address who we need, we might not care on where we are. The idea that advertisements might initially fall away will be a massive reason to do that. I am certain that there will be a Facebook Oak and LinkedIn Oak, the rest remains open, the usage is huge but that too might be a reason to try something new, people love new things, especially if it comes with cool additions and new we see a different stage, it is not the US that matters, it is whether China has options that appeal to India and Europe, these three represent 3 billion people and there is the data crunch, they will not all go the Chinese solution, but even 10% would be massive, it would be a an intense gut punch to Google, more important over time as word of mouth make more people switch, the damage will increase for Google. Make no mistake, it will merely impact the total, it will not sink Google, it is too large, but in light of their predictions when they have 20% less data points to make predictions with, granularity becomes an issue for the professional side and there too there will be an impact, Chinese app owners will have their own digital advertisement agenda and business dictates that you cannot ignore that population, so budgets will be shortened to cover an audience as large as possible.

All that because of the Huawei ban, which was shown to be short-sighted from the very beginning. Consider that we were given in June: “Huawei can no longer pre-install Facebook apps on its smartphones after Facebook fell into line with a US ban on exporting software“, now consider that suddenly millions are offered a pre-installed WeChat and they are willing to try it, the impact on Facebook will be seen in less than 60 days, the fact that Facebook had been playing games with its mobile users for a much longer time will also entice users to give it a try. Not all will stay, but some will and the dimension of ‘some’ will imply a drop of Facebook of several million user. In addition we see “Chinese users spend an average of over 70 minutes a day within the app. All this makes it one of the most popular choices for businesses looking to get started with social media marketing in China“, yes it was overwhelmingly Chinese, yet in the shift it will now have optional access to a large Indian and European following. In addition the shift we optionally see when we realise: “WeChat allows for one-to-one personalized interaction between brands and users. This allows brands to communicate directly with their followers through the messaging functions on their account. This also allows brands to provide customer service directly through their WeChat account. It’s due to this reason that many companies in China don’t even operate traditional websites instead of focusing their efforts on constantly improving their WeChat official accounts” direct granularity towards the user, not mass marketing, but adjusted marketing for the individual, and then consider players like Tableau, Salesforce (now one and the same), SAP, Sony and Microsoft all wanting to address the person, not the masses, do you think that they will ignore this group of users? These people invest hundreds, if not thousands of dollars a day towards addressing their growing need of users, all revenue that is soon lost to Apple and Google. It goes beyond merely Facebook; Twitter and Snapchat, all have a Chinese version that now has the option to surpass (read: close the gap) towards their competitors. Surpass is perhaps the wrong word, the fact that people will consider the alternative in the immediate is a risk for these players, it sets the dangers of schools of users to switch to another pond, so those fishing for ads, visibility and awareness, they will all have to adjust the way they operate. There now are now only two parts where I have no idea how it will play out. Youku Tudou is the Chinese version of YouTube, but YouTube is so strongly placed that I have no idea how that will go, the same for LinkedIn. these are the two we cannot predict, no one can, but if they remain absent from Oak/OS something will have to budge, the question becomes how much do you need LinkedIn to be on your smartphone when you can just catch up daily at home, or in the office. I personally do not believe that its equivalent Maimai will be embraced as strongly as Maimai would hope, but that is my speculation on the matter.

Only YouTube as it is and remains the behemoth of Google, is too strong an app to ignore, it is too strongly desired, especially on smartphones, some might give Youku Tudou a try, but the library of YouTube increases with 300 hours of material every minute, there is no real competing with that, no matter how you slice that. There is no denial that their Chinese competitor will grow, but there the impact is less than a mosquito bite for YouTube, it is perhaps the one part of Google that no one seemingly can be without.

Is there another side?

Well there is always the option that everything in Google will be accessible on Huawei phones and that is for Google the best solution, but at present that part is just not a given, and when many Huawei smartphones are between 20%-40% cheaper, they will have an advantage and only because of US stupidity that impact is now optionally becoming much larger. And now the shift is changing faster, the Observer gave us on Saturday ‘UK mobile operators ignore security fears over Huawei 5G‘, when we consider the quote “The Observer understands that Huawei is already involved in building 5G networks in six of the seven cities in the UK where Vodafone has gone live. It is also helping build hundreds of 5G sites for EE, and has won 5G contracts to build networks for Three and O2 when they go live“, we see how things are escalating away from the US. the massive part in all this is “a firm line against the company amid claims, strongly denied, that it is controlled by the Chinese government and that its equipment could be used to spy on other countries and companies” all from the point of view that clear evidence was never provided and the commercial corporations need to remain on top or drown and that was the larger flaw the US never seemingly understood (or blatantly ignored). Yet the other side also matter, as the numbers are given: “The consultancy Assembly suggests a partial to full restriction on Huawei could result in an 18-to-24-month delay to the widespread availability of 5G in the UK. The UK would then fail to become a world leader in 5G – a key government target – costing the economy between £4.5bn and £6.8bn” (source: the Guardian). People tend to get nervous at a loss of millions, so the loss of £4,000,000,000 plus is something that can start cardiac arrests all over the telecom boardrooms. More important as Huawei is still ’embraced’ in Germany, the German players will get the upper hand over other European players giving a larger technological shift. The final straw was the consideration of “They have taken note of what happened last December when the O2 4G network went down for 24 hours due to problems with technology provided by the Swedish telecoms firm Ericsson“, a danger as this was 4G technology that should have been clear and non-problematic, now consider that this happened to established technology, so what optional risks are Ericsson users exposed to when in involves 5G, a technology that Nokia and Ericsson is still trying to figure out?

In all this, Huawei has not stopped adding pressure. Now that we see that less than 24 hours ago we were notified that Huawei has completed the contracts with Msheireb Properties. It seems small and insignificant, but it is not. With a smart experience centre in Qatar, it is my expectations that they are ready to approach and upgrade Al Jazeera to 5G, it is speculative but it will be the first time that Al Jazeera surpasses CNN technology (as well a Fox News), It might not matter to most of us, but to people like Nasser Al-Khelaifi (beIN Media Group) it matters a lot, so when we are informed that Al Jazeera getting ready to offer 5G streaming during the Tokyo 2020 Summer Olympics and Huawei as a Chinese company is mentioned everywhere in Tokyo, you better believe that these two are on top of making this work as fast and as quickly as possible, so when I created my base station IP, I never considered this, but it fits and that is another notch that some miss out on. Half the planet goes nuts for sports on a regular day, how nuts do you think the planet goes when ‘their nation‘ is fighting its fight (against up to 205 other nations) to be the best at the Olympics? When you get to watch that live, streaming it all at 5G, do you really think that people will care who brings it as long as it is true 5G? In several nations the brand jump was huge when 4G became real and some were not up to scrap, I believe that this time around the jump will be close to 300% larger than before, and the Tokyo Olympics will be a clear driver on that part. When 206 nations fight for the laurels (gold medals) every nationally driven sports fan tends to get a little (read: abundantly) nuts, and at present that group of people is well over 3 billion people, all factors some players did not consider when they were playing the short game, Huawei never played the short game, it gives them an advantage in several ways.

That is merely my view on the situation at present.

 

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There is a start

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

American 5G speed

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

In opposition

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

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

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

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

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

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

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

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

 

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When the numbers are…..

So what happens when the numbers are up for reporting? Samsung now joins Apple with the setting of: “Samsung has issued a surprise profit warning, blaming a slump in memory chip prices and slowing demand for display panels. It is the latest sign that technology firms are facing tougher times amid a global economic slowdown“. The article (at https://www.theguardian.com/technology/2019/mar/26/samsung-surprises-market-with-first-quarter-profit-warning) is all about image and not incorrect mind you, yet has anyone considered the stage where they are both losing massively against Huawei? There is a reason why a Samsung $1899 and an Apple $2365 lose against the Huawei Nova 3i ($499). Yes, technologically they both are slightly more advanced, yet with a difference of $1400 and $1900 the technological difference is way too small to take the expensive option. The phone was strikingly advanced on many levels. From my less than a day P7, I have moved to a 2 day battery Huawei Nova 3i and I am loving the speed and added options, options that might have been a little luxurious to the basic user, yet as my P7 passed away due to a dead battery and a 24:7 service that almost lasted 4 years (a missed target by 6 weeks). I had no option but to find the cheapest realistic solution and only Huawei catered to that. With the previous phone over proving its value there was no competition. So when I see ‘technology firms are facing tougher times amid a global economic slowdown‘, we see the impact of ‘overpriced’ in a time of dire budgeting that is missed in several plays and fields. We do not have that much to spend nowadays. Even now, working casual hours I hope that I will have a nice birthday (in 5 weeks) by treating myself to a yummy Nintendo Switch for my birthday, my one little treat in almost 2 years. It is the reality for many people and the number of people having to move into such a budget push s increasing, so even as all of them (including Huawei) are moving to 5G foldable phones, he pricing will make them not an option for close to 60$ of the people, or it is done under hefty locked down telecom contracts. Samsung had that benefit 1-2 years ago when a wave of people needed a new phone. Now we see that the bulk of these people are unwilling to make another $1900 jump, it cools down to a phone bill and a $79 extra a month to look cool and the people are realising that realism and pragmatism is the only way forward in mobile land, especially as the empire of 5G is coming and the next wave of phones will not support both 4G and 5G, that is the reality.

We might give light to: “Weaker smartphone sales and fewer orders from data-centred companies such as Amazon and Google have led to a glut of memory chips and sent prices sliding“, yet we forget the impending changes, changes that are noticeable in patent land. Even as they are all walking the walk, we see that the patent changes are pushing towards generic hardware and the distinguished changes that will be pushed through by using specifically designed software. It sounds weird, but part of it was introduced through software and video games. As a game was sold, we see that people could buy an additional season pass for all the additional gaming parts, yet in more than one case we learned that the ‘added’ software was already on the software but required a code to unlock and mobile phones are moving into this changed atmosphere at this very moment. I believe that all manufacturers will be changing the setup by not having 4 models, but one model that has the 4 elements unlocked through codes. It makes sense in a few ways. Having one hardware option is easier and cheaper and having the software set and staged to unlock the ability buy a code has been the corner stone with places like IBM for the longest of times. GEOINT software solutions have had them as well for close to a decade and telecom devices are up for that very same change in the near future.

I also believe that this will be the final push to amend international patent laws to make software a patentable item as well. So even as we are given “Samsung was forecast to make a 7.2tn won (£4.66bn) operating profit between January and March, less than half the 15.6tn won a year ago. Sales were expected to fall to 53.7tn won from 60.6tn won a year ago“, we see that the push for generic hardware to be a lot more generic soon enough. In addition, there is a danger of a cartel push as Apple and Samsung have elements both needs (displays with one and software with the other), we see that those who were riding that wave will have added value soon enough. Huawei is on that same wave, especially in 5G and now that the alpha will be containing the Huawei OS, we see a first stage where Android will be losing some market share. I wonder if Samsung will make a deal to kick Google in the nuts (for Android bolts only), yet that stage is now in view with some clarity. There is no way that this is a given, but the stage is open for it and that puts the light in a different setting. Everyone is making some speech on how ‘Smart Switch’ is all about on transferring files, yet the entire setting could equally apply to set the stage of moving Android devices towards iOS, and even as there are a few videos on it, we see a lack of IT places looking deeper at this. Some make fun, some are quirky, yet there is an undeniable stage that there is a push both externally and internally to make Samsung an iOS solution, whether straight out of the box, or conversion, Android will be under attack from more than one direction in the next few years.

It is up to Samsung to decide what path they want to be on and it is their right. Yet in this, when we see the long term options, as well as the optional changes that are coming, is another scenario still an option. when we realise ‘patent protection can be obtained, for example, for inventions implemented by computer programs‘ in places that originally denied software patents, is a larger change. It sets the stage for generic telecom hardware faster and more direct, whilst with the stage of software setting the device to its options, unlocks a much larger field, upgrading of hardware, opening options on hardware will all become commercial tracks holding customers under corporate grasp for a much longer period of time. In addition, switching out of a contract could come with additional costs and an optional cost of switching, and element consumers are not ready for, or better stated, the cost of doing business will be lacking larger size of awareness in all this. Even as I foresaw that change 3 years ago, I am still amazed that they got here so fast. I had expected this move in 2-3 years, yet as it seemingly shows, there is every indication that the next wave of phones might have some of these solutions already in place.

It also implies that there is an optional danger of phones and bricking, or jacking. As people want to get things cheap, they will at times rely on ‘friends’ having a solution that gives them options they never paid for and in the process their phone will be jacked in other ways too. When they find out the cost of doing business too late, they end up with a brick and have to buy new hardware, or factory reset at a cost.

All that from a mere loss of revenue tale?

No, not really, the numbers have been out for a while, yet the dependency of Samsung on their displays, and the income warnings will open the field to make the shifts that were in the wind a lot sooner and to appease shareholders, we will optionally see that hardware move faster. The US trade wars made it essential for Huawei not to be caught with their pants down, so they have been working on their own OS for a year, with a much stronger push in the last 6 months. In addition, the parts I casually mentioned yesterday, we now see (source: The Guardian) give us: “a financial app claiming to be “the most significant change in the credit card industry for 50 years”, and also extended sections on an app that will curate the best of international magazines, and a new range of video games“, this is a form of financial facilitation that goes beyond normal facilitation. In addition we see the shaky fields of data information that an American firm like Apple has never had any access to, as such the people signing up for it with a few baubles (read: perks) will find that their financial history and future will be up for scrutiny by all kind of sources that they are not aware of at present or in the immediate future. A change that will impact finances on a global scale, so whilst we see nations with encryption bills and all kinds of ‘national security’ poohaa, we see the people just signing over their data like it is Facebook day zero. As Apple sweetens the deal by linking options as streaming and gaming, we see new levels of facilitation that we had not seen before and all that intersects with new mobile modes and new stages of generic device hardware now depending on device software in the near future.

So whilst we all seem to think that this is a ‘great’ idea, some might not have noticed “the use of the Apple TV app for navigating and curating content from theoretically rival streamers, including Amazon Prime, HBO, Showtime, and, strikingly for UK viewers, BritBox, the planned new BBC/ITV product“. The younglings might not catch on, but this is a new level of localisation. Just like Netflix does not globally release events, we see levels of localisation (Europe, America, Asia, and Australia) and in the other part we will see this more localised. the foundation is a return to a local, national release of issues, an issue we have been aggravated by in the past when movies had a local release date, so like America had Star Wars Episode one, the Dutch population had to wait well over 26 weeks to see that movie, now we see a danger to return to an optimised marketing driven releases on Gaming, TV shows, movies and services as digital marketing prepares algorithm that optimises the value of whatever is released, wherever the market took them. That stage is not a given, but the elements give rise to the danger of it and even when we get some memo through any shady media corporation (Sony 2012), the outcome is less clear when there was a seeming miscommunication. The fact that none of them gave light to the fact that the Terms of Service is a legal binding contract and a memo is a piece of paper that can be rewritten at any given moment.

And as it is all to be patented, the larger corporations will now do whatever they like and open markets will be niched or denied entry. So even as we are given: “While both companies have blamed China’s slowdown, Apple and Samsung are also facing fierce competition from numerous rivals around the world, including firms in China that can match their hardware quality and produce cheaper phones“, we might notice that he name Huawei (and Oppo) are not specifically mentioned. As I personally see it, it will not be about restraining their access, it will be to deny the smaller firms as start-up contenders, when they cannot compete in any way, those markets will be pushed towards other players and for now both Samsung and Apple will be dependent on what Huawei has for the next 3 years, after that the bigger ones will have caught on. And that part is not sitting still either, Forbes revealed three days ago: ‘Samsung Suddenly Launches Galaxy S10 Ultimate Edition‘, where one of the important quotes is: “the Galaxy S10 5G delivers key upgrades in almost every area and for a significantly lower price than expected“, the Key Note?

It was not suddenly, or ill conceived, the partial plan that Huawei was too much of a danger was a given a year ago. I believe that it was never about: ‘surprises market with first-quarter profit warning‘, it was not about the profit warning, it was about knowingly taking a hit. The entire “for a significantly lower price than expected” is a hit, a hit taken to lower the advantage of Huawei and the setting for a stage for a much longer time. It is a brilliant move and Samsung knows and has seen the impact of taking a loss in the teeth now to gain the upper hand in the long term play and it is well played. The elements are clearly in the field, yet we see very little reporting on that and as the commitment is give, the long term profit is there.

There is a second part to this. The Verge (at https://www.theverge.com/2019/3/26/18282700/apple-vs-qualcomm-patent-infringement-iphone-import-ban) implies it (does not say it is so), yet when we see: “A US trade judge has found Apple guilty of infringing on two Qualcomm patents related to power management and data download speeds. As a result, the judge — International Trade Commission Judge MaryJoan McNamara — says some iPhone models containing competing Intel modems might be blocked from shipping from China, where they’re manufactured, to the US“, we will soon see a very different situation, when the hardware/software part is distilled and separated, we see a setting where a generic device could not be hindered and until software evidence is given linking the two, we see the setting where the verdict would be quite different indeed. the second part is given through: “The two companies previously had an exclusive licensing arrangement for the iPhone to use Qualcomm-made modems that are integral to bringing mobile devices online. In recent years, Apple has brought Intel into the fold as a modem supplier, and it appears that decision has had cascading effects that have led to today’s complex web of lawsuits. Qualcomm has also made the blockbuster claim that Apple effectively stole its technology and gave it to Intel, violating its patents in the process” the statement is not new, we have seen it, yet the tactic of generic device that is patented software driven would make for a much harder case for any player like Qualcomm to win. Depending on the hardware and the links to Samsung, QUALCOMM would be in a much tougher position, in addition the contracts would be dangerously precise, so either there would be an 800% increase in contracts, or a smaller amount of messy ones, which would reveal massive holes making the contract a lot less effective.

Contract Shmontract

Part of this is not seen, but a speculated change that Cnet reported almost two weeks ago. With “The Japan Fair Trade Commission this week cancelled a cease-and-desist order from 2009 that affected Qualcomm licensing in Japan, effectively declaring that Qualcomm wasn’t guilty of the charges against it. JFTC officials said the decision is “unusual,” according to a report from Nippon, and that this is the first time it’s revoked a cease-and-desist order since 2012“. I believe that the change that I speculated on is part of this. The larger layers are stopping to bicker over crumbs. In the stage of the generic device solution, we see a setting where Samsung and QUALCOMM would be the cornerstone of EVERY device produced lowering the cost of making and therefore driving overall profits for all of them. These contacts and cases are just in the way, so expect to see a lot more ‘amiable’ solutions to be posted in the news broadcasters in the near future. Yet the partial danger is missed, when 5 players set the 80% stage, what innovations will we miss out on? More important, what levels or which amount of choices will be denied to consumers?

The numbers as we see them are merely the start of much larger changes. Players like Huawei are not out of the race as their power is in another angle and they can still hold a much larger slice of cake in all this, with their victory in Europe they are still in the race, especially as the US has never been able to prove any issue of national security, so as the US is going that part alone (for the most) we will see more shifts towards protectionist solutions like the Generic software locked devices making that solution a much larger stage for profits for those players. So even as we laugh at people like Randall Stephenson (AT&T CEO) giving us: “Huawei is not allowing interoperability to 5G — meaning if you are 4G, you are stuck with Huawei for 5G,” he said during the speech. “When the Europeans say we got a problem — that’s their problem. They really don’t have an option to go to somebody else” a person who is flogging 4G LTE as 5G Evolution is telling us about a stage that players like IBM have played for decades, so he is calling a Chinese firm to be the same as players like IBM? How was that news? Yet when he is asked on why 5G Evolution is not, he is seemingly dragging his feet. Or perhaps he has already addressed the Verge giving us: ‘Study confirms AT&T’s fake 5G E network is no faster than Verizon, T-Mobile or Sprint 4G

Why does THAT matter?

Well that is the hindsight of all this. you see when the switch is complete we will get new issues on hardware versions bought and how the software will employ the wrong connection symbol, because that too is the impact of what you buy, the issue of profit will come with additional dangers of miscommunication of your own device. That too will be a future impact we all face, so there are intentional and unintentional (cause and effect) issues in play soon hereafter. The impact rises a lot faster, even now we might think that Samsung is on top with at present 1166 patents, yet when we see China where ZTE and Huawei combine 1629 patents, we see a trailing 794 patents and QUALCOMM with a mere 730 patents, this now optionally indicates (optionally as it remains to be seen where the crunch is) that QUALCOMM requires a solution that opens the market, not close it off, in one side the Japanese change opens their options and their larger need to be part of the generic devices becomes an essential step for them and now we see the predicament for Apple, they do not get mentioned in that part at all. So either Apple is already on another horse (the generic solution), or we see that Apple is in a lot more upcoming hardship than we realise and these are December 2018 numbers. the fact that Inter Digital Technology Corp (18 patents) is on that list and Apple is not makes for a much larger issue and so the previous Apple marketing noise of preferring to trail on 5G could be seen in a very different sight. And when we accept previous news from Apple Insider: ‘A 5G iPhone will cost Apple about $21 in licensing fees to Nokia, Qualcomm, and others‘, implies that Apple waited for much too long and now they are dependent on the other players making a much larger case for the future of Apple to be towards the generic devices, where they optionally will hold the software patents. It is speculative, yet based on the insight of the information that is for the most readily available, so when the numbers are up, they are not on the rise, they are merely up for review and scrutiny and in that light, we see that the first impact of a decrease of 50% from the trillion dollar value they held was not even close to the most negative view the people can hold.

There will be a larger scrutiny over the next three years, what is definitely up for the bulk is that the power of 5G will be Asian to a much larger degree, the fact that the US has faltered in this field shows that there is a lot more hardship on the horizon in the future. That part is seen when we consider Forbes giving us: “Our telecommunication industry never arrived at a single competitive standard for 5G technology, and our efforts to get allies like Britain and Germany to reconsider their support for Huawei, have been ineffectual. At the Mobile World Congress last month, the efforts were pathetic“, which now opens the doors on why on earth America remained complacent in the international needs for this long a time, perhaps hiring capable engineers might have been a first step. It is too late on several steps and the comment ‘leadership from the Trump administration will be essential from Forbes should be regarded as a statement from a most prestigious BS department, Trump did not fail, the failure started before the Obama administration and their lack of success in that department merely increased the losses that America will face.

The information is not that hard to come by, most of it can be to some degree distilled form the patent waves, waves lacking in the US and that lack now shows the downturn in an age where activity would have been everything, which is good for Sweden with their Ericsson as well as Finland with their Nokia, so let’s end this article with:

Nokia 5G -yhteydellä on tieto tulevaisuus (it would have been too easy in English or Swedish)

 

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