Tag Archives: Egypt

To box office, or not to box office

That is the question and the question is valid as the movies opened up in 2018 with a revenue of $2.6m, seems little but in the few years that passed, annual revenue went up to a quarter of a billion, as such screen daily kept an eye on the Saudi market (at https://www.screendaily.com/features/is-saudi-arabias-box-office-boom-over-or-set-to-rise-again/5199910.article) in that same setting I created the script ‘How to assassinate a politician’ about the assassination of Islamophobe Geert Wilders (the current prime minister of the Netherlands) the alternative title was ‘Essay’ (I came up with that later). I aimed it for the Arabic (Saudi Arabia/UAE) market. I contacted 2-3 player, but I never heard back from them. I thought that through streaming they could also get to the Egyptian market (as well as the Indonesian markets) The ‘bad vibe’ feelings in Indonesian markets might be well received. A Dutch politician getting the Sukarno treatment might keep Indonesian people on their couch watching the demise of the Prime Minister five times over. Anyway, those were my thoughts and it seems that they didn’t agree with me. Still the setting remains. As we get “At least one of the major exhibitor groups operating in Saudi is said to be exploring a possible sale amid high debt levels incurred during its rapid expansion. Last year, AMC Entertainment Holdings, the world’s biggest cinema chain, exited the Saudi market in the face of intense competition, selling to Saudi Entertainment Ventures (Seven), which is operated by the government’s Public Investment Fund.” The intense competition was why I tried the streamers as a possible interested party. We can think box office all we want, but in the end, the people need to be entertained at home. The last time I went to the cinema, it was $19 for the movie and popcorn and a soda set me back another tenner. That’s three months of Netflix. I reckon we need to consider the home office and for a lot of Saudi’s (as well as Indonesians, Egyptians and people in the UAE) the same setting is looming. It is not that streaming is better, it is merely more affordable. Now that Apple is getting more into Saudi Arabia, it will be soon that Apple TV is coming too (or already there). And with the setting of “Bidding wars for titles from major US sellers were common, but less so now. Minimum guarantees have dropped as a result, reflecting the reality of a market that has levelled out. “When Saudi opened up, almost any film would work. But now audiences are a lot more selective,” says the executive.” Makes me feel that there is still a chance of my script making it to the screens of people. The movie plays part in the Netherlands and part in Dammam (no real reason why I chose it) and one scene in Iran. The setting of a movie that deals with islamophobia was appealing to me, because it is something nearly any Islamic person is exposed to (especially in Europe) and as such I created an idea with my copy of Final Draft (given to me for that reason) and a stronger view is given with “One bright spot is the market for Arabic-language content, particularly from Egypt. The figures underline the executive’s point: the top five box-office films of the year so far include two Egyptian titles (action drama Sons Of Rizk 3 and romantic comedy Gawaza Toxic) and one Saudi comedy (Shabab El-Bomb). According to Comscore, Egyptian titles now account for an impressive 25% of the Saudi market, while local Saudi features have a 7% share. US films, by comparison, take 53% of box office in the country.” My movie is not in Arabic, but it was designed with the stage of an Arabic version in mind. I merely lack the language skills to make it directly in Arabic. Now I see that this setting is given with “Egyptian titles now account for an impressive 25%” gives me hope that my final curtain call is not here yet. Yes, it is hope because I had never written a script before this and as I look at the tally where beside ‘How to assassinate a politician’ I am working on ‘Kenos Diastima’ (a TV series in the making), ‘Engonos’ (TV series in the making) and ‘Residuam Vitam’ (mini series in the making). I created these series partly to keep my writing skills up and it wasn’t until ‘How to assassinate a politician’ had formed more completely in my mind that I decided to make it in a script (in Final Draft) and when I started pushing that title did I start to set the blackboard for ‘Residuam Vitam’ which is still forming. 

And as we see this we also need to take notice of Adon Quinn, CEO of Saudi exhibitor Muvi Cinemas, believes that Arabic content can help drive future growth. I am willing to agree, but that is really in my favour. You see it is nice that things go to cinema (happy to help), but I reckon that the streamers in the UAE (Dubai Media) and Saudi Arabia (Aloula) will make the larger difference. The need for Egypt and Indonesia seem clear and Indonesia with a population of 277 million potential viewers should not be underestimated. As Quinn tells us “He points out the wider Saudi box-office slowdown echoes what has happened in markets around the world this year. Its main cause, he says, is the depleted supply of content caused by Covid and last year’s Holly­wood actors and writers strikes. “The strikes had a big impact on the first half of 2024,” he observes. “We’ve seen when the right content is there, the audience is there.”” But he also exposes a problem. The depleted supply is seemingly due to Hollywood. Still tapping the Canadian, Swedish and western European markets might not be a bad idea. Especially as California is about to get a few additional issues and they are not yet polarised into tinseltown (Hollywood). 

There are definitely options for the Arabic market, but I reckon that the streamers will have a much better time they do not need a movie distribution system and they can get a lot of traction roping in a potential viewing group of well over 400,000,000 people. You can fish in a barrel, but the same barrel holding either 400 million or a mere 35 million, that is the setting as I see it and as I have noticed Dubai Media is ready to get on board with that setting (I saw it was ‘proclaimed’ by certain individuals on LinkedIn). 

The market is where you cater to it and I thought it was a good idea to cater to the Arabic markets. Have a great day.

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The premise was already set

There were some ‘noises’ on what I wrote yesterday and the ‘ludicrous’ setting of Huawei. Well, lets have a look then. The Corner (at https://thecorner.eu/news-spain/the-government-authorizes-saudi-stc-to-purchase-9-9-of-telefonica/117825/) gave us a few days ago ‘Government Authorises Saudi STC To Purchase 9.9% Of Telefonica’ It does not sound like much, but in that setting together with Egypt (as I reported in 2023) the Saudi Telecom Company was already aligning with Egypt and now as it is settling in Spain, Saudi Arabia has now a direct line of communications with the larger part of Europe. They already had Portugal and optionally also have parts of the United Group (details are not known to me).

Then when we see merely a day ago we get (at https://www.rcrwireless.com/20241202/featured/stc-huawei-5g-saudi-arabia) ‘stc, Huawei to enhance 5G connectivity in Saudi Arabia’ and now we get “Stc noted that this solution boosts operational speed by 200% compared to earlier models. Saudi telco stc and Huawei have announced the commercial rollout of SuperLink, a digital solution designed to enhance 5G connectivity across remote areas in Saudi Arabia.” So whilst we get the softer message from Nokia on 5G and we should forget 5G, because their 6G will be da bomb (slight personal tweaking). Yes, always look at the horizon whilst Huawei is upgrading 5G to something that resembles 5G+. Another fine mess the makers of yesterday’s technology bring us. There is however no timeline for 6G and whilst we hear all the wild stories, I have to argue that the organisations that remained in the dark for the longest of time, now has da bomb? I call that a dead mans bluff. Like what they had done before and nothing came from it. Now that China and Saudi Arabia are setting the new marker we see the setting I warned about in ‘The question remains’ on the 21st of December 2022, two years ago I warned of this setting and Now suddenly we get the Nokia news? (OK it has been out for some time), but we haven’t seen anything out in the open with tests and so forth. In that same time Huawei set the proof all over the place and with HarmonyOS they can go to town, especially if Google is forced to break itself up. And as others are forcing Huawei out, we merely see other telecom companies taking the Huawei lead and offering it to customers. We can see all the ‘bigger’ telecom brands heeding the words from the US and so far it lacked any evidence. New the stage will be set that Saudi Arabia could offer a cheaper solution to people in Europe, the Middle East and Asia a solution with Huawei. Now, we get the setting that the larger Telecom companies will have to compete for the same customers. And in that setting 33 million in Saudi Arabia, a slice of 115 million in Egypt and slices from Portugal and Spain giving them slices of 60 million people. And that is before we consider the fallout all over Europe. You see, in the end these other players need people to fuel part of their profits. The anti-China rhetoric from Trump with the added anti-Huawei rhetoric will fall flat. In the near future they have the numbers and now others are in trouble. I reckon that soon Saudi Arabia will make a play for other Vodafone areas. I have no idea how far they get, but any Telecom company that starts not making their numbers will jump on that churn bandwagon. All this whilst Huawei is breaking new boundaries. So whilst someone reported the great success Nokia is making others make mention that the new setting is coming in 2027 (a presumptuous setting as I haven’t see the full papers). So what of 2025 and 2026? A two year bluff sounds nice, but Huawei is giving us “Stc noted that this solution boosts operational speed by 200% compared to earlier models and significantly extends 5G reach without requiring extensive infrastructure, making it ideal for connecting remote regions efficiently. The solution also improves deployment efficiency by reducing antenna requirements by 67% compared to traditional single-band parallel link methods, lowering tower rental costs.” A more than normal cost efficient solution and it is being rolled out in Saudi Arabia. I reckon that the UAE will follow soon thereafter and in that setting Egypt, Portugal and Spain are likely next. This gives them slices of a multiple times the Saudi population and in that setting with Egypt in their banner the Saudi 5G solution will turn heads and put the other players to shame. It would be a world first that Saudi solutions are cheaper and outperforming other telecom companies for at least 2 years. And that is until the people figure out that the Nokia solutions becomes too expensive. The rot in an economy also implies that the people need cheaper solutions and Nokia is less likely to deliver at that time. As I see it all Saudi Arabia needs to do is to figure out how to add France and Germany to that pool and the Huawei battle will be decided in favour of Huawei. Oh, and whilst you are brooding on that. Consider “Huawei technology must be removed from the UK’s 5G public networks by the end of 2027 under legal documents handed to broadband and mobile operators today” I have NEVER ever seen ample documentation that Huawei was an actual danger. It was proxy tantrums from an American administration trying to bully others to hate Huawei too. Now that the stage changes and when it does (no if it does), Germany will have to turn the rudder in their decisions. I reckon that France will immediately follow suit (a speculation, I have no evidence). All that and now it comes with a directive from Saudi Arabia, who owns a stake in several telecom corporations all over Europe and Africa.

Do you still think I was wrong (or talking shit). The evidence has been out in the open since 2020. It is the tail-side of having no economy left at present. And as I see it, the telecom companies will go for each others throats and in the meantime the STC will keep on buying stakes in the other companies. So take that setting and introduce some unaffordable 6G future solution from Nokia. Are things adding up yet? And don’t forget, 6G might be actually da bomb but it is well over 2 years away, so how are your finances holding up in 2 years? Mine won’t survive, I reckon a lot of others will have a similar problem soon enough.

This gets me to the final push. It was seen in Satellite Pro Me (at https://satelliteprome.com/news/stcs-job-attachment-program-surges-by-72/) where we see ‘STC’s ‘Job Attachment Program’ surges by 72%’ that is even better then the bulk of telecom companies had 20 years ago. As I see it, Saudi Arabia will need a massive staff expansion and retrenching of current staff as we are given “The programme offers STC employees the opportunity to gain hands-on experience, explore career paths, and develop professional skills.” As I speculate to see it, is that the STC is going places and needs staff to do so. The countries I mentioned will need extensive upgrading and a much better service and call centre setting and that is just for starters. As I see it the STC is the largest Telecom employer before the end of 2025. Oh, and that is before we even see where France and Italy are in that setting. This could be the larger push into Europe and I reckon that this is fight that Huawei is happy to see Saudi Arabia do at present. I hope I haven’t oversimplified it for you too much.

Have a great day and good morning to Vancouver where it is now 01:10.

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When it rains, it pours

That was the very first thought I had when I was confronted with the opinion piece in the Middle East Monitor (at https://www.middleeastmonitor.com/20241129-saudi-arabia-abandons-pursuit-of-us-defence-treaty-over-israel-stalemate/) where we see ‘Saudi Arabia abandons pursuit of US defence treaty over Israel stalemate’. I have said it before and I will say it again. The US needs to stop their stop gap resolution of “We can do this, if we can have….” That is a setting that is past tense. America needs to open all valves to get any revenue out of Saudi Arabia (and other nations there). Now that we see “Saudi Arabia is now pushing for a more modest military cooperation agreement, two Saudi and four Western officials told Reuters” the US needs to stop its appeasement trajectory. On the plus side China is pretty happy with that flawed approach from America. There is every chance that China will open the flood gates and let Saudi Arabia go nuts on the Chengdu J-20. 

Is this a given? Nope, but for others to see Saudi Arabia embracing the J-20 is the first sign that America is about to lose several contracts. Not all (it fits with the modest military cooperation agreement setting) I predicted a loss of 40% towards the US defense contracts and so far there are indications that 30 billion left American shores for Europe and China (unverified numbers). But the first stage has been reached. And the setting changes if this does happen. The American loans are set to a 90%-95% fulfilment of contracts and there are larger consideration that America will at best get 60%-65% restated for America. And it gets worse for the US, Saudi Arabia has stated to grow its national defense settings and if China makes that happen all whilst Antony Blinken remains in the appeasement setting, the losses will get worse. I speculate a lot worse, but I don’t have access to anything reliable for the numbers in that game. As such, I need to add the ‘speculation’ label as I haven’t been connected to defence parties for 42 years. 

We are also given “Crown Prince Mohammed Bin Salman has again made recognition of Israel conditional on it taking concrete steps to create a Palestinian State” I understand that setting, but I personally belief that this should be done after the eradication of Hamas. Saudi Arabia has been under attack through Iranian proxies for too long and as such the three terrorist organisations Hamas, Hezbollah and Houthi their eradication becomes a near essential. You want to doubt this? That’s fair but the essential setting becomes that Iran wants to stop the achievements of Neom (including Sindalah, the Line, Trojena, Oxagon and Magna). At some point One of these three parties will be added to the work roster of them and they will introduce small flaws, flaws that might not be noticed now, but in a year or two when things start to go wrong, the costs will enormous. An Iran will be quiet for a larger share of the table that is how it starts and Saudi Arabia is too far ahead now. If we want to protect the achievements of Saudi Arabia eradicating Hamas, Houthi and Hezbollah forces becomes the larger setting. All those weakhearted lefties will argue that these people are really sorry and should be forgiven. I say hell with that and eradicate them all. Or have you all forgotten how Saudi Arabia was on the verge of setting the larger stage to include Israel? Some will say that Hamas was brilliant and I say that this is the final straw setting the stage of eradication for these three puppets of Iran. And Iran knows that Israel is about to settle the attacks on the territory of Israel and that would escalate things even further. Now that will happen in two stages. In the first the attacks that Hezbollah will vie for and the threats from Iran takes it even further. The danger here is that Iran could ‘press’ Houthi forces further and that would force the hand of Saudi Arabia. In that stage China could proceed by handing Saudi Arabia a support setting of the Chengdu J-20 as well as the primary delivery of the speculated Xi’an H-20. I reckon that it is not completed yet, but they could hand 3 of these puppies to Saudi Arabia so that the Saudi Airforce could strike against the Houthi Forces. (I did say could, not will). Consider that these two planes would be readily sought by other Arabian nations (including Egypt, Jordan and Iraq) this is largely speculative, but it allows China to take more and more slices from American defence industries. And as this happens Iran needs to hide, because these choices would reduce the Houthi forces to next to nothing and at that point Iranian actions would fall flat and at that point Israel has options and Hamas should have none left. 

As such the Saudi war hammer will carve slices of Yemen to rubble. In all this there are two sides that matter. The first is that the west ignored that stages that China prepared for and now we see that Saudi Arabia has selected for “a more modest military cooperation agreement” with America, as scheduled the door opens for China to get more of towards America assigned spending. As I personally would speculate is that Saudi Arabia is now in a good place to negotiate and as Blinken seemingly trusted on “We can do this, if we can have….” We see that America endangered its position for defence spending. I believe that I am correct, but there are signs that it is based on a opinion piece. Not on reported facts.

What people need to realise is that this all started on October 7th 2023 when Hamas struck the Nova music festival massacre, overall 1,139 people were killed and 250 Israeli civilians and soldiers were taken as hostages to the Gaza Strip. That started this mess but the media is extremely willing to avoid certain matters. And now we see a larger setting Saudi Arabia is (as I personally see it) ready to find a new defence partner and spend billions with that new partner. 

So when some will call this a mild rain, consider that thought because those billions would have paid for the loans which could now fall short of payment for the next few years.

As such appeasement becomes deadening. America made a massive booboo as I see it. Have a fun day.

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The edge of darker creativity

There is a dark corner. It is not a unique setting, it is in everyone. The problem comes when any person gets their creativity and taps into that darkness. Is everyone on board? You see, I just tapped into this and what I created scared me to near death. When we see the news, we see that there is an armistice in Lebanon. Reuters reported a mere 12 hours ago: “A ceasefire between Israel and Lebanese armed group Hezbollah held on Wednesday under a deal brokered by the U.S. and France as people in both countries began returning to homes in the border area shattered by 14 months of fighting.” Sounds lovely doesn’t it? Well, in under an hour all these ‘Lebanese citizens’ came out in droves waving Hezbollah flags. As such I wonder how long this seize fire will hold. Some Hezbollah idiot will think that it is a good idea to send a missile into Israel, to gain fame with others. And Israel will go berserk and strike out. That is what realism tells me. We do not know what will happen. The minds of terrorists tend to go where most are fearful. And there is a second sight. Someone has to appease the will of Iran and someone will.

As such I came up with the Bullet Plus, as you can see it seems like a simple bullet, It is however not intended to shoot someone. In the bullet is a small canister, as the bullet impacts, the canister will break and the fluid will be released. You can have any kind of fluids there. There is Sarin, Novichok (Ask the Russian GRU for details on that one), there are also diseases like pulmonary diseases. Not directly fatal (like Novichok) but now we get an area issue. You see, pulmonary poisons will affect people in an area and hospitals will pick up on these. The result of a stray bullet. Consider shooting Sarin into an Hamas building, suddenly we start getting a range of intel we never had before (Mossad didn’t have it either). Sarin is too deadly, Novichok is an option and others are options too. You see, we might know 1-2 Hamas agents, but the 5-9 support staff remain unknown. Now they come out of the woodworks. We could use something like Caesium chloride, it is highly toxic and it cannot spread from person to person. Direct interaction is needed. For this you need to look at the Goiânia accident in Brazil (1987). You see, all these terrorists and their sympathisers might scream ‘innocent, innocent’ but at some point even Saudi Arabia will need to deal with them. They need to simply because Iran will make them act in some way against Saudi Arabia. It is not a case of ‘if’ it is merely a when. And for those thinking this is an Israel issue, consider the border wall of Gaza with Egypt.

The H3 terrorists will need to be dealt with at some point. Hamas is a certainty, Hezbollah is becoming more and more needed and when these fall away Houthi actions are most likely to become zero.

Feel free to disagree with me but in all this consider that this started on 7 October 2023 with Hamas attacking a pop concert. And in all that time how many refugees were ‘allowed’ into Egypt? I will let you count the articles that have been published on this it will be less then usual. It is so much easier for the media to go anti semitic on us all. Emotional flames score more digital dollars then simple truths. That is the truth of the media. Anyhow, I decided to let the dark corner of my creativity speak and I came up with this. Perhaps DARPA had this already, perhaps they did not. I already scored 5 wins over DARPA, so my ego is just fine. If my HOPplusOne solution works I have 6 wins over DARPA. There is only so much my ego needs, for the rest I merely think of other solutions. In this, I still love the idea that I designed a solution to meltdown nuclear reactors based on a snow-globe. You probably never thought that this ‘device’ had instrumental options did you?

Anyway, we all hope that the seize fire holds, but I am not holding my breath. No matter how you slice it, 66% of damaged buildings in the Gaza Strip account for 163,778 structures in total. Consider how many Hamas people are ‘suddenly’ awarded a nice place to live and in this and the BBC gave us last week “Qatar’s foreign ministry spokesman said Hamas’s office no longer had a function because Qatar had suspended its mediation efforts on a Gaza ceasefire deal, although he stressed that it was not permanently closed. The Palestinian official told the BBC the Hamas negotiators had adjusted their presence in the region and were keeping their locations secret to avoid embarrassing host countries.” So why isn’t it permanently closed? I reckon that Qatar is feeling the anger from other islamic nations and Professor Dr Salman al-Dayah, a former dean of the Faculty of Sharia and Law at the Hamas-affiliated Islamic University of Gaza has issued a Fatwa against the October 7th attack. That is a bitter pill to swallow for Hamas. As such Hamas needs a different setting and remaining underground (optionally somewhere in Qatar) makes sense, because there are very little hiding places in Gaza left. When you add it all up my solution has a few things going for it. The largest issue is that it is becoming important to see how the claws of Hamas reach out and optionally the same goes for Hezbollah and Houthi. The nice part is that if this plan comes to fruition Iran will have to desert these three players because the impact of undeniable evidence would haunt Iran to the largest extent and the only thing going for these three players is that Iran under Qasem Soleimani was much better arranged then now. Now we see more and more issues out in the open and soon there is no denying what happens and the other players hurt by Iran will strike back at that point. How they strike back? That remains to be seen, but at that point Iran will lose whatever friends it thought it had in the first place. That is merely my point of view. 

Have a great creative day, possibly a lot less dark than the one I am having now.

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The end is nigh

Yup, it is. And not in a normal way. There is no demon sprouting on the land. You see Lucifer Morningstar has greed driven politicians doing his dirty work and what is more satisfying than any person digging his own grave? So how did this setting deploy? Well as the DoJ decided that there agenda matters most they are about to force Google its Chrome browser. (At https://www.itnews.com.au/news/google-must-sell-chrome-us-doj-argues-613298) We see “Google must sell its Chrome browser, share data and search results with rivals and take other measures – including possibly selling Android – to end its monopoly on online search, prosecutors argued to a judge” Its always the stupid and greedy that redefines the borders of hell. Anyway, whatever his ‘personal’ reasons are the game is literally afoot. In this instance whist that is considered Europe and the Middle East will select the dollars for donuts option and in this we need to consider the second cog in this wheel. It is given to us by Politico (at https://www.politico.eu/article/germany-china-huawei-ban-2029-5g-networks-government-greens-lawmaker-4g-strand/) which they gave us in July. There we are given ‘Germany goes soft on China, dragging out Huawei ban until 2029’ and this ban will be delayed again and again. Lets not forget that American anti-Chinese actions led to this. And no matter how we feel about it. The Americans NEVER gave ample evidence for any of it. So as one start to ferment the sentiments of how stupid this American administration is, Huawei will add to this. You see Huawei now has HarmonyOS and it has a few other arrows in its quiver. The larger setting for the internet of things was ignored for too long. And as Germany delays, so will France, Spain, Italy, Netherlands and the Nordic regions. Like domino stones they will tumble each other. All whilst this administration will find another person to take a metal briefcase to the European leaders like a pop star and we saw that before. So the evidence better be real this time around. Still that will take time and in the meantime we are given by Huawei Central (at https://www.huaweicentral.com/huawei-matepad-pro-13-2-2025-will-reshape-office-experience-ceo/) We are “shown” ‘Huawei MatePad Pro 13.2 2025 will reshape office experience: CEO’ and this is the larger setting. For when Google loses market share, in that same instance Microsoft loses market share as well. The Huawei MatePad Pro 13.2 2025 is now only 4 days away. With HarmonyOS it will be able to connect nearly all other devices. As we are shown that the “Multi-Window enables users to open several apps in split-screen mode for multitasking. One can also swipe an app inward from the left/right edge to bring up the Multi-Window dock. It’s a useful tool for office work, meetings, and more.” That is precisely why politicians should stay away from technology decisions. Basically they are too stupid to see the forest through the trees and in this instance there will be a massive jolt to Google, Microsoft and I reckon that Apple will also see a dip in revenue. Or as some will say “It sucks to be you” to the Attorney General. 

So am I right or am I wrong?
That remains to be seen, but as I see it, the demand for the Google ‘simplification’ will open the doors of HarmonyOS to Europe and for a much stronger setting to the Middle East. And with the uncertainty of the Google stage. Huawei and their data centres. The setting of Google will make a lot of people nervous and that works for Huawei. We were given last year “The launch of the Huawei Cloud Riyadh Region was announced at the Huawei Cloud Summit Saudi Arabia 2023. The new cloud region, located in an STC/Center3 data centre in Riyadh, offers three availability zones. It is the company’s first region in the Middle East.” How long will it take for the United Arab Emirates (UAE) to follow suit? And how happy do you think Microsoft will be to do their ‘AI’ work in a Huawei data centre? All this will come to pass (unless someone muzzles the AG). There is a setting to it all and one brick will stumble the next one and the next one. It is the result of the internet of things. And with the Huawei MatePad Pro there is more than just the connectivity. It will slow iPad sales and from there Microsoft will find themselves in more hot waters (some they did to themselves) and the UAE will demand that Microsoft will do its AI work wherever it needs to be and as such Microsoft will enable Huawei even more. All this because someone has anti-Google feelings. For 15 years Google found and created an innovative road. It is not up to the DoJ to reward stupidity to the competitors of Google. They forgot the basics and these settings will now work for China as well. 

And as we see that Politico gives us “Under the agreement, components manufactured by Huawei, China’s leading 5G equipment maker, are to be banned from sensitive core network infrastructure by the end of 2026, rather than by the end of 2025 as previously envisaged, as reported by POLITICO. When it comes to the radio access networks (RAN) such as antenna masts, Huawei components would have to be removed by the end of 2029 instead of the end of 2026. This is a satisfactory outcome for German operators, who were in the process of upgrading these networks anyway, thus limiting extra costs.” You see one thing, but I see that there is no real America by 2027, as such the ban becomes moot. Add to this the expansions that Saudi Arabia is making with the STC. The Saudi Telecom Company is already making waves in Egypt and now it seems Portugal as well all this enables Huawei more and more growth and as Google starts to falter the European politicians will try to divert whatever they can as to not be eaten by their ‘allies’. As the west falls to Huawei and the STC the more hardship America will face. It all started by attacking its own base and by attacking Google they basically drowned their own livestock and  from there the business opportunities they had. Funny for me, not so much for Microsoft who basically let it happen and now that the office suite is under attack (from next week) we will see all kinds of spin by one player on how hard it will be for the shifters. The overt setting was that (an oversimplified setting) the Department of Justice should have stayed out of matters. They hide behind ‘monopoly’ but that game states that all players are equal whilst that setting hasn’t been true for decades. The world had Adobe, Amazon, Apple, Google and Oracle. The others are spinning, making presumptuous presentations on whatever wasn’t real yet and now there will be a tap on the door. How will it end?

I honestly have no idea. The only thing I foresee is that with the breaking up of Google the end will be nigh for those relying on ‘scripted’ settings for the better things that it will bring. Because that just ain’t so. For things to become better true innovators are needed. And the bigger part of those are not in America. The 5 I mentioned has them, but when the For each of those China might have an alternative. Huawei could now replace Google (in part), Tencent with Huawei will be able to replace parts of Apple. As I see it only Oracle has a steady foundation and it all depends on the DoJ waking up what they are about to unleash and still if they do not Credibility towards Google will wane, that much the DoJ already achieved. I wonder if they realise what they are about to achieve. 

The world seems to become more and more Chinese oriented. Well, that is what this administration seemingly wanted.

Have fun with the fallout.

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Timing in the aftermath

That is at times the setting we face (me included). You see, I felt that it was time to set in motion my first script. I submitted it to Salem Belyouha, CEO of media content sector at Dubai Media on July 25th 2024. I had two more submissions in other places and so far no luck. Some said to me “perhaps your script is no good”, that is fair. I am no scriptwriter, but it was my consideration that a story surrounding the assassination of Prime Minister Geert Wilders might have some appeal to some. To be honest when I designed the script he was not yet a prime minister. Merely one of many islamophobes (to keep it nicely). 

And yesterday I saw (at https://www.broadcastprome.com/news/saudi-arabias-streaming-market-shifts-as-local-content-gains-popularity/) the headline ‘Saudi Arabia’s streaming market shifts as local content gains popularity’ with the byline “Streaming preferences in Saudi Arabia are undergoing a significant transformation, with 71% of online media consumers reporting they had watched locally produced content in Q1 2024. This growing demand for local programming is reshaping the streaming market and shifting platform market shares.” This clearly gives the summoning that my timing was good (which helps matters). It does not reflect on how bad my script was, but the two ‘reviewers’ were positive. This might just be that they hate Geert Wilders in equal matter, but that is a matter for another day. The viewers (mostly Islamic) might enjoy seeing him assassinated 5 times over. We all need a hobby at times (me especially) and that is the simple truth behind the matter. I am still awaiting word from Al Saudiya at present and I must admit I am not the most patient person. I know that they are part of the Saudi Broadcasting Authority and I have no idea who to contact there. Still, the premise of ‘attacking’ islamophobia in this way gives the idea that this script might have an eager audience in Indonesia with its 260,000,000 optional TV viewers and they have more than one reason to be a little negative about the Dutch (ask former president Sukarno if you are curious). You see I figured that you can can attack the person or the goal. The person is not as effective in reality, but it makes for optional great TV. 

And good business is where you find it. I initially planned to go to Dubai Media as they operated in the United Arab Emirates and Saudi Arabia, optionally more places. But now I wonder where is the best place to go? Al Arabiya and the Saudi Broadcasting Authority might be an equally good option, Especially if they also operate in the UAE, Egypt and Indonesia. Will it work? I have no idea, but if you do not try, you will never succeed. In the mean time it is time to grow the second script, which would end up being a mini series. The third script has a greek foundation and might appeal to a wider audience. And whilst the mainstreamers will appeal to the dried up well of Hollywood, I merely have to take notice of “Saudi Arabia’s streaming landscape is increasingly driven by demand for culturally relevant and Arabic-language content, with local platforms like Shahid benefiting from this trend. To remain competitive, global streaming services will need to diversify their offerings to meet the growing preference for local productions” hoping that (if my scripts are good enough) I could get some dollars (via Riyals) to get my retirement funds up.

And to make sure that I do not make a booboo, the Riyal must be divided by 3.75 to get the dollar amount, we can’t expect to get a simple shawarma on $0.27 (In nearly all places, you need a little more than that). 

Well that is it for now from me. But stay tuned, hopefully in about 8 hours there will be more.

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Point of service

That is at times the question. We are so overwhelmed with cost and points of profit that we ignore the essential first step. What is a point of service. Luckily the United Arab Emirates gives us this setting. The Khaleej Times gave me (really) early this morning (at https://www.khaleejtimes.com/uae/travelling-to-uae-free-esim-with-10gb-data-launched-for-tourists) ‘Travelling to UAE? Free eSIM with 10GB data launched for tourists’ This is an absolute wow moment. In stead of getting ripped off with roaming costs and so on, you have the option of a free eSim with 10GB of data. 

2GB keeps me in power for days, as such this solution will have a decent setting. It might not solve all issues you have, but you have a solution that will get you to your hotel with internet. I (paranoid as I am) see a few hitches, but ‘it can be self-activated by simply scanning a QR code’ an eSim option at any airport could relieve so much stress, it might not get you call options initially, but you have options. The press release gives us “A statement issued by the UAE’s largest telecom services provider said that visitors can activate their ‘Free Visitor Line eSIM’ as soon as they pass through immigration. The free eSIM also comes with 10GB of complimentary data and is valid for a day, ensuring visitors can connect with loved ones and access essential services immediately.” So it might just be for a day and that is enough. You can email family and friends where you are and from there find a more wholesome solution. Perhaps they will even have that as well. Remember, by handing out a free eSim (even if it’s just for a day) could easily be converted into a month for a few dirham more (AED35 to be exact, which amounts to $9.5) business from service, a not so novel idea that has been forgotten for too long. The first step is offered free of charge and with that in under an hour you will have emailed all your friends (both of them), gained your bearing and the quickest way to your hotel. From there you will learn where the free wifi is (of buy some option that doesn’t make you poor in roaming cost). And in this case the provider Etisalat and has you covered with a free internet connection for a day. And that is dirt cheap, I have paid a lot more for less bandwidth. They offer 30 minutes of talk time and up to 5GB of data. A simple setting but think of it, you merely need to be reachable and you have to be able to read your email. All that for a mere $10 bucks. That is beside the point that you got your first day for free, a complimentary gift from the UAE government. I say, it is all kinds of a win with a shawarma and an ice-water and coffee all around. 

I think that these kinds of service points will gain the telecom company a lot of visibility. It might merely be Abu Dhabi and Dubai in the first instance, but when this gets going it will be a visibility all over the middle east. Now consider how many people pass an airport. Dubai is (as I recall) in second place with 86,994,365 (2023) people clocking in. Now consider Jeddah (42,910,407 passengers), Doha (45,916,098 passengers) and Cairo (14,711,500 passengers). Now consider what options Etisalat and has in the coming future. They might not all select them, some of these passengers are coming home and already have a provider. The simple equation is that they be able to show others how good their services are. 

I just think that someone working from the point of service perspective has options and they get an increasing amount of opportunity. For me, it was just another pleasant surprise coming to me from the United Arab Emirate, via the Khaleej Times that is. 

Have a great day you all and as I am now 20 minutes from the start of the middle of the week (Wednesday), you all enjoy the rest of Tuesday left to you. 

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As the situation changes

The Middle East Monitor made me rethink somethings that I gave the audience (read: you). In this article (at https://www.middleeastmonitor.com/20240905-saudi-issuing-licences-for-new-airlines/) we see ‘Saudi issuing licences for new airlines’ with the underlying text “A Saudi official said yesterday that the kingdom is working on issuing new licences for airlines to operate within the country. The statement was made by Abdulaziz Al-Duailej, president of the General Authority of Civil Aviation in Saudi Arabia, during his participation in the Egypt International Aviation and Space Exhibition in the Egyptian New Alamein City.” It is a setting that makes sense in a few ways. But as this setting ‘explodes’ the stages of tourism in Saudi Arabia, there is another side to consider. I raised it on the 25th of January 2024 in ‘Those happy dreams’ (at https://lawlordtobe.com/2024/01/25/those-happy-dreams/) there I have an image

You see, Saudi Arabia might be a little better off changing the service industry, or better stated the way it works. It might have made sense in older western days. Everyone wanted crumbs of the pie, but in this new stage a new system where we see one arrival and one departure, the NICE (an Israeli system) approach used in their cloud solution makes more sense and as such an Arabic designed system that has a cloud approach to tourism as well as a new ‘decentralised’ system might make a lot of sense. Consider that Saudi Arabia has the following settings either already there or coming soon. Trojena, Sindalah, Magna,  and Medina. After this we get the links with the UAE and Egypt. That is a multitude of hundreds of thousands of tourists. It will require a whole new way of doing business. Not the side of cashing in. It requires a new way of infrastructure, and Tourism is for the most replicating the same idea over and over again. It the past it made sense, in this setting it does not. They can all make claims that it is the way to do business. I disagree, this is how I saw the image in January. In the lower left the Arrival box and in the upper right the Departure box. In between there is nothing (at present), The setting is changing however. In stead of all replicating the same stage, have everyone access the same cloud, but with the difference that the customer is central in all this. The tourist will not have to register a multitude of ways, over and over again. They are in a cloud and everyone with the a booking for that tourist will have access to that tourist’s records and they can add their settings. 

In the end the tourist had to register mostly once, the rest will have the records and they can add their parts, a link in the record base with the reference to their own system where they can keep their records secure. There is still works that needs doing, but I had years in mind to evolve this antiquated system. Now as we see that “Saudi saw a surge in tourism in 2023, with around 27 million international visitors spending over 100 billion riyals, while domestic tourist numbers reached 77 million.” A new tourist recording stage made by Saudi’s and it is all in local hands. A new system that caters to the Arabians, and those who do not want it, will have to find another way to make money. As this setting gets developed we see that Saudi Arabia, the UAE and optionally Egypt get a new system with the tourist in the centre. In the second sight is that intelligent LLM models will be catering to the specific person, the data will be more up to date and more to the point of the tourist. I foresee that this new system will break borders in many ways and whilst some will sell an ‘AI’ system for the tourist, whilst merely braking even for the caterer in that system. This system will actually have one tourist in mind. The one it is catering too. I came to that conclusion over 6 months ago. Now that the borders are moved to include millions more tourists, this system will be clearly superior as it caters to that person, or that family in a stage that it aligns all new places. 

As I see the article in the Middle East Eye, the situation I drew came up again. A setting that is drawn from the tourist, not the hotel or flight event. There are still hurdles. Like how can this system align with other systems? My question becomes ‘How can we make things easier for the tourist?’ You see, in the next 10 years we can either address this or se the tourist go the path of comfort and that is where this approach can make a change for thousands of tourists. The centre piece in this is that the tourist is on a vacation, they want comfort and that can be approached by giving them a different ride towards their initial destination and beyond.

You see, the larger tourist group wants a unique view on their entire trip and Saudi Arabia (as well as the UAE) are delivering it to a lager degree. Now it is time to set the stage to a complete overhaul and 2030 is a mere 8 years away. If Saudi Arabia gets to have the other venues as well (Olympics to name but one) it will have to consider this larger change now or face near inhumane pressure points on several occasions. You can address the venue on its own or cater to a system that can reduce pressures all over. It would also call in a national call centre that takes care of all venues from a few points. I see opportunities all over, but I realise that there would be initial design flaws (from my side). It becomes a larger issue when some will see reason to drown this idea as they see a failing revenue point for them. In this I call to a place like Ticketmaster. How hard was their start until venues started to trust their setting? It could be a genuine opportunity for Saudi Arabia to guide and light the way to countries like the China, UAE, Egypt and Indonesia. And when more countries align to that setting the tourist industry gets a real overhaul optionally gaining more and more countries to that way of thinking.

Have a great day.

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A little late aren’t you?

It was the setting I was waiting for. The US has given in to its economic pressures and possibly the fear that China might get to much of a headway. Reuters this morning gives me (and other readers) at https://www.reuters.com/world/us-lift-ban-offensive-weapons-sales-saudi-arabia-sources-say-2024-08-09/ the headline ‘US to lift ban on offensive weapons sales to Saudi Arabia’, which sounds nice but is possibly a little late. Colonel Turki Al-Maliki a member of the Saudi airforce had given us the goods, going all the way back to February 2021. Reuters reported on these attacks in March 2021. In this Reuters is important as they give us ‘Houthis have fired 430 missiles, 851 drones at Saudi Arabia since 2015 – Saudi-led coalition’, the setting is important because civilian targets were aimed at by Houthis amongst them were Saudi airports and structures. So the blockage by the US was weird, especially as the Houthis are a terrorist organisation. So the about turn under the guise of “The Saudis have met their end of the deal, and we are prepared to meet ours”, a little late, isn’t it? But at present the Chinese representatives of parties like the Chengdu Aircraft Industry Group is nothing to be sneered at, with the Chengdu J-20 as an optional buy which was (allegedly) discussed at the World Defense Show 2024 in February 2024 (a speculation from me) is giving the Chinese hope to gain much more from the American Defence Industry. Should the Kingdom of Saudi Arabia take that offer, the setting would open the doors (for China) to larger possibilities in Egypt and the United Arab Emirates as well. The damage to the American Industry could amount to an estimated loss of $30-$50 billion over these three nations alone. Not to mention the lucrative service and consultancy jobs. It would be the first definite slam to the value of the US dollar. China is rearing to take up that option in a heartbeat. I discussed (and partially speculated) this in ‘The next Furlong’ which I wrote on March 10th 2022 (at https://lawlordtobe.com/2022/03/10/the-next-furlong/), as such I was and am now in a stage to emphasise the term ‘told you so’. This setting was clear then and it is a speculated more clear now when we see “Under U.S. law, major international weapons deals must be reviewed by members of Congress before they are made final. Democratic and Republican lawmakers have questioned the provision of offensive weapons to Saudi Arabia in recent years, citing issues including the toll on civilians of its campaign in Yemen and a range of human rights concerns.” We are about to go into election mode and some politicians will fear for their job a lot more than the American Economy. As such China has a decent chance to crush the American Defence industry. I doubt they fear the Russian abilities as the Russians are getting clobbered by the 20th largest army in the world. The Ukrainians are still damaging the Russian, even after the Russians bombed Ukraine into the stone age. That is not a good sales talk, especially  with the current Russian losses stated below

As such we can accept the Reuters statement, because of its projected validity, yet the words we are given “Democratic and Republican lawmakers have questioned the provision of offensive weapons to Saudi Arabia in recent years”, yet the article doesn’t emphasise the attacks by Houthi’s on Saudi civilian targets, which Colonel Turki Al-Maliki showed many clearly going all the way back to 2021, many articles were drowned out by (speculatively speaking) by anti Muslim and anti Saudi voices. Now that China gets to move into a much stronger position, the American administration is taking the gloves off and do what needed to be done in 2021. I reckon that people like Stephanie Kirchgaessner will possibly raise anonymous sources to throw sand in the cogs of common sense. China will love this as this will enable them to get a squadron on Chengdu J-20 into place and optionally ‘gift’ three service teams in the mix, two for maintenance and one to train  Saudi troops. The losses to America will be vast and it will a long term loss. 

As such I think that they were over 2 years late to the party. The initial transfer settings were optionally carved (I have no clear evidence of this) in the airshows of 2021 by SAMI. That would have been the first introductions of Chinese hardware that was to replace whatever America wasn’t giving them at that time. As I personally see it, it might be too late now. You see the Russian losses as shown above are the second piece of evidence. In that setting Russia is no longer a contender and as they are now ‘acquiring’ missiles from North Korea we see a larger question mark, is it merely the lack of missiles or does Russia have a larger problem. I do not know, but Russia isn’t telling, so we are left to our speculations and the Kursk clambake of 2024 Makes things worse for Russia. And in that setting China gets to be the big winner. OK, I admit, this victory would be largely held by the Chengdu Aircraft Industry Group (and supporting parties).

Have a nice day and feel free to watch American revenues move to the far east.

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The Iranian ploy

I saw the article (at https://www.newarab.com/news/houthis-threaten-riyadh-aerial-footage-key-airports) stating ‘Yemen’s Houthis threaten Saudi Arabia with aerial footage of key airports’, the New Arab with the text “The video, titled “Just try it”, contained images of King Khalid International Airport in Riyadh, King Abdulaziz International Airport in Jeddah, King Fahd International Airport in Damman as well as the ports in Ras Tanura, Jizan and Jeddah” is a possible ploy. I do not doubt that the Houthi’s (with generous support from Iran) is adding a ploy of threats to their limited tactics. It is clear that Houthi forces can bring something to the table, but I believe that this is nothing more than a ploy. A ploy that could have teeth, but I do not have the required contacts or information to see how serious this is. We see an additional setting with “The threat to Saudi Arabia by the Houthis comes amid reports that the government and Houthis failed to strike a fresh prisoner exchange deal”, which is fun because this was a deal between Houthis and the legitimate Yemen government. So this is all about posturing, or is it?

You see, a few hours later I was given through Arab News (at https://arab.news/6p5tn) ‘Iran’s new president vows balance with all countries, warns US his country won’t be pressured’ where Iran apparently made the claim “He looks forward to engaging in constructive dialogue with European countries”, so there is the carrot. Iran needs Saudi Arabia in a holding pattern, whilst Iran ‘appeases’ European nations. So as I see it Houthi forces are still the barking dogs of Iran and Iran needs this, because their support of Hamas will have secondary contemplations by any nation thinking that talking with Iran is a good idea. It has not now or yesterday worked and it will not work tomorrow either. 

As Iran is hiding their hands behind terrorist organisations like Hamas or Houthi forces, we need to be weary that stability in the Middle East requires both Saudi Arabia and the United Arab Emirates, they have the growing economies, the larger setting for tourism and the options of uniting Arab nations. The problem is that Iran is a problem. They are crying like little girls as they are denied a larger seat at the Arab table. The only small friend that Iran can rely on is Qatar and they have growing issues with Hamas. How that plays out is beyond me but in this setting we have Saudi Arabia, UAE, Egypt, Bahrain, Jordan, Oman and Iraq. They are all playing nice and as I see it, there is not to much love for Iran in this. Qatar is the one successful nation that has been playing a dangerous game, so what happens with them is up in the air. I reckon that the Houthi’s are set to the threat to Saudi Arabia. In this my feelings are that if one attack on a civilian target is done, the might of the Saudi forces will bluntly retaliate against Houthi forces. This has the one complication that Iran has to either commit or desert Houthi forces. This is the ploy as I see it. Iran cries loudly towards Europeans that they are so willing to discuss peace, but they are under the hammer. It will be something like that. So the Iranian ploy is unlikely to work. Europe has enough problems with Russia and Russia could be of little use to Iran. Russia has only one carrier left and they need it in their Ukrainian tactics. But this is about Iran. They are losing ‘useful’ friends a lot faster than they are happy with. It is in that setting that the Houthi threat is (as I personally see it) an Iranian tactic. 

They have to play nice with some people because they are about to learn the lesson Hector Malot taught us with ‘Sans Famille’ and Iran is rightfully worried. You see when the coins come down Iran will have to put up or shut up and they will lose a lot of face in the entire Middle East, sitting at a table where the stabilising points come from Riyadh and Abu Dhabi. That is why (my personal point of view) Iran need Houthi, Hamas and any other player that Iran can place in the field with deniability. It is why I said that whatever Palestine comes through, it will require the eradication of Hamas. Because it will be them who will terrorise the building projects in Saudi Arabia. 

So how can I prove any of this? Well the history of Iran is one. Their actions towards Houthi forces is another and the Iranian actions are right after the threats from Houthi forces. I feel that one ploy is enabling other actions. 

But for the most in this, I am merely speculating. So enjoy this Sunday.

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