Tag Archives: Emaar Properties

Delphi in a name

Yup, we are talking about Oracle, not Borland. And whenever I hear Oracle I tend to add the ‘of Delphi’ automatically. It is a Pavlovian thing. This is nothing negative about Oracle, I wanted to join their ranks in the 90’s, and beyond the millennium a few times too. My origin settings was a database programmer (I earned my stripes with Clipper, the Nantucket version). I think it is the very first program where I shelled out $650 (Dfl. 1,200) for a program and I learned a lot through Clipper. I also got the Clipper notes (Norton Notes) and these two kept my in my apartment (on a desk chair) for weeks and weeks at a time. I relish these happy days. Then of course I got into technical support and customer care through a precursor of IBM and my life at that point was pretty complete. I miss those days and I still think fondly of them. Not so much the upper ranks of that company with their political games, but them I was never a political player. 

So when I saw ‘Oracle commits to invest $14bn in Saudi Arabia over next 10 years’ (at https://www.datacenterdynamics.com/en/news/oracle-commits-to-invest-14bn-in-saudi-arabia-over-next-10-years/) my mind starting swirling and twirling (sorry JK Rowling) and my creative logging started to set new parameters. 

You see, we are given “Oracle has committed to investing $14 billion in Saudi Arabia over the next 10 years to expand its cloud and AI offerings in the region. The plans were announced by the company on May 13, and in the wake of President Donald Trump’s visit to the Kingdom” this implies Technical Support, Customer Care and Trainings. Things I can do (all three) and I have had well over a decade of experience in these sections. As such I keep my eyes open for positions needed in either Riyadh, Mississauga or Abu Dhabi. I reckon that the investments are not just for Saudi Arabia, they are all spend in Saudi Arabia, but there will be essentially needed persons in Abu Dhabi because no one walks away from ADNOC and with ARAMCO in Saudi Arabia, a secondary call center would be needed in Abu Dhabi. And they too will have all three settings in that centre, beyond that I reckon that it will a location will be cheaper in the heart of ADNOC than in Dubai, so there.

When we see “Our expanded partnership with the Kingdom will create new opportunities for its economy, deliver better health outcomes for its people, and fortify its alliance with the United States, which will create a ripple effect of peace and prosperity across the Middle East and around the world.” The words “a ripple effect of peace and prosperity across the Middle East” merely implies (not confirms) the setting I see. You see, it makes sense to do this, but it requires knowledge of Oracle policies (and I don’t know those).

So when we see “Oracle has two existing cloud regions in Saudi Arabia – Saudi Arabia West, located in Jeddah, and Saudi Arabia Central in Riyadh. The former was launched in 2020, the latter launched in 2024, and is hosted in a Center3 data center. The company has been planning a third in the upcoming Neom City since October 2021, which remains listed on Oracle’s website as “coming soon.”” Someone would think that another cloud the UAE cloud should be there as well. Merely not mentioned in this stage, but ADNOC is too big to walk away from and Microsoft has dropped the ball too many times. There is a setting that implies that IBM and or AWS are already there, but that gives the larger setting that ADNOC becomes dependent on one supplier and they are as smart as they come. So I am betting that Oracle has that region (as well as Dubai) in mind when we consider DAMAC (valued at US$ 595 million) with the total revenue recorded by DAMAC Properties was AED 7.5 billion (2017), and they are not all. There is also Emaar Properties, which is said to be the biggest of them all and that are the kind of clients Oracle really likes to keep happy, as such I saw the stage evolve, even though they are already there and in January 2025 we were given ‘Oracle to increase Abu Dhabi investment five-fold’, as such I think that there might be a new need to seek employment with Oracle. Now add to that the quote “Earlier this month, the Abu Dhabi government put out a call for the development of a single multi-cloud system that will serve more than 40 government entities” and you’ll see that there might be space for me too, either in Abu Dhabi or in Mississauga and the two cover a little over 20 hours a day coverage in a 24:7 setting. The nice part is that it takes time to get people up to speed, so I might have an advantage (merely a slight one). 

So as I am about to dream the day away on this rainy Sunday. I see the cogs of industry revolve around the settings of the world and I keep having happy thoughts.

So have a great day everyone, preferably less rainy than it is here.

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The new optional premise

We have all heard the Anti-Chimetic (might not be a real word) from America. This is the setting we all face, once a Chinese innovative company becomes too big, it gets b banned from America. Yet, now there might be a new premise set. You see the BBC (at https://www.bbc.com/news/articles/c3e18qylq5do) gives us ‘US Supreme Court upholds TikTok ban law’ with the added “The US Supreme Court has upheld a law that bans TikTok in the US unless its China-based parent company ByteDance sells the platform by this Sunday” They might hand it to Kevin O’Leary (with a co conspirator), and as Kevin O’Leary is all about making Canada the 51st state he is becoming the enemy of every Commonwealthian. We don’t like that option, yet as I see it there is a second options. 

You see, the idea is that ByteDance creates a new hub in the UAE (optionally in Saudi Arabia) and now America has a problem. What will they do? Stop either of these two players? Good luck with the fallout that this brings. 

If ByteDance creates (for example) a second hub in the UAE, for example Abu Dhabi, and set the pre mine that everyone can post there, the UAE becomes the TikTok hub. The second nice part is that all the advertisement revenue goes there too and now we get a new setting, the international viewers get an international audience and in that the UAE will see a nice windfall too. Optionally we will now see Emaar Properties, Nakheel, Meraas, DAMAC and a few others float to the advertisement top. Optionally it opens the doors for Google to ‘promote’ solutions, but that is how commerce goes. It wasn’t enough for America to fill their pockets, now it turns out they are left with an empty shell. And from there new opportunities will grow and the first nail of the America isolation coffin is set. So whilst American ‘Justice’ is now set against the 170 million users it has in the US. These users might find a new breeding ground for growth. And with the 175 million users it has in Europe, the premise will now be set that America can no longer advertise to over 350 million TikTok users and lose the view of millions of users. I reckon (a speculation) that this loss will be seen all over Google (YouTube) as well. An Anti-Chimetic setting that comes with several hooks and a non-American angle in addition. So how good was this? I set this premise to the content that America had never proven that Huawei was an actual danger and should TikTok seek this solution, it also opens the stage for Huawei to get more and more visibility. There is no fairness in this, America should have given evidence (there was none), merely the fear that is was going to be (and successfully proven at present) that America lost to China in innovation. The setting that was simply set as early as 2010 when SIPO granted 814,825 patents, a year-on-year increase of 40.0%. So this is not new, this has been going on for 15 years. All whist certain ‘captains of industry’ relied on the size of whatever viagra increases instead of revenue. Innovation was a mere spin and now that the die is cast and results are to be shown these people cry like little bitches that the market isn’t going their way. Well the market relies on innovation, something the UAE has proven several quarters over the last 5 years with (allegedly) tremendous growth every quarter. We have seen the numbers and we are shown this with Emirates (with a reported growth of 71%), Emaar Properties Dubai (with a 66% growth) and a few others, but the story should be clear. I actually came up with an idea that could have added even more to that revenue and I grant you that Dubai was a good place to test my IP, before it gets grown into London and Toronto. My IP is never actually localised. It is merely a stepping stone to a more global impact. So as I see it the TikTok ban might open a few more doors for me (pure wishful speculation on my side) and in this where is America? And in this the Guardian gives us ‘TikTok says it will ‘go dark’ in US on Sunday unless Biden acts’ a real nasty setting, because the ‘go dark’ setting isn’t the end, but it is the diminished revenue for America in a stage where they are losing a near dozen in revenue settings on the global stage and when this is the start the TikTok people will find a second stage in the EU where one country will become a secondary hug to Abu Dhabi. A second stage of revenue going from America to another place. So how is that for jolly?

And in all this America only needed to supply evidence, not evidence that players like (for example) Microsoft would like to see presented, but evidence that shows that China was an actual danger to innovation, because it is the innovation that counts. And now there is a stage that could open up sales for Huawei to the EU all that from Anti-Chimetic fears. What a lovely web they weave.

Have a lovely day and feel free to explore what innovation the Huawei Watch 5 brings. The first watch that becomes a threat to both Google and Apple all at the same time. One brand to smite both, so how secure are we with what comes? HamonyOS is now striking out to a much larger population and while Apple and Google are at odds with each other, Huawei is setting the stage to strike at both. And this news is a mere 2 hours old.

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One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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The biscuit loafers

Yup, lazy cookie dealers, or as you might know them ‘advertisers’. The BBC made me aware (yesterday) the story we see (at https://www.bbc.com/news/technology-67882315) where we are given ‘Google Chrome starts blocking data tracking cookies’, now this was nothing new to me. I was ACTUALLY in a Google building in 2019 when that news hit. I took notice of it and that is about all I did. I am no Cookie Monster (this title was already claimed by a resident at Sesame Street). So when I see now “some advertisers say they will suffer as a result.” With the added “The UK’s competition watchdog, the Competition and Markets Authority, can block the plans if it concludes they will harm other businesses.” Now the question becomes. How fucking stupid can people get? This is not out of the blue, this was said 4 years ago. For 4 years the greed driven stupid population let things slide, they relied on abused technology to get their dollars in and the Competition and Markets Authority is allowing for that extended abuse? How about they do something about the abuse of the media? That’s a novel idea.

So now we get to one of the abusers, his name is Phil Duffield at the Trade Desk who gives us “Google’s solution, the Chrome Privacy Sandbox, which only works on a Chrome browser, likely doesn’t benefit anyone other than Google”, actually yes. It benefits the abused, the actual people surfing the internet. The people you abuse every 10 minutes in a game, or abuse in some way that a specific website pushes to other websites because you looked for a birthday present there that month. The actual users of the web browser, it benefits THEM.

But people like Phil Duffield are deaf to those comments. So why isn’t the BBC asking Mr. Duffield to give a complete account of what they did in the last four years? Why did they not ask him how he prepared to deal with that challenging claim of the removal of cookies? They had 4 years to prepare. 

So whilst you consider the setting of these whinging winers, lets take a look at part two, which is totally unrelated. Yet that second part gives you the larger stage of what happens when you have stupid people letting things slide. The stupid greed driven people on Wall Street no less. Take a look at the news that we saw in the last week regarding Wall Street and set this up against Arab News who gives us (at https://gulfnews.com/business/markets/uae-market-cap-soars-as-top-16-companies-hit-dh27-trillion-1.1704521660385) with ‘UAE market cap soars as top 16 companies hit Dh2.7 trillion’. Now, we get that this is a little confusing, so lets give you a hand and relate this. That mentioned multi trillion Dirham amounts to $735 billion (and change). 16 companies made seven hundred and thirty five billion dollars. And it doesn’t end there, these 16 companies was merely responsible for 74%, the total amount comes down to Dh3.65 trillion. This means that the others got an additional 191 billion. That is what not loafing implies. That is the result of being ready for what comes. For me it partially matters as Emaar Properties got Dh68.1 billion. A real estate mogul and in previous blogs you can see how I created IP that could have benefitted Toronto properties and it would most definitely benefit an Emirati player like Emaar Properties. I say that benefit well over a year ago and now I see that a player like that wants to grow and they could benefit by having an additional technology edge as well. 

Can I translate that into some percentage? No, I cannot, this is a technology no one has. And there is an upside to throwing any system upside down, it opens up additional revenue streams and even at 1% that amounts to an additional Dh680 million. To see this I needed merely one day to adjust the IP I had for Toronto. Phil Duffield. And his dodo’s (those who are about to become extinct) had four years. FOUR YEARS. I merely 0.068% of that to create something bringing in an additional stage that would bring more than Dh680 million. How much more? I honestly do not know, but that is more than I ever had in my life and I just checked my wallet, it is missing that $185,159,950 (I rounded it down to avoid having coins in my wallet). 

So when you put 2 and 2 together you will see that the whiners complain to some watchdog even as they had 4 years to prepare. Me? I merely create another piece of IP. The fun part is that when you put it all together, you see that these loafers left billions on the floor. But they still complain for their lack of imagination and lack of insight in a market where they are supposed to be some kind of captain of industry. Just like the captain of the titanic, he merely was a captain for 5 days, after that he was put ashore 3,800 meters straight down. Insulted? Angry? I get that, but be angry with the likes of these loafers not preparing and then cry foul because they are trying to extent their abuse of your privacy. The BBC never gave you that did they. Just like the Arab News didn’t give you the lowdown on those who never were part of that extended Emirati list. They went extinct just as commerce intended them to be. 

Lets pause a moment on that and realise that we are sinking our own ships by giving these loafers and whiners a platform to continue their limited sighted actions. 

Just a thought to have today.

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Tapping an economy

This happens, some other (or new) player sets the stage where they can become a major player. This is a rare case but it can happen and now I seem to be witness to one that could end up being a much larger stage than I ever expected. The BBC (at https://www.bbc.co.uk/news/business-66310714) gives us ‘Why it matters where your data is stored’. The article is all about the cloud, yet this article gave me parts that brought out questions that allowed the consideration that the new player could in a short time frame become a major player. Yet to see this, we need to look at the parts.

Part 1
The first question is coming from ““The American authorities have the right to go in and see any data that is stored in an American cloud, even if the data centre is in Europe,” Mr Åström says.” That was a selling point for American firms and with the IP in data centres the Europeans will become concerned. The American credit score is dwindling down as such they will become more and more concerned with THEIR value, a view Europeans will not share, or will be willing to chance sacrificing asI see it.

Part 2
Then we get to “it’s big enough to rival the major US cloud providers: Amazon Web Services (AWS), Microsoft and Google. They have a 65% share of the world cloud market between them, according to Synergy Research Group”, here I miss the IBM and Apple clouds. Apple is a different issue, they have a niche market and they are optionally decently safe from what is coming. IBM is different, they have been on the corporate data shoe forever, so why is IBM avoided? The numbers give me “IBM Hybrid Cloud has market share of 1.88% in infrastructure-as-a-service market. IBM Hybrid Cloud competes with 71 competitor tools in infrastructure-as-a-service category.” Perhaps they are ‘too small’, time will tell but that doesn’t matter. With this setting Evroc has the momentum to become a major player, perhaps slightly below AWS, but to go from a wannabe to a player next to AWS, possibly surpassing Microsoft is not done lightly and as far as I could tell has never been done before. But that is not the worst of it (for Amazon and Microsoft). You see the EU is larger in population, as such more services are needed there, but this could flow over into Canada (as it is a Commonwealth nation) then the larger concern (for Amazon et al) will be the Middle East. I reckon that both Saudi Arabia and the UAE might want to be separated more strongly from American firms. If I were China, I would be pushing that button too. As such Evroc as localisation bubbles could grow even further. 

Part 3
Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” As I see it, should they decide to add two more clouds (KSA and UAE) they could tap into a few massive organisations and that should make the US a lot more bothered than they ever considered. I had issues with ‘data sharing’ in the late 90’s but I was laughed at, I was overly BS howled at. Well, it seems that I was right all along and now that the US needs its corporations to do well, Evroc comes in and takes away even more. I never saw this coming, yet as I see it Mattias Åström played his cards well and at the right moment. There is no telling how far this goes, yet the idea that (based on the numbers) “Microsoft increased its share from 23%, up from 21% the prior quarter, while Amazon fell from 34% to 33% and Google remained steady at 11%.” Evroc could grow by taking 20% of the others, we get 18% Microsoft, 26% Amazon and 8% Google, Evroc could grow by 12% (optionally towards 20%+) almost overnight (if a night lasts 7 years) That puts them ahead of Google and Microsoft making them a new major player. That is beside the damage they could do in the Middle East. With Aramco, SAMA, Al Rajhi banking, SABIC, STC, MA’ADEN, International Holding Company (IHC), ADNOC, Emaar Properties and a few more more. You might think this is all fun and games, but it is about to get worse.

Part 4
This part was not in the article and that is not on the BBC. You see I have looked in this direction before. In 2020 I wrote ‘Institutionalised Positioning’ (at https://lawlordtobe.com/2020/11/02/institutionalised-positioning/) where we see ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’ (source: Forbes), and add to that the recent forged key issue, an issue that the NSA warned them for 3 years ago, we see a much larger stage. A stage where Microsoft is bleeding faith, the faith the customers had in them is dwindling down, as such Evroc could take away a much larger part of that blue joke. As such Microsoft could face a much larger loss. It would be nice to state that Amazon loses less, but certain other parts might not make that realistic. The only player optionally not losing any is Apple. Their largest base are iPhone users with subscriptions. 

These 4 parts show that Evroc is the new player to watch. If that is the case they will need staff all over the world. Even I would like to work for a new player and that is the second danger that they (mostly Microsoft) faces. If Amazon and Microsoft only lose 5% of their cloud workforce they both face shortages all over, and this is in a place where you need all hands on deck. This last part is hugely speculative, but with 8 new centres coming and optionally 2-5 more in the middle east Evroc is set to grow beyond the assessments of analysts. As such Mattias Åström and its new Evroc could be a force to be reckoned with and as such bring massive cash coffers into the EU and towards the Middle East as well and all that revenue goes out of the US and that is a loss the US was not ready for.

Enjoy the weekend 

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Innovation in action

That is where we are, this happens and I end up being surprised, to a degree I had not expected. To see the full part of this, I need to take you back to 2022, where I wrote about a new version of racing game, a way to use Google Maps to create global race tracks. Some disagreed that this could ever work, but today I got the surprise of my life. 

I got to see innovation in action. The idea I had brought to light. Now, let’s be clear. This version has a different setting, but the same approach and I feel certain that Ollie Tyler has never heard of me, as such it is ALL him. This is how innovation works and that is why Microsoft will never amount to anything but through hype creation and spin. I personally hope that Ollie runs to Nintendo who has over 122 million Nintendo Switch units sold. At $2 per game that could end up being a massive amount of money for Ollie, he would be set for life. In addition he could offer it to Amazon Luna as they lack racing games. The part I love is that innovation will flourish with the people who embrace it, who at times use engineering to create art. As such I say Well done Ollie, well done.

So my day is ending on a high. I might not end up with anything, but this is one of several IP settings that come to light. Now that this is clearly in the open, it is time to talk to talk to Tencent Technologies, Mohamed Alabbar, Emaar Properties and Sheikh Mohammed bin Rashid Al Maktoum. You see, when several IP parts connect these people will end up with billions (I will get a slice of that cake), but in the end these are solutions that Google and Amazon left lying on the floor all whilst they were all about contracting economies. And my side? Several IP sides that I wrote about a long tome before these IP parts became a reality. I am not a programmer, but I have vision and I see the vision evolve all around me and that is good, especially when Microsoft is not invited to the table. Let them hunger for scraps, it is all they deserve in light of their gaming wannabe perspectives. 

Enjoy your day.

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