Tag Archives: Ericsson

Setting a standard

As I am rewatching the Stand (1996), I am also interested watching the new version when it is released. A stage where we wonder if the Stand is fiction or a stage where it becomes future history, and if that is debatable,  should the Stand now be seen as a documentary? You think I am joking, but merely partially so. You see, the news gives us ‘Ten Republicans voted to impeach Donald Trump. The backlash has been swift’ (at https://www.sbs.com.au/news/ten-republicans-voted-to-impeach-donald-trump-the-backlash-has-been-swift). A stage tht SBS gives and a lot do not, why is that? So as we see “In Michigan, a challenger to Mr Meijer received a boost when Steve Bannon promoted him on his podcast”, we should wonder if Steve Bannon, who was (quote NY Times) “charged on Thursday with defrauding donors to a private fund-raising effort called We Build the Wall, which was intended to bolster the president’s signature initiative along the Mexican border”, should we give any consideration to a person who was pardoned before it went to court? And this is a man who was directly connected to Cambridge Analytica. A person like that is (as I personally see it) tainted, and as such I wonder if we can trust a person who is challenging Peter Meijer in Michigan. I personally see it that anyone pushed forward by Steve Bannon will come at a cost, can we afford to accept that? It is equally an issue that there were only 10 republicans on the impeachment side, I reckon that they are ten people who still have some level of morals and the US has seen enough moral-less behaviour.

The setting is a lot bigger than you think, as we see the far right scrapping for attention, we also see the danger of Trumpism, especially in a stage where its industrial complexes are surpassed by China. We hear all the accusations of IP theft, yet so far the US, Sweden (Ericsson) and Finland (Nokia) are barely catching up with China, they are still decently behind Huawei, and if that IP was stolen, they would at the very least be on par and Europe is catching on. The US is about to become irrelevant. Irrelevant due to a $25 trillion debt, irrelevant due to a lack of innovation and irrelevant due to Trumpism, the US needs to set a standard, the Republicans need to set a standard and they have to do it fast, or they will not be seen in office until past 2035, optionally past 2039. With the Democratic nanny state in charge, and no exit strategy in place, the Corona issues will merely set a much faster downfall than ever seen before. Even now we are treated to ‘New Zealand reports first case in the community in months’, the cause was a woman who had been in self isolation for 2 weeks. And it gets to be worse, what I warned for recently is now a given “The Ministry of Health said the woman had tested negative twice before leaving an isolation facility in Auckland on 13 January”, we see one patient and two false negatives, yet the media is drowning the events. Then we see ‘despite Pfizer shortages overseas’, a setting I expected as the amounts required were nowhere near possible and in all this the stage of properly informing the public is out of the question, we see small bites of events and I see a lot as I check 8-14 news sources, but a lot of it will not be seen everywhere, merely in some places, and why is that? Sop whilst the US is trying to figure things out, the world has its own demons to fight and in all this the media is seen as less and less reliable. 

We need to set a standard, we need to stop facilitating and we need to hold people to account, that includes politicians that facilitate for greed and industrial needs, and as the media (in this case the Guardian give us “World Health Organization estimates air pollution kills more than 7 million people each year”, we still see the absence of the actual issue, even as they source against ‘1% of people cause half of global aviation emissions’, a stage that is debatable at best, the Guardian is actively ignoring the fact that the European Environment Agency told us all that 1% of ALL plants are responsible for 50% of the Air pollution damages, they did not come out against with evidence, no with the Commercial world having 24,000 planes flying, we get “Frequent-flying “‘super emitters” who represent just 1% of the world’s population caused half of aviation’s carbon emissions in 2018, according to a study”, so 80,000,000 people caused that, all whilst the 1% of plants are more manageable, so why keep us in the dark? Hiding behind the word ‘study’ is equally BS. And the setting will get worse as the nanny state pussies will cater to the media again and again, because, as I personally see it, they cater to the share holders, the stake holders and the advertisers and they are the industrials that are greed, revenue driven, contribution driven and profit driven, and if you think that Trumpism is a problem, the sliding of standards is pushing Trumpism to the surface, because the greed driven profit from that side too, and that is debatable, I know that, I get it and I understand it. Consider the quote from a comedy ‘Operation Petticoat’ (1959) where we are treated to the quote “In confusion there is profit!”, we are living the confusion, you better believe that someone is banking on the profit, and until we regain a setting of standards this will continue.

Leave a comment

Filed under Finance, Law, Media, Science

When a scary dream is more

A lot of people have them, I do too, I just hd one and it scared me awake for some reason, and even now, one of the elements is already gone and my mind is fighting to hold onto the other thought, even though I am wide wake. It seems like the dreams are not giving up their secrets that easy, and it is a little bewildering. 

So here I am, in my dream, I meet a nice woman, she seems really nice, friendly and confused. She is confused as people are not calling her back and that is where this part is taking us, what we are not told. Changes that are a stage of what people think we should not need to know.

In this dream, I am learning that she has a 5G sim in her 4G phone, it seemingly works, but it only partially works, in the rear there are members of a nefarious organisation and they seemingly are aware that it would be possible to capture peoples hardware, autoforward their hardware and leave the owner unsuspected, a setting for large amounts of identity theft in 2023, as the bulk of our lives are going through a different device. You see, that thing you hold, that brick, that piece of plastic, it is not your mobile phone, not anymore. It has become your personal dat server and that is in this age a bit more powerful than you imagined and under 5G, taking a hold of finances and other means when you pump them through your mobile has consequences. So as I am pondering the dream, I see flares of the second dream. There I meet up with an old boss, he is wearing an old uniform jacket, like a bolero for men, shutting at the waist, the old Dutch uniform jacket of 1975-1980, some used to love them. The only thing I remember is that he had to remain aware in every room where the emergency exit was, it all went a blur after that, so here I am awake trying to figure out my delusions. So I started looking and through were several sources that are not worthy of mentioning, but Ericsson, with his setting gives us “The simple answer, under certain assumptions, is no. However, a complete answer is nevertheless trickier than just a yes or a no”, why can they not answer it: “Yes, if you have…. And no if you have the following situation”, why did I have to take notice of ‘a complete answer is nevertheless trickier’. 

And actually, their answer is surprisingly complete, and as I give you “While accessing the 5G system is one thing, the question we have is whether using the “new” security and privacy features of 5G requires a new kind of USIM other than Rel 99+ USIMs which could be used for 4G security. This is a valid question and something which we address below”, as well as “In 5G, subscription permanent identifier (SUPI) could be in two formats, one is the legacy format called international mobile subscriber identity (IMSI) and another is the format newly adopted in 5G called network access identifier (NAI). Furthermore, 5G provides at least two methods of authentication and key agreement (AKA) for accessing the network. One such method, 5G AKA, is an evolution of the authentication method in 4G. Another, called EAP-AKA’, is a method now widely adopted in 5G for broader use of the Extensible Authentication Protocol (EAP) framework”, which is interesting, I never knew any of this, I am literally learning this as I write the article, so why was the dream so unreal and partly scary? This is when I see “from the IdaM viewpoint, the Rel 99+ USIMs that could be used in 4G are still compatible with 5G, in that they can be used to authenticate and gain access to the 5G system. The main reason for this forward compatibility is the fact that there is no need for a new permanent security key shared between USIMs and the network”, as well as “5G has introduced significant privacy enhancements in terms of how permanent and temporary identifiers are used”, this optionally sets the stage for something really scary. What if the SolarWinds debacle is merely a test-run in getting some parts out there, optionally undetected? What if there is a run on copying all the data in some way because, as we see here ‘4G are still compatible with 5G’, I merely wonder what else is possible and why the dream scared me, more important, I knew nothing of this before now so how does my dream know? I have never seen an actual 5G sim before today, and as I see some of them, they are all vastly different, it also implies that the sim touches different points, in different cases, and I know that what I am seeing is marketing driven, but where is the reality? More important, what is the danger I dreamt of? If a person’s phone can be hijacked WITHOUT the owner knowing, what other dangers are their for their personal data servers? I worked on the IP to lower that danger, but it was merely a consumer driven IP, which aligned perfectly with something else, and here I am seeing that there is a danger, optionally merely a delusional one that is in the background, so I can pretty much kiss this night of sleep goodbye. 

Still, only 2 days left to get my groceries and most is done, but some parts I tend to leave to the last moment, that tends to be me. You see on the 24th many groceries start pricing down the stuff they cannot sell on the 25th for some reason and that is where my little profit is.

Still, my dreams seldom throw me to this degree and to be honest, when it comes to dreaming high tech and gorgeous women optionally scantily clothed, I still go for option two, even though I stopped being a teenager some time ago, well that’s me and for now I am considering something on branding for tomorrow, or the 25th, something happened and it puzzled me, but it is always a decent reason to dig into the matter and that I what I might do, yet for now, there was something on the dream that was more than delusional. It is not merely on what was done without our consent and knowledge, what happens when options like that become a larger stage of exploitation? What happens when EVERY sim is the first part of a tracker and 5G pushes us to allow for more, all whilst the evidence against us is legally not allowed to rely on data points to help prove our innocence? I will leave you to ponder on that element of the equation.

Leave a comment

Filed under IT, Science

Light at the end of the economy

Yes, we all see the light at the end of the tunnel, but what if that light was the realisation that it was the end of the economy? What happens when we realise that the bullies have won, the stupid people took over? I am not talking about people with a lesser degree, an academic is not increasingly clever than an agrarian, to be an expert in livestock might not hold weight in Whitechapel, but it holds weight and more than we realise. No, I am talking about these so called clever people that make claims and then refuse to back up the claims. It is seen in ‘Huawei 5G kit must be removed from UK by 2027’ (at https://www.bbc.com/news/technology-53403793). In that part we see “Digital Secretary Oliver Dowden told the House of Commons of the decision. It follows sanctions imposed by Washington, which claims the firm poses a national security threat – something Huawei denies.” Sanctions imposed by the fat fucking bully in the White House? How about the clear claim that evidence is presented, not like the US Joker with the silver briefcase, but ACTUAL evidence. So far we see US companies being out on a limb not able to secure jack shit (pardon for the impression), but that is the short and sweet of it. If factual evidence was presented it was a different stage, but this is all greed driven and the US cannot continue its path when Huawei gets to win the massive share it gained due to true innovation, not marketed innovation that US companies have with ‘5G Evolution’, but actual factual innovation. And who are we the Commonwealth to get bullied by a nation with no solutions, a 25 trillion dollar debt, and claims that they cannot back up?

At present the 5G war will be settled in 2024 with at present Huawei, a Chinese company becoming the clear winner, Ericsson and Nokia are growing by only because of American bullies. In all the stages my voice was clear “Show us the Evidence”, the US setting its parameters on ‘should’ and ‘could optionally’, not on stages that contain ‘evidence found’ and ‘this is the stage of pressing data’, which is still being done by US companies, but the US does not care about that. It is the loss that Huawei represents that has them showing of as the number one bully, telling number 10 Downing Street what the UK needs to implement. And in light of the ‘or there will be intelligence repercussions’, all whilst the CIA has been failing and applying dew uptime conduct to its allies, is not really the most reliable situation to face.

You see, the stage would be different if actual evidence was presented and that has so far not been done, a mere example that was settled in 2011 is as bad as it gets, when we hold the jobs of these politicians to bear when they make a claim and they cannot give proof is another path, but at the point they will hide behind ‘national security’ with the added phrase ‘It is a really complex situation’, as far as I can tell, it is simple. There either is evidence, or there is not. 

Even as late as last January, politics.com give us “While US officials are declining to comment on specifically what the new evidence may encompass, one delegation member hinted that part of the risk revolves around speculation that Huawei may be engaged…”, so still after more than two years we see ‘hinted’ and ‘speculation’ and no evidence. This is not me making the claims as a novel thing, whole groups of cyber experts are in the same boat as I am in and they know these systems. So as the UK is basically throwing away the economic advantage it might have all for the grace of a bully who stops mattering in the political field soon enough. We see a larger stage, the new economy in Europe will be largely in the hands of the Huawei wielders, and not for governmental reasons, but for the simple reason that their equipment is 3-5 years more advanced than whatever is out now and those making claims that they will equal it, will already be behind the new Huawei devices. The advantage the USA has was washed away through the use of bullet point driven flaccid presenters of slides and so-called new forms of presentations, all whilst they were talking ‘concepts’ someone else made an actual device that works and that is the stage we are in now. So even as we see the Wall Street Journal (at https://www.wsj.com/articles/ericsson-emerges-as-5g-leader-after-u-s-bruises-huawei-11591095601) handing the world leadership to Ericsson last month, we need to consider part of that headline ‘After U.S. Bruises Huawei’, as per: when do we allow a bully to dictate our rules? There is no doubt, both Nokia ad Ericsson are good, but what some regard to be the two Sony sound systems, Huawei is wielding a Bang & Olofsson sound system, two are good, one is better. And for some good is good enough, I get that. There is no shame and no opposition from them if that is the choice, but to be forced to take a second choice system is not a choice and it is done because the US wants things to remain the way they are and they refuse to fix anything. We can add to this the acts of the media, even as Forbes came out with the news ‘Cisco Confirms 5 Serious Security Threats To ‘Tens Of Millions’ Of Network Devices’, we must equally herald Cisco of keeping the people in the loop. This is not an attack on Cisco, if anything they deserve their position, they have a temporary unfortunate stage, and they will resolve it, but the rest of the media largely stayed quiet, even as millions of network devices were in actual danger, but they will not inform the public. They have no issues publishing conjecture and speculation, as such they are still surprised when social media cannot tell the difference between real news and fake news? I wonder why?

In all this, it was just two years ago when we were given ‘Huawei Joins the Commonwealth Telecommunications Organisation’ with the added quote “The Commonwealth Telecommunications Organisation (CTO) is pleased to announce that Huawei, the leading global information and communications technology solution provider, has joined the organisation as ICT Sector Member. This is membership category of the CTO that is open to the private sector.” It does not matter whether the CTO is real, whether this is some virtual distinction that has no real bearing, I wonder where the actual threat is showing to be that Huawei is a danger, so far no real evidence has ever been presented other than some case that was settled 9 years ago. So as we see more noise of ‘stolen IP’ consider that Huawei is further along than anyone else, as such how can the IP be stolen? How can IP be stolen from others that sets them 3-5 years ahead of the competition? Is that not a valid question? 

In the end, when politicians proclaim in 2028 that the economy is moving along too slow because of 5G gaps, be sure to remember that elected officials put the UK and the Commonwealth in that stage in the first place. The rules of evidence also apply to real life, not merely the courts, and so far the accusing players have not presented any relevant evidence, merely speculated options that come from fear, fear of losing the super comfy life they currently have.

 

1 Comment

Filed under Finance, IT, Media, Politics

It’s not a problem

When was the last time you had the idea of ‘What if this is not a game, what if this is real?’, that is the stage that I faced this morning. Now, I have never made a secret of the fact that I have given views against the (a personal observation) stupidity of Ubisoft. Yet this morning, I had the idea that puts Ubisoft in the forefront of technology in real life. A stage where they could add billions to the value that they have. This advantage can be seen in Watchdogs 1 and is a lot more visible in Watchdogs 2. Can you guess what it is?

What happens when the head up display is visible when you are on route? What if you add Google glasses, or a google eye screen to the Apple Watch and an iPhone? You get a personal tracker and navigation system. So what happens when the arrow system in Watchdogs is reflected on the road via a google glass? It would enable you to find your way faster, especially when you are new to a location and add to this the option of enhanced tracking that 5G offers, we see that the IP that Ubisoft has already is entering an entirely new frame, a global frame where we can navigate in other ways too. I wonder if Ubisoft has considered what they have. Even as there are flaws in the game, the device will offer a much larger stage, and of course a stage to fix what is currently slightly below par. I wonder if game makers have considered the benefit of what their game offers (unless it is Kid of Rock), I do not think that the unicycle has a large benefit, but tracking and projection technology goes a long way, especially in light of where we need to be and for what we seek. It is not connected to my IP, but I can see the joint benefits that they have and there is a much larger stage in the viewpoint of the people who might need this, those who are elderly, bad in manoeuvring and limited in the freedoms of movements that they have. It is not an adaptation of a few thousand people, it will be the adaptation for millions of citizens, all consumers of a much larger need and Ubisoft might be able to provide there.

I personally do not think that they had considered the approach to this, games are there to mimic life and to give alternative options, not set the stage of project what the consumers need and there Ubisoft might be the first to set the way. It is fine if Electronic Arts wants to follow, but we already have Soccer players, Football players and Basketball players. Still, a few companies might want to reconsider the IP they have and how it might be applied to the 5G realm. And this is where it hurts, you see Huawei is close to ready for what is needed, Ericsson and Nokia are close to 3 years away from setting that stage. A union of smart mobility, smart wearables, and Domotics and the two non Huawei players have not made a dent in those approaches, their software is lacking and as I see it opportunities for Huawei and optionally Ubisoft as well. 

Good business is where you find it and the creative mind will always find alternatives based on less than perfect events. It was not about the perfection, it was about application.\

So in the end, whatever market Ubisoft loses, the IP they have can be set in a who range of optional new ways, even in ways that they had not yet considered. 

 

Leave a comment

Filed under Gaming, IT, Science

Merging greed with stupidity

At times it happens smooth and almost undetectable slow, like watching paint dry. Yet it happens, the greed driven merge with the stupid stricken and the compact new package tends to foil their pound (or dollar) shaped pupils, that part can be seen in the BBC article ‘Huawei: What would happen if the UK ditched the firm?’. It is important to note that this is not about the article, or the writer of the article. So when we see “Huawei’s major 5G rivals are Nokia and Ericsson – two European firms. The networks claim that having three providers to choose from helps them negotiate lower prices” In all this, one could state that this is the first openly stupid statement. Not the fact of it, the fact is seemingly clear. Yet consider that in the time of the Ford Model T, Jaguar released the X series (as is) something that is a lot ahead of the other, why would it be cheaper? Why would it care that the Ford Model T is there? It does not give us more consideration or make prices cheaper, it merely shows that those choosing the Ford Model T as their mode of transportation, is out of business soon thereafter and that is what we face. Ericsson and Nokia are 2-5 years behind Huawei and in that time the 5G fight is fought and those relying on the Ford Model T is out of the race, like that optionally severely stupid MP stating “there were more important considerations”, so what is that? Being the bitch of American greed driven needs? We see the influence of ‘the influence of the Chinese communist party’ yet so far never one clear piece of evidence has been provided by anyone, and it is not just me, people with much higher skills in IT and cyber security are making the same noise. We are flocking to a nation that has been about exploitation and driving iteration. And now that innovation is at their front door, they scream interference whilst not providing evidence. The BBC article is important as we see “Removing Huawei would seriously delay 5G, costing the British economy up to £7bn”, I believe that the costs will be much higher. The losses will exceed £15bn as well as set the economy back 5-8 years and when that happens, others will surpass and others will get juicy service contracts, a stage the UK cannot afford to lose at present. I believe it is time to DEMAND actual answers, to DEMAND actual evidence of communist interference, I feel driven to this because there is no evidence, people a lot more clever than I had already assessed that part. And we need to realise that this is the time when the greed drive should not be allowed to get the stupid to speak up and take the stage. 

 

So when we see ABC giving us ‘British review of Huawei’s inclusion in 5G rollout welcomed by Australian security officials’, I personally merely wonder how many are sucking up to places like Telstra. In addition, unless they give clear evidence on HOW the Chinese government is taking ‘control’ I wonder how many of them will make statements that include ‘optionally could’ and a few other statements that are speculative. In all this, we show that we are all the bitches of American fear of economic collapse and some of them are likely to get nice presents around christmas, perhaps a bottle of wine. The point is not whether they do or don’t, the issue becomes that these steps will hinder our own progress, because that is what iterative technology does and if it was SO important, UK and Australian technology would drive the future needs, not follow others. In the end I do not care who we are following, this government and the one in London decided to be lazy and let others rule the technology, I can live with that, but to exclude technology on unfounded accusations is just plain stupid. Especially when others (who are slightly less stupid) get to take the reigns in mobile communication, when Asia and the Middle East take charge in forward momentum, do you think even for one second that anyone cares what we needed? That is the hidden part of American push, they do not care what we end up with, they merely need their fears of collapse to go away and when that is done they will worry about the next part. Yet at that point it is already too late for us. Is it not interesting that the 5G sales that Huawei offered received little to no investigation? It did not suit the American solution, their economy still loses and we should not care, we need to care what is best for US!

It seems that in that regime those who need to decide for us, seem to rely on ‘the world is too complex for that’ and they go about their personal needs whatever they might be. So all these people who talk on anonymity, when we put them out in the clear we will probably see a very different stage, I wonder who will wonder about that stage and exactly where WE fit in, because I am reasonably certain that in these dark days we have no consideration coming our way. 

The greed and stupid driven people are in a stage where we should demand that they are in the out and open. And I reckon that we are 2 years away from that loud demand from the people, in 2023 as others are taking the 5G lead will push more and more economy their way, that is the moment that we get wave after wave of ‘carefully phrased denials’ and ’miscommunication between officials and consultants’, at that point our goose is cooked in no uncertain ways. 

 

Leave a comment

Filed under Finance, IT, Politics, Science

It’s all about interpretation

It started late Friday for me when the Financial Post gave me ‘Fearing Huawei curbs, Deutsche Telekom tells Nokia to shape up‘, the article (at https://business.financialpost.com/pmn/business-pmn/fearing-huawei-curbs-deutsche-telekom-tells-nokia-to-shape-up-2) gives a few items and linking that to another post gave me a lot to consider. First we need to see “Deutsche Telekom has told supplier Nokia it must improve its products and service to win business installing the German group’s 5G wireless networks in Europe, according to internal documents and a source with direct knowledge of the matter“, the issue is twofold, yet the important part is not a given. Here we see the story behind ‘Nokia must improve its products and service‘, yet the story focuses on services, a little less on the product. So as we take notice of “the German group considered Nokia the worst performer among all suppliers in 5G tests and deployments“, yet because of the US bully tactics, Nokia is feeling a little too safe to be worried, which is nice for Nokia, but it is one of a few items hitting the European Telecom providers. The entire Nokia matter is shown with one simple statement “Deutsche Telekom’s willingness to give Nokia another hearing shows the difficulties mobile companies face over pressure from the United States“, it is more than bully tactics, the station we now see is that those giving in to the US are facing 2 larger ones, the first being the implementation by players like Nokia on a European front, the larger issue is not merely Nokia, the larger issues is seen in the IP Watchdog that gives us (as did the news a few days ago) ‘Huawei Sues Verizon‘, we are given that “Chinese telecom giant Huawei filed two lawsuits in U.S. district court, one in Eastern Texas and the other in Western Texas, asserting claims of 12 patents against Verizon Communications. The suits were filed after Huawei “negotiated with Verizon for a significant period of time”“, let me explain why it is a larger issue. 

Firstly, the fact that we see ‘negotiated with Verizon for a significant period of time‘ leaves us with the larger setting that this isn’t nothing, in addition, as the US was so proud to give the stage of 5G ready, we see that at least one vendor might not have been ready, no matter how this case slices and dices 5G, a dozen patents are in this, as such they can be checked and if so, the entire 5G bubble will explode (not burst) in the Trump administration face right in the middle of re-election. In addition, the fact that the US has not given one part of evidence setting the stage against the US at present gives a much larger scene over the optional backdrop of failing US equipment whilst they are trying to roll out 5G, in light of all this that earlier speculated 4-6 years delay for national 5G will optionally reach up to a decade, which means that the entire 5G setting is game over for the US (optionally depending on this trial). As I personally see it, the Trump Administration will have to rely on the brightest minds at the USPTO (United States Patent and Trademark Office) to investigate BEFORE the trial commences how big an issue it might be, if that is not done the Trump administration will end up with egg on its face whilst the 5G networking issue will hang around its neck like an anchor keeping them in place, it would be a global setback for them.

Now we cannot state that Huawei has a case or that Verizon is innocent, but a dozen patents will impede it as they need to be examined and the courts will take up to two years, no matter what delays are seen, if Verizon continues, all their revenue will go straight to China with a lot more in penalties, that was never in anyone’s cards.

Returning to the FP we also see: “It is well known that Deutsche Telekom is pursuing a multi-vendor strategy so that we are not dependent on just one supplier. This is an elementary part of our security philosophy,” said Claudia Nemat, Deutsche Telekom’s head of technology and IT. “In 2019 we have made many steps together with Nokia to make Deutsche Telekom’s networks evolve towards 5G readiness, including all network domains, from radio and fixed access to transport and core, and continue to do so in 2020 and onwards.” Federico Guillen, Nokia’s president of customer operations in EMEA and APAC, said: “We continue to work extensively with Deutsche Telekom which is one of our most significant customers, both in Europe and the U.S.”” this all makes sense, there is no hidden agenda (or is there), most larger companies will not be set to the leash of one large giant, there is no opposition to that, but in this case we see that for some reason Ericsson is not considered, a Swedish company that is supposedly ready for 5G deployment, now we can say that Ericsson is a large player and it is (to some extent) the pride and joy of Sweden with as far as I can tell a much larger state of international readiness than Nokia ever was, as such why is the focus on Nokia? In this stage of 5G and the need to grow where a telecom player can, why is Ericsson not regarded as a backup for Nokia? When we realise that “in 2017 Nokia was dropped entirely from that market segment when Ericsson was handed a 30% share of Deutsche Telekom’s spending on it, reports in the trade press said at the time. It was the first of several wins for Ericsson“, Ericsson is indeed the other player, it seems like a desperate setting to have merely to keep Huawei out, so in this, these so called cut-throat players are unwilling to play hard ball. I wonder why? I have seen some of these players play fast and loose and play hardball as well and seeing the optional failure by Nokia and the subsequence unwillingness to consider Huawei, we see a puch from Germany orchestrated by the US, the EU 5G solutions will take a firm beating at present making them (optionally) ahead of the US and optionally behind other players, players that were never in such a high place before and that was before the patent infringement accusations, now the mess becomes a much larger setting.

All whilst we consider “Deutsche Telekom then suspended vendor talks to await the outcome of a debate in Berlin over the security of critical national networks, where senior lawmakers from Chancellor Angela Merkel’s conservative party back the U.S. call to bar Huawei” in this I believe that the US has set the fate of Angela Merkel as well, when the US stumbles even once, and the beginning of that was shown 5 days ago (at CNN) with ‘Angela Merkel lambasts her party’s cooperation with far-right AfD‘, this 5G anchor is not merely around the neck of Merkel as well, it could limit the actions of the CDU and give power to the AfD. Even as we take notice of ““It’s a very big deal … the consensus amongst democrats that there would be no cooperation with far-right parties ended yesterday,” Kai Arzheimer, a professor of Political Science at the University of Mainz, told CNN. “So it was a historic day,” he added“, the impact is larger, when the US bully tactics are seen for what they are, and as the US remains debatable in not presenting any evidence against Huawei, there is every chance that the far right in Germany will get to shout that the CDU has reverted to being a puppet of the US and they will point at Deutsche Telekom, a group laced with cut throat profit makers as evidence, the moment that is accepted, the US will not merely lose Germany, at that point it needs to consider France, the Netherlands and Spain lost as well, Italy is a larger problem (for Huawei) but it is too early to shout on that. In addition, as 2 of the big 4 change course, especially as the patent infringements fire up the others will take money for promises and full steam reverse whatever plan they had, the waters will be too shallow and too dangerous to sail in the US domain.

All this remains an issue when we see the Huawei stage of affair as they give the world “Huawei negotiated with Verizon for a significant period of time, during which the company provided a detailed list of patents and factual evidence of Verizon’s use of Huawei patents. The two parties were unable to reach an agreement on license terms. “We invest heavily in R&D because we want to provide our customers with the best possible telecommunications solutions,” continued Dr. Song. “We share these innovations with the broader industry through license agreements.”“, this does not give any details of who is in the right, but if the Apple Inc. v. Samsung Electronics Co. is anything to go by, the court took almost 5 years and in the end “On December 6, 2016, the United States Supreme Court decided 8-0 to reverse the decision from the first trial that awarded nearly $400 million to Apple” in this there is a larger stage to patent infringements and in this it was a global impact, in the Huawei case it is more than merely infringement, if the US has a 5 years setback there will be a much larger stage and even as the US wants to push through this case, the world is watching. Not only has the US given accusations against Huawei without clear evidence for the world to scrutinise, the Patents will be open to read for all and this changes the stage to a much larger degree. The fact that the Apple issue went past Dutch, Australian, British, German and Japanese courts give rise to that, the Huawei case could be an equally large and for the US a much larger consideration towards indiscriminate judging of American values, the world will scream for evidence in the middle of an election campaign, it does not sit pretty to be part of this administration. OH and the Apple trial was merely about a phone, a 4G phone, the Huawei stage will be about 5G and the infrastructure, the stage where the US is screaming on Chinese intervention whilst Verizon is delivering all over the US equipment allegedly based on Chinese patent transgression would feel uncomfortable in anyone’s point of view.

There is however the other side, Verizon is still on the ‘There’s 5G. Then there’s Verizon 5G‘ horse. I get it, it is their marketing, so when we see ‘Not all 5G is the same‘ where their hype creation department (read: marketing) gives us “Verizon 5G Ultra Wideband has the power to deliver speeds more than 10 times faster than some other 5G networks” here we see a dangerous tune, that is when you disregard ‘Ultra Wideband‘, the stage becomes that they are about to go to court with a dozen patents linked to their name, patents owned by Huawei. And as we were treated last Thursday to ‘Verizon sticks behind ambiguous 2020 DSS rollout plan‘ (source: FierceWireless) we get the stage where their entire marketing needs to sit on their hands, the moment this gets to court and the Patent lawyers will go over every word and punctuation, when the Patent IT people will investigate the claims and this hits the news cycles 24:7, Verizon will need to steer in different directions and the US administration will push them, the last thing this administration needs is a global expose on Chinese patent infringement all whilst they are pushing non-Chinese hardware on a global scale, the entire Verizon issue, whether true or not will be tested in courts and that is a large bone to pick, even today the 9 years old case between Samsung and Apple is on the minds of too many people, this was a setback the US could have done without.

It does not matter at present who is in the right, this will drag on for years to come (as court cases on infringement do) and it will hinder 5G growth in the US and 5G deployment  in Europe, in all this Huawei has too much to gain and the lack of evidence on Chinese government interference claims will not help any, not until clear evidence is presented by the US administration, which is unlikely to happen.

This will be a new technology in waves of interpretation, it is so because the US never gave the rest of the world evidence on Chinese government dangers and that is about to backfire. When this hits the media, it is more likely than not that Verizon shares will plummet, it will plummet to below values they had on August 14th 2019 ($55.72), which would make it a 15% drop which in 5G terms translates to the first coffin nail that Verizon will have to swallow, I reckon that at that point corporate reorganisations will be the talk of the day at Verizon for weeks to come.

Can it be avoided?

That is hard to say, we need to see that interpretation goes both ways and the patent infringement accusations are a larger issue, until we see them investigated by qualified senior Patent lawyers (like the USPTO has) we are merely speculating and even after that, as the court starts it will impact and impact larger than expected. Avoiding that stage would have been the issue to a much larger degree and the talks that ended in no resolve might require a push from the US administration to get those resolved, still the accusation is in the air, that had to be avoided (as I personally see it), no matter what deal is struck, we see the accusations against Huawei whilst Verizon was optionally (and allegedly) using Chinese technology in their hardware. That part is now in the open, and questions will be asked internationally, if not by the governments, it will be a good stick for their opponents to use with any of their upcoming elections. 

Settling this beforehand was the larger economic need and it was not done (not judging whether the cases will have merit at present). That is what a lot will remember in the end, especially those who needed a big stick, Huawei just gave them a bat to end most matches.

 

Leave a comment

Filed under IT, Law, Media, Politics

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.

 

Leave a comment

Filed under IT, Politics, Science

The Bully’s henchman

Yes, we saw it before and again we see a new ploy into the bashing by a bully. The Guardian (at https://www.theguardian.com/technology/2020/jan/29/uk-chance-relook-huawei-5g-decision-mike-pompeo) gave us “Britain has a chance to “relook” at its decision to allow Huawei into its 5G phone network in the future, the US secretary of state, Mike Pompeo, declared as he flew to London for a two-day visit to the UK“, the fact that the number one US bully (as some see him) sends out Mike Pompeo warrants more scrutiny. Lets not forget that on a global scale the US has not actually produced ANY evidence that Huawei is a security concern. We see merely that the US firms will lose their data drops on a global scale as Huawei makes a larger impact, and that is a much larger fear for the US than anything else. Even as we see news with senators with privacy concerns, we see an absolute lack of actions towards Google and Facebook to amend its protocols and data capture activities, all set in some loophole, flaws which are still legal and legally set in stone (of a sort mind you). Yet the undocumented claimed fear of Huawei and the Chinese government has still not been shown to actual cyber specialists and to actual independent hardware experts. 

So as senior (read: ancient) advisors of the Trump administration give: “insisted that sensitive American information should travel only through “trusted networks”” we see a lack of evidence by them. We also see that the US is changing its tune, the claim “But our view is that we should have western systems with western rules, and American information only should pass through trusted networks, and we’ll make sure we do that,” is it the changing claim of the bully that has changed evidence for ‘we should have western systems with western rules‘ is evidence of that. In addition to that its weak and waning “The secretary of state emphasised that work was being done between the two countries “to make sure that there are true competitors to Huawei” so that “we can deliver true commercial outcomes across real secure networks that aren’t subject to the Chinese Communist party’s control”“, where we need to valuate ‘work was being done between the two countries “to make sure that there are true competitors to Huawei”‘ reads more like a flaccid 90’s software sales agent with a concept to sell than an actual commitment. This situation merely exists because governments stopped seeing infrastructure as a priority and as US commercial people saw ‘gains’ elsewhere (read: cheaper/easier way to make commission), hardware needs lagged and the US is almost 3 years behind in the 5G circuit. Like in the BBC article yesterday, we see “The US says Huawei could be used by China for spying, via its 5G equipment” hiding behind the word ‘could‘ whilst not producing any evidence. All whilst presurring on “Mr Ren’s military background and Huawei’s role in comms networks to argue it represents a security risk” that is all slanted on a time when Mr Ren actually looked young and served for 9 years, he left the army in 1983, which was when Mike Pompeo was in High School optionally hoping to fondle a local cheerleaders boobies (we can presume), oh and by the way this was all 37 years ago, as such the lack of evidence on the equipment apart from an almost 10 year old case that was settled, the evidence presently seen is a joke.

This is all about the US losing its data collecting position and it is willing to sell anyother nation down the drain, all becasue the US became lacks, stupid and flaccid. Is that the legacy that the EU and the UK have to look forward to? Lets not forget that no matter how happy Nokia and Ericsson become, they are a little over 5 years in the running and well over 3 years too later to adapt to the high-tech that Huawei is currently releasing, that is the price of iterative technology.

The fact that my personal IP surpasses the US tech stream is further evidence still, in 1992 I was really behind the curve, it makes for the difference of innovative thinking and as the world relied on the US, its flaccid actions are now a real issue. 

In addition to all this, Wednesday also gave us “A group of anti-Huawei Tories want an assurance that the government will work towards reducing the Chinese company’s influence in UK infrastructure to zero, ultimately stripping it out of the 4G network as well” which is linked to “any provider deemed high-risk by the intelligence services should be phased out of the supply chain” and the problem here is not that Huawei is a claimed spy tool for the Chinese government, it is the fact that (as Alex Younger) stated that no infrastructure should be in the hands of non-UK corporations, which is acceptable. Yet they will hand the hardware over to EU and the US government, which is slicing the meat on the other side and almost as pointless. Let’s be clear, Alex (big boss MI6) gave a clear and understandable point of view. UK infrastructure needs to be in UK hands and as such we can accept that. Yet British Telecom is nowhere near this situation and as such we see a failing of policy on more than one shore.

So as we get to “Unhappy MPs held a series of meetings in Westminster, although they are keen to operate behind the scenes to push for a concession, several senior Tories believe they have a chance of getting the 45 rebels needed for a successful backbench revolt on legislation relating to regulation of Huawei” which would boil down to a conservative mutiny on a few fronts, the question that I am currently posing is: “If I investigate these 45 ‘proclaimed rebel’ members, how many will reveal a carefully denied personal link and gain from a non Chinese Telecom market?” Is that not an interesting side either?

And the intentional limitation of 35% would that be to keep American commerce happy, or is there an actual security setting here?

There is too much on the surface that we should investigate and it is not. Even as the article makes a reference to American diplomat Plus One, whose wife Anne Saccolas is accused of causing the death of 19-year-old motorcyclist Harry Dunn. They still insist on their bully tactics and they will refuse to make public any evidence of the Chinese government links to Huawei hardware, all whilst the massive bugs in the Cisco routers are ignored by all.

So whilst we all cry over non existent hacks on Huawei equipment, we are faced by Cisco insecurity, and whilst some will not get this, the fact that the bulk of all servers in the world rely on Cisco Switches. so when we get (source: Cisco) “2020 January 29. A vulnerability in the web UI of Cisco Small Business Switches could allow an unauthenticated, remote attacker to cause a denial of service (DoS) condition on an affected device. The vulnerability is due to improper validation of requests sent to the web interface. An attacker could exploit this vulnerability by sending a malicious request to the web interface of an affected device. A successful exploit could allow the attacker to cause an unexpected reload of the device, resulting in a DoS condition.” Now apart from the local need to fix this, there is no real blame at Cisco, this happens and whilst we see

Vulnerable Products

  • 200 Series Smart Switches
  • 300 Series Managed Switches
  • 500 Series Stackable Managed Switches

So whilst everyone is crying over non proven proclaimed weaknesses, there are actual weaknesses in the hardware leading to the internet and that gets my goat up, the entire Hawei matter is about the US losing too much revenue and the US being out of the data loop, and we support that….why?

When we wonder how we care on who gets our data, we seem to forget that someone gets it, yet the US wants to be the only runner in this race, based on decades of feigned superiority and now that they are in the race and moving from first to 4th position we seem to grant them all the leeway they need, whilst on the other side we see no improvement on personal data intelligence security, why do we need to continue this situation?

That issue becomes larger when we see the Financial Times (at https://www.ft.com/content/96c79040-40ea-11ea-bdb5-169ba7be433d). Here we see “Wealthy individuals are scrambling to lock down their privacy in the wake of the alleged hack of Jeff Bezos’ iPhone, as personal cyber security experts warn that the rich and famous are increasingly becoming the target of sophisticated cyber criminals“, which makes sense and the supported ‘a report last week alleged that Amazon founder Mr Bezos was hacked by Saudi Crown Prince Mohammed bin Salman in 2018‘ in all this there are (at least) two sides

  1. We see a proven part where ‘sophisticated cyber criminals‘ are getting onto more and more mobiles (an issue that will continue faster and more intense in 5G. 
  2. The world is realising that corporations are not lucrative targets, the softer market and larger market of one million mobiles might be worth a lot more, and the collected information could lead to a switch in ‘criminal economies’, that part is optionally seen in “Rubica, a company that provides more affordable digital protection for families, added that had he received “lots of inbound” inquiries last week from clients about how to better protect themselves from adversaries“, and as we see “According to data compiled by RSA Security, 70 per cent of fraudulent transactions in 2019 originated on mobiles
  3. (Optional) The guilt of Saudi Crown Prince Mohammed bin Salman was never clearly established and is by some experts in the field regarded as a strange choice of actor to incriminate in the first place, as such it implies that there is a larger concern that the ‘vested’ parties cannot make clear statements on guilt and providing proof on who did it. Making the cyber setting a lot more dangerous, especially as insurers will try to seek more ways on options to not having to pay out (making more stringent contracts), this setting could hurt millions of people whilst the actual criminals go on without prosecution.

We see a shift in the market and this shift becomes a much larger issue in 5G, as such do you want your 5G infrastructure to be 3 years behind the latest technology? It will go faster and faster as I saw what the direction was and my IP would (hopefully) lessening the impact by almost 30% whilst 400 million starters (globally) will get a much larger slice of their marketing pie for their small businesses, whilst keeping more control of their information. All because some people forgot to look in one direction, that too is the effect of flaccid American innovation. I would never be a contender if they upped their game, so when my ship does come in, I will have to thank them for that.

Marc Rogers, vice-president of cyber security at Okta is right when we see “The cache of data on these devices is just growing, We’ve seen a massive escalation of theft [from] mobile devices because criminals are realising that people are storing immense amounts of personal and financial information,” is part of that crux and the US whilst bullying their Huawei part are basically not ready to deal with this, because they will claim that is up to you and your insurance. Which is an interesting ploy to give out in the near future as Cyber crime will spike and all whilst most global governments still do not have a clear and well documented Common Cyber Sense setting in play, many are hiding it in some HR document and using that to sack people when the damage becomes a little too pronounced, or the transgression becomes a ‘politically correct’ consideration. 

I see a much larger problem and the US is merely adding fuel to the fire and whomever they send will merely be the spokesboard of US data collection groups (as I personally see it) that need their data to maintain existence. 

So who is ready to play catch with the next henchman that the US sends?

 

 

Leave a comment

Filed under Finance, IT, Media, Politics

The cornered bully

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

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

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

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

 

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

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

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

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

 

Leave a comment

Filed under Finance, IT, Media, Politics

Twenty twenty is visual

Yes, we are in the new year, yet this year (according to Forbes at https://www.forbes.com/sites/zakdoffman/2020/12/29/us-and-china-technology-conflict-heres-why-2020-is-so-critical/amp/) will be a lot more critical than anyone thinks. Yes it is about Huawei, however not in the same lame way that the US administration brings it. Here we see: “Huawei has 42% of the huge Chinese market and more than 25% of the Russian market to get it started. Then on December 28, China’s state media announced that its “Beidou” alternative to America’s GPS satellite navigation system will be completed“, now this is a different kettle of fish. It is not about government intel (in a way it is), it is about who gets the data and the lies that seemingly originated at the oval office are now no longer about ‘the chinese government connections’ it is more about how the US government is not getting the free data that they have had for so long, moreover as we take notice of “But Beidou—“Big Dipper” in Chinese—will not stop at China. It will focus on converting markets in South East Asia, Africa and Eastern Europe, price- and investment-sensitive markets” we see a much larger concern for the yanks, they are at risk of gaining access to a little over 50% of all given data by the end of 2020, that is something to notice, and in my view they had it coming. They make one accusation after another and never show any data to support it. Even now (yesterday) as we see the number of links of TikTok and data, I was able to find well over a dozen US sites where the advertisement of the TikTok app continues, one is called seemingly hypocritical national security (I actually do not know the Tik Tok situation), the other is money and money trumps Trump.

I am baffled why the US would think that this free reaping would continue, I am actually amazed that Russia did not have its own version of software ready. We even see “Russian President Putin described the U.S. campaign against Chinese technology as “the first technological war of the coming digital era.” His point was that this is the start of something much greater and more significant“, he is right in more than one way. Do you think that I would offer my IP to the US when I know that I am getting lied to? I wonder how large the failing list is actually hitting Google and Facebook, the fact that people are intentionally getting misinformed should show up in their numbers as well. For those who have no real affiliation to Social media, China is becoming more and more interesting, the moment that it has a real Facebook equivalent, we will see a much larger jump. For Google the mess is not that big, YouTube is an engine that people cannot live without (pretty much the medical condition is ‘acute VideoitisfromYoutube failure‘) so as we cannot get treated on that, we will continue in the YouTube realm. I personally believe that if the news was a year ago that China was launching its own services the news would have been accepted differently, the entire ‘China is all about spying through Huawei‘ got us on the wrong foot, just like Iraq, just like two other events afterwards the US have been handling billions of free voices and the free voices are through with a lying party like America.

So whilst we take notice of “For China, it will increase its independence and influence. For the U.S., its grip on key standards will loosen and for some of its key players there are risks they could loose material market share“, that is the ballgame, the ‘loose material market share‘, until the beginning of the internet, the US has never had an equal in this fight and in the economic place they are now they are scared. Consider the interest on $23,000,000,000,000 all whilst they are facing a technology user setback of 10%-25% in the first year, and as Asia, Russia and Europe start folding away from the US solutions the interest is impacted and can no longer be paid, for example try the Apple solution for $1749 (down from $2365) and as things ‘suddenly’ become affordable for the people, think of how the population reacts to the coin grab of 2010-2019 when they were trying to make ends meet. This technology wave will follow an anger wave that the US is unable to stop, and beyond that, Huawei has a much larger base soon enough. In Saudi Arabia Huawei was able to set the stage of a strategic memorandum of understanding, healthcare is only the first step and as it shows the progress it will entice Egypt and India, at that point Huawei will achieve two paths that the US only hinted at and sneered (their version of enticement) for well over 10 years whilst never delivering. The people who decide things saw no eager listing to pursue, now that the numbers are getting called in 2020 and 2021 the game changes and there have been too many lies (oops, I meant ‘intentional misrepresentation’) coming from the US players.

And as the EU gives us: ‘European Commission chief Ursula von der Leyen voiced skepticism Friday over involving Chinese tech giant Huawei in the rollout of Europe’s 5G networks amid concerns its equipment could be used for spying by Beijing‘, we see that optionally the career of Ursula von der Leyen will be cut short too. She might be the President of the European Commission for a month now, but I am certain that her history lessons included the time when we hung those who hid behind ‘befehl ist befehl‘ and even now, as we traverse that time, the US will not have any dimes to sit on, those spreading the US message without evidence could be demanded to be called on, even now as Germany (and India) are moving against the warnings of the US, warning that have never seen any real evidence since the beginning, will now have a coin marker, people like Ursula von der Leyen will see that as other European nations demand evidence, their place in the hierarchie will seem unholdable, held together by US promises that they will fall back on and fold on when the moment is nigh. That is the ball game for the US and the Europeans will not have alternatives, especially as Nokia is showing several cracks in their veneer, as their 5G outlook changes and as the backlash of bribery scandals, the US will find themself in a stage that is not holdable, and they are not alone, Ericsson is right there next to Nokia when it comes to scandals and the US was not ready for that. The impact will be larger than they expect and that part will bite too. When the EC members will look towards alternatives and there is only Huawei, they will shift gears and give the boot to whomever supported the US and stopped them to get their bonus, people are easy to anticipate in that regard.

If only there was direct evidence of the US claims. There was a reason why I used the Colin Powell and silver briefcase example in the past, there was no way around it, the game that was being played was short for whomever was counting the cards and too many were out in the open, the US had two plays left and they chose the wrong one. That becomes more and more clear when we look at the actions of Sony last October, that setting changed the anger levels of Third Point to some degree, and as I cannot tell who was right, the fact that Daniel Loeb lost out against the Sony view ”no concrete proposals to improve the business“, who is eagerly spending a billion to get on the market is a larger issue than you can imagine, the Japanese government has a larger stake in all this then even I can surmise. Japan will have to take on a few players and they are behind (really behind), yet they are all in it to win it and their ego’s will collide, the US will have to find new areas to push against and as we see that this is being fought, we also see the American dream is under pressure of failing and that is one concrete version why the american corporate views are not what they are surmised to be, it will be a stronger difference as the year progresses, but I reckon that half way, when that American super villain Taxman has to give documentation as to the values it holds dear (numbers on a spreadsheet) we will see additional cracks, there is only so much that people will live for and the US has no reserves, it lost those a little over three years ago as the debt kept rising. In this as we saw one month ago that “Dan Loeb sharply boosted its net long position in equities,’‘ we will see managed bad news over the next 6 months that will reduce that position (as I personally see and anticipate), that will be the first (of many) cracks in all this and China is not merely a crack in their armor, it is a flaming hole the size of the Grand Canyon. And still my IP is outlasting theirs as they have no idea what they should have been looking at, it is becoming more than a spreadsheet user versus a visionary, the US status is becoming a spreadsheet user to someone who does not comprehend a cross tabulation, and that is not a situation that the US can hold up. 

In this all these solutions give China an advantage, because as we see more and more dubious statements from people who caress the limelight, we also see that the chinks in their armour are lighting up and that is where Russia and China only have to ask: ‘what is that?‘ (pointing at the chinks) and those people will not have the setting to answer. 

It is a stage we have not seen before and will not see again any day soon, but in 2020 it will matter, it will drive the global population away from any American solution. They will only have themselves to blame soon enough, they vied for it but will do anything to make anyone else pay and the people are taking notice, they are no longer willing to take the idiocy and the current American administration made it happen, at least that part has no push towards previous administrations. When that happens, the loss of revenue will increase faster and faster and all others are ready to step in wherever they can, I am happy I have no stake in any of the American hedges, their national product is about to lose value and a lot, I merely wonder how long it will take, as we saw in several situations in 2008, the $1.1B bill to Moody’s was paid without hesitation, I wonder what and who will delay the news this time around and those who got out late, will they have any recourse? I reckon not, at some point we will see certain academics make a statement that the technology sector was too complex and too covariant to clearly see any pattern emerge, at that point whatever rating existed will be thrown out and as we see that, the people will run to any technology that has proven themselves and at present that is Huawei (and Huawei only), that is the part the US is unwilling to see, even as we see the Verge (only three weeks ago) give us both “T-Mobile has been saying it’s got a smarter, sounder 5G strategy than both Verizon and AT&T” and “They also won’t support 5G on other networks, so if you switch carriers, you’re hosed” implying that there is no real 5G standard in the US and they are all merely marketing 5G whilst not having any real 5G (my personal view) and the Verge supports that view I have (at https://www.theverge.com/2019/12/16/20997594/tmobile-5g-600mhz-low-band-speed-tests-oneplus-samsung) when we see “you’ll never get the speed thrill of downloading an entire movie from Netflix or Prime Video in seconds“, all whilst the 5G advertisement is about that part alone, we see the hose job in the making and in 2020 that will not be tolerated by the people, in the US there is no alternative, yet Europe, Africa and Asia have other options which enables Huawei and that is the short play that the US is not ready for and the EU people are about to get a dose of reality soon enough, when the MoU that Huawei has signed show actual progress, Europe will run towards whatever shelter they can whilst ignoring the pleas from the USA, it will be that simple, people like Ursula von der Leyen will run towards what pays them and what keeps them safe, warm and dry, they will soon see that ‘befehl ist befehl‘ fell short the second time around too and at that point they will enable whomever has the technology and America is about three years late.  

It is the biting reality that 2020 brings, whilst the vision of twenty twenty is negated at every turn whenever possible and it is the ‘whenever possible’ part that will fall short soon enough (sooner rather than later).

 

Leave a comment

Filed under Finance, IT, Media, Military, Politics