Tag Archives: Europe

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).

 

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Is it progress?

We have at times a fair feeling of what costs are required in any business, we are at times a little off, we are at times a little bemused, but what is the feeling that people got two days ago when the Financial Times gave us ‘Europe’s banks slash 60,000 jobs as outlook turns negative‘? The story (at https://www.ft.com/content/e17ee0f2-183b-11ea-9ee4-11f260415385) seems to hand over another part of a story, but not the one that is out in the lighters. When we are confronted with ‘European bosses have been left with little option but to slash tens of thousands more jobs to try to address their chronically poor profitability‘, we might think that banks are unprofitable, yet the entire debt issues seemingly takes that out of the equation. When you look around in your area, are there more banks or less banks? There is another side, any debt driven errors and system malfunctions are now clearly in the hands of the banks, this means that THEY must give rise to repairs, to paying for the issues at hand and they are not allowed to pass these costs onto the customers. You see 60,000 jobs are ‘suddenly’ regarded as ‘poor profitability‘. It seems that the data dimensionality of banks is almost literally set to ‘profit through inactions‘ and as such they must pay for the blowback because inaction is never a cause of non stop profit.

So when we see: “lenders across Germany, UK, France, Spain and Switzerland have collectively announced more than 60,000 jobs cuts this year” and we investigate the stage, we would come to very different conclusions. Yet the picture is not that clear, the graphics that the article show, an image that include those trading below book value and those above book value gives a different picture, it shows a remarkable group of European and Rest of World banks trading below book value, so they are trading at a loss, which is of course debatable at the best of times. In that group we find ING, HSBC, Deutsche bank, Santander and a few others, the question becomes, why were they allowed to trade below book values in the first place? and it opens up a can of worms on several sides. As such we see a repetition of the Dutch bad bank issues when we are confronted with “resulting in 18,000 job losses and the creation of a new “bad bank” to dispose of €288bn of unwanted assets” Yet what happened to the commissions of hundreds of staff members as close to a third of a trillion is not returned? We merely see banks that wanted to look good whilst there was no reason to see them as good, so as such “chief executive Christian Sewing announced a retreat from investment banking over the summer, resulting in 18,000 job losses” makes me wonder about the levels of stupidity allowed at Deutsche Banks, does that not count for you? I wonder if we get an article on just how much the bunglings of Christian Sewing got him paid, in base income and bonuses. The fact that Deutsche Bank is losing one in five jobs is a larger issue, the idea that one in five jobs are lost in a bank shows that they have been playing the numbers and in all this europe will see another wave of bank responsibility whilst it is done AFTER the fact, so why was the EU not on top of this? And people complain about me mentioning the entire EU gravy train, I reckon that this example should set the straight, the EU have been facilitating to a much larger degree and the taxpayer gets to pay the bill, or did you think that shoving ‘a new “bad bank” to dispose of €288bn of unwanted assets‘ was done for corporate responsibilities. 

It gets to be a lot worse, Moody’s which does not have the greatest reputation when we look at financial meltdowns is stated to have said “Moody’s, which this week changed its outlook for global banks to negative from stable, warns that the “profitability gap between euro-area banks and global peers will widen further” in the medium term despite the large headcount reductions” yet when we mull over the numbers (Deutsche Bank with one in five jobs lost) gives out a whole different stage when we are confronted with “this week changed its outlook for global banks to negative from stable“, all whilst the numbers show that this was a flaw in the making, months in the making, as such it makes Moody’s a joke, not a reporting entity.

So all in al it is not consolidation, but a lack of oversight that is causing additional pain to the industry, I wonder how long it will take the other newspapers to catch on, and this is not limited to banks, this will take on a larger role all over Europe. Yet the gravy train will ignore the pains and it will support its own interests through recommendations.

 

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Brotherhood of Heineken

As we stepwise push forward towards 5G, we think that it all stays the same, it will not. A few parts will change forever. Google has an enormous advantage, yet they too are now pushing for different changes, changes that they had not seen coming a mere year ago. In this case there is no direct link to my IP, so I am happy to give you all the inns and outs of that part (pun intended).

To start this we need to consider a few sides, all with their own premise. The first is the focal point:

4G: Wherever I am
5G: Whenever I want it

That first premise is a large one, it is not a simple localisation part, it is all about getting access at a moment’s notice, yet what we need access to changes with the push we face. The initial part is the creation and the impact of awareness. As we re-distinguish ‘awareness’ the metrics on awareness will also change and for the first year (at the very least) market research companies on a global stage will be chasing the facts. They have become so reliant on dash boarding, Tableau, Q-view and Q Research Software will all have to re-engineer aspects of their software as they fall short. Even the larger players like SAS and IBM Statistics will require an overhaul in this market space. They have been ‘hiding’ behind the respondent, responses and their metrics for too long, the entire matter when the respondent becomes the passive part in awareness is new to them, and that is all it is, it will be new to them and the constructs that are behind the active and passive interactions will change the metrics, the view and the way we register things.

Google has the advantage, yet the stage for them will take a few turns too. Their initial revenue stream will change. Consider the amount of data we are passing now, that amount also links to the amount of ads we see. Now consider that everything in 5G is 10 times faster, yet 10 times more ads is not an option, so they now face revenue from 10% of the ads compared to what we see now. In addition to that, as we adjust our focus on the amounts we face implies that more advertisement space is optionally lost to the larger players like Google and this too impacts the stats for all involved. Google will adjust and change, in what way, I cannot tell yet, but the opposition is starting to become clear a in this example we see Heineken, a global established brand who now has the option to take the lead in 5G awareness.

Introducing

Ladies and gentleman, I am hereby introducing to you the Brotherhood of Heineken, in this fraternity / maternity, we invite all the lords and ladies of their household to become awareness creators towards their brand. In the Netherlands thousands are linked through a company like Havenstad and similar operations, this stretches through Europe and all over the place going global. These lords and ladies can earn points in the simplest thing, by setting a stage for Heineken to spread the message, we see that the initial power is with the consumer to support their brand. Awareness and clicks are converted to points and that leads to exclusive offers and rewards. Consider the unique stuff that Heineken has given to its professional public now for all to get, to buy and to earn. Bags, coolers, clothing, accessories. For decades we saw the materials created and most of us were envious of anyone who had that part others did not, now we could all earn it and because Heineken (Coca Cola too) have created such an arsenal, these players could take the lead in pushing their own awareness to new levels.

Now it is easy to say that Google is already doing this and that is partially true, but that equation will change under 5G and these really large brands could pay a fortune to Google or take the lead and create their own powerhouse and in this day and age that powerhouse will become more and more an essential need. Anyone not looking and preparing to this will hand over opinion and choice to Google and watch how that goes, yet consider that some sources gave us a quarter ago: “Google will remain the largest digital ad seller in the world in 2019, accounting for 31.1% of worldwide ad spending, or $103.73 billion“, now consider that they need to grow 20% quarter on quarter and that in two years that metric has changed and as such the ads could cost up to 30% more, now do the math on how YOU will survive in that environment.

Samsung, Proctor & Gamble, Coca Cola, Nike, Heineken, Sony, Microsoft will all face that premise and that is how it all changes. As we see that the metrics will have reduced reliability, the market research players will need time to adjust and in that lull a player like Heineken can create its own future and set its digital future in another direction to exceed their required expectations. This step seems short now, but as the stage alters it becomes an essential stage. Google may remain in denial and oppose that this will never happen, but the data and metrics are already suggesting this path and that is where we are now; the option to be first or pay the invoice, what would you do?

I believe that the visibility starts to get a little focal just before 2020 games, and it is in full view before the 2022 Beijing Winter Olympics, and in full swing by the time the 2022 FIFA World Cup in Qatar starts. These two are close together and the people will pay through the nose for that visibility, especially the European parties in all this. I expect a more evolved 5G advertising stage via apps as well, seeing ads to unlock premium view and data is likely to happen, all this is coming to us and our view of advertisement will alter to a larger extent. We will be told that this will never happen, it is not how they work, yet they are deceiving and lying to us. Consider that change in the last 25 years alone, in 1994 advertisement through printed medium and TV was at an all-time high, they all claimed it remained this way, within 5 years that stage was already changing with online ads to some extent and the slowing of printed medium, in addition the international channels would push into national advertisement. A mere 5 years after that (in 2004) it started to take off in earnest and would increase revenue to over 100% in the 4 years that followed. Between 2005 and 2017 that would push from $6 billion to 26 billion, do you really think that their words holds true? To keep that growth and their need for greed the metrics and approach has to change, there is 0% chance that these players will accept a growth of data based impact of a mere 10% of what is was in 4G, there is too much riding on this.

For the largest players there is an alternative and it will not take long for them to set the stage to this and start finding their own solution to keep awareness as high as possible. If you have to pay through the nose to keep awareness or create the environment to reward achieved awareness, what path would you choose?

Let’s not forget players like Heineken did not get to the top by merely offering a really good product, they offered a lot more, a view, an awareness that all embraced; Sony learned that lesson the hard way by losing with a superior product against the inferior competition (Betamax versus VHS). 5G will set a similar yet new battle ground and for the most the media is seemingly steering clear for now.

That is with the nice exception of Marketing Interactive, who gives us (at https://www.marketing-interactive.com/going-beyond-the-big-idea-creative-leads-on-5gs-impact-on-advertising/) “There is no denying that the rollout of 5G will change storytelling and the consumer journey“, it is a true and utterly correct view. They also give us: “creatives need to evolve from old habits and stop hiding behind “the big idea”. “We, as creatives, need to evolve from old habits, stop hiding behind “The Big Idea” and evolve our creative process and creative structures to be based on this new digital reality, to create content based on this new innovative context“, this is the view from Joao Flores, head of creative, dentsu X Singapore and he is right. We also get “For agencies, the opportunity calls for unorthodox alliances to make sure our creativity is the beating heart of this quiet revolution“, which is true, but it ignores the alternative path where the largest players start getting this path in house and in light of the two revelations, we see that during the last decades players like Heineken had been doing just that and that makes them ready to take on the 5G behemoth and push the others into second place or worse. There is a need to have expertise and many do not have it, but in that Heineken has been different for the longest times. It is most likely due to the unique view that people like Freddie Heineken had on their market and consumers. You merely have to realise that they were the first to embrace ‘Geniet, maar drink met mate‘ (enjoy, temper your drinking) it was a slogan that came into play around 1990, as well as ‘Drink verantwoord. Geniet meer‘ (drink responsibly, enjoy it more). All pushes to set a better stage, it is there that we see that a new push could be produced by players like Heineken.

We see so many more paths opening, but in all this the one overwhelming side is not what paths there are, but the stage of metrics that they all rely on, as such having control on the expenses as well as the foundation to create a reliable stage for their metrics will be a first soon enough. Not merely: ‘Who is your population?‘, it is the stage where the passive and active awareness can be differentiated on, that too will push advertisements and the applied visibility through 5G apps and 5G advertising and how the funds are spent, that will be the question that impacts player like Google Ads on the next 24 months, because if they do not do that, their quarter on quarter growth will suddenly take a very different spin, and they are not the only ones affected.

 

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Game of labels

Yes, we all have games on the mind, mind games, video games, war games, and not to forget political games and economic games. These are not games that we see on the console or computer. Games do not usually rename waters from Persian Gulf to the Saudi Straight, or perhaps we will name it the Sea of Dammam. When we see that the US is changing the stage at which they can operate, mind games is all that they are left with. They failed to political game, they bungled the economic game, they are blocking their ability to play War Games so what is left? Yup, you got it mind games is all they have left.

So see this stage we need to visit USA Today (at https://www.usatoday.com/story/news/world/2019/07/12/house-passes-bill-bar-trump-from-launching-iran-strike-and-end-us-support-saudi-arabia-war-in-yemen/1708612001/) where we are told ‘House approves measure to block Trump from launching military strike against Iran‘, so not only are politicians weak weasels they have now blocked their own commander in chief to do the responsible thing against Iran, it has dwindled to this. OK, let’s face it war is not a good thing, there needs to be a really good reason to start one, as wars are expensive and the house does seemingly need approval to spend large amounts of cash that is not directed at Wall Street.

And in fairness the text: “bar the Trump administration from using any federal funds for military force “in or against” the Islamic Republic, unless the president receives explicit congressional approval for a strike. It would not bar the president from responding to an attack on the U.S.“, yet it is also interesting that this is the cowardly act (as I personally see it) to cross swords with expectation and a lack of determination. Is it not funny that I quoted in ‘Be the bitch‘ (at https://lawlordtobe.com/2019/07/07/be-the-bitch/) on July 7th: “when we see: “that nuclear agreement prevented war“, it never stopped it, it merely delayed it so that Iran could get ready and that part has been shown in several ways over the last three years alone, now that the pressure is growing we need to consider that no one wants a war, but Iran made it impossible to avoid and as they make tally of all who are willing to become the bitch by not acting, that is how we might lose this upcoming war, not merely by inaction of them, but the mere fact that these politicians are willing to grab their ankles and let happen what would happen next. They will call it: “We have reached an immediate cease fire so that a diplomatic agreement can be drawn” that will be the second sign that the war was won by Iran“, we now see this very scenario unfold. It is seen with the additional text: “It would not bar the president from responding to an attack on the U.S.” We all know that a direct attack on America is most unlikely, but this also means that America will only come to the aid of the State of Israel and the Kingdom of Saudi Arabia AFTER Congress approves it and there is absolutely no guarantee that Wall Street will give approval at that point.

It is no longer a mere expectation, less than 12 hours ago Newsweek got us: ‘Iran launches strikes in Iraq and responds to Israel;s threat as it vows to defend itself against any attack‘, and here we see: “The Revolutionary Guards announced Friday that they conducted strikes against anti-Iranian government insurgents operating along the Iraqi border in the Kurdistan region“, Iran is lashing out, in this particular case to appease their Turkish ally (they always enjoy Kurdish slaughter). When we add the pressure of the Iranian tanker, as well as the threats between Iran and Israel, we see a much larger stage evolving, and the US, just like the stage of the Syrian war was unable to accomplish anything; they merely pulled support from the Kingdom of Saudi Arabia, a nation that they call an ally. The question is that we do not know who states it, who means it and who ignores it. That is the stage that the US Senate, the House of Representatives, the presidential administration and Wall Street are in, like it is an episode of Musical Chairs, and we cannot tell which party takes on which pose, they merely refer to it as: ‘an extremely complex situation‘.

Then we get to the Washington Post, who gives us: ‘Iran’s nuclear program seems to be accelerating. Will Saudi Arabia take a similar path?‘ (at https://www.washingtonpost.com/politics/2019/07/12/irans-nuclear-weapons-program-seems-be-accelerating-will-saudi-arabia-take-similar-path), here we see the escalation in another way. With the direct headline ‘In a multipolar world, curbing nuclear transfers becomes more difficult‘, we merely see one side. So even as we see: “Riyadh has vowed to match Iran’s nuclear capabilities, including the ability to enrich uranium and acquire nuclear weapons if Tehran gets the bomb. My research, recently published in International Security, explains how Riyadh’s ability to play nuclear suppliers off against one another can increase its chances of securing nuclear technology.” There is no denying this, and that is only when we look at that side. You merely have to look back towards 2004 and remember “Pakistani scientist Abdul Qadeer (A.Q.) Khan, then famous for his role in developing Pakistan’s nuclear arsenal, confessed on live television to having illegally proliferated nuclear weapons technology to Iran, Libya, and North Korea over the course of decades. Today Khan is enjoying a resurrection at home, where he is again touted as the “Mohsin e-Pakistan,” or the savior of Pakistan” to consider that this might already have happened. Pakistan has ties to Saudi Arabia. The fact that this is largely in a stage where we see: “Wouldn’t the United States and other countries interested in stopping proliferation block Riyadh’s access to sensitive nuclear transfers, such as enrichment technology?” We see the wrong question, the stage is that America is no longer a significant super power, it is too broke, it is too much bankrupt. That gave Russia an edge and more important, other players are no longer heeding America’s word, it becomes simple for them when the infighting in America is doing most of the work for them, so seemingly America has become really good at trivialising itself as a world power. In all this (from recent events) America failed twice, it did not act when the Syrian issues were playing, so as the world saw the Ghouta chemical attack unfold on 21st August 2013, the world saw the Obama Administration sit by and do nothing, even as there had been decades of messages that a chemical attack is a red line that was not to be passed, Someone in Syria passed it and nothing was done. Again we see failure now under the Trump administration that when the calls for Yemen were needed, the US pulled away and the media set the stage for this war to continue for at least 3 years more costing the lives of hundreds of thousands. Two direct failures in the last 7 years and when someone is asking others on why the USA is not taken seriously, did you actually expect a serious response?

So when the Washington Post gives us: “As Matthew Fuhrmann explained here in the Monkey Cage, there remains debate over whether peaceful nuclear technology transfers lead to proliferation — but the risk of proliferation is high in the Saudi case“, again the stage is miscommunicated. It is not about the Saudi case, it is about the not stopping Iran case. For over 2 years we have seen and heard spokespeople from the KSA state that they have no interest in nuclear technology as long as Iran does not move forward on where they are. So now that the nuclear pact has collapsed and as Europe and America do not do anything after 2+ violations by Iran, Saudi Arabia does not really have any options left.

In all these events Iran was clearly the powder keg and the two larger players are unwilling to act. As I personally see it, the US has benefit to a lack of stability in the Middle East (outside of Iran) and is now courting Qatar to keep in the game, we see all the threats by Iran and the media is always good to make sure that we all hear the threats made (but little else) and that is now pushing for a very different stage. With the UK sending a second warship into the Sea of Dammam, escalation risks go up, not down.

The third problem is not merely the players that are out and about, when this goes south the UAE, Qatar and Bahrain will have little options left, they will be caught in the middle, all because certain players are unwilling (or disallowed) to make the hard calls. Finally there is the last piece, there is Hezbollah. We see all kinds of statement in the last few hours and they are merely that, mere statements. Yet, when Iran does make a move how will Hezbollah act? The statement that they gave 6 hours ago with ‘Hezbollah can target all of Israel with it’s missiles‘, might be true, but is it Hezbollah or Iran doing the work? The missiles are all Iranian, the knowledge to strike more precise came from IRGC instructors, the (upgraded) hardware is also covered in Iranian fingerprints. So when Hezbollah does make a move, there will be consequences and at that point the US and Europe will have no cause, no call and no right to make some lame humanitarian statement. They left this mess unattended for too long, so whatever Israel decides should be regarded as acceptable.

I still believe that the strikes that come will be 79.5% against Israel, 19.5% against Saudi Arabia and 1% against both. The Houthis are losing more and more options, Hezbollah is nowhere near ready to face two armies and Iran needs to play the game very carefully, because even as the US and Europe are not acting, there is every chance that Israel and Saudi Arabia can make short work of Iran, the Iranian threats that we have seen over the last few hours (the usual) as well as mention of a special weapon give rise that they took a little too much on their for and striking now might be the only way to defuse a nasty situation.

It is time to push back to Iran and if the politicians can’t make it work then we must make it work, so my first action to diffuse the situation is not to strike with weapons (I only have a steak slicer and a cricket bat at home at present), is to make war through mind games. I call for a change on the map; we rename the Persian Gulf to the Sea of Dammam.

It trivialises Persia and therefor Iran, when we take away the old naming mistakes, we get to trivialise Iran to a lager degree, when they cannot counter they will need to push harder or fold the hand. I saw that they were only holding a two and a seven in this poker match and there is not a lot you can do with that, to win you need to get really lucky or bluff like a god and they are unable to do the second.

So I scored an easy victory over Iran with the greatest of ease and without firing a bullet in real life, but we can keep that option for later. So take a look at the city of Dammam, with the Sea of Dammam to the right, or consider my second option below, I did made a mention of video games in the beginning and we can all bluff, we can optionally argue that bluffing is all that Iran has left, but that is a story for another day. In my case of bluff I went up against my cold war adversary the Russians (always a decent opponent to cross, and we can’t have Alexander Bortnikov feeling too relaxed in all this, can we?)

 

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The Yellowback politician

There is a phrase I initially heard on an episode of Star Trek (decades ago), the phrase goes “Do I detect a streak of yellow across the good fellows back?“, it was Dwight Schultz (aka Howling Mad Murdoch) as Reginald Barclay in an episode where he pretends to be Cyrano de Bergerac in the episode Hollow Pursuits, and weirdly enough, it all seems to fit, I know that it is just crazy coincidence, but that is just what it is, coincidence (and crazy to boot).

So when we see (in the Guardian at https://www.theguardian.com/world/2019/jul/01/eu-powers-resist-calls-for-iran-sanctions-after-breach-of-nuclear-deal) the quote: ““Today I call on all of the European countries: stick to your commitment,” he said. “You committed to act as soon as Iran violates the nuclear deal; you committed to activate the mechanism of automatic sanctions that were determined by the Security Council. So I’m telling you: do it. Just do it.”” yet it seems that Israeli Prime Minister Benjamin Netanyahu is talking to a room full of deaf people, it is exactly as the headline states: ‘EU powers resist calls for Iran sanctions after breach of nuclear deal‘, you see, no matter how it falls, the initial target is not Europe, it will be Israel or Saudi Arabia, I reckon that it is 4 to 1, 80% chance Israel cops it first and only a 20% chance that Saudi Arabia does. In those odds, Europe does not have any risk and playing the waiting game and merely act out to some degree if one of the two is hit will be fine by them, it is the usual response from those graced with the constitution of a weasel. Even as we see the hollow ‘Focus is on averting further breaches and UK says it remains committed to 2015 deal‘, they merely prefer there not be any additional breaches. They ignore the fact that Iran could have temporarily halting production, they ignore that the reporting moment does not coincide with the moment Iran officially transgressed that line, they ignore that there is credible intelligence (OK, more wild rumours) that there is more than one additional unmarked enrichment site, that is all ignored, merely they prefer not to see additional breaches. When there is no skin in the game, when the economy has no real suffrage, the inaction game can be played, no matter who gets hurt.

What they fail to see is that no matter who gets hit, both Israel and Saudi Arabia have no options but to strike Iran, perhaps that is why all the arms deals were stopped? One could argue that the quote: “European leaders had urged Iran not to breach the deal, but the focus may now be on dissuading Iran from taking further, more serious steps away from the terms“, it could optionally be seen as a soft approach towards containing the fallout, quite literally so, and yet there is a first. It will be the first time when Saudi Arabia and the State of Israel as well as the true allies both have the stage where they all unite in a single need, the destruction of Iran, part of me hopes that this happens, it will be the first signal towards the EU to clean their house, it will be the first time that this union will bring fear to the heart of Turkey, they bet the wrong horse and now they become a target right next to Lebanon and Hezbollah.

Whatever proxy path was optionally in play will now fall away because no nation has ever faced the wrath of both Israel and Saudi Arabia at the same time. Those who played games in that fashion have no place to run to, they have no borders to hide behind, whatever small options these players have, Qatar, Oman, Yemen, Egypt and whatever sympathisers are out there in these nations, facing the wrath of both sides of borders is not a game they signed up for, as such the escalation will be swift and very violent. At that point it will be the first move of Iran to ‘suddenly’ give way to emergency meetings and sit down for some agreement, at that point the EU better sit on the side and not interfere, at that point the race will overtake manners and devour Iran. It is at that point that people like Ali Khamenei and Qasem Soleimani will make some hopeful statement on errors made within the rank and press for a diplomatic deal and some peace conference, but it will be too late, we should not hear of it and those so called European leaders who resisted calls better get out of the way at that point, they missed the option, they scathed their duty and the should remain silent, run and become a barber or an uber driver, it is basically all they have left.

I would prefer to avoid all these complications, but the inactions of those relying on gravy trains and non-commitment have burned their own boats and their own bridges, Iran will not learn one way, so they will have to learn another way. It took me a few hours to design an optional solution to cripple their navy, I feel certain that I could take a look at their air force and airfields and give some additional fun (solving puzzles is actually a lot of fun).

And it goes beyond that, even as we see: ‘Israel preparing for possible military clash between US and Iran‘, it is more likely than not that US will halt its stance before the military clash happens, it will run to the border with all might, but not commit to an armed exchange, it will however not stand in the way of Israel and Saudi Arabia when they do strike, this differs them from the EU, the EU will do whatever they can to force any negotiation, even after a first strike by Iran, optionally via Hezbollah or Houthi forces and that makes this game a lot more dangerous this time around. As no one was able to stop Iran arming the other two, we are in the dark on how much was delivered and how these two will strike. Houthi forces will strike Saudi Arabia, Hezbollah will strike both Israel and Saudi Arabia, yet Hezbollah will more likely than not hide behind Houthi outfits, the rest is still open. As CNN reported hours ago, “Yemen’s Iranian-backed Houthi rebels claimed responsibility for a drone attack Tuesday on Abha International Airport, according to the Houthi-run Al-Masirah news agency. The Saudi-led coalition fighting the rebels confirmed the drone attack and said it believed Tehran was involved in the operation“, the problem is not merely the attack on the airports, it seems that Houthi (or its Hezbollah/Iranian operators) are getting more adapt at their actions implying that the targets might change soon enough, the fact that Iran is out of options also implies that they need Houthi forces to hit Saudi Arabia harder and that is more likely than not going to happen. Until the shipments stop Saudi Arabia is facing a battle on 2-3 fronts, a third front will happen if Hezbollah openly commits towards Iran and the Al Qurayyat region. There is no intelligence to prove that, but tactically Hezbollah could use that stage to also increase pressures on Jordan and Saudi Arabia at the same time; I cannot help but wonder on how far this could escalate and I cannot stop but wonder how the ignorant inactive politicians in Europe let it come to this. They all knew what was at stake; they all left it to some proclaimed expectation of ‘US actions’ who in their current state could not even afford to go to war with the 17th century VOC (and a 17th century technology navy), their state is pretty bad. Even if they score immediate hits on Iran, it will escalate and until they get direct fire support from both Saudi Arabia and Israel, this could escalate out of proportions giving rise to serious damage to Jordan, Bahrain, and the UAE to boot. Iran will avoid pushing Qatar, but there is no guarantee that they avoid damage. It is a mess that could soon become uncontrollable; the inactions of Europe push for that scenario more and more.

I personally believe that it will come to blows within the next few weeks. I would be extremely happy if it could be avoided, yet as the present stage is, I am uncertain as to how it can be avoided, the best chance would be a first strike on Iran and see if Iran realises that they pissed off too many sides at the same time, but that is not a given. They might not have any chance to win, but they can still do loads of damage to several players and there is no denying that the IRGC is ready for battle, making a quick victory over Iran extremely unlikely, or perhaps it might be more correct to state that a quick victory is only possible through a severe impact on all fighting sides, a cornered party will do weird jumps and that has been a truth in life and nature like forever, so the entire situation is not out of reach and let’s not forget, Iran had the option to create a stage by temporary halt enrichment and they decided not to do that. As such the escalation has clearly be on their side and no matter how the stage with America was, by surpassing enrichment amounts they have clearly given the indication that they care not for the accords and they are calling the bluff of the EU and America to escalate issues further whilst ignoring the danger that either Israel or Saudi Arabia is, as such they only have themselves to blame when the damage in Iran takes on a much larger proportion than they anticipated, the question then becomes will the attacking nations stop, or will they to prevent Iranian attacks continue until Ali Khamenei and Qasem Soleimani and their inner circles are completely removed from power. We might think that this is the best outcome, but it is not. The devil you know beats the devil you do not and in Iran there will always be another Mahmoud Ahmadinejad waiting to take the highest seat of Iranian office.

One would have hoped that the yellowback politician was an extinct breed, but that is not the case and I fear that their damage will be visible for decades to come, no matter where that damage is.

 

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Drones to the wild

There was another attack in Saudi Arabia less than 24 hours ago, it went wrong (for the drones) and the Saudi military was able to intercept the drones. And when we look at the quote: “Saudi Arabia has intercepted two drones launched by Yemen’s Iran-backed Houthi rebels, a Saudi-led coalition spokesman has said“, most people look in the wrong way. The western media to the largest degree ignores: ‘Iran-backed‘, the issue is seen in two parts. In the first part the stated Qasef-2K is not merely that it is more advanced than the Qasaf-1, it is that Houthi forces do not have the ability to make the Qasef-1, this was not determined by me, Drone experts looked at it and were able to conclude without any doubt that it is beyond their ability. There is a lot more wrong with the Houthi forces, but this is a first part. the second is that the denial to register this implies that the western media is willing to falsely accuse Iran, but is unable to recognise the hand of Iran and is unwilling to hold them to account, their fear of losing whatever nuclear agreement joke there is, they want to cling to the impossible and most delusional setting of an agreement that will not work.

The fact that Qasef-2K is made and still shipped to Yemen gives rise that there is a much larger logistical support to keep the Houthi fighters active and the Yemeni people will suffer, that is the simple equation and the western media to the largest degree will ignore it and merely point fingers at Saudi Arabia, but with this much overwhelming evidence, and it is not conjecture, it is actual evidence. the part towards the Yemeni Qasef-1 is: “this claim has been disputed and there is widespread suspicion that it is Iranian-built“, the report [Iranian-Technology-Transfers-to-Yemen] by Conflict Armament Research gives us too much to consider and Yemen does not have the ability, I personally would go as far as stating that the assembly and manufacturing of these drones is nowhere near possible by Houthi/Yemeni parties and this counts heavy towards the required ‘spanking’ of Iran, and that was just the previous model, so the ante is up, because Houthi forces would not be able to research and evolve any drone technology in this current condition, pushing more pressure towards Iran, but the Western Media refuses to do this, merely the unfounded accusations of the optional killing of a journalist that no one cares about through a published UN essay.

So whilst we ponder the findings: “the Qasef-1 appears to be a type within the Ababil-II family of UAVs, produced by Iran’s Aircraft Manufacturing Industrial Company (HESA)” and “The Qasef-1 not only shares near-identical design and construction characteristics with the Iranian UAV, but also features identical serial number prefixes“, and the fact that the western media steers largely clear, we find ourselves in a corner, how can any conflict be resolved when the principal player is not recognised to be involved to the degree it is?

And this is not news, these results have been known since 2017, the issue has been that pressing for that long. The 8 drones that were taken a hold of in the Ma’rib Governorate show the evidence clearly, but for the most, the media shuns it. And it is only now that we get initial reports stating: ‘Iran is Using Western Drone Technology against America‘, I wonder if the American drone had not been shot down would there have been any coverage of Iranian drones? Even Al Jazeera joins the confusion when we see: “In May, two oil pumping stations in Saudi Arabia were targeted by drones causing minor supply disruptions highlighting an apparent significant leap in the drone capabilities of the Houthis“, the article (at https://www.aljazeera.com/news/2019/06/saudi-arabia-intercepts-houthi-drones-launched-kingdom-190630060904968.html) gives us another part, with: “US officials told the Wall Street Journal that those attacks originated in Iraq, not Yemen, the paper reported on Friday” there is another part that comes into the frame. the article that was given by the Wall Street Journal (at https://www.wsj.com/articles/u-s-saudi-pipeline-attacks-originated-from-iraq-11561741133) give us: “U.S. officials have concluded that drone attacks on Saudi Arabia’s oil industry in May were launched from Iraq“, it does so with the very clear premise of: “Iran’s allies in the region“, a stage that could be accepted, yet is it still Iran directly, or is it Iran indirectly via Kata’ib Hezbollah? either could be the case, yet until there is a lot more clarity we will not know for sure, the reeling and dealing of Iran so far have shown that this proxy war is done indirectly so that Iran can keep its delusional stance that it has clean hands in all this, the idea that anyone will believe this to be any serious level of truth is beyond me in all this.

Whether one place or another was used in this stage is not part of the issue, the fact that Iran is not asked to explain itself by every nation is the issue, there is too much pointing to Iran, yet the best we can see is a shallow statement that ‘Iran says it will soon exceed enriched uranium limit under nuclear deal‘ even though here are several considerations in place that Iran did that well over a week ego, so when that reality hits the people, how much longer before the nations at large will act against Iran in all this?

Most nations seem to be talking in a low pitch, trying not to create waves, that too is droning, but then again, it might the intent of some European players to create confusion on what a drone actually was. Clear communication is usually not expected to come from the European Union, or Strasbourg. that part is given voice and strength only 11 hours ago when Forbes reported (at https://www.forbes.com/sites/francescoppola/2019/06/30/europe-circumvents-u-s-sanctions-on-iran/#7d5089da2c8d) ‘Europe Circumvents U.S. Sanctions On Iran‘, It is not merely on how they perceive themselves to be clever, the quote: “Europe has found a way of circumventing U.S. sanctions on Iran. The governments of France, Germany and the United Kingdom have developed a special purpose vehicle (SPV) to enable European businesses to maintain non-dollar trade with Iran without breaking U.S. sanctions“, one could argue that Europe has decided to cater to the warmongering needs of Iran, do maintain some state of delusion on a nuclear accord that is clearly not worth the value of paper required to print the accord on. This created delay, whilst not holding Iran to account in its proxy war actions is exactly why Saudi Arabia should be looking for actual allies, and actual options for growing its defence, it is also another indication that the European Union has stopped being a force of good, no matter how they slice it.

The drones might be wild and game for ignoring, but only because global media was as facilitating as it could possibly be to ignore the clear indicators of those behind the screens pushing for these attacks in the first place. The fact that we also saw just a few days ago: ‘US can’t attack Iran without European support’, is not about setting the stage of ‘keeping the peace’, in this Franco Frattini, former Foreign Minister of Italy (twice over) is setting the stage of enabling Iran in all settings and cases against whatever is coming their way. It is this short-sighted approach to dealing with Iran where we see a much more dangerous setting soon enough, and I will be around to give the quote ‘I told you so’ soon enough, a weary push by deflating its options and abilities whilst inflating Iranian pride to do whatever they want. There has been no case in history where this worked out the way others have planned it, and the excuses will come soon enough.

Iranian-Technology-Transfers-to-Yemen

 

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Falling off the wagon

It all started with a success story, it then ‘evolved’ into the age of complacency as it was lying in a lazy floating chair in a swimming pool. America was lazy, complacent and greed driven.

Huawei overtook Ericsson in 2012 as the largest telecommunications-equipment manufacturer in the world, then casually overtook Apple in 2018 as the second-largest manufacturer of smartphones in the world, still behind Samsung Electronics, and rose to the 72nd rank on the Fortune Global 500 list. In December 2018, Huawei reported that its annual revenue had risen to US$108.5 billion in 2018 (a 21% increase over 2017).It is at this point that America was a mere 3rd position, Huawei is presently servicing 47 of the 50 largest telecom operators on the planet, for the first time in history America no longer really matters as a technology provider. Sources like the Economist, the Guardian, Fortune and TechRadar all give the same news. It is at this point that the USPTO has to give the goods (read: the bad message) that Asia has surpassed America with registered patents by a lot, and the US has to deal with more and more bad news as they get strangled by a debt that surpasses $22,000,000,000,000. 22 trillion and no end in sight to turn it around, now that 5G is off to the races more bad news is given as the American and Nokia 5G solutions are decently inferior to the ones that China (Huawei has). The American overreaction is astounding and it comes with additional levels of humour. When we see an article by cyber security expert Zak Doffman in Forbes ‘Huawei ‘Slams FedEx Vendetta’ After Courier Refuses To Deliver P30 Phone To U.S.‘ (at https://www.forbes.com/sites/zakdoffman/2019/06/23/huawei-slams-fedex-vendetta-after-courier-refuses-to-deliver-p30-phone-to-u-s) where we see: “Parcel returned by FedEx due to U.S. Government with Huawei and China Government—return to sender, the humour is here as we also saw a month ago: ‘Drug traffickers’ favourite way to move fentanyl is FedEx and USPS‘, so Fedex can stop a Chinese mobile phones, yet is incapable of stopping drug traffickers. It has become that bad and for the life of me, the idea that that stupidity has grown to this degree at the moment has made me realise that pretty much my only option left is to offer my IP at 10% value to China as America clearly can no longer be trusted to stop the stupidity in its own ranks.

And it gets to be worse. Now we see: ‘The U.S. blacklists five Chinese supercomputer firms, including AMD joint venture THATIC‘ (at https://www.pcworld.com/article/3404464/the-us-blacklists-five-chinese-supercomputer-firms-including-amd-joint-venture-thatic.html). So as we are now introduced to ‘U.S. firms will be forbidden to do business with the companies‘ we are shown more than stupidity. I have been an avid fan of the segregation, isolation, and assassination triangle in tactics, but this is pretty much the first time in history that a nation is doing it to itself, implying that American bankruptcy is so close to the collapse that they need whatever they can to delay the collapse of their economy. I can never trust any government in that position to be honest about any trade it holds. Handing my IP over to China is perhaps the only option to get any decent amount of funds out of them, and I have to pay the rent at some point.

Do I care about these Chinese companies? Not really! Apart from my trusty Huawei mobile, I do not know any of them and there is no real reason to know or care about them, but the actions of America to the degree that they are doing it, like they are the biggest whoring bully on the block also implies that they can do it to anyone else and as I see it, there are plenty of UK (BT), Swedish (Ericsson), Finnish (Nokia) and other firms they can do this to when things do not go their way. They will come up with some kind of National security scheme like Finland is next to Russia or something like that. It is nice to advocate open and fair trade when you are the only one dealing (IBM, Microsoft) but that is no longer the case and Microsoft has become too self-indulgent as they screw up market after market just to push their Azure solution. America can no longer be trusted, that is the short and sweet of it, they know it and Americans know it too, but they are too desperate and there is no stopping a desperate bully who is about to no longer matter.

And the world is not ready for a bully like that. Japan is too deep into its own problems, Europe is desperate to avoid whatever recession comes next and the others have no independent voice. In all this India is as isolated as it gets and that takes 12.5% of the global population out of the equation. As the risk of a 2020 recession in Europe is nearing an almost certainty there is panic, there is panic on Wall Street because the 2020 recession will hit the US squarely in the chest during the elections, ending whatever small edge the Republicans have and it changes everything for them. The 2020 recession will be worse than ever because the ECB squandered their reserves on incentives and stimulus as there are no reserves left. The ECB, IMF and Wall Street all knew that this could come and the 5G hype was all about avoiding it so that the new economy could restart what was lost, but their lag against Chinese Technology vendors (read: mainly Huawei) is so large that it will help the Chinese economy, but the others will only get a fraction of the IP they do not own and that fallback (or non optional fallover) is a lot larger than some are willing to admit to.

Now the short sighted American bias against Huawei and China is hitting new heights as they try to isolate China, yet in the end they are isolating themselves as Europe is seeking another option, they are seeing the value of Chinese IP and they want alternatives, especially if it could delay or even turnover their own impending recession, in that scenario America will lose more and more because their own technology is flawed, untested and lacks innovation. It will hit Europe, whilst benefitting the Middle East as Saudi Arabia, the UAE and Qatar have signed up with China, America lost more than just weapon deals there.

What Cisco achieved with UTS in Sydney a decade ago is now happening in Qatar, Qatar University College of Engineering now has a similar deal with Huawei, implying that Qatar might be the first place where Huawei trained 5G engineers and innovators are born pushing 5G innovation. For Qatar this is more than good news, there is a first stage where Al Jazeera could become technologically more advanced than CNN, another blow to American pride and Al Jazeera is eager to really get there. They have miles to go, yet with 5G fully deployed they can do it in less than half the time we expect. All elements that push America back further and further. When I stated that this was a stupid move by America in 2018, I actually had no idea that they would lose to this degree, but at present they are and their decisions are making things worse not better.

As we see the first Huawei Authorised Information and Network Academy (HAINA) programme launched in Qatar, we also recognise that this will enable Saudi Arabia and the UAE more and more, so there might be a diplomatic stance ending the unfriendly border issues between the three and they will profit stronger and stronger.

There is absolute truth in the statement: “Undersecretary of the Ministry of Education and Higher Education Dr Ibrahim Al Nuaimi, said developing the technology capabilities of Qatar’s youth will have a significant impact on the smart evolution of society and country, contributing to the growth of Qatari economy.  “Initiatives such as this one between Qatar University and Huawei demonstrate the power that cooperative action can have in shaping the future of a nation,” he remarked“, it still requires the foundation and the nurturing of how to grow innovation, yet I have seen again and again that the hungry will find alternatives to make food and Qatar is clearly famished at present.

And there is one more nightmare to face. You see if China gets any IP hands on anything that could replace x86 technologies, the US is truly done for. At present they will laugh, scream and make all the claims that an ego driven nation could make, but then there is the history. We have 1975 when Federico Faggin and 11 employees created the Z80, there was a small team led by Chuck Peddle who came up with the 6502, it hit Intel and Motorola hard, a chip at less than 15% of the cost of an Intel or a Motorola processor. It would fuel an industry that would sell well over 15 million computers in an age where computers were not popular. We recognise that America was the driver in all this, it drove RISC to be the factor for the creation of Summit, still the fastest Supercomputer in the world, yet now that China surpasses America in patents, they have the core to create a new age of computer technology. We see that from 2017 onwards the Huawei Mobile Phone is the personal server to have; the fact that it is a mobile is beside the point. My IP was a security pass on personal mobile servers and that is the foundation of the next decade. It is not the personal computer or desktop, there is still the laptop and Chromebooks (and likeminded devices) have the option to be the next power drivers, but Huawei has the hand with 4 aces, they have the foundation of mobile personal servers and it scares America. My idea for what would have been (optionally) the Google Tome was founded on that idea as I created a solution to stop the NHS collapsing. Now that most elements are with Huawei and Chinese operators, America actually matters less. Even as Microsoft is still screaming Azure (whenever they can), we see that there are other options that could do similar and could surpass Microsoft within 4 years, that realisation is scaring America to death. They have no options when that happens. Complacency got them there and the next generation of these so called ‘captains of industry‘ are holding a hand with a two and a seven and they are playing Texas hold’em. A proverbial Snake eyes for the craps dealer in the house, which is the setting and the stage they can no longer escape. It is where they are at and their overreaction merely shows their levels of desperation.

In 2021 we will see that not only will they have lost 5G to a crippling degree, the other players will fare even worse. If China gets a decent deal with Japan, America will have segregated itself, they isolated themselves as Europe and the Commonwealth will seek whatever keeps them afloat and at that point with the debt closer to $25 trillion, they will end up cutting their own wrists with all the uber wealthy Americans seeking sunny shores in their mega yachts. Suddenly places like the Riviera, Dubai, the Virgin Islands and Italy will be swamped with Americans who will be quiet as mice as they wait for America to reinvent itself in the span of 2-3 decades, and America needs to get lucky to do it that fast. As the world is set to the currency of IP and patents, it might take a whole lot longer than that.

When I decided to get my Master in IP in 2010 I knew that there was a change in the winds, it was the clearest in IT, but I saw how it would impact to a much larger degree, I saw the shift to mobile patents in 2012, and now I see the other shifts too. I feel certain of my view, I cannot tell how politicians will react because that too impacts the changing tides, but overall they seem to align to the need of greed too often as such, my predictions are more likely than not coming true. It’s a sad world, if only American firm had not been so lazy relying on iterative technology for a decade, things would be very different indeed.

To complete the change China really only needs three more innovative steps in 5G communication to make it certainty and turn these steps into nail to service the coffin that is America, with the Middle East in play, there is every chance that they will pull it off, the rest of us (the non-Americans) will need to decide on how that future serves us best, because that too is a choice we face, and we have to make it ourselves.

And if you were in doubt until now, the Wall Street Journal reported only hours ago: “U.S. President Donald Trump is looking to require next-generation 5G cellular equipment used in the United States to be designed and manufactured outside China, the Wall Street Journal reported on Sunday, citing people familiar with the matter.” So consider this quote really clearly: the entire China matter has been going on for weeks, yet yesterday we see that equipment is to be ‘designed and manufactured outside China’, a discriminatory tactic that shows that there was no clear tactic in play, and clearly the Americans are not up to scrap at present. What else was not anticipated on?

Someone fell of the wagon and others were unable to see the dangers clearly, The US still does not recognise that it has a real problem; the first stage of solving the problem is at present not met. Do you really need more convincing?

 

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