Tag Archives: Huawei

The delusional stage of me

Yup, that was always going to be a phase. Even if it is merely academical, the best setting towards a stage of balance is to reflect on the matter that I might be bonkers. To others this mean gaga, mad, insane optionally freaking bug nuts. Some people might be afraid of setting their mental capacity to minus 365, but I do not share that. There is the chance I have been correct on every count (I usually am), but to set that stage I must reflect on the chances that I somewhere to the right of insane and to the left of being bonkers to the umpteenth degree.

You see, it is easy to blame Reuters, but the merely propagate the news, do they not? So when I see “U.S. Secretary of State Mike Pompeo on Tuesday said he is confident there will be effective 5G competitors to Huawei from Western vendors at comparable costs, adding that he believes Western technologies will come to dominate telecommunications” some could consider that I am not alone in the fashion house with the long sleeved shirts, but that is just them. When I see ‘Western technologies will come to dominate’ I see a clear admission that China is ahead in 5G and they are. This s further fuelled by “I am confident that there will be a cost effective deliverables from Western trusted vendors that can deliver the same services or better services at comparative cost”, there we do not see ‘trusted vendors that will deliver’, but ‘trusted vendors that can deliver’, it sets the stage to a presumption. The former CIA director is precise with his language, he is no fool, not by a long shot. This sets a different scope for me, to counter it, I will be pushed to offer my IP to either Saudi Arabia or the UAE, an alternative is Qatar, but that has its own issues and it might cost me in the long run. If the ‘person of patent calculations’ os to be believed, I would have a lot to lose, but there is no way that I can trust most of the governments, yet Google and Huawei is a polarised field, in this setting Saudi Arabia or the UAE could be the in-between to whomever bids next, and that might be Huawei, they have the advantage on software and they are a smudge ahead of Google in that matter. The Reuters article is limited and one of the smaller articles, it is like Reuters is merely setting out one paragraph of a memo. I see no questions, no rhetoric of even speculative settings towards what is and what could be, Reuters is playing this cautiously, which in light of the ‘revelation’ is interesting, but the stage is one that I cannot ignore. Dealing with Huawei is the safe bet on the value of the IP, yet the bully tactics of the US are starting to pay off, and now that the UK government has handed ARM to Nvidia, the stage will turn for yet another turn. In all this the media remains oblivious on delivery times by Apple that in some cases are set to 20 weeks, a 2 trillion dollar company with a delay of 20 weeks on their iPad air? That means that there is a shortage of unbridled proportions and this is not merely the COVID stage, there is more, there has to be. 

When you cannot deliver for that amount of time, yet you open more and more stages of shop displays (in other chains), the shortage is fundamental and as I see it, when chip shortages hits 5G hardware, it will be fun to see some people panic. This is not a given, and not speculatively, Sony already has issues with its SoC chip. They are expected to ship 4 million less PS5 consoles in the coming year. 5G also has a SoC chip (a different one) but if one has issues, the setting that others have it too is not too far fetched. Gizmodo gave us a little over a month ago ‘MediaTek supply for 4G chips run dry, fresh stock to arrive by 2021’, it does not matter how Mediatek voices it, if it cannot supply the world with 4G chips, it will not be able to keep up on 5G either, and that is what matters. Because the moment China has a decent alternative to offer, 100% of that stock goes straight to Huawei increasing the advantage they have and at that point, how many of them will go to the US? My speculative guess is 0%, and that is where the Middle East comes into play. Huawei needs to make nice and the EU is not ready, but the Middle East is, Egypt too, although not sure if they have a lot fo needs at that point. But the stage that I predicted months ago is still coming to pass, although chip shortage was not on my radar, merely the shortsighted actions by the American govern mental administration.

And me? My delusional stage? Well that is out in the open, either Saudi Arabia or the UAE can get hold of my IP for $25,000,000 upfront with shared patent ownership, as the investor they get 60%, I keep 40%, which would be an awesome payout, especially when the US has no options but to buy in. It was a choice and a risk to play it like this, but there was no trust with some corporations, as such there was only Google and Huawei and Huawei is becoming an international discriminated party, it will hurt me, so I am taking an alternative road and these people want to play on the 5G table, I had to make a choice and I have everything to gain and nothing to lose, in the worst case I make my IP public domain, if that happens it means that governments and corporations are so greed driven that engineers on a global scale will walk out and start for themselves, I wonder if I see that happen.

Well, have a great (delusional) day.

 

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What are we fighting for?

It is a question we get to ask ourselves a lot, especially when we are serving. I served but was not confronted with that question, yet the line came to me in the Paul Newman movie ‘The Secret War of Harry Frigg’ which was a hilarious comedy and it introduced us to Sylva Koscina. The movie is not the issue here at present, but the line is. When the papers give us ‘US veterans and soldiers divided over Trump calling war dead ‘suckers’’, a setting that gives us “Donald Trump was struggling to retain support of active US service members, according to polls, even before last week’s bombshell report that the commander-in-chief referred to fallen and captured US service members as “losers” and “suckers””, I wonder how delusional he was when he gave us what he gave us. This is not some typo in the stream cast, it was a massive blunder, one that should never have happened. No matter how we see the wars that the US got themselves into, I a setting where almost 1.4 million people lost their lives going back to the Civil War, and in this, I estimate that roughly somewhere between 30-70 million people have a family member who lost their life in one of the wars that the US was a part of. So we have up to 70 million people that are in a rather large stage where the Commander in Chief of the US calls the people who died for their country ‘Losers’ and ‘Suckers’, so from my point of view that is a setting where the bulk of those people will not vote in whatever is in the White House at this time, and he only has himself to thank for that. Or as some will say, he got himself properly fired on that one.

And the news is not over, we see dozens of news media giving us denials, and fallout of the setting and there is more and more coming and all this 7 weeks before the election. As some see it, for Joe Biden Christmas came early, anyone who was on the fence on how to vote, with relatives who served in any US war, they are now going (more likely than not) Democrat, those who were deeply Republican are more likely than not on the fence, especially is they have relatives who served. If we go by the previous election with 128,000,000 voters, there is now a chance that from those, between 20%-40% is optionally not voting Republican, implying that the vote is more likely than not going to Joe Biden. 

It is not a given, I need to tell you that from the start, but his actions against the coloured (see any Black Lives Matter stage), the women (the ‘I grabbed her by the pussy’ statement), his attacks on Kamala Harris, now we get the Military statement, it adds up, it is slightly speculative, but except for the Klan and the ultra right, he basically upset every demographic possible. This relates to votes and all the votes voting ‘the other guy’ instead of him. I myself am for the most Republican in nature, but his setting is just too unacceptable to me and it has been so for well over 3 years. To be honest, I did not chose Hilary Clinton for the simple reason that she made a mess of Benghazi, it is the only reason why I did not select her (OK, she is not a republican, which was my my second reason). We have a setting that we have a liking for a side and I am not against Democrats, I am against the way they push certain matters. Let’s not forget that both sides did way too little in the tax laws setting, which is a first that needs fixing and after 4 terms, we need to fix it. I am not sure which sides picks it up, but big tech is much deeper in the Democratic pockets, as such less will be done in that setting. 

And this is not the end, this administration has made a massive mess of high tech and 5G, it gets to be a lot worse when we consider (2 weeks ago) ‘Europe’s 5G plans in limbo after latest salvo against Huawei’, and I believe that this is merely the start. We want to look at the headlines, but there is too much out there to support the stage that the media is being talked to by other parties. 

In all we speculate left, right and centre, yet the stage is not a given. Nokia is shouting on 5G New Radio, yet the stage that ZDNet gives us is “Standards for the first and second phases of 5G are moving towards completion, and early deployments can piggy-back on 4G LTE infrastructure. But there’s plenty of work to do before the technical advances in 5G’s radio spec can support new use cases”, as I personally see it, this is merely 4GLTE++, not 5G, and that is the larger stage, tomorrow Nokia is not even on par with today Huawei and the media is seemingly avoiding that issue. So as we get “If mobile technology were a long-running TV series, 5G is a mid-season reboot, with new characters introduced alongside the old, new plot arcs complementing existing storylines, and a publicity drive that rather overstates the case. However, the possibilities for future development are much enhanced”, I am remembering Adler (the typewriter) once decided to go into the PC world, it was early days and the 80286 became affordable, so Adler decided to enter the market with a 80186 processor, it was not a win. Having 4G LTE++ is a temporary solution, but in the end to get ahead the people will need true 5G, just like some telecom companies making a marketing claim of 4G, whilst in 2010 they could offer no more than 3.5G, and we are now seeing it again, but on a much larger stage. So when the people finally figure out that what is now Nokia, they will be on the slippery slope of what they cannot ski, but others can and that has been the issue from day one. I have nothing against Nokia, I have nothing against the others, yet the issue was that Huawei has a massive advantage and the stage is being set by a bankrupt America, an America who is afraid of what they are about to lose and they are using whatever they can to stem the tide and as the stages are washing away we will be given less and less facts.  So what are we fighting for? I honestly do not know what they are fighting for all whilst their IP is debatable. So as I am weighing the options available to me, I wonder where my IP will end, to be honest, if the money is there, I do not care (Deep Rising). In my case it is not greed driven, it is a drive towards those relying on bullet point presentations and making sure they miss out, even if I miss out on a million or two. If it allows me my house in a nice warm place, I am fine, it is optionally a stage where I say no to 5 billion when 500 million will ample suffice, the bullet point people will never get it, when is enough enough? 

It comes with the answer to ‘What are we fighting for?’, merely a corner of my choice in a place of my choice. It is a simple setting and one that those who embrace ‘Greed is good’ can never understand, because that is their weakness, just like loss is the achilles heel of the greed driven and the corrupt. Until they face the ultimate loss (the loss of what they truly love) they will remain delusional on what they can make happen. Only when they face it will they finally wake up, but if all goes to plan, I will be long gone by then. 

We all fight for something, and we are entering the stage where the truth is what the powerful say it is, it is no longer set to scientific measures, it is set to subjective terms, and that slippery slope is sliding, so answer yourself, what are you fighting for?

 

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It was never about you

We get it, some players work on a multitude of levels. That is fine, but when a company makes hay through marketing that they are all about the consumers and we get ‘Apple delays new anti-tracking privacy measures’, we see how (what I regard to be) deceptive conduct is the alleged foundation between a company and a $2 trillion company. There is no upside for the consumer, there consumer was entitled to protection and we get “Apple said the changes were being delayed until the start of 2021 to give app developers and websites more time to adapt their services”, which makes us wonder why Apple designed the anti-tracking part in the first instance, a solution made and delayed to give trackers another way to do so, does that make sense?

So if it is a setting and we get “once the change is implemented in 2021, it will be off by default and advertisers will have to ask permission to access it”, at what stage is it in our interest to delay the change? I get it Apple needs a stream of incomes and my personal view there is one in betraying your customer base, that is the simple setting.

The other quote that matters is “Facebook has warned that Apple’s privacy plan could make one of its advertising tools “so ineffective on iOS 14 that it may not make sense to offer it on iOS 14””, which is fair enough, but I reckon that this will optionally cost Apple a few coins. The question becomes: what is the cut-off point and what is the trade off point for Apple and what ‘enhanced security’ will remain for the consumers? 

I reckon that there will be a massive decrease in free apps, it is mere speculation but yes, as mobile data becomes less available the pool for free apps and games will decrease. And let’s be fair, these companies did nothing illegal, but in the end, remember it is not about you, it is about the money you bring in and when was the last time you got that advertisement properly handed to you?

And in this it is Apple who states ‘Think different’, which is what we are doing, we want to see what deals Apple is making with the advertisers, which is NOT illegal lets be upfront about it. As such when we see “It is a world of consumers only”, “The market stands on the shoulders of consumers”, “A life of consumerism revolves around all that you want” and “Markets are built as per the taste of consumers”. We are getting misinformed, the world today is monetary based, so it becomes about the enablers and actively those who push it. That realisation is key in today’s world, the temporary setting of consumers is yesterday’s news and we only move forward when we learn that lesson, until then we are marketing tools and spending fools (an exaggeration I agree). To get ahead of the game we need to accept that marketing will happen, data captures will happen, but we also need to agree that our data is not a third party tool to be handed around the campfire. We might have woken up in the age of Cambridge Analytica, but this stage was not new. A Dutch entrepreneur and politician named Luc Sala already gave visibility to this setting 25 years ago, I was not the first (and I never made that claim). So as the haves and have not people are being segregated, we see a new form of discrimination, not on sex, religion or colour, but on the setting and longevity of your bank card (and the Credit Rating connected to this). Not your credit card, debt is not the equaliser, it is a timeline of how long you can service the organisation that wants you to service them. It is the power of the bank card that makes you a ‘Have’ in their eyes and that is where all the data is priming towards, because the firm who has the data most complete to distinguish the ‘Have’ people, that will be the winner and the US has been in the running the longest and now that China is surpassing them, now they cry in every direction, but as the remarked the ‘status’ of their reason for crying, we merely see the BS that they hide behind, just like Colin Powell and his silver briefcase (Iraq anyone?).

And the US has another problem, the stage was partially going smooth that is until the 45th President made a mess of the entire setting and the entire playing field, not only did he set the stage to a visible perspective, in his utter lack of intelligence he set the stage on ‘national security’ and ‘China’ whilst the evidence would not support it and as this is getting more and more visibility, Huawei is gaining momentum outside of the US and considering that there are less than 350 million Americans, and a growing customer base outside the US surpassing billions of ‘have targets’, that is the stage where the US is losing grip, that is where a lot of the Have’s are. And the stage to find them will soon change, the stage will be about uniting those who have and in this the US is behind, and the lag is increasing. 

There is no stage to make any kind of a reliable prediction who will win, but as far as I can tell, it will not be the US. The stage in the EU is still fluid, several banks were in the running. I first took notice of Credit Agricole in 2018 in that regard. The quote “Acting within the framework of a regulated activity, we offer you and provide products and services requiring the collection and use, as data controller, of the personal data of individuals related to you (for example: employees, shareholders, agents, legal representatives, beneficial owners, family members, third-party representatives, etc.) (the “Data Subjects”)” is set to a larger stage and it is important to realise that Credit Agricole never did anything illegal or against the European GDPR. Yet I took notice of ‘the personal data of individuals related to you’ and I found a little more than bargained for. So when we realise that there is more to life than being identified as a consumer and that the truth, but did you consider that you are optionally set to a different spectrum?

 

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The tech is out there

Even now, as the larger players (Microsoft and Wall-mart) are starting a bidding fight for TikTok, we see the flaw on several levels in the digital age. I illuminated it yesterday, in my previous article.  We are in a stage where everyone is shouting that they have Digital Media Managers , Digital Marketers, Account Managers, Social Media Managers and so on, and so on. Yet, where it counts, we see (at https://content.govdelivery.com/accounts/WIGOV/bulletins/29bf2b8) the statement on Kenosha and the shooting, but when I looked at the site in ‘Self destruct initiated’ (at https://lawlordtobe.com/2020/08/27/self-destruct-initiated/) there was no mention at all and that was at 02:57 on August 27th, whilst the shooting was on August 23, it took 4 days for the digital media manager to wake up. Yet the police section in the news of the City of Kenosha website is still empty, so why do they have a website and who manages it? It is nice to have politicians and captains of industry hide behind the Internet of Things, digital media and digital needs, but where it counts, are they even aware that they flunked the pooch? 

A second set is given by the BBC (at https://www.bbc.com/news/technology-53930775), here we see ‘Facebook says Apple ad-blocking settings could halve revenue’ where we get introduced to “Apple’s plan to require all users to actively opt in before they can be tracked “may render Audience Network so ineffective on iOS 14 that it may not make sense to offer it”, Facebook said”, whilst we also get “In the upcoming iOS 14, apps have to explicitly ask users’ permission to collect and share data, meaning ads will no longer be able to just “follow” users to apps outside of Facebook”, all whilst everyone is ignoring “way for advertisers to extend their campaigns beyond Facebook and into other mobile apps”, lets be clear, FaceBook has every right to advertise on its site, it is the price of getting a free service, yet where does it state that the people have to agree to be followed “into other mobile apps”? In that article, where does it state the need and rights of the consumer? (I am not attacking the BBC or the writer of the article), we overlook technology to the mere shallow assumption related to it. We see the attack on Apple from Epic games (Fortnite) and we see Microsoft supporting Epic games, yet thee fact that the rule that Apple relied on is pretty much the same rule Microsoft has in place, so how did that make sense? It only looks clear when we see the path Microsoft has in play and they mobile XCloud is relying on the millions of iPhone users. I mentioned that in ‘The stage pushed by Microsoft’ (at https://lawlordtobe.com/2020/08/24/the-stage-pushed-by-microsoft/), so again we see a tech setting that is getting a shallow treatment and in this case I do not attack the media (even though I think they fell short), for the media it is all the emotion, as such we see the BBC giving us ‘Apple Fortnite players left behind in new update’, yet the stage where Epic games would be allowed back if they remove the external link in the game, which is against the developers agreement that Epic games agreed to when they got on the Apple store, a rule that Microsoft has in play as well and the media pretty much smoothed over with what I would personally see as ‘applied ignorance in action’.  

We see two versions of limited tech insight. This entire setting also applies to Huawei, the accusations and the lack of evidence is centre to all this. We get ‘Huawei’s networking equipment has not been detected spying’, in a Sky article last July, and it is the driving part in all this, we want evidence and we keep on getting bitching American politicians, one after another all emotions and no evidence. All whilst last week in the Australian Financial Review (at https://www.afr.com/technology/is-huawei-too-big-to-fail-20200824-p55ont) where we get the repeated “shot down by an announcement from the US government that it would use the global dominance of American technology to cut off all supplies of semiconductors to Huawei”, which is stupidity on a new level. It seems that it is not and that would be fair, the short term solution is met as semiconductors are not available. Yet in this for over a year Huawei was ready to that stage making (read: designing) their own semiconductors. When that happens, the US will have a Chinese competitor in another field and the US will lose even more ground. So whilst the US is in denial that Huawei grew because it had a good product, slightly cheaper but a lot better, in all this they rely on “Driven by the belief that Huawei could enable the ruling Chinese Communist party and its military to spy on other countries and their companies, undermine their national security and steal their commercial secrets, the US government used every option open to it”, where ‘could’ is the operative word and the additional ‘undermine their national security and steal their commercial secrets’, and guess what, there is no evidence on any level and the situation merely becomes worse when you consider ‘Critical flaw in IOS routers allows ‘complete system compromise’’, a part that ZDNet gave us in June (and before that, at https://www.zdnet.com/article/ciscos-warning-critical-flaw-in-ios-routers-allows-complete-system-compromise/), it is a simple situation, the Chinese government does not need to use Huawei to spy, they can use Cisco equipment (an American company based in San Jose) and download server by server on a global scale. When did the media give you that part? That weakness and a few more have been out in the open, and we hear nothing. This is not on Cisco, as it warned the users and is working on fixes, but the media is blind to the flaw, why is that?

Both the tech and the flawed tech is out there and there is a growing issue for a lot of people that we get limited and one sided revelations, who is served better to that? I am going with the personal view that the setting of the media catering to Shareholders, stakeholders and advertisers remains firmly in place.

The tech is out there, but who is taking a good look at it and who is using it to the maximum that would be required in the digital age? I’ll let you brew on that for a little while.

 

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Pillars to excluding media

We have seen the issues that the US faces and it is time for the application of a little balance in all this. To do this, we need to look at some sources. As such On August 20th (06:00) we get Reuters with ‘U.S. economy rebounding strongly; fresh aid coming to unemployed: Kudlow’, to some there is nothing wrong with the title, yet, what has the US done for others to be treated to the ‘economy rebounding strongly’ part? The current administration did everything to scuttle the nation, so what economy is rebounding strongly? We can see different sides in economy, but for the US we see the need to export and import. The US destroyed their import option and to some degree diminished their export turnover as well, so how did the ‘economy rebound strongly’? Then we see the cost part, revenue is down, but cost are up. So when we consider the news “Total non-farm payroll employment rose by 1.8 million in July, and the unemployment rate fell to 10.2 percent, the U.S. Bureau of Labor Statistics reported today” and this was June 2020, one in 10 does not have a job, all whilst between February 2020 and July 2020 9,530 jobs were added and 22,160 jobs were lost. Over the millions of jobs in the US it does not add up to much, but the news (source: the Guardian, May 2020) is also giving us ‘US job losses pass 40m as coronavirus crisis sees claims rise 2.1m in a week’, so when we distill the bad news, because yes, it is bad news, how come we see ‘economy rebounding strongly’ in all this? So in this, the quote “Kudlow, speaking to reporters at the White House, defended a reduction in the unemployment supplement to $300 from $600, saying stimulus measures should be reduced slowly as the economy strengthens” (at https://www.reuters.com/article/us-usa-economy-kudlow/us-economy-rebounding-strongly-fresh-aid-coming-to-unemployed-kudlow-idUSKCN25F2KL) we get to consider “The U.S. Centers for Disease Control and Prevention (CDC) on Wednesday reported 5,460,429 cases of the novel coronavirus in the country, an increase of 39,318 from its previous count, and said the number of deaths had risen by 1,172 to 171,012”, the stage is debatable, I agree that it does not solve the puzzle, but there is a larger stage that for millions the corona stage is still not clear, the total amount of infected could go up, it could go up be a large amount and this also means that free clinics will be swamped, inoculations and other cost will go up, it will impact the US in a huge way, so where does this ‘economy rebounding strongly’ come from? The US has squandered technological progress in the Huawei fight, and this is merely the beginning in all this, as the US loses 5G grounds we will see larger and faster growth in both the Middle East and Asia, for the US their view of the Middle East in 5G is like giving a native American a gatling gun whilst you give them no ammunition or a manual, what they forget is that the data laws and privacy laws allow for the larger tech companies to move to the Middle East and be isolated, no taxation and large data grazing fields, the Middle East is catching on and Asia is already on track. As the balance of the seesaw of technology changes, the infrastructure in the US will be delayed again and again and as I personally see it, in 2023 we will learn through managed bad news that the US went from a first position in technology to fourth if not fifth position. In all this, the message of ‘economy rebounding strongly’ might be seen as one of the larger jokes and that is all before we realise that the US has amassed a debt of $25,000,000,000,000. Twenty five trillion is a lot of money, the interest alone can fuel most EU nations, yet this interest will now go to the banks and financial institutions underwriting this, as such some might consider that the US economy is in shambles and when the FAANG group starts pushing for a protectorate of a true global corporation, that is the final news you need that the US economy is an illusion that can no longer be maintained.

#JustSaying

 

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EU fart bit, Google Fit Bit

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

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

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

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

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

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

 

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When Congress becomes something more

So as I stated in ‘The Fantastic Four and the Bully’, the four getting grilled are not the bad guys. Well, there is some debate, but the foundation is that these four tech entrepreneurs are getting grilled by people who are clueless on tech matters. So as some read the BBC part “At issue is the fact that Apple doesn’t allow apps to be installed onto iOS devices from alternative marketplaces, and that it enforces tough rules over the way subscriptions and other digital items can be sold.” The issue soon becomes, will congress be responsible for any bad app and data gathering app that Congress would want to allow for? Even as an android user, I see that there are very few bad apples around, as such most apps are safe. There are a lot more dangerous apps on Android. This is not the fault of Google, there are several ways that a personal device gets to be the victim, there are a lot less issues on Apple, as such and as Congress might demand third party options, will they not be responsible for the damage that they put on Apple and its users? There is another side, a these tech giants come under fire, the chances of Chinese hardware makers making it bigger only increases by 35%-55%, how is that of use to congress? We might see Fitbit mentions and other mentions, but these products are closely followed by Asian alternatives, the entire setting does not add up. Then we get the advertisements, until Google Ads was here, we had DoubleClick, there were versions that equal Epom, with price tags that started at $250 a month, then $1000 a month, $2500 a month and higher. So, can the US Congress give us a list of all the small business and small startups that had that kind of cash? Google Ads was one of the first AFFORDABLE solutions for small business units, the fact that the bulk all switched should be a larger consideration, in addition, Google Ads was one of the first to truly die a larger rise to localisation and languages. Usually one or the other was missing, as such, is the growth of Goole Ads to be blamed on Google, or on all the others who could not be bothered? Not everything is perfect at Google, we all know that, but we also know that the ignorance in congress is a little too large to wonder who they are serving, they claim the people, but in reality? I am actually wondering who they are setting the stage for, I see it as a different stage that the one they tell us we are on.

And even as we accept Sundar’s optional defence of “Today’s competitive landscape looks nothing like it did five years ago, let alone 21 years ago, when Google launched its first product, Google Search”, we need to see that this landscape is largely influenced on the upcoming 5G and as it is now, especially as well over 50% of all searches are done via mobile, the only thing I see coming is that China gets a much larger share of it all and Congress intervening on matters that they do not comprehend is a much larger danger to that happening. I have always been favour of Huawei technology, that does not mean that I want China to have the bulk of all the business. The White House wants us to think it is the same, but it is not. They have set the stage that unites Huawei in a political tool for China to set a much larger field, they were pushed by US stupidity, not Huawei needs. The US took it away and now we see a very different stage, one where Huawei is still independent, but taking the customers that China is pointing at. The stage is changing and Congress is adding fuel to that fire by chastising the big four tech makers, each entrepreneurs. Each understanding the digital landscape. I had no clue in the early 90’s when Amazon started, I thought it was mad to continue when the losses were so great, now the owner has is worth in excess of $35,000,000,000, a personal value that exceeds a lot of nations. I am not saying that all is kind and kosher with each of the four, I am stating that when we are getting told changes, we are properly getting told by people who understand that business and in Congress, I doubt that they can rub together 2 one dollar coins on the subject on digital advertising. The more ‘diplomatic’ answer comes from Facebook’s own Zuckerberg. With “Our story would not have been possible without US laws that encourage competition and innovation. I believe that strong and consistent competition policy is vital because it ensures that the playing field is level for all. At Facebook, we compete hard, because we’re up against other smart and innovative companies that are determined to win” and some of them are Chinese. Some are Russian and others are all over the place, yet Facebook has other problems too, privacy and marketing do not go hand in hand, not in their granular market and that is where part of the problem lies. We could decide that from the four, they are the bad apple in this, but that would be wrong. I worked for people who had no idea how to dress a Facebook market when it was offered to them, their bullet point presentations could not deal with that unknown side of business, that was the strength for growth for Facebook, it was so new, there were no defining borders and there is where we see part of that problem, a lot never caught on, not to the degree that Facebook represents and there I see the dangers of the US Congress, they are not that clued in (as I personally see it). So as we get to one of the topics ‘One of the matters concerning the committee is the degree to which three of the tech companies now control the market for online adverts’ we need to recognise that these players made it affordable for a lot of businesses, the old way was dictatorial and something only rich companies could afford, they refused to give way and when Google, Facebook, Apple and Amazon gobbled up the small fry, the large fry moved positions because their provider was no longer the bee’s knees. Three never ruled it, the grew it changing the rulers and the old stage should never return. And finally, according to numbers one in three uses Bing and Microsoft search and are therefor exposed to Bing Ads, so why is Microsoft not in that stage? There are 4 players and one has well over 20%, so why is Microsoft not in the meeting? Is that asking for too much?

Those who have read my articles over the year have seen that I have chastised each and every one of these four (5 if you include Microsoft), but here I see no blame, not from any of the 5, the stage was set, the rules were followed and when the opportunity was there 20 years ago, most would not wonder there, I was a personal witness when some stated that there was no future for a business form of Facebook in 1997, as such what is the US Congress bitching about? And as we look at the article (at https://www.bbc.com/news/live/world-us-canada-53582909) we see the graph by eMarketer, yet Microsoft and their Bing is absent, why is that? So whilst they claim it is merely about the smaller rivals, it is about something more and something different, I wonder if we will ever be told the truth. As I personally see it, the members of congress have a different set of needs and I wonder what they are.

 

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You were expecting good news?

We all love the moment that we get to say ‘I told you so!’, it is like a confirmation on the silliness (stupidity is too strong a word) of certain people. Basically, I stated 5 days ago: “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”, I stated this in ‘Light at the end of the economy’ (at https://lawlordtobe.com/2020/07/15/light-at-the-end-of-the-economy/) it was only time that was the one factor proving me correctly, so it was a small surprise that this evidence is given 5 days later (at https://news.cgtn.com/news/2020-07-19/UK-asks-Japan-for-Huawei-alternatives-in-5G-networks-SfpqYScBxK/index.html) where we see ‘UK asks Japan for Huawei alternatives in 5G networks’ and that is not all, we see “The British government asked Japan to help build its 5G wireless networks without Chinese tech giant Huawei Technologies, citing NEC Corp and Fujitsu Ltd as potential alternative suppliers, Nikkei reported on Sunday”, as well as “British officials met with their counterparts in Tokyo on Thursday, according to Nikkei, noting the move reflects Britain’s effort to bring in new equipment suppliers to foster competition and help reduce costs for the country’s wireless carriers”, and the two are actually a lot more important, not only is this about making the 5G equipment, but it also becomes about ‘help reduce costs for the country’s wireless carriers’, now consider the design path that will take up to 180 days, then we get the setting of financial stages and ‘cheaper’ chips and cheaper assembly, so we are looking at 200+ days, implying that the first workable designs will not be here before late 2021, the UK will then be a year behind others that embraced Huawei, all because of a stupid bully in the White House who refuses to show evidence. When did we ll accept that part of the equation? Now consider assembly and mass production and after that software flaws and other design flaws. The UK will now be around mid 2022 and no configurable 5G situation, it will give a first large testable pilot not before the end of 2022, at this point the UK will be staggeringly behind all other players and they will be wielding the latest Huawei options at the end of 2022. This implies (implies, which is not the same as proven) that the Huawei wielders are 1-2 years ahead of the latest that the UK installed. Or perhaps I should diplomatically state: ‘Good luck starting a new economy at that point!’ And that is merely the top of the iceberg. If Japan remains on the same track, we should see the dangers of a statement a mere 4 hours ago: “Japan’s exports suffered a double-digit decline for the fourth month in a row in June as the coronavirus pandemic took a heavy toll on global demand, reinforcing expectations that the economy has sunk into its deepest recession in decades”, I personally see (speculatively so) it getting worse, you see their economy has not reset the numbers and expected income of the delayed Olympics yet (which is officially not on the date of expectations), so we can expect a lot bad news coming from Tokyo in the next 8 weeks. That is the stage where the UK is going to whilst the players are in a state of turmoil, as such there will be a lot of debate between now and 2022, as such more delays and more ‘compromises’ and they will all be altered by certain voices so that they look good, but the people awaiting the hardware will get to pay the price of non-delivery. That is the larger stage I saw coming from a few angles (apart from the unexpected Japanese move), and this sets a much larger stage, if the UK moves towards Japan, what is now already not optionally coming in any Ericsson or Nokia solution? Did anyone expect that question?

And as Reuters gives us “The Bank of Japan has signalled confidence the economy will emerge from the slump and has ruled out the risk of deflation, suggesting the central bank has paused monetary easing after it deployed stimulus twice so far this year” I merely wonder what numbers that these ‘believes’ are founded on, I wonder how much bad news Japan will give us at the end of September when the Olympics losses will need to be on the books and then the large tamale of  bad news is given to us all. 

As I see it, those who did embrace Huawei will have a larger part of 2022 to stomp out their economic advantage, and as that becomes clearer, consider the US impact as GDPR is failing and Europe becomes a larger data pool location, at that point certain players will get a much larger advantage, and those screaming that I was ‘betraying’ my identity by offering my IP to Huawei will see that I opted for evidence and as I get to be proven correct again and again, y IP will merely boost in value beyond what I ever expected to make, which will work out lovely for me.

 

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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.

 

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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. 

 

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