Tag Archives: Huawei

June 27, 2019 · 12:35

Lap Time

Yes, we heard the term; we see it in athletics, in Formula 1 (and all the other formula races, except baby formula). How did we go after one lap, will lap two be on par, better or are we sliding. The 5G global race is on and even as the US and others are in denial, some facts are open for viewing, so as I got to the page (at https://www.eureporter.co/frontpage/2019/06/26/huawei-dominates-global-race-to-5g-despite-pressure-from-washington/) I was not surprised. The headline ‘Huawei dominates global race to 5G despite pressure from Washington‘ is not really a surprise. Yet one element is a nice verification. when we see: “Currently, two-thirds of global existing 5G networks are powered by Huawei technologies” and that is after a year of BS and fear mongering by the US, if they had not done that the picture would be different, it would be considerably worse for all non-Huawei contenders. So even as Ericsson is building a plant in the US so that they can become the courtesan of choice, reality is a very different stage.

The issue (at https://lawlordtobe.com/2018/11/10/the-heart-processes/) in ‘The Heart Processes‘ where we see: “This now links it back to Huawei (5G barred), the iterative actions of technology whilst we are being surpassed on every technological side. The full article (at https://www.crn.com.au/news/telstra-fault-takes-down-eftpos-and-atms-515080) gives a few more question, yet I will get to them in another article when I give you all a few more technological jabs against certain Telco players as they presented their ego and not their actual capability“, there are references that go back to 2017 where we saw that the non-Huawei players were already behind. There is Forbes Last April with ‘Huawei’s 5G Dominance In The Post-American World‘, or ‘Huawei’s new Wi-Fi routers solve a serious first world problem‘ in January 2018, Huawei have been showing to be the stronger innovator for well over three years and has been leading the 5G market, now that they even under discriminatory environments are achieving a 66% market in current 5G shows just how warped the situation is, so as I stated it before and do so again, ‘America will soon no longer matter’ and that is the true nightmare that the US is facing, when the silver bullet to survive a $22 trillion debt is meely a dud in your own armoury, you end up with a massive problem.

So as we see the Lap Time, with 5G going commercial in the Middle East, and now optionally Germany as well, we will see the blind followers of Europe, who follow the misguided voice of America, we will see them melt like snowflakes in the summer sun (or the current European heatwave), the economy is their Achilles heel and they will all fold.

And the battle will alter its course even further; the advantage that the Middle East is now showing over America is getting teeth and talons. A month ago we saw that Softbank selected Nokia over Huawei, and that is fine, weren’t it for the fact that we also got ‘Nokia Winning 5G Contracts Despite Delivery Delays, CEO Says‘ two weeks ago. Bloomberg gave us that one, so when Nokia gets pushed to cater to American needs, will they lose their Softbank deal and a cornerstone to the Middle East? It is not a given, but it is a valid question. So even as there is truth in the quote: “A few weeks of delays “is not really much” in the context of a 15-20 year cycle, Suri said. In the first quarter, the Finnish company struggled to book revenue from the contracts it had signed“, we accept that these things happen, yet weeks tends to become one month, then a second month and in a race where being there fast matters, Nokia cannot afford to remain delayed, they had to be ahead of the curve and they are not, they are merely on par at best, this now implies that 42 global contracts will be under scrutiny and not delivering on time will constitute pressures that Nokia will be unable to fully deal with and Chief Executive Officer Rajeev Suri knows this.

Even as we see that Nokia is still on the financial fence regarding booking profits (they will do so, no doubt) Huawei was able to secure a lucrative deal with Russian telecoms company MTS. It might be all under the guise of ‘the enemy of my enemy‘, but in the end ‘gold is gold’ and it is in the end about the acquired currency. So as they get Russia and as the EU buckles towards Huawei, we see a market that is a lot stronger for Huawei and every win in the Middle East will tip the European seesaw in favour of Huawei.

For the most after we check the lap time, there is a clear benefit for Huawei, yet Ericsson and Nokia remain strong competitors, Ericsson made the optional flaw of moving part of their base towards America, it sounds good, but their infrastructure will be undermined in several places more and more, so either Ericsson will push American employment to a much higher degree (Customer Service centres, Customer royalty programs and product infrastructure), or they face a massive blow-back more likely than not before EOFY 2020, a setback that will cost them a whole lot more than they bargained for. There is no given on Nokia at present, they had a strong firm presence in Europe and they can do so again, whilst these rules apply to Huawei as well, when you consider the places they were, they have built strong teams all over the place and with the winning strategies in the Middle East they have grown their ambassador places all over the Middle East, something Nokia and Ericsson did not do to such degrees.

So it is not only the 2/3rd advantage that Huawei has, it shows that their infrastructure is still a lot stronger and in the second hour (59:59 after a mobile phone is sold) the systems of Nokia and Ericsson will be tested and I personally believe that they are not ready, more importantly, the people will not be ready for waves of questions that will hit these centres and that will hammer the successes that Nokia and Ericsson have at present.

As lap time goes, it is a strong race from all three, yet a race is only as strong as the team, the car and the track. Yet in a normal race the track is set, in this race we have seen that America has been considering detour after detour and as such some teams will not be ready for what happens after that and in that race Huawei gets the much stronger advantage as America is not considering them, so that pressure falls only on Ericsson and Nokia. And that is where the issues start to count. When players like Softbank get pushed to the back, they will reconsider and anyone changing its order has the danger of taking more than one other player with them, that is the stronger danger that the other two face as they try to gulp down whatever US contract they can get.

There is supporting evidence for that. In Australia NBN showed the need (source: SMH) “NBN Co spokeswoman said the network was committed to “continuously improving the service provided as internet demand and data needs evolve” including a recent $800 million investment into customer service on the fixed wireless network“, the problem is that to a much larger degree Australian NBN is (diplomatically speaking) a $51 billion failure, the only way to save face is to overhaul it to a much larger degree and in light of ‘9.6 million homes and businesses were now connected to the network with 62 per cent of those customers choosing speed plans of 50Mbps or more‘, all whilst this could grow by another 30% if Microsoft and Google had their way, giving us levels of unparalleled congestion soon enough after that.

The moment that ANY vendor needs to acknowledge 5G and congestion in the first year will be the point that turns the customer base into a churn tidal wave and that will happen if the infrastructure is not in place. The US and some others are massively in denial there, it might be argues that this risk is also present in the Middle East and I would expect this to be the case, yet Huawei has had time to prepare and the others are merely jumping on the revenue wagon as the US pushed for a ‘no Huawei zone’ preferably one that is global.

That is the impeding risk, not that Huawei is out of the race, but that the others get stretched too thin. I have seen this happen again and again over the last 20 years and then we get some delusional VP giving their staff an elastic band reference on stretching resources a little more. They ultimately never learned that time is not a factor that can stretch like an elastic band, it is a rigorously set standard that does not budge and against that merely better and larger man power will solve it and Nokia just got rid of a boatload of them, all to cater to 5G, so when they need staff and training them, they will be under the gun 24:7, I do not believe that they are ready at that point and the increased presence in America implies that Ericsson is nowhere near ready, they need well over 500 additional support staff for what comes and they have nowhere near those numbers.

That is all available to the eager eyes and they have not altered that path yet. In their defence, it will not be needed before August 2019, yet there is already enough indication that their growth plan is not set in that direction. As I developed my own IP, I noticed that the Cybersecurity needs for 5G are still in the basement whilst it had to be through the roof almost 3 months ago, so the first cyber security issue will be a devastating one for each of these players. That is merely on a consumer level, on a commercial level the setting is even worse, it is a Nightmare on 5G street waiting to happen and in this there will be no miracle dream weaver, merely some Freddy Kruger that will show now regard for the lives of those victims, as the rewards were just too appealing. An almost perfect cyber storm in the shaping, a stage no likely seen before January 2020, yet even then there will already be victims and loads of insurances that are more likely than not eager to find a loophole not to pay any of them.

As I see it, it is a lap time that is good for all three, yet the setting of lap time is no longer a valid one. When the track definition becomes a flexible one, detours change the stats of everything, changed requirement in mid race will also hamper issues and none are ready, Huawei merely had more time to get ready giving them an additional advantage in this race.

 

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June 24, 2019 · 11:37

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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June 22, 2019 · 11:35

There is a start

Yes, there is a start, yet it would be presumptuous that the race has started. The news (from CNBC) gives us: ‘Verizon’s new 5G network is ‘confusing’ and ‘difficult,’ according to early tests‘, in addition we are given: “Early tests by tech publications CNET and The Verge of Verizon’s new 5G network in Chicago suggest it’s not fully ready yet“, as well as “The network is brand new and rollouts take time. It took a few years for 4G LTE to become widely available, for example“, I have been warning people on this for months, going back to 2018, now we get to see how USA is no longer in the race for anything. The entire ‘National Security’ issue on Huawei was bogus from the start and now that the goose has come home to roost, we will see a political stage to roast the goose before it has roosted.

American 5G speed

It gets to be worse when we consider: ““Even carefully positioned a few feet away from the 5G node, the large on-screen icon exclaiming Verizon’s 5G network toggled back and forth from 4G to 5G,” CNET said. “After two hours, we had run maybe one clean Speedtest.net app side by side with the Galaxy S10 Plus.” Samsung’s phone is a 4G LTE device” and finally: “CNET found download speeds for a game took about the same on 5G and LTE networks, and downloading a movie on Netflix didn’t work. The site said the network felt like a “rush job” and called the experience “frustrating,” “confusing” and “absolutely insane,” even though it noticed download speeds coming in toward 600 megabits per second at times, on par with what Verizon is promising.” It is a system with proper infrastructure in place, and it gets to be worse, most infrastructures that are NOT Huawei are massively inferior (at present), so the long term issues remain and they will get worse. This level of setback, once congestion sets in because of a lacking infrastructure will drive potential customers away, the very first rules of commerce were ignored from the start by sales people with dollar signs instead of pupils and now that they entire matter is polarising, we will see more issues, and we will witness more frustration.

In opposition

The Saudi Gazette gives us (at http://saudigazette.com.sa/article/569469) ‘STC officially launches 5G service‘, as well as “In the first phase, the 5G network will now be available in the Kingdom in specific areas in a number of major cities using home routers that will be available at specific STC outlets in accordance with customer needs. Al-Nasser said the launch is an affirmation of Saudi Telecom’s pioneering role in delivering innovative technologies and services to customers across the Kingdom.” Yet let’s not get overly optimistic. There is also “By the end of February 2018, the telecom operator inked a deal with Huawei to collaborate in the field of 5G wireless networks and technology. In the beginning of March 2018, STC signed a memorandum of understanding with Cisco Systems to develop the 5G networks across the Kingdom. STC has subsequently completed the first global Multi-Vendor-Integration-Verification (MVIV) for its Huawei and Cisco core infrastructure with Ericsson and Nokia supplied 5G Radio Networks“, and that is just the beginning, yet how does it work? What has been achieved (speed, reliability)?

To see this we start in April when Arab News gave us: ‘Super-fast 5G mobile to launch in Saudi Arabia within months‘, as well as “Saudi Arabia has about 1,000 telecoms towers already supporting 5G and the super-fast mobile services will be available within months, a senior government official said. The next-generation networks will allow smartphone users to download a movie in seconds“, so far it is marketing, we all heard it before in several nations, it is the realisation we see with: “The STC launched the service after completion of its experiments for the first time in MENA region since launching the test drive in 2017 and this was in cooperation with the telecom giant’s strategic partners” and Huawei was at the centre of that. It is the two year head start that everyone ignores, even as we have no real numbers to work with, Saudi Arabia, like all other nations are stating they have 5G and it is commercially available, there are no tests showing just how fast and how reliable their network is, but they do have a two year head start and if what we see with Verizon will last at least two years, their start of 5G is not a great one. The sales need for getting their first, whilst ignoring the support and customer care issues is just baffling. STC reported: “the STC 5G services are available in Riyadh, Jeddah, Dammam (Eastern Province), Makkah, Taif, Madinah, Abha, Jubail, and Tabuk” Which is close to a complete urban 5G coverage, the US and many other nations are nowhere near that ready.

I keep a reserved distance in light of “STC did not share specific details but said that the service has been made available to customers“, so until benchmarks and speed tests have been shown, there is every chance that it possible that we see 4G+ instead of true full 5G, but until the facts are known, it is all speculation, what is a given is that the two year head start of Huawei is showing and in that regard, the short sighted American point of view regarding the unproven National Security allegations will remain allegations that slows US innovation down, and it will cost them, because the 5G pioneers that are not in the US are about to have a field day. My own IP is about to go through the roof (which is fine by me), the only consideration I am left with, is that I would have to consider an upgrade from a 55 meter yacht to an 85 meter yacht, the cumbersome burdens of an innovator with the ability to dream never ends. And there too I found new wisdom, a market that Huawei forgot about (or never considered in the first place), what a lovely Saturday it is and it is only 7 degrees at present.

Even when we consider the complications that the US is pressuring on other nations, when we consider another light towards “The complications referred to probably mean the ramping of political and intelligence pressure from the US and it wouldn’t be surprising to see the UK eventually do what it’s told with respect to Huawei“, as the UK becomes Americas bitch, if Huawei gets Oak OS right, the UK, Europe will have new problems to consider, in addition, if Google is placed out of bounds, those not strapped to Google will optionally lose a lot more than they bargained for. Let’s be clear, we do not need Facebook, most of us need LinkedIn and Indeed, yet we can access Gmail from our computers, we don’t need a smartphone for that. So at that point, when we consider the open shift that would optionally come in a different way. Google is brave to miscommunicate part of the issue they face. As several sources give us: ‘Google: Cutting Us off from Huawei Is a Security Risk‘, no it is not (not really)! You see, it is not a security risk, what is the clear danger to Google that their value is data and this situation allows Google to miss out on millions, if not hundreds of millions of phones, all lost data, data that goes nowhere (or somewhere else). The Trump administration did something really stupid here and we will see that impact within a year. Millions are questioning Google and their data, Facebook and their data and now Huawei offers an option that have neither. People might actually embrace Huawei and that danger scares Google. Its granularity is based on the data they collect and now, they will lose up to 35-95 million data points within 2 years alone and a lot more thereafter, a loss they never faced before. And as China diversifies ad as its non-Chinese customers get used to Baidu and Sogou, how much relevance would Google (and Bing) lose over time?

All elements that have an impact, all elements that Google will not voice and others are intentionally walking away from; these are questions that cost advertisement, a nightmare they all face now.

All issues that will impact in the 5G era, the fact that my IP gives power back to the shop owner and not their IT providers will make matters worse (and I do not care). The power needs to go where it needed to be, with the customer, the consumer and the factual user, all elements Google never wanted to touch, You cannot facilitate when the data is not there. It is the old premise of a system missing and a user missing and most people still do not comprehend the full impact of system missing information.

They will find out within the next 2 years, I look forward to the transformation and the long term impact that short sighted policies bring. So when you see the new Huawei phones, do not just wonder if you should get one, wonder how much better your life optionally becomes by having one. It is a loaded question, I get that and it pays to be a sheep in a really large group, but when you consider the hundreds of notifications that were useless, the massive amounts of Facebook notifications that kept you from work and promotion, consider that 5G amplifies that part by 300%, do you really want to remain a sheep , or jump the fence and see what Oak OS could bring? I am on the fence too, I have to choose, yet at present I see America pressuring everyone to become Huawei haters and there is no logic to their path, other than that I hate being a follower, I prefer to wander on the innovation line and that has risks, but it also has lucrative rewards, often resulting in a much better quality of life.

Sometimes choices are hard, and whichever path you choose, remember that it was YOUR choice, not the one others told you to go, you only get to blame yourself (or not) at this point. And I assure you when you blame yourself for making the good choice is also rewarding no matter which of the two (three if you consider IOS a choice) you make, make sure it is yours, not the needy direction of some marketeer or salesperson.

 

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June 7, 2019 · 13:25

Call me

There is news, there is always news, yet now we have different news. The news that matters is not the direct given news, it is merely what we see here that becomes a consequence for a longer setting and it has happened before.

We start with Arab News who gives us: ‘Huawei’s US blacklisting row has little impact in Saudi Arabia‘ (at http://www.arabnews.com/node/1503431/saudi-arabia). Yes, there is little impact and that is not weird or amazing, it merely is. Yet the news is still important for other reasons. The quote “The US wants to remain a leading source of technology around the world, even though China is working hard to create a new leadership in (the sector)” by Majed Al-Hedayan is not that accurate, the intent to be a leading source is there, yet the patent applications from the last 5 year show that the US stopped being the leading entity in that regard in 2015, Asia (mainly China) surpassed them with a large and comfortable margin, a big chunk of the Asian patents are with Samsung, which is also important to note.

The issue is not seen here, merely the impact and the response from the consumers. What happens when we combine this with the Guardian (at https://www.theguardian.com/technology/2019/jun/06/chinas-huawei-signs-deal-to-develop-5g-network-in-russia) giving us: ‘China’s Huawei signs deal to develop 5G network in Russia‘, now it becomes a new stage. It is not easy to explain, however I will get you all there. The first instances of Russian pressures to gain new momentum in the Middle East were seen in March 2018 in ‘The Global Economic Switch‘ (at https://lawlordtobe.com/2018/03/06/the-global-economic-switch/), we see the first elements of a failing Trump tactic. My quote, which uses some of the source CNBC information gets us: “we are treated to “The partnership with OPEC, led by Saudi Arabia, allows Russia to strengthen its hand in the Middle East at the same time the U.S. role has been diminished“, the diminishing of the US as stated by other sources closes doors to the US on several shores, a dangerous change that comes at one of the least fortunate times” that shift grew as President Putin decided to rely on his favourite pit bull (Dmitry Utkin) to make waves in Syria, after which Russia stepped in and decided to ‘assist’ President Bashar Al-Assad. Russia has one advantage; the Syrian army is completely unable to properly wage war which was seen after rebels launched a surprise counter-attack on the village of Kafr Naboudeh. They were presented with well-equipped and troops that were dug in. Yet those were pushed into running like a jackrabbit, rearming the rebels with heavy weapons that they had left behind, weapons that found an eager target in more Syrian troops. Both the fact and the stage are important as it requires Syria to facilitate for Russia in more than one way. In addition I gave the readers initially: “Yevgeniy Prigozhin and Dmitry Utkin allegedly have been preparing to grow an ICT/Mobile infrastructure in Syria, that whilst construction fortunes would be coming their way too, the entire growth with Saudi Arabia as an optional side allows those two to split a few billions between the two of them, whilst at the same time growing the other fields they have access to and get a seat at the Saudi Arabian table at the same time“, several analysts laughed and sneered at me with the topic mention that I had no clue what was happening and it would never happen. So now we move to February 2019 (a year later) and we see (at http://scbc.sy/en/2019/02/20/russian-companies-plan-to-build-construction-projects-in-syria/) where the headline ‘Russian Companies Plan to Build Construction Projects in Syria‘ graced us all. So when I read: “Russian construction companies are planning to build three- or four-storey buildings at low prices, all delivered in record time, 37 days for construction“, I must be imagining things. The fact that it was a not a  no-man show, but we see: “In the presence of the Vice-President of the Chamber for International Affairs and Chairman of the Chamber’s Building Committee, Dr. Luai Yousef, Director General of the Russian-Syrian Business Council, discussed with the heads of Russian contracting and reconstruction companies the necessary mechanisms to start the work“, we see ego and profit in place for the right facilitation, so far I am 2-0 on those paid to know this, And I was a year ahead of them.

The second stage

It is here that the Guardian takes its entrance to ‘China’s Huawei signs deal to develop 5G network in Russia‘ (at https://www.theguardian.com/technology/2019/jun/06/chinas-huawei-signs-deal-to-develop-5g-network-in-russia). Now we see: “the development of 5G technologies and the pilot launch of fifth-generation networks in 2019-2020”, MTS said in a statement on Wednesday“. Now the game changes, especially ‘as this has happened before‘. Most might not know this, but in the early 90’s America tried to keep IP progress away from Russia, and as such it was close to impossible to find a decent PC in Russia. That changes when Toshiba decided to do business in Russia. Within 3 years everyone on the planet knew about Toshiba. Rugged laptops that were stern were seen all over Europe and with Russia being an exclusive client the power of Toshiba grew; within 5 years they were in the top 5 of laptops and there they would remain for a while. This situation now repeats itself with Huawei being in Russia and the Middle East (Saudi Arabia & UAE) as well as still growing in Europe. And even as the US will make fun of the fact that there are at least twice as many Americans than Russians, the fact that American companies cannot go to Russia and Huawei is set now in a similar exclusive stage (like Toshiba was) gives rise that the revenues of Huawei will go through the roof this year. It becomes a larger issue as Trump’s ban on Huawei is countered by British officials seeking answers (no real ones will be coming). Huawei has an advantage through Russia giving rise to even more business. The non-tactical option for America to remain the leading technologist was never going to happen, not in the state the US is; with AT&T settling out of court their 5G deceptive conduct. Even as we are told: “we have amicably settled this matter” by an AT&T spokesperson, no one is asking questions on who has an actual full powered 5G in America. That stage is not improving when we see only two months ago: “Trump said the U.S. will cut regulations and free up spectrum for 5G technology amid tight competition with China and other nations to develop the next generation of telecommunications infrastructure“, the fact that this still had to happen 2 months ago shows the lag and the delays that the US faces. The headline ‘FCC Vows 5G Networks Will Be a Private Sector Project‘ does not make matters speed up (source: Forbes). The part everyone (most of them) ignored is that Huawei holds a little over 15% of all the 5G patents that are out there, so anyone who wants to get ahead is either facilitating to Huawei or pretending to be their best friend, obviously the US cannot apply for that position. As I personally see it, America is bogged down on second grade equipment for now and that setback will bite. That was always the setting and now that the push is becoming more and more visible we will see that Russia met with the winning team and thought it was a good deal, for them it is as it opens up all kinds of partnerships with the Middle east in construction and optionally 5G deployment, so Halliburton eat your heart out!

Is it still a surprise why I gave Huawei first option (2nd place went to Google) to my IP?

Until three months ago there was close to little option for Russia to make headway into Saudi Arabia, now with US Senators trying to block arms deals that is no longer a given. If they succeed, the entire collaboration of Huawei and Russia could give more options to Russia down the road. In this American policy has staggered in a stage of ‘Think Local Act Global‘, whilst the world is in a stage of ‘Think Global Act Local‘ and so far American politics has not evolved to the degree that where need to contemplate that there was a price for a decade of complacency, the consequences of these actions is like watching a train called America stuck in Nowhere Town, whilst the express trains called Huawei, China and Russia are now passing them by at high speed towards the destination of a place some call Opportunity city.

Whilst everyone shrugs their shoulders and wonders if it matters, consider that the US has a $22 trillion debt do you think that the US will not feel the pinch of losing billion after billion in trade with Saudi Arabia and the UAE watching their options go to China and Russia? The fact that with every quality delivery Russia gets more and more contracts regarding 5G embedded construction; as well as more Saudi Construction offers for Neom City? When that seriously starts to shift, Saudi Arabia ends up holding one nice Trump card (pun intended), when it comes to Russia, we a nations that driven to pragmatism, so as these offers go their way, there is every chance that Russia will drop Iran like a bad habit, in the end Russia already refused Iran the S-400 solution, which would have struck a positive note in Riyadh, I am certain of that part. Iran is not merely a bad player, they are clueless how to play the game to begin with; their actions involving Hezbollah was evidence of that, now with Russia pushing towards alternative directions Iran will lose more, as does the US, so it would be a win-win for both Russia and China.

A lot of this could have been seen in advance, some of the events were foretold by me a year ago (not the Huawei mess though), with these pieces on the table, why push? I never opposed the view Alex Younger had, because that is a national policy that makes perfect sense (but not the best stage for the UK at present), the American pressure was founded on no evidence and now it could cost them a lot more. There is even a third danger, even as everyone depends on Qualcomm, the stage is now set where Huawei has to design its own version. The problem is that through limitations people find creativity, we saw that in the old 8-bit computer age, the 16 bit added to that and not because of resources. It’s when we are pushed into a box of limitations at that point we will truly focus on innovation. For example Disk Doubler was a direct result of the limitations that a 20MB hard drive had. When you consider that a 10Mb drive on an original PC was $1500, the solution started to make sense really fast. It did not come that early, but in an age where the norm of a drive was 20MB and these drives were $10-$20 per megabyte. So when Huawei gets pushed into a corner, there might be a little lag, but the makers of 5G will find a solution, when that happens Qualcomm will suddenly have a much larger competitor and they aren’t the only player. What most failed to see is that the latest growth of Qualcomm was not them, it was buying others. Since 2011 Qualcomm took over 21 companies. Rapid Bridge, Ubicom, Orb Networks, Stonestreet and CSR pls to name a few for amounts up to $2.5 Billion, that kind of knowledge left them with spillage (unflattering term for lost knowledge), it is corporate brain drain that spillage will find another player and to some degree it will do just that. Now that someone shut the door on them implies that they will need to find alternatives and Huawei is more likely than not doing just that.

Even if their mobile markets does take a temporary dip, their 5G technology does not and in the end Huawei has an advantage, now with the growing partnerships with Russia and the Middle East that advantage might actually grow, and at that point the game changes. The implied evidence is already there, but the actual evidence will have to wait. We should also consider that Qualcomm derives most of its revenue from chip making, whilst the bulk of their profit comes from patent licensing businesses. The fact that patents are the profit is the issue, Huawei has the jump to some degree and should they resolve the patent issue, Qualcomm will see a fast growing drop in revenue, shortening their profits even more, so now they will need to address their cost of doing business and that will bite them hard. No matter how their $22.73 billion revenue continues. The fact that patents are profit and should Huawei find any solution, Qualcomm will face hard hits in an area where being nice was the only option, and it will not be a smooth one, it will hit hard with every patent that Huawei files. Blacklisting Huawei will have a much larger impact than anyone expected. Qualcomm had a -$5 billion in net income last year, so if the patents are their profit and Huawei gets even one patent validated in the field of Qualcomm, how much do you think that impact will be?

Another side is seen through CNBC, where we are confronted with: “They’re making some power moves right now and the ultimate power move would be to ban iPhones. Now if that happens, this thing goes down to $130“. This threat is actually more real than some think and the impact is also larger. We could be faced with an Apple Inc. in dire need as it loses 30% value and that is nothing to be laughing at. The ramifications of that act will be a global one. Samsung as a Korean player will laugh on the side as people will have to make a choice, but damage to Apple to this degree was never considered. And that is not all, there is one more play for China, Business Insider informed us last week (at https://www.businessinsider.com.au/china-rare-earth-list-of-us-products-could-affected-2019-5) that ‘Here’s a list of American products that could be affected if China banned rare-earth metal exports to the US as a trade-war weapon’. The realisation that “Eighty per cent of US imports of rare-earth metals come from China, according to the US Geological Survey”, now consider the small fact that “Yttrium, europium, and terbium are used in LED screens, which you can find on most smartphones, tablets, laptops, and flat-screen TVs. Their red-green-blue phosphors help power the display screen, according to a 2014 US Geological Survey fact sheet. Those elements are also used in iPhone batteries and help make the phone vibrate when you get a text, Business Insider’s Jeremy Berke reported.” When you consider these parts and when you realise that Apple has no option to replace those parts at present, in Addition, consider all the other smart devices in circulation that rely on these materials, how infinitely stupid was this trade war to begin with? Oh and that is whilst we take Seagate out of the equation with their drives, which by the way relies heavily on the availability of Dysprosium, which according to Seagate’s CEO, Stephen Luczo gave them a margin issue of close to 20%, that much could be lost to Seagate, and when that material goes, what remains?

In the end, no matter how this plays out, when the Intelligence boffins figure out that they had several elements wrong for over a year, they should call me, they might learn something (which would be novel in its own right).

 

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June 6, 2019 · 11:59

The Persian Gulf match

We are on the edge of what we know, mostly of what we are infromed about and it seems that it is n the interest of the US to focus on Saudi Arabia. Al Jazeera starts with ‘US senators seek to block Trump arms sales to Saudi Arabia‘ (at https://www.aljazeera.com/news/2019/06/senators-seek-block-trump-arms-sales-saudi-arabia-190605154958283.html). The sub line gives us “Senators to try to pass 22 resolutions that’d halt Trump’s plan to bypass Congress to complete arms sales to Saudi, UAE“, it seems that with the effort of getting 22 resolutions passed, there is cause for concern, not merely for the one side where the US is seemingly a lesser ally than they are claiming to be. The problem is that there is actual sense in play. when we see the quote by Senator Todd Young giving us: “Congress has an essential oversight role in the decision to sell weapons and we must ensure proper procedures are in place in any weapons transfer“, I would counter that with the notion that proper procedures should have been in place for decades, in addition, the fact that Saudi Arabia has never been the enemy of the United states (as far as I know), makes it weirder. It is at that point where Senator Todd Young goes from simplistic to stupid bordering on moronic. With: “In light of the ongoing humanitarian crisis in Yemen, we have an obligation to ensure the adequate guardrails are in place and that weapons transfers to Saudi Arabia and the United Arab Emirates do not exacerbate the conflict“, so how about taking Hezbollah and Iran out of the equation? Had the Senator for Pennsylvania considered that part? The issues around Senator Young do not improve when his lack into Yemen is shown. With: “Selling more bombs to the Saudis simply means that the famine and cholera outbreak in Yemen will get worse, Iran will get stronger, and al-Qaeda and ISIS will continue to flourish amidst the chaos of the civil war” he shows just how little he is aware, the fact that there is no mention of Hezbollah is one part, the additional stage given to us less than 24 hours ago (at https://www.reuters.com/article/us-yemen-security-wfp/yemens-houthis-and-wfp-dispute-aid-control-as-millions-starve-idUSKCN1T51YO) with ‘Yemen’s Houthis and WFP dispute aid control as millions starve‘ is not because there is no resolution, it is because the Houthi forces do not want a resolution, they are awaiting Iranian hardware and Hezbollah troops. So as we see: “the U.N. agency, which feeds more than 10 million people a month across the Arabian Peninsula’s poorest nation, said last month it is considering suspending deliveries due to fighting, insecurity and interference in its work“, we see just how dumbfound the status of Saudi Arabia is in the US Congress. The issue of the international press going out of their way not reporting on Hezbollah activities in Yemen is just a little too weird, and seemingly no one takes notice.

Saudi Arabia will have to consider other options soon enough (more to follow at the end).

In the second part of one side we see the report from CNN (at https://edition.cnn.com/2019/06/05/politics/us-intelligence-saudi-arabia-ballistic-missile-china/index.html) the headline: ‘US intel shows Saudi Arabia escalated its missile program with help from China‘, we need to realise two elements, the first is that Saudi Arabia is a monarchy, a sovereign nation with the rights to defend itself. It has been in a proxy war with Iran for years and Saudi Arabia must prepare any way it can, apparently the United States is not there for the nation they call an ally, and as such China would easily step in to facilitate (Russia seems to have lost out on it). With Saudi Arabia in a stage of 5G thanks to Huawei, the Chinese government is (according to CNN) in the article. Even as we are given: “While the Saudis’ ultimate goal has not been conclusively assessed by US intelligence, the sources said, the missile advancement could mark another step in potential Saudi efforts to one day deliver a nuclear warhead were it ever to obtain one” implying that they actually do not know, the vague ‘were it ever to obtain one‘ should be seen as an article presently dipped in speculation. And as the one truth is given through “the Saudis have consistently taken the position that they need to match Iran’s missile capability and have at times sought help on the side from other countries, including China, which is not a signatory to the pact“, so the actual issue is that Saudi Arabia is in a stage where they will not accept being under defended when Iran is on a clear path to increase its ballistic missile setting. A clear setting that has been known for years and no one does anything valid or actual about Iran, that part is not set in the lime light is it. In all this I found the premise of Tom Udall senator from New Mexico the most hilarious one. With “citing the Washington Post report on the satellite images, asked what the US was doing to prevent foreign sales of ballistic missile technology to Saudi Arabia“, the direct and not too diplomatic answer would be: ‘It is none of your bloody business what Saudi Arabia buys from whomever they want to‘ (there is some diplomacy as I avoided using the F*** word). The truth is that they no longer matter; US Congress seems to be forgetting that they are no longer a superpower. 21 trillion dollar debt did that to them. Their utter inactivity in Syria and Yemen shows that they no longer really matter and the actions by both Turkey and Iran shows that they no longer have the balls to actually interfere and act. Their actions are now limited to economic sanctions and that tactic is becoming less and less efficient.

The additional fact that this is still connected to a dead journalist no one cares about is further evidence still. You see if it was actually about that than the US government and Global media would have illuminated the actions of Turkey and its incarcerated and murdered journalists every single day and that has not been happening at all, again more evidence that this is all about posturing and imagery but nothing on creating actual lasting results.

In all this I am happy that Democrat Senator Bob Menendez from New Jersey gave us: “Failing that, I am prepared to move forward with any and all options to nullify the licenses at issue for both Saudi Arabia and [the] UAE and eliminate any ability for the administration to bypass Congress in future arms sales“, I will use that shortly, thank you.

On the other side

The other side of the Persian Gulf has other issues. Less than 14 hours ago, the Japan News (and several others) gave us: “Iran’s Supreme Leader Ayatollah Ali Khamenei said on Tuesday that Tehran would not be “deceived” by U.S. President Donald Trump’s offer of negotiations and would not give up its missile program” the entire stage of peace, or some way of moving forward was dependent on that part, the fact that it was never adhered to and the only part we get is US saber rattling gives light that the US has no actual solution here. Even as some Senators made the claim that any war with Iran would be a short one can no longer be proven, the engineering joke that is now known as USS Zumwalt is one part, the fact that Congress never approved a budget for its cannons to be fully armed is a second part and the failings that is this $21 billion project and is showing to be close to disastrous is further evidence that the US has no real modern navy to fight Iran with, it is at best at par with Iran and in an actual war setting without the ability to ‘hide’ within Saudi waters gives rise to the fact that a direct war (which Iran would lose) will not be a quick one and the casualty list would be massive. A nation that is basically bankrupt is now limited to saber rattling, it is sad.

A similar quote was seen in TV7 Israel News where we get: “Ali Khamenei said: “We can see that today, in the defense and military arena, we have reached a point of being able to deter our enemies. And the fact that you see they insist on (curtailing) our missile program, is because of this (deterrence). And they want to deprive us of this capability. And of course, they will never succeed.”” the stage is accepted but the premise is not. The Iranian missile program has never been one of defence, it is an offense stage with possible nuclear ramifications and there are indicators that there is more, one unconfirmed source (reliability unknown, language implied it to be American) gives us: “Iran in mid-May presented the IAEA with a comprehensive report on all aspects of its nuclear program, which comprised over one thousand pages. The D-T procurement was not mentioned in the. “comprehensive” report. It is not alone in this regard: since June, a large number of Iranian nuclear activities not admitted to by Tehran, have been reported, notably the attempts to sanitize a suspected nuclear facility in the neighborhood of Tehran” another dark web source gave mention of deuterium-tritium gas earlier this year crossing into Iran at Bājgirān. I partially took notice but ignored it as I had no real idea what it was used for (I am not a chemist), in light of the two it is not an indicator or any actual evidence where Iran is at, but it does give reason for Saudi Arabia to increase its capabilities regarding ballistic missiles. The fact that Iran has the muscle to move options here implies that it has access to funds it should not have, for the mere reason that whoever is doing it will not be doing it for anything less than an 8 figure number. I am decently certain that Russia (and most other nuclear players) would never be willing to give a Trump card like that into the hands of Iran, not when they have other needs to milk Iran for as long as they can. That is merely my personal view on the matter.

Iran does have other options, as Janes reported yesterday: “Iran launched a Khorramshahr medium-range ballistic missile (MRBM) in December 2018, the Israeli representative to the UN told the Security Council in a letter released on 5 June“. My issue is not Jane, they are established as a reliable and accepted military source of information, the fact that this issue has been known for 6 months and the fact that at present there is no real exposure of the Khorramshahr with its range of 2,000 km with a 1,800 kg warhead, we see that no part of Saudi Arabia cannot be reached, giving a much larger pressure on Saudi Arabia and that is before you realise that the news included: “Iran has transferred technological knowledge to enable Iraq’s Technical Directorate for Military Production (TDMP) to produce the Mohajem-92 unmanned aerial vehicle“, that so called UAV is one of the drones that have been deployed against U.S. and coalition targets (Source: Al Jazeera June 21st).

These drones are optionally also in the hands of Hezbollah, a terrorist organisation, as such the pressure is on in several ways and there is more than one indicator that the US remains where it is, sitting on its hands merely because it seemingly ran out of budget.

Image of a Paper Tiger

In conclusion: I believe that the media and the US government have been hiding behind excuses and counter acting actions as it cannot afford to be in anything for any price. It has no ability to enforce any actual rules and when we see the egocentric call: ‘what the US was doing to prevent foreign sales of ballistic missile technology to Saudi Arabia‘, we see what was once a superpower is now optionally nothing more than a Paper Tiger.

If I have to give any official advice to the House of Saud then it would be:

Your Royal Highness and members of the royal family,

I believe that it is now more and more important to seek unity and actual commerce with providers that will enable you to properly defend yourself against the unacceptable danger that Iran has become. I believe that trade with the United Kingdom, France, Germany and China should replace your American portfolio. Each of these four have technologies and military solutions that would equal the solutions that America has offered. I believe that there is no one solution, by gaining the hardware from all three (each their own field) it would be optionally quicker to get the essential defence materials that the Kingdom of Saudi Arabia needs to keep its nation safe. The American position after the attacks by Hezbollah through Houthi forces give rise to the additional dangers that the Kingdom of Saudi Arabia faces by not seeking a more powerful defence. The actions of the American US Congress have shown that what they regard as being an ally is not what an ally is; it is not even what a wannabe ally would consider to be.

As such apart from your advancement in technology and infrastructure a much larger foundation for your national defence is seemingly essential in the immediate future. The shown delays that the European Union have shown to be regarding Iran, Turkey and terrorist organisations like Hezbollah give rise to the essential need of China to become part of that solution.

With highest regards,

Lawrence van Rijn

Finale

I believe that the inaction’s have gone on for way too long, even as some state that there are diplomatic options, the realisation that Iran hid themselves through the terrorist organisation Hezbollah and the fact that this has been known in intelligence circles for years is clear evidence that there is no push for a solution, merely a need for a standstill, or stalemate at best. It never resolves anything, it merely decimates the Yemeni population through Houthi blockades a small issue killing thousands and Reuters gave us that news, but no, plenty of media ignore that fact and keep on pointing the finger at Saudi Arabia and shouting ‘Jamal Khashoggi’ whilst no one cared about him to begin with (exception of Washington Post people noted).

The idea of politics through inaction an stalemate has created more damage than anyone realises and the inaction on matters has the dangers of creating cogs of war that will ruffle both sides of the Persian gulf to the largest degree is now too dangerous. The inaction on Hezbollah, the inaction by the US and Europe now have a lasting impact on the Middle East. When this comes to blow, there is no doubt that Iran will lose, and anyone pushing for stalemate tactics will be recognised and removed from consideration for what could be the largest impulse to a global economy in history, Saudi Arabia, the UAE and Qatar are part of that economic pulse and those not part of that will end up going through 2-3 iterations of recession lasting 20+ years. The others will find themselves on an improving economy track and enable themselves on a larger economic scale than before. There is now ample view on the matter to consider that America is steering away from that option for no good reason. When that happens, those who get to be enabled will end up being in a much stronger position. I personally prefer the United Kingdom to be part of that, yet in the end that is a decision they will need to make for themselves.

 

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May 30, 2019 · 13:25

Want a cake? Buy a bakery!

There was a man (not me) who loved cakes so much (definitely me) that he decided to buy a bakery (not on my income), so he spend £1,475,000 and now he has a cake every day until he dies, and that was the happy ending, or was it?

Consider that at the Cake Store, an outlandishly super cake (birthdays) from £45 onwards (up to £850) which will give you colour choice for inscription, 4 levels of cake (the 4th being a Rubik cube cake), choice of filling and selections of candles and sparklers. So it does not get any better than that. Yet we all agree that the most expensive cake is not a daily choice, anything below that tends to be around £100, so a fair cake and there plenty of cakes are 16″ and a mere £69. So at that stage we see that the man paid upfront for 19,666 cakes, implying that he will have a daily cake for 53 years; and that is when we ignore the interest he could have gotten on the £1,475,000 which in an optimum stage is interest that pays for 983 daily cakes a year, we call that a bad choice when the goal is to have cake every day. Now when it is about government policy it is not that simple.

And this gets us to the actual story, the fact that the Guardian gives us: ‘Government spends almost £100m on Brexit consultants‘ (at https://www.theguardian.com/politics/2019/may/29/government-spends-almost-100m-brexit-consultants), I get that consultant might be needed to some degree, but Brexit is something new, so how would they know? Yes, I very much understand that one of Deloitte, PricewaterhouseCoopers (PwC), or Ernst & Young was needed, but all three? Even if that was the case, for example manpower, the issue is not merely the £100 million; it is the stage of what knowledge did these civil servants not have?

Before we go bashing civil servants left, right and centre, we need to acknowledge that you want consultancy to some degree on international tax issues, on international legislation, yet is that knowledge not available within the government? We apparently have Law lords, we apparently have treasury and tax experts and the fact that they came up short by £100 million in knowledge is a much larger issue than I am happy about.

The fact that the end of this is not near, a premise we see with: “Marked “official sensitive”, the investigation warns Whitehall spending on Brexit consultancy work could hit £240m by 2020, as officials scramble to plan for departure from the EU” should be a larger concern. Then I notice a name which I have stumbled upon. With the mention of the Boston Consulting Group (BCG), I go back to ‘The Repetitive Misrepresentation‘, A May 2016 story (at https://lawlordtobe.com/2016/05/28/the-repetitive-misrepresentation/) where I stated: “The quote in the Business Insider gives you “I got the analyst who wrote one of the reports on the phone and asked how he got his projections. He must have been about 24. He said, literally, I sh*t you not, “well, my report was due and I didn’t have much time. My boss told me to look at the growth rate average over the past 3 years an increase it by 2% because mobile penetration is increasing.” There you go. As scientific as that“, this was at the core of the issue I had with PwC earlier. The final Gem the Business Insider offered was “They took the data from the analysts. So did the super bright consultants at McKinsey, Bain and BCG. We all took that data as the basis for our reports. Then the data got amplified. The bankers and consultants weren’t paid to do too much primary research. So they took 3 reports, read them, put them into their own spreadsheet, made fancier graphs, had professional PowerPoint departments make killer pages and then at the bottom of the graph they typed, “Research Company Data and Consulting Company Analysis” (fill in brand names) or some derivative. But you couldn’t just publish exactly what Gartner Group had said so these reports ended up slightly amplified in message; even more so with journalists. I’m not picking on them. They were as hoodwinked as everybody was. They got the data feed either from the research company or from the investment bank“. This all from an article in The Business Insider from February 18th 2010! (Yes, more than 6 years ago).” I am not stating that BCG did anything wrong, illegal or immoral, I merely wonder how they got their numbers, Brexit is an unseen event and there are no scenarios that fit the bill, so how were their results gotten (or is that begotten?); these are questions that reside with Bain & Company, as well as the BCG. PwC is not out of that firing line, it is for the most only Deloitte who gets a pass (based on previous work), as well as some of the people I know (from) there.

If there is one part I get then it is the entire Defra mess (mess still an optional word). The Department for Environment, Food and Rural Affairs has to deal with all kinds of legal and policy issues that have never been transparent, I would be surprised if there is not a whole range of other issues floating up from there in regards to food matters from all over Europe (France being an obvious first). An example that was seen last year when those reading Wine magazines were introduced to: “It’s made from outlawed jacquez and herbemont grapes, he explains, and is produced by a coop of rebellious vignerons in the Ardéche region of southern France.” Wine that is banned by the EU, so that is one part that Defra might not have been prepared for at present and that is merely a top line result I looked at, when we start looking at the Romanian Equine Beef Burgers the matter becomes truly adventurous. None of it is the fault of Defra mind you, merely the stage in which they find themselves at.

That also raises the issue seen with: “Whitehall report criticises departments for lack of transparency“, at that point, what are the chances that the Border Delivery Group with £10.2m and Defra with £8m have been doubling up on data and reports? More important, if they are from different sources, the data will not match and cannot be compared, or better stated, until the questions and data are not rigorously inspected, there will never be a way to tall on a few levels how valid and optionally how replicated the issues are. There is clear overlap between the two, yet the lack of transparency implies that they are not aware of each other’s work until the final report was handed to all the players.

In addition when I see: “the DHSC employed Deloitte for “management support … in ensuring the supply of medical devices in case the UK leaves the EU without a deal”“, questions are shaped in my mind. I get it; there are questions, very valid questions. Yet in all this, Philips Healthcare has 6 locations in the UK, the same for Siemens Healthineers UK. So suddenly they would not be able to provide? They had their tax breaks for decades; as such they are responsible for delivery. It is time to look at these places and see just what tax breaks they got and hold them accountable (to some degree). I am merely mentioning two elements, there are many more where they had the deductibles and now they would walk away? Did the Department of Health and Social Care ever look at that part of the equation? Because if these people ‘walk away’ we can undo these tax breaks immediately, for the next decade or two.

It could be my version of ‘the sun also rises’.

It all comes to blows when we see: “But the report says it has taken an average of 161 days for basic details of Brexit consultancy contracts to be published, compared with 83 days for all consultancy contracts“, the fact that details are withheld for almost 6 months, beckons the question, was that before or after the contract was signed? In addition to this, when we look at “In February, analysis found government and public sector bodies had awarded contracts worth £107m for “professional services” in relation to Brexit planning. Tussell, a private firm that analyses public contracts, said the figure included 28 consultancy contracts worth nearly £92m.” gives me the questions on how much Tussel costs to check all this and are these contracts checked for doubling up, or are the merely checked for validity, hours versus billed, as well as how the contract was set up and what was required to be delivered? Merely the basic stuff and as such, as these contracts are compared, will I find a doubling of data as similar questions are to be answered?

Even as I partially agree with the government spokesperson giving us: “It is often more cost-efficient to draw upon the advice of external specialists for short-term projects requiring specialist skills. These include EU exit priorities such as ensuring the uninterrupted supply of medical products and food to the UK.” I do end up with questions on the arrangement of short term contracts and the fact that the treasury coffer is now out of £100 million. The fact that we see ‘such as’ is also a problem, the people were so over the moon on being a member of the EU, the fact that the government never looked at contingency issues within any government since the UK became a member of the EU is also a failure on several levels, especially when we consider the fact that this looks like an impairment of national security (or is that on levels of national security) whilst we see unproven Huawei accusation left, right and centre, an issue that does matter as you are about to find out.

The Washington Post gave us two days ago (at https://www.washingtonpost.com/technology/2019/05/28/its-middle-night-do-you-know-who-your-iphone-is-talking) ‘It’s the middle of the night. Do you know who your iPhone is talking to?‘ with the added: “Our privacy experiment showed 5,400 hidden app trackers guzzled our data — in a single week“. It relates in a simple way, we accuse Huawei whilst apps are according to the Washington Post: “On a recent Monday night, a dozen marketing companies, research firms and other personal data guzzlers got reports from my iPhone. At 11:43 p.m., a company called Amplitude learned my phone number, email and exact location. At 3:58 a.m., another called Appboy got a digital fingerprint of my phone. At 6:25 a.m., a tracker called Demdex received a way to identify my phone and sent back a list of other trackers to pair up with. And all night long, there was some startling behavior by a household name: Yelp. It was receiving a message that included my IP address -— once every five minutes.”

It seems that there is a flaw, not merely in transparency and regarding the consultancy groups, there is a flaw in the way we think, the government is set to a stage, what would we have to do, whilst the tax breaks have been ignored to the stage where companies have a responsibility to deliver, which of these reports takes a look at that part and when we see that Apple did not do enough, when we are told that the user should not have installed a certain app, the fact that the app should not have been allowed in the apple store (or android store) is equally a setting to look at, the lack of transparency implies that this was not done, not once.

So when we divert (for a moment) to: “According to privacy firm Disconnect, which helped test my iPhone, those unwanted trackers would have spewed out 1.5 gigabytes of data over the span of a month. That’s half of an entire basic wireless service plan from AT&T.” I made a similar mention in January 2017 (at https://lawlordtobe.com/2017/01/30/taking-xbox-to-court/) where in ‘Taking Xbox to Court?‘ where Microsoft uploaded almost 6 GB in a fortnight whilst playing single players games. The fact that Microsoft hid behind: “we have no influence on uploads, that is the responsibility of your ISP!“, as response the Xbox helpdesk (read: party line) that their support gave me when I called still makes me angry. But now it is not merely consoles, it is happening all over the place and the government either does not care, or has no clue, so when we see ‘privacy’ driven issues, I wonder who they are trying to fool. Especially when I was confronted with ‘possible civil contingency need‘, there are optionally so many contingency needs transgressed upon (as I personally see it), how about recognising that in all the elements clear transparency was an essential first, the fact that the large players are not willing to be transparent, we see a much larger issue all over the place.

Even as part of one of the DHSC reports gives us: “It is difficult to prepare detailed predictions or plans for such unpredictable concerns“, so if we see the impact of ‘unpredictable concerns‘, at what point do we ask more serious question on where the foundation of £100 million came from? And it is not merely the spending, those who asked the questions and the exact questions themselves would also need to be scrutinised, because the private firms merely facilitated and they did nothing wrong, the other side needs to be looked at, to a much higher degree than ever before.

Now consider a paper by DLA Piper (at https://www.dlapiper.com/en/uk/insights/publications/2019/04/no-deal-brexit/data-protection/) only a month ago where we see: “UK data protection law is governed by the General Data Protection Regulation (GDPR), which came into effect across all EU member states (including the UK) on 25 May 2018, and creates a harmonised legal framework regulating the way in which personal data is collected, used and shared throughout the EU. Should the UK leave the EU, the GDPR will cease to have direct effect in the UK. However, as the UK is committed to maintaining an equivalent data protection regime, a UK version of the GDPR will effectively apply following the departure date (exit-day)“. This is fair enough, yet as the Washington Post two days ago and I was able to show (850 days ago) that the collection of personal data is already off the wall, so at what point will we see recognition that the point of no return was passed a few hundred days ago?

So at what point are there questions on DLA Piper (who did nothing wrong) regarding; “The GDPR imposes restrictions on the transfer of personal data to a ‘third country’” and as the Washington Post gives us an iPhone example, we see that Huawei is clearly 0% guilty in that part, so how is the entire: ‘President Trump is clueless on true national security in the first place‘ not directly on the mind of all, especially when the transgressions are seemingly global. Perhaps when we realise that these are American Apps there is optional no national security infringement and privacy is merely a concept for all the players of that issue in town. At what point will the UK realise that they have much larger issues?

Even as there is complete acceptance of: “It is important to be aware that SCCs cannot be used to safeguard all transfers – for example SCCs do not exist for transfers between an EU-based processor and a UK-based controller (ie where a UK controller hosts personal data with an EU processor). This is a known area of risk to regulators, which impacted organisations may decide to ‘risk manage’ where data repatriation is not a realistic options“, I am willing to state that not only is ‘data repatriation is not realistic‘, it was not an option well over two years ago and the loss of data  (read: data copy transfer) under 5G will merely increase by a speculated 500%.

It is the realisation of these elements where we need to revisit: ‘those who asked the questions and the exact questions themselves would also need to be scrutinised‘.

I wonder if that was done and more important to what degree. We can agree that investigation on what might happen might have a steep price, I get that, yet overall there are larger issues regarding the exact question what was asked, the model, the data, the collection and the integrity of data regarding the question that needed to get answered. I wonder (because I actually do not know), how far did Tussel go regarding that part of the equation?

So how did this get from a bakery cake to 4G and 5G privacy?

It is about the cost of doing business, not merely the stage of prepared for what comes next and I feel that in light of what we are shown by the Guardian, the ‘cost of doing business’ and the ‘next stage of enterprising’ is not aligned, when we realise that there is a large non-alignment of issues, how large is the gap in these reports, not merely on legislation and policy, but on operational levels that will get hit first. The DLA Piper part makes perfect sense, yet when you realise that the mobile application status is already nowhere near it needs to be, how useful is the DLA Piper part, which is technically speaking flawless? When we see that part of non-alignment, how many reports costing £100 million have an operational discrepancy when tested to the actuality of the events?

In equal measure we get the additional question, would transparency have solved that, which is likely to give the answer that require us to take a hard look at those phrasing the questions. One led to the other, and I merely looked at the digital part, when we look at actual shipping (and ships), we see the realisation that the UK is still an island, one tunnel does not solve that, how do we see the filling of the prospect of the danger that a lot more contingency plans are missing, not because of Brexit, but because they already should have been there, the IOS data tracking part is evidence of that.

 

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May 25, 2019 · 13:06

Short on sight, darkness without a light

It is the Washington Post who gives (at https://www.washingtonpost.com/technology/2019/05/22/qualcomm-violated-antitrust-law-judge-rules) a stage that is now three days old, but this is one event that keeps on getting bumped to the top of the list for a long time to come. With ‘Qualcomm violated antitrust law, judge rules‘ we see a dangerous step into a murky road, a road that is all about the bottom dollar and those who are pushing for decisions have not considered the long game and how it ends a lot more. Perhaps you remember the issue with anti-trust, why it came into existence in the first place. With “protect consumers from predatory business practices“, it is the foundation that is at play, especially when we consider the quote “U.S. District Judge Lucy Koh ruled that Qualcomm had used its monopoly power to bully companies such as Apple into overpaying for royalties on Qualcomm’s wireless inventions, ordering Qualcomm to renegotiate its business deals“. I wonder who she serves in this case, because I am personally getting the feeling that it is not the law, or the case.

To understand that you need to consider a few items, the first is Intellectual Property. Qualcomm has something everyone wants and no one bothered to redesign or improve on it, and now at the start of 5G, the bottom line of Apple, who has always been eager to bleed its consumers dry, they now see the bottom line and they feel wronged. For three generations they became iterative, and as they now have a second iMac, for sale at A$22,197.00, (mainly because of the colour I reckon). That is the joke that once was Apple. A similar PC for High end gaming will remain under $10,000 (and that is with all the bells and whistles. As apple gives us that we must pay for exclusivity, than so must they.

In addition when it comes to royalties, the judge merely needed to look at iTunes to see that the stream income has settled at $0.00735. Artists on Apple Music would need around 200,272 plays to earn the US monthly minimum wage amount. And important side part is that Apple is by no means the worst there. (Google got that distinction).

From what we see, I have a few reservations whether Justice Lucy Koh has a good view on what ‘predatory business practices‘ are. I do not think that Qualcomm is innocent here, yet to see the example “bully companies such as Apple into overpaying for royalties” voiced, whilst from more than one direction we see that this could be a case of the pot calling the kettle Space grey.

The Post also gives us “Qualcomm is the only U.S. company making 5G chips for mobile phones, the components necessary to connect smartphones to cellular networks. The new generation of cell networks might create another round of innovation and economic growth as start-ups figure out how to use it in new products and spur the development of self-driving cars, smart appliances and remote medicine, which rely on a stable Web connection“, as well as the mention of Adam Mossoff, a law professor at George Mason University who gives us: “the FTC’s case against Qualcomm the result of “self-serving arguments by some companies looking to benefit their bottom line.”” and I agree with him. Whilst the FTC was too stupid to sound the horns when iterative technology was the key in ‘their’ profits, others realised that new borders will always come and they will be ruled by the true innovators, as this happened and that firm is not an American one, but a Chinese one. We see these cases come up so that optional momentum can be gained, all whilst Apple had 10 years to find an equal solution, to reengineer technology to equal, they never did that, they merely copied old ideas and let their marketing department spout some innovation story. To their credit Apple Marketing is extremely good at their job, so when we accept: ‘They create something that is designed to improve the lives of their customers. To market that, they create experiences that are memorable and keep people coming back‘. It is brilliant in the now, but innovation is about tomorrow and the Apple board of directors forgot about that part in 2004-2017, so they can only move forward with Qualcomm and that is hitting their bottom dollar hard, especially in 5G. That is the market and the gap between US industry and Huawei is increasing, the US is falling further behind.

Yet the bigger issue is not seen and the article was not about that, so there is no blame. The issue now is that the US is a mere 325 million and they are left in the dark that the larger world with well over 2 billion have (with the exception of politicians kissing US ass) embraced Huawei, equal or better quality at half the price, which is in light with the iMac Pro and normal maximised PC’s. True innovation sells itself, the rest needs marketing to get to the base of their revenue needs. In my case I have an older Huawei, the Nova 3i, it is older than the P30 series, yet still for the most on par with the latest android phones released this year. They learned, when others refused to learn that storage is everything to consumers, so whilst Samsung and LG started jerking around the consumers with ‘sorry, we only have a 32GB model‘, or the ‘that specific model was not available to us‘, Huawei decided to give us 128 GB (Google did a similar thing early on). The rest followed much later. The mobile industry has for the most all been about ‘Iteration to facilitate for exploitation‘ as I personally see it. Both Google and Huawei were instrumental in turning that around. So whilst I can get an iPhone for A$1,299.00, the Huawei I got has the same storage and for the most an equally able phone for A$499 (6 months ago). As we see the issue of ‘bully companies such as Apple into overpaying‘, whilst Apple has been known to be the biggest bully of all (optionally a shared #1 spot with Microsoft). It seems to me that the FTC is about the bottom line and not losing more distance with true innovators like Huawei. So when we look at the FTC and we see: “Competition in America is about price, selection, and service. It benefits consumers by keeping prices low and the quality and choice of goods and services high. By enforcing antitrust laws, the FTC helps ensure that our markets are open and free“, is the Apple iMac pro not a direct violation of that directive?

In addition, as the Trump card of bullying was given regarding Huawei, we see: “Google said complying with the ban would mean future phones sold by Huawei would be without a license for its Android operating software and would have no access to its Play app store, which would render them nearly useless“, so what happens when that becomes actuality? When Huawei has its own ‘app store’ and its own system in place? When hundreds of millions are willing to switch, what would it cost Google? What happens when we demand action on taken paths and Google is seriously impacted? Will the FTC wake up and see the folly that they created?

And let’s be clear, the biggest issue is not the Trump administration. It is the collection of technology dumb fucks (to coin a phrase) that have been so eager to rely on iteration and now that these people no longer matter in their respective board rooms, what remains? Apple relies on computers that almost no one can afford, especially as hundreds of PC assembly providers can build equal powered solutions at less than half the price, that too will impact 5G, because even as we are a mobile planet now, when we are at work (over one third of our daily life), it is the workstation and not the mobile that rules our needs.

So now as we look at the impact that 4G had with: “When the United States took the lead on 4G mobile technology, for example, it gave rise to the app economy, which is still dominated by U.S. firms, according to Cisco“, Cisco is a player there, yet with the severe vulnerabilities it showed and remains showing until the end of the year, they too are in the dump. Even now as TechTarget gives us a mere 9 hours ago: “The Cisco vulnerability fix for thrangrycat could make affected hardware unusable. But the vendor said it’s ready to replace products, if needed.” At what point do you realise when you read the article (at https://searchnetworking.techtarget.com/news/252463965/Cisco-vulnerability-fix-for-thrangrycat-carries-risks) that Cisco is not merely falling behind too, the impact that they have to deal with will hinder them for some time to come. In addition, the quote “If an affected product becomes unusable and requires a hardware replacement, it will be replaced according to the terms of the customer’s support contract or warranty,” gives rise to other considerations too. How many would sue when they lack the support contract or warranty? Let’s not forget that they have advertised for the longest of times on ‘the Trust Anchor‘. It was innovation, true innovation. But there we see how iteration can diminish innovation. Once the feature is surpassed and dealt with, the issue becomes a much larger concern. So as Cisco is trying to deal with the Field Programmable Gate Array (FPGA), Huawei is moving forward another leap. Now, there is no chance that Cisco will be replaced, they are too big and they have good hardware. What do you think happened to the Samsung with their Samsung ISIS (with exploding battery), it took Samsung 2 years to recover and now they are surpassed by Apple and Huawei; that is how the cookie crumbles. Samsung is still in the race and could regain momentum (especially with the power share novelty), but it took them 2 years and now in the start of the 5G dimension, 2 years is a lifetime, it is the difference between the locomotive that drives the innovation and the caboose that gets all kinds of shit. That is the game and the US is in and not in the caboose, but on a hand trolley trying to catch up with the train that has already left the station, the US is in that deep at present.

Oh and when it comes to the FTC, as they see themselves as: ‘The FTC protects consumers by stopping unfair, deceptive or fraudulent practices in the marketplace‘, so when it comes to AT&T 5G Evolution, how much action has the FTC undertaken, whilst the media in many places have clearly stated it as deceptive conduct. Even whilst AT&T hides behind “5G Evolution is a lot more than just a name“, yet it is not 5G and the FTC remained silent on it all, which as I personally see it is all about the bottom line, as such, how much credibility does America have left? Even as Sprint and AT&T settled, Sprint was not the only player and as far as we can see the FTC did nothing, so when we see (in several sources) ‘speed tests have confirmed that AT&T’s 5GE service is no faster than LTE from Verizon and T-Mobile‘, I merely wonder how the antitrust ruling could be given whilst the market itself is in such disarray that this case should not have made it to the courts for years to come, but that is the problem with a nation that is $22,000,000,000,000 in debt, the bottom line becomes everything and the concept of the rights of any consumer will be hung out to dry until that noose has been removed from the neck of the US economy. Too bad they relied on iteration; a nation that relies on innovation might be able to move forward on its merits, an option the US seemingly no longer has at present.

So what happens when the next step is open to all non-Americans? What happens when one of the 10 competitors does come with a truly innovative step? You see that is the nice part of true innovation, what goes down, might come up, so if the setting changes and for example the Kodenshi AUK Group finds some solution in 5G that the others did not consider, how will that play out? There is a long term short sighted approach to IP and the drive to truly push it forward in a non-iterative way. The 5G players will soon and quickly learn that 5G will not have space for iteration; it would almost literally play out as: here today, gone tomorrow.

I don’t think that technological America realises that danger to the degree it needs to, that is the vibe I have been getting for a while now.

 

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May 23, 2019 · 11:51

The Scott Pilgrim of Technology

There is a moment when we have to take account of actions; we have to push into the direct limelight the ACTUAL dangers. I did some of it when the DJI issues hit the news. With ‘That’s the way the money flows‘ (at https://lawlordtobe.com/2019/05/21/thats-the-way-the-money-flows/) we see certain actions, but have you considered the actual dangers?

In this case (for a few reasons I move towards the article in the Verge. Here (at https://www.theverge.com/2019/5/22/18634401/huawei-ban-trump-case-infrastructure-fears-google-microsoft-arm-security) we see what transpired half a day ago. With the ARM announcement people are getting worried. Yet they validly ask: “halting its access to current and future chip designs and coming on the heels of similar breaks from Google and Microsoft. Huawei is in deep, deep trouble, and we still don’t have a clear picture of why“.

Yes that is seemingly an issue, if there actually was an issue, in addition we are given “There’s never been a full accounting of why the US government believes Huawei is such a threat, in large part because of national security interests, which means much of the evidence remains secret” and that is where the issue is, it is hidden. There has not been one respectable cyber engineer giving a clear account of where the actual flaws are.

So when we see: “There was never any hard evidence of backdoors in Huawei’s cell towers — but, as hawks saw it, there didn’t need to be. As a hardware provider, Huawei needs to be able to deploy software the same way Apple deploys iOS updates. But as long as there was a pipeline from Huawei’s China headquarters to cell towers in the US, there would be a strong risk of Chinese surveillance agencies using it to sneak malware into the network“. We can accept that to some degree, yet the actual issue stated with: ‘there would be a strong risk of Chinese surveillance agencies using it to sneak malware into the network‘. If it is about risk then that risk is actually zero, you see Cisco solved that problem for Russian, Chinese and North Korean intelligence months ago. The fact that all over the US and now Europe, we see the dropping of Huawei as a consideration is not merely an act of discrimination, it could also be seen as an act of customer being betrayed by their governments.

What is the evidence?

As some experts give us something like: “The vulnerability could allow an authenticated, local attacker to write a modified firmware image to that component. A successful exploit could either cause the device to become unusable (and require a hardware replacement) or allow tampering with the Secure Boot verification process, according to Cisco’s advisory” and make no mistake, routers from Parks and recreation, to the Pentagon right up to the White House are optionally affected at present, the list (at https://tools.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-20190513-secureboot#vp) shows a list that is impacting vulnerabilities to MILLIONS of devices and the media remains largely silent on it.

And when we also consider: “Other routing and switching gear patches won’t roll out until July and August, with some products slated for even later fixes, in October and November.” we should all realise that Chinese equipment does not make US hardware vulnerable, Cisco (an American company no less) did it for them. The Washington Post is not really covering it, are they? Perhaps because we see (at https://www.washingtonpost.com/brand-studio/wp/tag/cisco-webex) loads of space reserved for partner content, giving us the credo that I have mentioned a few times before. The media has become a whore (or perhaps better stated a person relying on questionable ethics). They cater to their shareholders, their stake holders and their advertisers; there is the real danger and the real vulnerability.

Keeping the people knowingly in the dark from actual dangerous situations, but that is not really what big business wants is it. The dangers that Huawei grew to twice its size was just too dangerous for those on the Wall Street gravy train, and whilst we see these dangers for almost a month, the value of Cisco goes up? Whilst millions of devices are vulnerable with many of them in that state to deep into November, optionally remaining a danger until well into January 2020, for the simple reason that delays are almost inevitable in these situations?

When we realise that we can Google on reported true and false weaknesses that hit Huawei and Cisco, it is shameful to see the following list:

News source

Huawei ‘danger’ given

Cisco vulnerability mentioned
Sydney Morning Herald

Yay

Nay
the Age

Yay

Nay
the Guardian

Yay

Nay
BBC

Yay

Nay
The Times

Yay

Nay
Australian Financial Review

Yay

Nay
Financial Times

Yay

Nay
Washington Post

Yay

Nay
LA Times

Yay

Nay
NOS (Dutch)

Yay

Nay
Dagens Nyheter (Swedish)

Yay

Nay

 

However, in case of the Sydney Morning Herald we do get to see sponsored content for Cisco and the Washington Post gave the readers Cisco Partner content.

As far as I have been able to tell, none of them gave any light to the vulnerabilities in Cisco Routers and Firewalls. Would you agree that a flaw impacting millions of devices is news? Many of them pulled a similar stunt in 2012 regarding Sony in the month before the release of the PS4. In regards to the list, these are supposed to be the more respectable choices for news; the list of absent news giving sources is a lot larger.

Whilst the IT news magazines gave the broader setting (as well as Cisco on their own site), we see that the media is seemingly playing a game of: ‘Let’s rent a hotel room on an hourly rate‘.

When we see Tara Seals in Threatpost giving us: “A critical vulnerability in Cisco’s software-defined networking (SDN) software could allow an unauthenticated, remote attacker to connect to a vulnerable data-center switch and take it over, with the privileges of the root user” (at https://threatpost.com/cisco-critical-nexus-9000-flaw/144290/), I suddenly realise that there is an inner demon with a pitchfork stabbing into my brain telling me that I am a pussy, I disagree! So here it is: “A message for the Pentagon IT department; Do you still have the password ‘Cisco123‘ on some of your routers? If so would it not be a great idea to change it before the Chinese Ministry of State Security and the Foreign Intelligence Service of the Russian Federation (SVR RF) decides to download your servers at their earliest convenience?”

I know it is an annoyance, but with Cisco flaws the way they were it is merely a small consideration, and let’s not forget that at this stage no Huawei device was required to acquire the information on your servers. I personally believe that it is time to reward those who do not apply common cyber sense to be rewarded with limelight. I have had to clean up the mess of others for well over a decade and now it is time to give those people the exposure they deserve (my findings regarding Credit Agricole will have to wait for a few more days). When you consider that the flaw also hits the Nexus 9000 Data Centre Switch, a device that is according to their own site ‘Built for scale, industry-leading automation, programmability, and real-time visibility‘, as well as “operate in Cisco NX-OS Software or Cisco ACI modes with ground-breaking Cloud Scale ASIC technology“, and lets be fair, there will always be an issue, a device on such scale cannot be flawless, yet when such a flaw is clearly reported on a level this big and the media merely looks at accusations against Huawei and leaves actual dangers unreported, the integrity of the media has become too large an issue on a global scale.

The issue is twofold for me, the first is that Huawei was never a risk and even as I disagree with the dumb headed approach that the US had, I am very much on the side of Alex Younger (the apparent fearless leader of MI-6), he is merely stating that non-British equipment (in this case Chinese) could be an optional threat in the future. His issue is that this level of infrastructure must be British and he is not wrong, no nation is wrong to have high level infrastructure equipment (whether it is 4G or 5G) in national hands. That is the application of common sense (yet realistically speaking not always pragmatic or achievable). so when he stated last February ‘It’s more complicated than in or out,‘ he is actually spot on, no one denies that. Yet the Americans had their big boots, brainless and started accusations that cannot be proven, that is an issue! For the US it was all about the money and American technology is losing more and more headway, they are literally falling further behind on a daily basis. As I personally see it the direct consequence on iteration versus innovation technology. When the best innovative step is Samsung giving the consumer the ability to share power wireless (which is awesome), even me as an anti-Samsung person will admit that they hit the jackpot with that one. How sad have players like Apple, Microsoft, IBM, INTEL et al really become?

How much of a Scott Pilgrim must we become fighting all the tech companies in the world before we get told the direct truth by the media? How much shaming must we do to make the media make us the number one directive, not the number four option? and as I have been considering more and more to put my IP vision valued at $2 billion public domain and let them fight it out among themselves, basically I am just too tired to engage in another round of bullshit with these so called executives and VP’s who (with the exception of Huawei and Google) do not have a clue on what they are doing in technology in the first place.

The larger problem is not Cisco; it is security and identity management. Most corporations are close to 5 years late into implementing an actual non-repudiation system and that is partially because there is no real good system or good way to ensure non-repudiation, an issue that should have been addressed almost 10 years ago, but never was, I personally tend to blame complacency there. I personally believe that a drive to iteration prevented innovation to get us there, but that is merely my view on the matter and I am perfectly happy to be proven wrong on this specific part.

Dozens of options (I actually had another idea towards a new solution to applied solar technology) all having larger impacts in larger cities and pilot places like Neom City, what does it take for some of these players to wake up and smell the dangers of corporate death through marketing set towards iterative release?

 

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May 21, 2019 · 12:55

That’s the way the money flows

The Independent had an interesting article 2 hours ago. The article (at https://www.independent.co.uk/news/world/americas/china-drones-spy-us-dhs-security-data-alert-a8922706.html). The title leaves little to the imagination with: ‘Chinese drones may be stealing sensitive information, DHS warns‘, after the Trump google play, after his refusal to submit to subpoena’s, after the anti Huawei activities that so far has never yielded any active evidence (the 8 year old case was settled within months are done with). Now we see: “Chinese-made drones in America may be sending sensitive data to their manufacturers back home where it can be accessed by the government, the United States Department of Homeland Security (DHS) has warned“, which might be a nightmare if it was not so hilarious. You see the next quote: “CNN, which obtained the internal alert, reported that the DHS fears drones will offer Chinese intelligence unfettered access to American data“, it comes across like we have a case where a CNN reporter has been hit by a silly stick and never recovered. Consider the drones we see, there is no space to have a dedicated hack system on board. Yes some can be done with a mobile, and there is plenty of space in that device, now consider the ‘sensitive’ data that needs to be found, the data needs to be connected to (and with all these faulty Cisco routers that is relatively easy at present), then a selection needs to be downloaded and that is merely for one place, one device. All this stops when any person uses common cyber sense. It is the revelation that we see next, that is the one that matters. With: “Though the alert didn’t name specific companies, the vast majority of drones used in the US and Canada are made by the Shenzen based Company, DJI, CNN reported” we see the part that matters. As drone services are up on an almost exponential growth as we see the push that got there. The news from November 2016 gave us: “Domino’s Pizza Enterprises Limited (Domino’s) and drone delivery partner Flirtey delivered the first order, a Peri-Peri Chicken Pizza, and a Chicken and Cranberry Pizza“. Consider the option to avoid traffic in New York, Los Angeles, San Francisco, Boston, Chicago, Seattle, Pittsburgh, all places with massive congestion. Drones are the optionally the newest quick way to deliver food, Amazon needs, Walmart needs, all in growing need due to the events where retailers and shippers combine forces to avoid a few items, and with congestion set to zero, people will flock to that consideration. Now the operational part, it seems that DJI is ahead of the curve, another Chinese company decided to truly innovate and now that the push is there and America is bankrupt (as I personally see it) anything possible to avoid money going to China, America is taking a pot shot at that. So when we are also treated to: “A spokesman for DJI denied that any information was being transmitted to it from its drones, adding that the security of its technology has been independently verified by the US government.” I start wondering if DHS was able to do its job properly. Now let’s be clear, there is no doubt that ANY drone can be used for espionage, especially if it is quiet enough. Yet is that the issue for DJI, or is that an issue with the spy that utilises drone technology? Yet that is actually not the only side, on the other side we see mentioned: “Those concerns apply with equal force to certain Chinese-made (unmanned aircraft systems)-connected devices capable of collecting and transferring potentially revealing data about their operations and the individuals and entities operating them, as China imposes unusually stringent obligations on its citizens to support national intelligence activities,” Now, this part does make sense. It is the same as the Apple Fitbit, that due to its global nature started to hand out the jogging patterns of Special forces in the Middle East, so within 3 days several members of the two dozen operatives had a check on their calorie burning and health, whilst the mapping data showed the world where the CIA black site was (oh apologies, I meant to say a military specialist endeavouring location of an undetermined nature). The question becomes how was the ‘the security of its technology has been independently verified by the US government‘ achieved? Was that verification process competent, or perhaps slightly less so?

I am not stating my verdict in either direction; yet the entire Huawei mess, as well as the DJI setting implies that the growth industries are shunned from America, mainly because it is not an American industry. Yet in all this, the forget that places like the EU and India are large enough to go forward with both players and truly grow further, whilst the downturn and the economic lag that the US is creating will merely grow the loss of momentum and the recession it will fuel in other ways. I would consider that the setback that Google is trying to create will have larger repercussions down the road. As larger Data vendors will now optionally choose the Chinese side, they will grow market share. You see no matter how it is sliced, all this is data based and data can only grow if there is usage. So when people remain with Huawei as their phone keeps on working, we see that there is a larger concern soon enough. At some point people will stop trusting Samsung, Google and Apple phones, which works out nicely for several players (Microsoft actually more than most), what do you think happens when the larger share of 14.7% of a global market changes to player three and not use Google apps to some degree? Google momentum relies on non-stop data and usage, when a third of the 60% that these three cover stops, do you think that this has no impact for Google?

The same applies to drones. You see intelligence makes the drone and as it grows its market share and the collected data of drone usage is set, the innovation of DJI grows faster. It is the difference between generation now and generation 2022, DJI will grow and can grow in several directions, yet the entire the setting of ‘data theft’ we see that there is a lack of ‘what’ data. What data is collected, the flight path? Well, I think we all need to know in 2023 what flight path was taken for the delivery of 342,450 pizza’s delivered per hour, is it not? It is not that Google Map has that data, and within a building in New York, is there truly a clear sign in the drone itself who exactly the merchandise was for, or was that on the box (instead of the drone). Now, there is no denying that some of that data would optionally be accessible to the Chinese government? Yet what data, what level of data? Do you think that they have time for the hundreds of drones and the data whilst they can monitor 20,000 times that data with a spy satellite (and an additional truckload of data that the drone never had in the first place?

It is when I see ‘unfettered access to American data‘ where the questions become pressing. It is like watching Colin Powell coming into a non-disclosed location with his silver briefcase and in the end the lack of WMD’s, are we going in that direction again? when I see ‘unfettered access to American data‘, it is at that moment I see the optional comparison (an extreme lose comparison mind you) with the innocent preachers daughter who did the naughty thing to 30% of the boys coming to Sunday sermon, having attempted things I cannot even rent on adult video. It is the CNN article (at https://edition.cnn.com/2019/05/20/politics/dhs-chinese-drone-warning/index.html) that gives additional rise to concerns. When you see: “Users are warned to “be cautious when purchasing” drones from China, and to take precautionary steps like turning off the device’s internet connection and removing secure digital cards. The alert also warns users to “understand how to properly operate and limit your device’s access to networks” to avoid “theft of information.”” It seems to me that there are dozens of ways to get this data, a drone seems like an expensive long way round-trip to get to that data, whilst more can be accessed in several other ways and it is the speculation through ‘device’s internet connection‘, so when we see one of these devices (at https://www.dji.com/au/phantom-4-pro-v2/info#specs), we are treated to: “The new Phantom 4 Pro V2.0 features an OcuSync HD transmission system, which supports automatic dual-frequency band switching and connects to DJI Goggles wirelessly“, where did the internet come in? Yes there is an app, to get a live view from the drone, so what ‘unfettered access to American data‘ could there be that Google Maps at present does not have in more detail?

It is the next part that is the actual ace. When we see: “DJI, which reported $2.7 billion in revenue in 2017, is best known for its popular Phantom drone. Introduced in 2013, the drone is the top-selling commercial drone on the market“, information the Independent did not give us, that is the actual stage as I personally see it. It was $2.7 billion in 2017, there is no doubt that when drone delivery truly takes off, at that point revenue that sits between $15 and $27 billion is not unrealistic, the dire need to avoid congestion on a global scale will drive it and that is before you realise the non-US benefits in London, Amsterdam, Paris, Berlin, Munich, Madrid, Barcelona, Rome, Athens, Moscow. At that point you will see stronger growth and I haven’t even looked at the opportunities in a place like Mumbai, Tokyo, Delhi, Bangkok, Rio, Buenos Aires and Sydney yet. Everything leaves me with the impression that this is not about security, it is about money. That fact can be proven when you realise that everyone remains silent on the 29 new vulnerabilities that Cisco reported merely a month ago. How many Cisco router stories have come from that non-technologically refined White House, where they are currently optionally limited by “Cisco routers, including ones that can be found in malls, large companies or government institutions, are flawed in a way that allows hackers to steal all of the data flowing through them“, the cybersecurity company Red Baron handed out that issue to the media last week, so who picked up on that danger to ‘unfettered access to American data‘? And when you consider ‘it allows potential malicious actors to bypass the router’s security feature, Trust Anchor. This feature has been standard in Cisco’s routers since 2013‘, when we realise that Cisco is a household name on a global scale (especially when connected to the internet), the entire Cisco matter seems to be at least 15,000 times worse than any DJI drone ever could be, and the fact that DHS remains silent on that gives (again, as I personally see it) is added proof that this is merely about the money and the fact that US companies are losing markets on a global scale.

I could set the stage by singing ‘All ‘Bout the money‘ by Meja and ‘That’s the way the money goes‘ by M, but then, I realise that people would most likely pay me serious money not to sing (my voice is actually that bad).

That’s the way the money flows, specifically at present in a direction that the US is for the foreseeable future most displeased about.

 

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May 20, 2019 · 12:32

War and its monger

You might have heard the expression ‘drumroll please’, it is not new and often it is done to emphasize a twist a good thing or something unexpected. This is not the case here, this is the drumroll to emphasize that my ‘I told you so’ and ‘for the love of all bullies’. A stage that is anything but positive. A stage that Iran has pushed again and again and now that the pot is getting to the boiling pot, we see: “Iran is not seeking war, the leader of the country’s elite Revolutionary Guards said Sunday“, to which the proper western response is: ‘In a pigs eye perhaps!‘. In addition we see: “The difference between us and them is that they are afraid of war and don’t have the will for it,” Major General Hossein Salami said, as quoted by local news agency Fars.” Well, that remains to be seen, doesn’t it? There has been overwhelming evidence that Iran directly and indirectly (via Hezbollah) equipped Houthi forces with missiles that were fired into Saudi Arabia; missiles that, according to several experts, could not have been made by known Yemeni manufacturing locations. We have the will for war and ending Iran as a nation is actually what we are hoping for, but as the Iranian forces acted like the Jackal forces that they are as they hid behind the skirts of Hezbollah, that is the impact of a proxy war and we need to consider that we need to stand with Saudi Arabia, and we need to be fast and clear about it.

Turkey

Iran’s largest and perhaps only true ally is Turkey. This is an issue on two fronts. Turkey is messing with EU settings and trying to grease the Gravy train wheels to get a more positive response on their actions (presumed). What is actually more pressing is that Turkey is showing to be the turncoat that they have been for close to 16 years. The evidence for that (apart from the 9/11 blackmail attempt) is that the Deutsche Welle (at https://www.dw.com/en/turkey-to-produce-new-s-500-missile-system-with-russia/a-48792240) is one of several sources confirming ‘Turkey to produce new S-500 missile system with Russia‘, so the recipient of the new F-35, is building Russian missiles? This is (on the side) evidence that the stupid Americans are not about national security and that the entire Google-Huawei issue is only about money and economic fear (aka their Blacklist, my ass).

The fact that the quote merely is seen as: “The move is likely to further strain Turkey’s relations with the United States“, merely strained? If it was an actual issue, the US would have broken off all connection with turkey months ago, this is about a bankrupt nation trying to influence the limits of loss against China and as Turkey and Iran are tightening bonds, these S-500 become a direct threat to the safety and security of Saudi Arabia, implying that it would optionally need to place a huge Patriot missile defence order as soon as possible, it also implies that any act from the Houthi forces means that a powerful military act is required. No matter what the size of Saudi Arabia is, a war on two fronts is not a good thing. Not with the Size of the Saudi forces are at present. So they should try and test the Naval sinking solution I designed whilst having a sandwich some months ago, and sing “لقد رأيت سفينة جميلة تقع في قاع البحر ، وسهند اسمها” (translated: ‘I saw a pretty ship lying at the bottom of the sea, and its name is Sahand‘) when the task is done (preferably whilst the Sahand is sinking). It is time that the bully tactics of Iran meet the resolve of all others to tell them that there is only so much BS that we accept from some of these non-politicians. I intentionally added the word ‘جميلة‘ (pretty) as this is the one word that does not apply to the the USS Zumwalt (fair is fair).

So even as (long term implied) the F-35 equipment is halted form the US for now, the US in in a financial caper where they might not be able to afford not to deliver, whether they get paid is off course another matter, and even if they get paid, it is not a given that the FSB is funding part of that deal, it is just too easy a way to get your fingers on non developed nextgen technology.

Back to the Saudi Arabia – Iran match

Even as we see: “The attack came two days after four vessels, including two Saudi oil tankers, were sabotaged off the coast of the United Arab Emirates. Iran has denied it was behind the attacks which come as Washington and the Islamic republic spar over sanctions and the US military presence in the region, raising concerns about a potential US-Iran conflict“, I remain in doubt. Yes, Iran is the most likely perpetrator, but it is not a given, Iran has played its proxy war with decent competency, as such it is not a given that it is Iran directly, yet I do believe that Iran has its fingers in this indirectly. Hezbollah has had access to the Iranian-made Shahed-129 UAV for almost two years now, as such whether it is Hezbollah, or Houthi trained forces, these two are Iranian driven proxy parties and even if the evidence is found that either of these two were directly involved, the fingers of Iran and most likely the fingers of Major General Hossein Salami, the fact that he is the Aerospace Force of the Army of the Guardians of the Islamic Revolution is likely to be written off as a coincidence by a few newspapers.

Our allegiance is essential now, it is essential to step up against Iran. Not only because it is the right thing to do, the fact that this act would scare Turkey into making some very clear life changing choices would be essential, when they learn that Russia is not paying their bills, when they realise that Russian oil is not free, at that point will they need to seek a resolution that will not end them, taking Iran out of the equation is therefore an essential push for all people concerned. So as Al Jazeera (at https://www.aljazeera.com/news/2019/05/saudi-arabia-seeks-avert-war-ready-respond-force-190519055552084.html) gave us: “Iranian Foreign Minister Javad Zarif has dismissed the possibility of war erupting, saying Tehran did not want conflict and no country had the “illusion it can confront Iran”.” He better change the tone he has when the people stand firm with Saudi Arabia on this. We have to agree with Adel al-Jubeir, Saudi state minister of foreign affairs when we see: ““We want peace and stability in the region but we will not sit on our hands in light of the continuing Iranian attack,”al-Jubeir said. “The ball is in Iran’s court and it is up to Iran to determine what its fate will be.”” In light of the actions against Saudi Arabia, Saudi Arabia has shown restrained, we can argue that there is indeed a case where Saudi Arabia is avoiding war to the largest degree because Iran is no small opponent and it will be capable of launching barrage after barrage at Riyadh, that is why getting the patriots there will be one of the most important actions.

When we look into history we see the same thing happen again, and if we sign up for Saudi Arabia we might have to, because we did not accept the Germans moving into Poland in 1939, we should equally not allow Iran to continue on the path it is currently on. There is also other news, but it is not direct or clear. The news (at https://sputniknews.com/middleeast/201905201075144170-yemen-houthi-plan-attack-saudi-targets/) is only two hours old. Even as we see the headline: ‘Yemeni Houthis Plan to Attack Some 300 Targets in Saudi Arabia, UAE – Reports‘, we need to realise that Sputnik News is a Russian government held media outlet. So is this their way to support Iran? Even as we see the origin pointed at the UAE through ‘local media reported on Sunday‘, we need to be cautious on the quality of this news. When we realise the stage of the player (the Houthi forces), they lack the setting of “Yemeni Shia Houthi rebels are going to attack some 300 critical infrastructure facilities in Saudi Arabia and the United Arab Emirates“, most of the UAE is out of their reach making part and even as I stated: “One source gives an implied presence of Hezbollah in Shinas (Oman), yet there is zero reliability as well as the fact that any attack would have required different tools as well as location does not add up” (at https://lawlordtobe.com/2019/05/15/the-political-winds/) almost a week ago, I still have not seen anything reliable making that a truth, because that would put the UAE directly in harm’s way. The entire Sputnik News setting can only hold water if Houthi forces get direct access to all the Hezbollah and Iranian resources available, hence the question mark! That is perhaps the only part that gives it optional value intelligence wise and there is not level of confirmation at present. All this relies on what the actual UAE source was and Sputnik News was adamant in not giving that part up, so is the Russian government handing out support against Iran or baiting the Saudi government to act prematurely, neither option sounds good to me, no matter how we slice it, but as we see the ‘news’ I had to include it, if only to emphasize certain governments needing to set the stage and the media is still the best way to do this to us.

The Endgame (not a Marvel movie)

I personally believe that Iran is willing to skate at the edge of war, not actively seeking one. Their goal is to show how impotent (opposing important) US politics and policies have become. It partially had to as the Trump administration is tightening the pressure on Iran. As it is achieving some goals (just ask Huawei and the Chinese government) Iran is openly trying to oppose it through its two puppets Houthi forces and Hezbollah. In this Turkey is still a trump card (pun intended) but as they are becoming the buddy of Moscow, Iran realises that whatever Turkey does will be vetted by Russia for more than one reason, in this we need to see the escalations and I feel certain that Adel al-Jubeir, Saudi state minister of foreign affairs realises this too, but in the end there are a growing amount of nations that are willing to create an alliance with Saudi Arabia, it is sad that the foremost reason will be what they stand to gain through economic options with Saudi Arabia against the ethical need to oppose Iran, but that is a conversation for another day.

 

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