Tag Archives: Huawei

December 14, 2018 · 13:07

Fight the Future

Mark Bergen gives us a Bloomberg article. The Sydney Morning Herald took it on (at https://www.smh.com.au/business/companies/inside-huawei-s-secret-hq-china-is-shaping-the-future-20181213-p50m0o.html). Of course the arrest of Meng Wanzhou, chief financial officer of Huawei Technologies is the introduction here. We then get the staging of: “inside Huawei’s Shenzhen headquarters, a secretive group of engineers toil away heedless to such risks. They are working on what’s next – a raft of artificial intelligence, cloud-computing and chip technology crucial to China’s national priorities and Huawei’s future” with a much larger emphasis on “China’s government has pushed to create an industry that is less dependent on cutting-edge US semiconductors and software“, the matters are not wrong, yet they are debatable. When I see ‘China’s national priorities‘ and ‘Huawei’s future‘ we must ask ourselves, are they the same? They might be on the same course and trajectory, but they are not the same. In the end Huawei needs to show commercial power and growth, adhering to China’s national needs are not completely in line with that, merely largely so.

Then we something that is a lot more debatable, when we get: “That means the business would lap $US100 billion in 2025, the year China’s government has set to reach independence in technological production” and by my reckoning, China could optionally reach that in 2021-2022, these three years are important, more important than you realise. Neom in Saudi Arabia, optionally three projects in London, two in Paris, two in Amsterdam and optionally projects in Singapore, Dubai and Bangkok. Tokyo would be perfect, yet they are fiercely competitive and the Japanese feel nationalistic on Japanese and at times more important, driven towards non-Chinese goods. In the end, Huawei would need to give in too much per inch of market share, not worth it I reckon, yet the options that Huawei has available might also include growing the tourist fields where they can grow market share through data service options, especially if the can Google to become part of this (in some places). In the end, the stage is still valid to see Huawei become the biggest 5G player in the field.

Then we get the first part of the main event. With: “It started working on customised chips to handle complex algorithms on hardware before the cloud companies did. Research firm Alliance Bernstein estimates that HiSilicon is on pace for $US7.6 billion in sales this year, more than doubling its size since 2015. “Huawei was way ahead of the curve,” said Richard, the analyst.” we see something that I have tried to make clear to the audience for some time.

June 2018: ‘Telstra, NATO and the USA‘ (at https://lawlordtobe.com/2018/06/20/telstra-nato-and-the-usa/) with: “A failing on more than one level and by the time we are all up to speed, the others (read: Huawei) passed us by because they remained on the ball towards the required goal.”

September 2018: ‘One thousand solutions‘ (at https://lawlordtobe.com/2018/09/26/one-thousand-solutions/) with: “we got shown 6 months ago: “Huawei filed 2,398 patent applications with the European Patent Office in 2017 out of a total of 166,000 for the year“, basically 1.44% of ALL files European patents were from that one company.”

Merely two of several articles that show us the momentum that Huawei has been creating by stepping away from the iterative mobile business model and leaping technologically ahead one model after the other. If you look at the history of the last few years, Huawei went from P7, Mate 10, Nova 3i and Mate 20 Pro. These 4 models in a lifecycle timeline have been instrumental for them and showing the others that there is fierce competition. The P7, a mere equal to the Samsung Galaxy 4 in its day, yet 43% cheaper for the consumer, and now they are at the Mate 20 Pro, which is 20% cheaper than the Samsung Galaxy Note9 and regarded as better in a few ways. In 4 cycles Huawei moved from optionally a choice to best in the field and still cheaper than most. That is the effect of leaping forward and they are in a place where they can do the same in the 5G field.

We are confronted with the drive with the statement: “Huawei is throwing everything into its cloud package. It recently debuted a set of AI software tools and in October released a new specialised chip, called the Ascend. “No other chip set has this kind of capability of processing,” Qiu said.” This viewed advantage is still a loaded part because there is the fact that China is driven towards growing the AI field, where they, for now have a temporary disadvantage. We might see this as a hindrance, yet that field is only visible in the governmental high end usage that there is and consumers like you and me will not notice this, those who claim it and create some elaborate ‘presentation’ into making the water look muddy. When your life is about Twitter, LinkedIn and Facebook, you will never notice it. In the high end usage, where AI is an issue, they are given the cloud advantage that others cannot offer to the degree that is available to non-governmental players (well, that is what it looks like and that is technologically under consideration, yet it does look really nice).

When we look towards the future of Huawei we clearly see the advantages of the Middle East, especially Saudi Arabia, UAE and optionally Qatar if they play their cards right. Latin America is an option, especially if they start in Argentina, where they could optionally add Uruguay overnight, branching out towards Chile and Paraguay will be next leaving the growth towards Brazil. Yet in that same strategy add Venezuela and Colombia first would enable several paths. The business issue remains, yet being the first to have an additional appeal and if it pisses off the Americans Venezuela gets on board fast often enough. The issue is more than technological. The US still has to prove to the audience that there is a 5G place for them all and the infrastructure does not really allow for it at present, merely the metropolitan areas where the money is, driving inequality in the USA even further.

If visibility is the drive than Huawei is very much on the right track and they are speeding that digital super highway along nicely. Yet in opposition to all this is the final paragraph in the SMH. When we see: ““As long as they stick to the game plan, they still have a lot of room to grow,” he said. “Unless the US manages to get their allies to stop buying them.”” This is a truth and also a reassurance. You see the claim ‘Unless the US manages to get their allies to stop buying them‘, gets us to an American standard. It was given to us by the X-Files in the movie with the same name, or perhaps better stated Chris Carter gave it to us all. The end he gives us: “He is but one man. One man alone cannot fight the future“, it equally applies to governments too, they might try to fight the future, yet in the end, any nation is built from the foundation of people, stupid or not, bright or less so, the larger group can do arithmetic and when we are confronted with a Huawei at $450, or an Apple iPhone at $2350, how many of you are desperately rich enough to waste $1900 more on the same functionality? Even when we add games to the larger three (Facebook, LinkedIn & Twitter), most phones will merely have an optional edge and at $1900? Would you pay for the small 10% difference that 1-3 games optionally offer? And let’s not forget that you will have to add that difference again in 2 years when you think that you need a new phone. The mere contemplation of optimised playing free games at $77 a month makes total sense doesn’t it? So there we see the growth plan of Huawei, offering the top of the mountain at the base price and those in denial making these unsubstantiated ‘security risk’ claims will at some point need to see the issue as Verizon is the most expensive provider in the US, So when I see $110 per month for 24 GB of shared data, whilst I am getting 200GB for $50, I really have to take an effort not to laugh out loud. That is the 5G world, the US faces and whilst there was an option for competitive players in the US, the Huawei block is making sure that some players will rake in the large cash mountain for much longer and there others are making fun of my predictions, and now that I am proven to be correct, they are suddenly incommunicado and extremely silent.

As such, when I predicted that the US is now entering a setting where they end up trailing a field that they once led, we will see a lot of growth of Chinese interests. In all this, do you really think that it will stop at a mere 5G walkie talkie? No, with 5G automation and deeper learning, we will see a larger field of dash boarding, information and facilitation to the people and Huawei will optionally rule that field soon enough, with a few non Americans nipping at their heels for dominance because that is the nature of the beast as well. Progress is a game for the hungry and some players (specifically the US) have forgotten what it was like to be hungry. Australian Telstra made similar mistakes and moved their Share price of $6.49 to $3.08 in the stage of 3 years, a 52% loss of value, and when (not if) Huawei pushed the borders all over the place, those people with a Verizon Protective State of Mind will end up seeing Verizon going in a similar setting, because that is also the consequence of adhering to what I would consider to be a form of nationalistic nepotism. The UK already had its ducks in a row for the longest of times (and that island has less ground to cover, which is a distinct advantage), so there BT has options for now and over time they might adhere to some of their policies as is required, the US is not in that good a position and Huawei merely needs to flash a medium purse of cash to show the people in the US that a place like Buenos Aires can offer the masses more and faster than those on better incomes in the US, because the pricing model allows for such a shift.

In this the problem is not a short term one, even as US giants are supposed to have the advantage, we also see that the workforce is not properly adhered to, the US (and the UK) have a massive, not a large, but a massive disadvantage when it comes to STEM students, a disadvantage that China does not have. The AI field is not something that is solved over the next 3 years, so as those with educations in Science, Technology, Engineering and Mathematics is dwindling to some degree in commonwealth nations and America, China can move full steam as the next generation is pushed into high end ambition and careers. As such the entire AI shortfall against America can be overcome much easier by places like China and India at present. It is not merely the stage of more graduated students; it is about groups of graduated students agreeing on paths towards breakthrough solutions. No matter how savant one student is, a group is always more likely to see the threat and weakness of a certain path and that is where the best solution is found faster.

Will we ‘Fight the Future’?

The issue is not the American polarised view, it is the correctly filtered view that Alex Younger gave us initially, it is not incorrect to have a nationalistic protective view and Alex gave the correct stage on having a national product to use, which is different from the Canadian and Australian path proclaimed. We agree that it is in a national required state to have something this critical solved in a national way (when possible that is), in this the path to have a Huawei 5G stage and then reengineer what is required is not wrong, yet it is optionally with a certain risk and when that path is small enough, it is a solution. The UK is largely absolved as it had BT with the foundations of the paths required, just as Australia has Telstra, yet some countries (like Australia) become too complacent, BT was less complacent and they have knowledge, yet is it advanced enough? We agree that they can get up to speed faster, yet will it be fast enough? I actually do not know, I have no data proving the path in one direction or the other. What is clear is that a race with equal horses provides the best growth against one another, the competitiveness and technological breakthroughs that we have seen for the longest time. That path has largely been made redundant in the US and Australia (I cannot say for certain how that is in Canada).

Even as Huawei is gaining speed and being ahead of it all is still a race by one player, the drive to stay ahead is only visible on the global field, and it is an uncertain path, even if they have all the elements in their favour, what is clear is that this advantage will remain so for the next 5 years and unless certain nations make way for budgets growing the STEM pool by well over 200% their long term disadvantage remains in place.

The versusians

In this stage we need to look in the pro and con Huawei field. In the pro field, as Huawei set the stage for global user growth, which they are seemingly doing, they have the upper hand and they will grow to a user base that grows from servicing a third of the internet users to close to 50%, that path is set with some certainty and as such their advantage grows. In the opposition of that, players like need to step away from the political empty headed failure of enabling the one champion stage of Verizon and Telstra, diversity would give the competitive drive and now it is merely Telstra versus Vodafone/TPG, is means that there will be a technological compromise stage where none of the two surges ahead giving players like Huawei a much larger advantage to fuel growth,

How wrong am I likely to be?

So far I have been close to the mark months in advance compared to the big newspapers only giving partial facts long after I saw it coming, so I feel that I remain on the right track here. The question is not merely who has the 5G stage first, it will be who will facilitate 5G usage more complete and earlier than the others, because that is where the big number of switchers will be found and players like TPG and Vodafone have seen the impact of switchers more than once, so they know that they must be better and more complete than the other brand. Huawei knows it too, they saw that part and are still seeing the impact that goes all the way back to the P7, and that is where Apple also sees more losses, We were informed a mere 9 hours ago: “Piper Jaffray cuts its Apple (NASDAQ:AAPL) price target from $250 to $222 saying that recent supplier guidance cuts suggest “global unit uptake has not met expectations.”” another hit of a loss to face, optionally a mere 11.2% yet in light of the recent losses, they faced, we see what I personally feel was the impact of the ridiculous stage of handing the audience a phone of $2369, optionally 30% more expensive than the choice after that one, even if the number two is not that much less in its ability. The stage where marketeers decide on what the people need, when they all need something affordable. It personally feels like the iMac Pro move, a $20K solution that less than 0.3% of the desktop users would ever need, and most cannot even afford. That is driving the value of Apple down and Huawei knows that this egocentric stage is one that Apple et al will lose, making Huawei the optional winner in many more places after the first 5G hurdles are faced by all.

Do you still think that Apple is doing great? A company that went from a trillion to 700 billion in less than 10 weeks, which is an opportunity for the IOS doubters to now consider Huawei and Samsung, even as Huawei will statistically never get them all, they will get a chunk and the first move is that these users moved away from IOS, and as Android users they are more easily captured towards user hungry players like Huawei by its marketing, that is the field that has changed in the first degree and as people feel comfortable with Huawei, they will not consider getting more Huawei parts (like routers for the internet at home) and that continues as people start moving into the 5G field. You see, we can agree that it is mere marketing (for now), yet Huawei already has its 5G Customer-premises Equipment (as per March 2018). this implies that with: “compatible with 4G and 5G networks, and has proven measured download speeds of up to 2Gbps – 20 times that of 100 Mbps fiber“, that they can buy their router now, remain on 4G and when their local telecom is finally ready, 5G will kick in when the subscription is correct. It is as far as I can tell the first time that government telecom procedures are vastly behind the availability to the consumer (an alleged speculation from my side).

Do you think that gamers and Netflix people will not select this option if made available? That is what is ahead of the coming options and that is the Future that some are fighting. It is like watching a government on a mule trying to do battle with a windmill, the stage seems that ridiculous and as we move along, we will soon see the stage being ‘represented’ by some to state on the dangers that cannot (or are ignored) to be proven.

The moment other devices are set towards the 5G stage, that is when more and more people will demand answers from industrial politicians making certain claims and that is when we see the roller-coaster of clowns and jesters get the full spotlight. This is already happening in Canada (at https://www.citynews1130.com/2018/12/13/huawei-and-5g-experts-clash-on-the-risk-to-canadas-national-security/), where City News (Ottawa) gives us: “I can’t see many circumstances, other than very extreme ones, in which the Chinese government would actually risk Huawei’s standing globally as a company in order to conduct some kind of surveillance campaign“, something I claimed weeks ago, so nice for the Canadian press to catch up here, in addition when we are given: ““This can be used for a lot of things, for manipulation of businesses to harvesting of intellectual property,” Tobok said. “On a national security level, they can know who is where at any given time. They can use that as leverage to jump into other operations of the government.” those people knowingly, willingly and intentionally ignore the fact that Apps can do that and some are doing it already. The iPhone in 2011 did this already. We were given: “Privacy fears raised as researchers reveal file on iPhone that stores location coordinates and timestamps of owner’s movements“, so when exactly was the iPhone banned as a national security hazard? Or does that not apply to any Commonwealth nation when it is America doing it? Or perhaps more recent (January 2018), when Wired gave us: “the San Francisco-based Strava announced a huge update to its global heat map of user activity that displays 1 billion activities—including running and cycling routes—undertaken by exercise enthusiasts wearing Fitbits or other wearable fitness trackers. Some Strava users appear to work for certain militaries or various intelligence agencies, given that knowledgeable security experts quickly connected the dots between user activity and the known bases or locations of US military or intelligence operations.” So when Lt. Walksalot was mapping out that secret black site whilst his Fitbit was mapping that base location every morning job, was the Fitbit banned? Already proven incursions on National security mind you, yet Huawei with no shown transgressions is the bad one. Yes, that all made perfect sense. I will give Wesley Wark, a security and intelligence specialist who teaches at the University of Ottawa a pass when he gives us: “Still, Canada can’t afford to be shut out of the Five Eyes or play a diminished role in the alliance, and if Britain decides to forbid Huawei from taking part in its 5G networks, Canada could not be the lone member to embrace the company“, OK that is about governmental policy, not unlike Alex Younger there is a claim to be made in that case, not for the risk that they are or might be, but the setting that no government should have a foreign risk in place. This is all fine and good, but so far the most transgressions were American ones and that part is kept between the sheets (like catering to IBM for decades), or leaving the matter largely trivialised.

It is pointless to fight the future, you can merely adhere to swaying the direction it optionally faces and the sad part is that this sway has forever been with those needing to remain in power, or to remain in the false serenity that status quo brings (or better stated never brings). True innovation is prevented from taking grasp and giving directional drive and much better speeds and that too is something to consider, merely because innovation drives IP, the true currency of the future and when we deny ourselves that currency we merely devaluate ourselves as a whole. In this we should agree that denying innovation has never ever resulted in a positive direction, history cannot give us one example when this worked out for the best of all.

 

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December 11, 2018 · 12:50

The assumption of right

This happens, it happens almost every day and we all (including me) see that happen. My view was that oil prices would go up. It is a logic set to demand and supply, a basic principle. As OPEC cut production by 1.2 million barrels a day, we would have expected a rise, maybe not directly, but overall when you get less of a product, the prices rise. It is the basic foundation of commerce; shortage tends to drive prices up. Yet a Forbes article proves me wrong (at https://www.forbes.com/sites/gauravsharma/2018/12/10/opecs-output-cut-not-enough-to-provide-short-term-70-oil-price-floor/#668312a8d58d).

This is fine, I never proclaimed to have all the answers, yet it does seem odd that less oil still drops the price from $80 to $51 in one month, and the logic is gone at my end of the table, yet I also know that oil prices are a little more complex, so I took this moment to learn a little. Gaurav Sharma gives us: “oil price is not just a story of supply; it is also a story of demand“. That part makes sense, yet this part only gives rise to changes if demand dampens and dampens by a whole lot. We see that with: “It cannot be ignored that Eurozone growth continues to disappoint, global trade is decelerating and China’s slowdown is a visible fact, and not just a forecast. We haven’t even mentioned the words “trade wars” and a prospect of further U.S. interest rate hikes“. Yes, so far I am on board, yet does that dampen the need for oil to THAT degree? This is precisely the setting when we consider: “If anything OPEC’s move provides U.S. drillers with a further incentive to pump more, and they already are, having made America the world’s largest producer of crude oil.” This implies that the need is changing; America needs less as they become self-reliant more. This explains the setting in the short term, yet it also gives rise to other dilemmas. As the US is using its own stock to keep cheap oil, we also see the change in the dynamics. Less money in the treasury through cheap oil, more costs (and optionally more jobs mind you), yet the budget and shortages of America (like $21 trillion debt) now has another not so nice tail. The interest on 21 trillion can no longer be fuelled with fuel. With a downwards economy, the debt will rise a little faster and there will not be anything left for infrastructure. Now, in this case none of this is the fault of the US Administration, or the current administration to be a little more precise. There is a lot wrong as the Clinton administration left the nation with surplus. I am not ignoring that 9/11 changed the game, yet the Obama administration had a clear directive to do something and that was not done. We can argue whether they had the options or not, we know that the war on terror has had a long-lasting impact. And the downward fuel price does not help. Yet cheap fuel is good for all the non-petrochemical industries and the people requiring cheap oil for heating.

The writer also gives us: “As things stand, a sustainable $70 oil price doesn’t look certain at all for 2019“. OK, I can only support that for as long as the US can keep up with the reductions that OPEC and Russia implement, when that stops working prices will go up, just how fast is unknown. It depends on the current storage and demand and I am not certain that this will not bite in 2019. I cannot academically argue with Gaurav Sharma and his 20 years of experience. His point might be valid, yet the Economic Times gives us: “WTI is forming Doji candlestick pattern and also near its long term Fibonacci retracement. Both are positive signs for crude oil prices“, If this happens within the next two weeks, my predicted increase of 15% comes true. Yet how is that chance? Focussing on merely my point of view tends to be delusional, which is why I liked the view by Gaurav Sharma. He gave me something to think about. It is Mike Terwilliger, portfolio manager, at Resource Liquid Alternatives, in New York who gave us (last week): “It’s a stunning market backdrop where everything from the adjectives used by the Fed chairman to whom is appointed head of trade negotiations can roil the markets. While the macro backdrop remains firm, with strong earnings and historically low unemployment, sentiment is unquestionably vulnerable. That would, in my view, fit the definition of an opportunity – a disconnect between the underlying and perception.” (at https://economictimes.indiatimes.com/markets/stocks/news/us-wall-st-tumbles-growth-trade-unnerve-investors/articleshow/66946928.cms)

I have always considered and known about ‘the underlying‘ and or versus ‘perception‘, no mystery there, yet are there factors we see to forget about? Part we get from the Guardian (May 2018) when we were given: “Demand is expected to average 99.2mb/d this year.” I am adding the part where that demand is not going to diminish over at least part of 2019. Even as we see more and more drive towards sustainable energy, most players are still all about presenting and not completely in the realm of achieving, hence oil demand remains stable (as far as stable tends to be), in addition we need to look at the oil futures. S&P global (at https://www.spglobal.com/platts/en/market-insights/latest-news/oil/121018-crude-oil-futures-stable-to-higher-on-opec-production-cuts) gives us: “risk sentiment remained heightened after US Trade Representative Robert Lighthize Sunday said that he considers March 1 to be a hard deadline for a trade deal to be reached with China and that tariffs will be imposed otherwise“. So basically the futures are rolling towards the up side making me correct, yet as long as the US can keep up with demand and as long as we see this continue, oil will remain stable and not push beyond $60 per barrel in the short term. MatketWatch is actually more optimistic towards the consumers of fuel. With: “Oil futures fell Monday to settle at their lowest in about a week on growing concerns surrounding a slowdown in energy demand“.

Why do we care?

We care because the drop in demand as projected and given by several sources is also the economic indicator that not all is well. This is seen in several sources. Goldman Sachs, via CNBC gives us: “We expect the U.S. to slow down to less than 2 percent by the end of next year and as a result of that you could see the market getting quite scared“, yet would be an overly optimistic view. We saw last week that the US Economy gained 43,000 jobs less than last year giving us a much less optimistic view on that part of the equation. Apple is falling down, tension on the Economy (specifically the US economy) is on the rise, some might say sharply on the rise. In addition, the Financial Post gives us: “Wall Street ignored trouble signs for months. Now it sees risks everywhere Markets face stomach-churning swings as economic uncertainty grows“. Even when we stick to the headlines, it was nothing really breathtaking. The US trade deal with China, the growth fears in the EU, they all link into a negative setting of the economy. Not recession, yet a negative impact due to no growth (too little growth is more accurate) and the events in France do not help either. In addition, there is now a realistic chance that Italy is entering recession territory. Even as it is possible to avert it, it will means that the Italian economy will end at a standstill (which is not a recession), yet in all this, with the Two large EU economies at 0 (France and Italy), it falls to Germany to bring home the bacon and sausages, implying that they are all eager and desperate to sink any notion of Brexit as soon as possible. As we see the jesters giving us that the UK can exit Brexit, that whilst they are seemingly unable to get a handle on the ECB and their everlasting lack of transparency, so whilst we see (at https://www.euractiv.com/section/politics/news/ecb-chief-rejects-chance-to-adopt-eus-transparency-register/) the unsettling part “The European Central Bank’s President Mario Draghi has rejected calls from European lawmakers to have financiers who give advice and feedback to the ECB register as lobbyists, saying they merely provide “information”.” I merely see an extended reason to pursue Brexit stronger. I actually am in a state of mind to demand the right for targeted killing these so called ‘informers’, which is a massive overreaction, yet the need to get these information givers listed next to the lobbyists is becoming more and more essential. If any nepotism, or if any under the table deal is found within the EU, their exposure is essential. I believe that this will flush greed out into the open rather fast, but then I am merely one voice in all this.

It connects

You see, the QE is supposed to come to an end this Thursday, or at least the formal announcement to end it at the end of this month. However, when we consider Reuters: “the economy weakening, trade tensions darkening the outlook and headwinds still on the horizon in the shape of Italy and Brexit, financial markets are looking ahead to next year and just how the ECB will protect the bloc from a severe downturn“, not only does the rejection to officially end QE have an impact, it also means that suddenly demand for things like oil will suddenly spike, that means that reserves go down, oil prices go up and there the cost of living will impact harshly on Europe in winter and as such on American soil the need for a price hike will not really be one that people will cherish, and when we add to that the part that Germany also has a depressed economy to look forward to, we see the three great economic players all in a diminished form, implying that the economy will tank on the low side not merely in this year, it will have a depressed form of growth in 2019 as well. There will be all kinds of lessened good news, whilst the good news is not that great to begin with. It gives rise to the point that I might be wrong on the oil price as I expected it to grow by 15%, it might still go up yet not that much and it will come at a really high cost this time around.

Right or Wrong?

It does not matter in this case; the issues seen are openly visible and heralded throughout the net, magazines and newspapers. The issue of ‘the underlying‘ and or versus ‘perception‘ is at the heart of the matter. Even as energy and oil prices show certain paths in all of this, it does not make it a correct view (which is neither right not wrong), what we perceive in opposition to the underlying elements connected, that is the bigger picture of impact. It is also a new stage. As the politicians are fighting over the carcasses of opportunity and bonus structures, we see that Germany has a few other elements in play. It is not merely the manufacturing part of it all, it is infrastructure as well and that is where we get my earlier statement, a statement I gave 3 days ago in ‘Behind the facade‘ (at https://lawlordtobe.com/2018/12/08/behind-the-facade/), if Huawei (minus one arrested exec) shows their value in Germany with the given quote, which came well over a day after my article (at https://foreignpolicy.com/2018/12/09/germany-is-soft-on-chinese-spying/), where we see: “In the terms of reference published last week by the German Federal Network Agency for its 5G auction, security was not even included in the conditions for awarding the contract. In October, the government announced: “A concrete legal basis for the complete or partial exclusion of particular suppliers of 5G infrastructure in Germany does not exist and is not planned.”“, as well as “For Deutsche Telekom and other network operators, the situation is clear: Huawei offers innovative and reliable products at highly competitive prices. Legally, Deutsche Telekom does not bear any liability for the security risks associated with Huawei technology. And the company does not care about the fact that Huawei’s price advantage is the result of a highly skewed playing field in China. In the world’s largest market, domestic providers control 75 percent of the market, giving them unbeatable economies of scale“, we see the hidden trap that some people related to Mr S. Tupid are now in hot waters (optionally with the exception of Alex Younger). Not only have they not given any evidence regarding the security risk that Huawei is supposed to be. Foreign Policy also gives us: “Given the massive cybersecurity and national security risks, the only responsible decision is for Berlin to follow the Australian, New Zealand, and U.S. lead and ban Chinese providers from the German 5G network“, yet there is no evidence, that was always the problem and so far there is more and more indicators (especially in Australia) that the claim “In none of these three countries will domestic suppliers be the primary beneficiaries“, which I regard to be false, on paper it does not impact ‘primary beneficiaries’, but it does harshly (in Australia at least) negatively impacts the competitors of Telstra, which amounts to the same thing (TPG, Vodafone, Vodafail et al). And when we go back to my writing in ‘Behind the facade‘, where I give the reader: “You see, Huawei can afford to wait to some degree, as we see the perpetuated non truths of devices being pushed forward, the replacements better do a whole lot better and they are unlikely to do so. When we see another failure in 5G start and we see transgressions and those screaming that ‘Huawei’ was a danger, the moment they cannot prove it and their ‘friends’ give us a device that is malicious, the blowback will be enormous. There is already cause for concern if we go by CNBC. They give us a few points that show the additional fear that America has on Huawei“, when the intrusions are not proven and Huawei shows to be a strength for consumers and businesses, heads will roll, there will be a demand for blood by the people, which means that politicians will suddenly hide and become ‘on the principle of the matter‘ and transform their perspectives into in all kinds of lethargic versions of denial.

That too is impacting the economy, because those on track to start pushing out new innovations on 5G will have a clear advantage over the other players and that pushes for success even more, will it come to pass? I cannot tell as there are too many elements in motion and the policies now in place are off course under optional revised in the future as Annegret Kramp-Karrenbauer will replace Angela Merkel if her party is re-elected as the biggest one.

We are seeing a few versions in the assumption of right, and we need to realise that the assumption of right and speculative version of what will happen overlaps one another, but they are not the same thing. States of delusion tends to be an impacting factor. Am I delusional to think that big business gives away greed? Am I delusional to consider that Huawei is not a danger? If we go by ‘the underlying‘ and or versus ‘perception‘ I am correct. You see, would China endanger the true power of economy where Huawei would become the biggest brand on internet and 5G requirement, using it for espionage when there are dozens of other methods to get that data (including Facebook policies implemented by Mr S. Tupid and Mrs M. Oronic). As this sifting of data exists on many levels in several ways, not in the least that the overly abundance of TCP/IP layer 8 transgressions happening on a daily basis and at least twice on Sunday), when we realise that, why would any Chinese governmental (namely Chen Wenqing) endanger a Chinese technological powerhouse? The logic is absent in all this. This gives us the light of Alex Younger opposing the others. He gave a policy setting of national need, whilst the others merely voiced all this ‘national security‘ banter on risks that do not even exist yet. Especially when we saw the Australian version of: ”5G will carry communications we “rely on every day, from our health systems … to self-driving cars and through to the operation of our power and water supply.”” Perhaps anyone can tell me how many self-driving cars there are at present or within the next 10 years?

And none of these клоуны (or is that Sarmenti scurrae) considered the step to start with Huawei 5G and replace them at the earliest convenience whilst you work out the bugs of your currently incomplete 5G solutions, the few that are out there for now, a simple business decision that is at the heart of any daily event, including military ones. A nice example there is the ugliest dinghy in US history (aka the Zumwalt class) where we see: “Zumwalt-class destroyers are armed with 80 missiles in vertical-launch tubes and two 155-caliber long-range guns“, which is an awesome replacement from the previous version that was regarded as a Ammo less Gun edition, in the face of continuing budget shortfalls, personnel problems and of course the fact that the previous edition was $1 million per shell, for its smart (GPS) capability. The mere elements that some sources gave out that shooting straight was an ability it naturally acquired as well as the fact that a $440 million ship was not given the budget to get its unique, 155-millimeter-diameter cannon that can shoot GPS-guided shells as far as 60 miles the 600 rounds of ammo at a total cost of $600,000,000. And that is apart from the $10 billion the Navy spent on research and development for the class. So perhaps people still have questions why I considered this monstrosity to be regarded as a ‘sink on the spot‘ project. The fact that The Drive gave us a year ago: “the Navy has steadily hacked away at various requirements, stripping planned systems from the design, in no small part to try and control any further cost overruns and delays. Close-in protection, ballistic and air defense capabilities, and various other associated systems are no longer part of the base design, something The War Zone’s own Tyler Rogoway explained in detail in a past feature, leaving it with limited utility despite its size and cost” (and apart from some minor issue regarding stability and stealthablity which we shall ignore for now) in that light the entire 5G redeployment after the fact and the ability are acquired, tested and evaluated, at that point re-engineering away the advantage that Huawei had built, did that not make sense within 10 seconds?

It is common business practice in IT, and has been for over 2 decades, that is why ASUS and not IBM rules the lay of the desktop land nowadays. so getting even would not have been the dumbest idea either, but no, we see all kinds of unfounded accusations and that is where those people are most likely to lose and out in the sunlight, when they cannot prove that claim, that is when we see on how some elements will soon be disregarded. In this Huawei has a nice advantage in Germany and Saudi Arabia. When they prove the elements there, we will see a large driven technology shift and those making the claims at recent days better have their stories straight.

Yet again, I might be wrong, my assumption of right might get sunk on false premise and nepotism, I do recognise that this has happened before and will happen again.

The assumption of right is at times hindered on delusional thoughts, as well as the need that the other players are straight shooter, and that definitely applies to all politicians, does it not?

 

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December 8, 2018 · 12:56

Behind the facade

There is a question, there are several questions and for the most we have been ignorant of these questions because we give more unruly validity to the populist masses. ABC questioned it yesterday evening with: ‘Why is Huawei so controversial and being targeted by foreign governments?‘,  the article (at https://www.abc.net.au/news/2018-12-07/why-is-chinese-tech-company-huawei-being-targeted/10593156) is an excellent piece by both Ian Burrows and Jack Kilbride, and it is brilliant that for the most we see questions, we see questions that are important. In equal measure we see answers and points made. Points that most of the media shunned from, it all starts with: “The dramatic arrest in Canada of a top Chinese technology executive for possible extradition to the United States has sent stock markets plummeting and cast doubt on a recent US-China trade truce“. We see the shot across the bow with: “Reports say Ms Meng is facing extradition to the US on suspicion she violated US sanctions against Iran“. So there we have that they are not giving us the fact that they have evidence, merely that they have suspicions and that is why the extradition had been started. A woman in high office and that is the one you arrest, right? The fact that Meng Wanzhou is the daughter of company founder Ren Zhengfei might merely be icing on the American cake. As I personally see it, it has nothing to do with any of that, it is not about any option that involves Iran, if so dozens of Indian nationals and Russians would have been in a similar state, yet they are not. America is not acting there are they? No, America is afraid, it has been for a long time and for the longest of times they were looking in the wrong direction. As the cowards they have shown themselves to be 4 times over, they got played and Huawei, especially Ren Zhengfei knows how to play this game and brokered deal after deal. Facilitating towards fintech, but not facilitating to fintech, two very different stages. And now we get: “It says it operates in more than 170 countries, has 180,000 employees and serves more than a third of the world’s population“, that is the fear, because if wealth is set to the currency of data, American businesses don’t really hold a candle anymore do they? I have the goods on $2 billion in value, yet I do not trust anyone, especially the American corporations that hide behind ‘misunderstanding’, ‘miscommunication’ and inflated or deflated values as their need for greed requires. That is why people go directly towards places like Google and Huawei as they tend to cater (more) correctly, as long as their corporate targets are met. The fear of no longer being regarded as an entity that matters is the new fear of America. And with 1/3 of the population catered by a Chinese conglomerate and well over 40% by others moves America from the number one players to a player in the top 6. And you know Americans, they only respect number one, and the idea that this is a Chinese company is just too offensive to them.

The article has more. When we revisit “New Zealand’s international spy agency also followed Australia’s lead, banning the use of Huawei equipment in its planned 5G upgrade, saying it posed a “significant network security risk”“, we are introduced to more lies, lies propagated by America. It was an utter step of stupidity. At present no evidence has ever been submitted that Huawei was a risk and the idea that they serve a third of the population is a debilitating fear that America is unable to deal with, it is like anti-communism on steroids, a new cold war where America is optionally not in pole position. You see, this is in opposition to MI6 chief Alex Younger, he never claimed this. He stated that the British government (or any government for that matter) should never be at risk and should never hand out such levels of infrastructure risk to others. That is perfectly valid, it is a policy choice and the United Kingdom would be well off to take that step. Now we do get that it makes things harder for others, yet in an age of data to not have your own technology in place is ludicrous. That is a fair point to have, and that is valid, very valid. Yet the simpletons under us give us unwarranted and invalidated ‘significant network security risk‘, so please feel free to explain to me when stupidity was a good idea in any setting of data or security?

Concerns

There are concerns when ANY company growths to the size of Huawei, we cannot deny that, you merely have to look at the stupidity Facebook has shown in the last 61 weeks, three days and 6 hours to realise that part of the equation. And the article gets us to a statement that matters, so when we see: “There has long been concern that Huawei is not that separated from some of the Chinese security apparatus and there are suggestions its equipment could be used for spying“. OK, the concern is valid, yet is it happening? Is there a cause for concern, for genuine concern? Optionally there is and it merely gives empowerment to the statement that Alex Younger gave us, not the dozen of Punch and Judy characters claiming the unproven ‘significant network security risk‘. There is a difference you know.

We can argue that there is another part that matters. I remember reading a paper form Shanghai University (2010) who made the setting that there is a theoretical part in AES256 that makes it viable to unnerve the encryption (I did not say hack it). It requires quantum computing skills, but still there was an interesting part in the paper that reminded me of another stage (I will not go deeper into it now).

Going back to the concerns, we see a part by Fergus Hanson, that is valid, yet is it a real concern? He gave us: “The biggest concern is, whether they want to do it or not, they can be compelled by the Chinese Communist Party to spy and conduct espionage on the Chinese Communist Party’s behalf“, I am not sure whether it is valid. It should not be ignored, yet in this age of economy and revenue (and profit) would you want to endanger the goose with its golden eggs when a third of a population is using your products? When you get people by the billion handing data to Facebook and a league of other sources, when that data is already accessible, why push further at present? That is the stage Chinese intelligence is in, and even as we cannot ignore that danger, do you think anyone in the Chinese intelligence chair (namely Chen Wenqing) would be allowed to keep his seat if he directly endangered Chinese economy to that degree?

And how did China react? When the opportunity came up to bash President Trump and his personal iPhone, we see: “Chinese Foreign Ministry spokeswoman Hua Chunying dismissed the claims and suggested that “if they are really very worried about Apple phones being bugged, then they can change to using Huawei,” instead“, in one shot, brilliant!

When China is that proud of its devices, would they want to be proven wrong? Would they want to?  And whilst we consider how to hack the phone, we forget that there is another way: Kaspersky (at https://www.kaspersky.com/blog/hacking-cellular-networks/10633/) gave us all the way back in 2015: “It was last year when a new method of attack on cellular networks was discovered. It requires neither costly radio scanners nor PC powerhouses and is available to virtually anyone. Besides, carriers have no practical means of protecting against this type of attack“, everybody is crying over the milk being stolen whilst criminals are getting direct access to all the cows in the land, how did that make sense, like ever?

And the hacking gets to be worse. One source giving us: “Interestingly enough, the 3GPP, the organization in charge of setting mobile data network standards and enforcing them, also acknowledged the issue in 2006 but chose to do nothing about it. Researchers brought up this vulnerability to the world in 2015 in a paper titled: Practical attacks against privacy and availability in 4G/LTE mobile communication systems.  That same year, the ACLU managed to obtain documents that described the stingray surveillance device had identical functionalities. In the following year, Zhang Wanqiao of Qihoo 360 extended the practical attack described by the initial researchers and presented on it at DEFCON 24 in August of 2016. Now, at Ruxcon in October of 2016, the attack has been demonstrated and been proven to work on all LTE networks with readily available gear“, and in all this Huawei was never part of this, yet that is where the focus remains and whilst this push goes through, we see a short sighted approach. I am not worried on the risk via Huawei, there is enough evidence out there that the concern is not ‘Is Huawei the danger’, it is whether these so called politicians playing with their Punch puppets are setting the stage that hacking becomes increasingly easy for others to hack it.

So here we are, in a stage where America is already facing energy hikes, hikes that started at a mere 5% hours ago as they agreed ‘to cut global oil production by 1.2 million barrels a day‘, something I saw coming two weeks ago. Now we get a new stage, not merely a technological one, it will be a field of what I call ‘techno-facilitation‘, As the 5G pressure changes, places like Huawei are pushing not for the parts they are rejected from, but the consumer parts, the smart devices that are added to more and more non smart devices on a daily basis. Some might have seen the ‘Samsung Family Hub 2.0 Smart Fridge‘. To oversimplify it, it is a fridge with a tablet on the front door (at https://www.youtube.com/watch?v=AaKh5qJrTKQ), as we see more applications towards smart devices, these solutions all require interfaces and there Huawei has options and already an advantage. You see, the chance of a players like Gorenje, Hoover, Beko or AEG taking their own department into 5G technology of get a Huawei package is another matter. Soon enough we will see that Huawei will merely spread out, perhaps not allowed be part of the 5G infrastructure, yet as Huawei has shown to be economically terrific towards the consumer, they will get more and more options, and every delay and disappointment the others are making will quickly infuriate the consumers and tax payers to a larger extent.

The bigger worry is not the one; it is the other (nice and cryptic). You see, Huawei can afford to wait to some degree, as we see the perpetuated non truths of devices being pushed forward, the replacements better do a whole lot better and they are unlikely to do so. When we see another failure in 5G start and we see transgressions and those screaming that ‘Huawei’ was a danger, the moment they cannot prove it and their ‘friends’ give us a device that is malicious, the blowback will be enormous. There is already cause for concern if we go by CNBC. They give us a few points that show the additional fear that America has on Huawei.

We get: ‘T-Mobile says a nationwide network will launch in 2020‘, optional a year AFTER Huawei is ready to launch 5G, and then we get: “most people won’t be able to access them since they’ll only be available in a small number of markets next year. Plus, the way we use phones today won’t really require the faster data speeds 5G will offer. Today’s 4G LTE networks are more than fast enough for all the video and music streaming you want to do on your phone“, is it not interesting that something as fragile as 4G LTE is to hacking, which has been known for the longest of times is still the pushed solution? And I personally interpreted “won’t really require the faster data speeds 5G will offer“, is more like a way to state, ‘we cannot offer it’ versus ‘You do not need it’, you merely have to watch Netflix on a tablet in 4K to see that need prop up overnight. All these excuses and intentional phrased denials in a stage without Huawei is why there is such a large issue. I get where Alex Younger is coming from, the rest is merely trying to avoid panic of no longer being a person that matters in the mobile industry, the fact that Huawei grew so fast and so large is the biggest fear that they have because whatever they win, Wall Street optionally loses. Screens behind mirrors, facades behind facades and they are all in fear of being considered redundant in a technological age that is still not slowing down.

And I am not alone here. The New York Times (at https://www.nytimes.com/2018/12/07/opinion/huawei-meng-wanzhou-china-arrest.html gives us: “This week, the White House released a five-year plan around STEM education — science, technology, engineering and math — that is not nearly robust enough to make the Chinese even slightly nervous that we can keep up with their decidedly more aggressive efforts to train their work force for the next era of computing“, the short and sweet part is that America is not ready to take any lead anywhere for the next 15 years. In addition we see: “I am perplexed about why the Trump administration has been such an embarrassment when it comes to the kind of actual leadership and vision needed to keep the United States at the forefront of the tech race“. This is where he is wrong, you see this is not on President Trump, this is a failing that goes back to the Bush era, the era before President Obama. What had to be done then was not done and now the impact is a lot larger than it could have been. So when we see the quote “everyone would feel a lot more confident if the government was also focused on investing more in American innovation and if the crackdown looked less chaotic“, we see the fear from the US, it is not ready, it has failed innovation and the mistakes made are optionally debilitating the next 15 years of innovation. Chine is primed and ready and that is where we see the fear. American is pushing itself towards becoming a third world nation, they did this all by themselves, and it goes further than merely technology. The US has shown a lack of insight for a much longer time. As we see US Defense giving us: “The Navy is asking Congress to fund a conversion of its 600-foot stealth destroyers from primarily a land attack ship to an anti-surface, offensive strike platform, according to budget documents released Feb. 12“. It was earlier this year. It matters as we see merely 2 weeks ago: “The destroyer Zumwalt’s big guns don’t have any ammo, and the Navy may ditch them entirely because they don’t even work right“, so we are confronted with ‘a request for $89.7 million’ to make it better, that thing costed billions in research, it took half a billion to make, it is useless (decently ugly) and in 4 hours I had a $3.5 million concept solution to sink it. In all honesty I have to admit that my idea was designed to sink the Iranian fleet, but this vessel is just slightly too insulting for comfort. The Digital Journal did some of the legwork form me with: ‘Can’t fire its guns due to massive $1 million per round cost‘, ‘May lose stealth due to redesign limitations‘ and ‘Cuts to stealth capacity add up to many more risks in combat‘. The article (at http://www.digitaljournal.com/tech-and-science/technology/op-ed-accountancy-vs-usazumwalt-a-stupid-story/article/538102) has a lot more and my mere $3.5 million solution, which is a simple redesign from something made in the 70’s. I saw it as a way to turn Iranian cruisers into submarines (with air-conditioning). It is murder on the lungs, but good for non-Iranian morale and as such it was a great idea. It could be easily adjusted to park the USS Zumwalt at 18°38’18.9″S 147°10’15.3″E and help it grow coral for the Great Barrier Reef, all problems solved.

My issue links it as we see the problem, they are linked because we failed the STEM education path for well over a decade, so there is a massive shortage. There is a reason why the larger players like Salini Impregilo are looking at Universities all over the world seeking quality Engineers and they are not alone, the shortage is close to global and there we see the growing advantage that China is now showing to have. The fact that America is showing such levels of non-vision, even within their own navy results is exactly what they are shouting in fear.

I would go one step further in the proclamation that America is not afraid of what China can do, they have no one left to show them and explain to them what the Chinese capabilities are and that is a lot more fearful than anything else. That is how I see it (and I might per 100% wrong), yet consider the failings we have seen in the last year alone, the emotional push in places where logic require to prevail, the inability to counter what should not have been a threat. The Mabna Institute in March: “The DOJ says the hackers stole 31 terabytes of data, estimated to be worth $3 billion in intellectual property. The attacks used carefully crafted spearphishing emails to trick professors and other university affiliates into clicking on malicious links and entering their network login credentials” (source: Wired). Not the fact that it happened, the stage that it took forever to find and do something is equally part in all this. June gave us: “marketing and data aggregation firm Exactis, which left about 340 million records exposed on a publicly accessible server. The trove didn’t include Social Security numbers or credit card numbers, but it did comprise 2 terabytes of very personal information about hundreds of millions of US adults” and important here is that these are the so called clever people. Those with fat incomes and nice additional perks, if they cannot contain the issue, the underpaid, undervalued and overworked IT people at the US government truly have no chance at all, do they?

The facades behind the facades are shining through 10 windows all without curtains or coding (at https://www.theregister.co.uk/2018/12/06/windows_10_security_questions_remotely_defined_answers/) and it gets to be a lot worse in 2021 when 5G hits full force everywhere, it is a cyber criminals dream coming true. Huawei is in all this merely the smallest blip on the radar and that realisation should hit us fast and quick, because at present, the only way to keep your data safe is to educate yourself, no one else will, they do not know how.

 

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December 6, 2018 · 12:47

Tic Toc Ruination

There is always a next deadline, a next target and a next threshold. When we see that point, some see obstacles, some see challenges and others await opportunities. It has always been this way. In the past we had 3G, Telstra could not keep up and gave us 3.5G and called it something else. The audience was deceived and has been deceived for a while in many ways. In Australia, as I personally see it, too many politicians dance to the needs of Telstra and as such, in the long run nothing was done. As 4G matured on a global level we saw the eCommerce run and we saw growth everywhere. And as the 5G moment grew near too many were sitting on the sidelines, all talk and no hard work. Huawei, Ericsson and a few more worked hard because he fin-tech term ‘be there first‘ applied a hundred times more to mobile technologies and we saw the escalation as China went ahead of the curve. Suddenly Huawei 5G technology got banned, a bankrupt America started and soon most nations followed, now, or at least 5 hours ago, the Guardian (at https://www.theguardian.com/technology/2018/dec/05/bt-removing-huawei-equipment-from-parts-of-4g-network) reported one additional move ‘BT removing Huawei equipment from parts of 4G network‘, we see “In a statement, the UK telecoms group has confirmed it is in the process of removing Huawei equipment from the key parts of its 3G and 4G networks to meet an existing internal policy not to have the Chinese firm at the centre of its infrastructure“, all at the behest of spymaster incredibili Alex Younger. Yet actual evidence of Chinese activities was never given in evidence. Alex does something else and in retrospect to his French, American and Canadian peers something that is actually intelligent. He gives us: “the UK needed to decide if it was “comfortable” with Chinese ownership of the technology being used.” OK, in opposition of American stupidity making claims they cannot support, Alex is giving us the national need and the premise that another government should not have ownership of infrastructure this important. I can accept that, yet in that same light, that equipment should not be American or Russian either. He also gives us: “We have to keep adapting … we are evolving again to meet the threats of the hybrid age … our task now is to master the covert action of the data age“, and he is correct. It does not state that Huawei is a danger, a risk or actively undermining the UK. I get the setting of national security first and in this Huawei might optionally in the future be that risk, it is not the same setting the yanks gave us.

Yet there is the opposition as well. At present not only is Huawei ahead by a fair bit, Engineering and Technology (at https://eandt.theiet.org/content/articles/2018/12/china-continues-to-dominate-worldwide-patent-applications/) give us: ‘China continues to dominate worldwide patent applications‘, it is a lot larger than Huawei, yet the stage we need to comprehend is “China submitted 1.38 million of the total 3.17 million patent applications submitted“, and a chunk of that 43.5% is mobile and 5G technology. China is ahead in the race and as some people start living in denial, the stage we will see in 2020 is not that America will start its 5G part, there will be a moment when China lodges IP cases that oppose patents, and the optional proven stage of patent violations. At that point the nations moving in silly ways will learn the hard way that whatever they tried to overcome will cost them 200%-550% more that they thought it would. The entire patent system will be upside down as technology makers will be found to be technology breakers and that is one side why the US is so opposed to certain levels of protectionism (apart from their pharmaceutical patents). To give you a perspective, China applied for more patents than the US, Japan, South Korea and the European Patent Office combined, the difference is that big, there is a second benefit to a worldwide growth in IP filings and some technology offices will soon encounter the receiving side of a desist to move forward lawsuit. The Apple Samsung war in patents has shown that impact for years and when any firm is stopped in their tracks, for any 5G violation, you can flush that 5G implementation timeline down the toilet.

ZDNet gives us: “Sprint announced that it is now the fastest mobile carrier across New York City, providing customers with access to its gigabit-speed LTE services after upgrading its network in preparation for 5G services going live next year“, which sounds nice, yet when we see: “launching a 5G mobile service there in the first half of 2019“, the way the dates were given last week personally implies to me that any setback gives reason that there will be no 5G before Q3 2019. Now, I might be wrong here, yet in the past we have seen again and again that these timelines were never met and the pressure is really on this time around, making setbacks and delays even more likely. So a we see New York, Los Angeles, Las Vegas, Washington DC, San Francisco, Seattle, Chicago, Atlanta, Philadelphia, Detroit, Miami, Indianapolis, and Phoenix moving into the 5G realm, we now see the absence of an earlier mentioned Boston, Sacramento, Dallas, Houston, So as we see San Francisco, I see no Mountain view, no Palo Alto and no San Jose (consider https://www.youtube.com/watch?v=CnzTgUc5ycc, just a little Helix for the fans). So will San Francisco get 5G, or will Google and Facebook infested Mountain View get the5G? The problem is not whether it comes now or later, the fact remains that implementation and deployment had to be done and be past the 100% deployment preparations 6 months ago and the players left it to the final moment, whilst some of the infrastructure should have been available a long while ago.

The setting is not merely 5G, it is the availability that is connected to all this that follows. Part of this situation is given weight to issues when we consider Telecom Lead giving us (at https://www.telecomlead.com/5g/192-operators-start-5g-network-investment-gsa-87745). The quote: “192 mobile operators in 81 countries are investing in 5G network as compared with 154 operators in 66 countries in July 2018, according to the latest GSA report released in November 2018” shows us that 15 countries are already late to the start and it involves 38 operators. Now, that might be valid as some are not in the size to be the initial adopters, yet it is merely the top of the iceberg. This Titanic is showing a leak when we get to “GSA also said 80 telecom operators in 46 countries have announced their plan to launch 5G to their customers between 2018 and 2022. 37 networks will launch 5G services in 2020 alone“. If this is the stage knowing that you are in one of the 37 countries. The 9 countries that are optionally launching between 2018 and 2020 might have a local advantage, yet which of these 9 are starting fist, or get to start between 2021 and 2022 is equally an issue to explore. We see: “Telstra, TeliaSonera Finland, Ooredoo Kuwait and Qatar, Zain Kuwait, and STC Saudi Arabia have done 5G deployments using commercial 5G base stations but are waiting for devices to enable service introduction“, here we see Australia to be ahead of the curve, yet waiting for devices implies that it goes beyond the mobile phones, I reckon that there is something else missing, yet what it is and when it comes is not given. The article also gives us the entire 5G trap and the Verizon steps that are in question. It is the reason why I mentioned Telstra 3.5G in the first place. We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?

If that is truly the case, if this is truly verified, will the day that the 5G switch is turned on in the US, Japan and Saudi Arabia show that Saudi Arabia and Japan gives the people true 5G and America does not, does that make them the loser in the 5G race on day one? The question now becomes is Sprint 3GPP compliant, and more important what is the failing of 3GPP compliant bringing to the table?

When I look at the data opportunities that 5G brings, the opportunities that blockchain technology can revolutionise (especially in America) in retail with 5G are unheard of. There is a true growth of investment options available, yet are these opportunities seen as such?

So where is the ruination?

You see, this is the first time in history where high-tech is running ahead in China. In the past, America had the radio, they had the TV, they had video, DVD, Japan brought the Blu-Ray, and the US had 4G first; yet it all falters when we realise that this time around China is not merely on par, they are optionally ahead in the next technology wave, we have never seen this advantage from China before, and at the speed at how they caught up in the past, is worrying many nations as they are now ahead and optionally they can create more headway as they start giving the US less and less advantages, optionally resulting in greater economic advantages for China as America ends up having to catch up now, an advantage of being first which is now optionally no longer with the US.

The question becomes, will the consumers have to pay for that lack of headway? Even as we push for the comparison in the past app stage of 4G, we see that the IP war can become a much larger headache when you are not China, it might be good, it will most likely be bad and in the end we might benefit yet the reality is that massive amount of money will start going to the far east (China) and it will impact all manners of ecommerce soon enough. Yet will that happen? We might know tomorrow as the techboys (and one techgirl), AKA Sundar Pichai, Satya Nadella, Ginni Rometty, Safra Katz and Steve Mollenkopf meet with White House officials later today. So as Google, IBM, Microsoft, Oracle and Qualcomm decide on what happens (or needs to happen) in the next 24 hours, I wonder what concessions they will get from the White House as long as they all finish second to none and give America the 5G pole position result. Ego comes at a price and I reckon that we get to know the cost of White House ego tripping before the end of the year.

In all this, I wonder, can I make matters worse when I ‘give’ 2 billion in IP value to Huawei? When we are pushed, should we not push back? When the others face too late the element of delay by not adhering to logic, and by ignoring common sense, should I give them consideration? That is actually a main point here, as technology becomes the main political pawn, how should we react? We can agree with Alex Younger that any nation needs to negate technological risk, we could consider that he seemingly had the only valid opposition against Huawei, as it was not directed at Huawei, but at the fact that the tech is not British, the others did not work that path, and as we see that technology is cornered by the big 7, those in the White House with an absent person from both Apple and Huawei. We have accepted the changed stage of technology and that might not have been a good thing (especially in light of all the cyber-crimes out there), also a larger diverse supplier group might have addressed other weak spot via their own internal policies, another path optionally not averted. So as we focus on national needs (which is always a valid path), should I hand that 2 billion dollar patent to Australia, who is too often in the pocket of Telstra (as I personally see it), or put it on the market for any to buy it, when that happens, do I create opportunity or limitations?

That is a question that most of us did not consider as the tech market had been global for the longest of times, yet as 5G comes into play, that might soon change and with that we will get new answers, new challenges and a lot more diversity (whilst having to entertain a whole range of new limitations as well). In my view there is an unseen balance between ruination and opportunity, yet this is where time is not a factor, it will be about the connectivity that one offers another and that is when we see that time influences it, but it is not the larger factor of influence. It is a market where diversity becomes an enabler against time (partially in opposition of time). I stated this before. As 4G gave us the golden path towards ‘wherever we are‘, 5G will be largely about ‘whenever we want it‘. It affects ‘on demand’, it enables ‘I need it now’ and it gives rise to security, automation and non-repudiation to a much larger extent. We have clearly seen that Huawei and China are in pole position of that race, and we must wonder who of the other players can catch up in time offering the full 5G with all elements validly in place (not using Verizon’s own 5G specification, or a version thereof).

I look forward to 2019 as I have already found 2 optional gaps; I wonder how many more I will find.

 

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December 3, 2018 · 11:15

Heating at what price?

We all know it; in winter it is about the heating, in summer about the quality of the fan, in addition, we need to make sure that apart from food, and drinks that we have the proper attire. We have known this for almost a lifetime. So even as this is known in the US, President Trump decided to have a conversation with Saudi Arabia to increase production to keep prices down. It seems really nice that Saudi Arabia came forward, yet they had no practical reason to do that did they? Not in an age of bullet points, business cases and maximised profit.

Oil is a commodity, and in the professional world of business, you have to go for the buy low, sell high equation if you want to be in business. So I was surprised to the extent that Saudi Arabia was facilitating towards America.

Yet this is seemingly coming to a halt when Bloomberg treats us to: ‘Putin Says Russia and Saudi Arabia to Extend OPEC+ Oil Pact‘. In itself the title does not give the US the warning that they need to read, the text does however give us: “OPEC, which pumps four-in-ten barrels produced worldwide, will convene in Vienna on Dec. 6 to discuss output cuts after oil prices in November suffered the largest monthly drop since the global financial crisis in 2008” the article also gives us “an advisory group to OPEC told ministers the market is oversupplied, with a need to cut about 1.3 million barrels a day from October levels“, apart from Bloomberg, there were several others showing the news, adding their own political flavour towards facilitation and that will be discussed soon enough. The shape here is not merely that there is oil in the Al Saud family, it is the fact that they are (as any good business does) trying to maximise what they have. People seem to forget that. It might seem a buyers’ market, but that is merely the presentation, once production stops for 12% or more that balance will change really quickly. Let those who want it somewhere else, go somewhere else. The direct impact is that it merely drives prices faster. Even as there is an oversupply, the entire setting seems to be focussed on getting past this winter, the players are in error not to focus on the next winter, for that part will be impacted and it will be a large impact.

As the conversation between Russia and Saudi Arabia continues, whether or not it is some OPEC+ setting, the setting that is evolving is one that I mentioned in ‘Two issues in play‘ (at https://lawlordtobe.com/2018/11/20/two-issues-in-play/). The day after we saw Senator Lindsey Graham (R-SC) giving the statement that Crown Prince Mohammed bin Salman was “unstable and unreliable”. So as we were treated to ‘Putin says Russia, Saudis agree to renew OPEC production cuts‘ mere moments ago. How much reserve is there? How long until the prices are raised, optionally just before Christmas as a speculative Ebenezer Scrooge bonus to your household?

The entire matter was just waiting for an opportunity to happen, as we see this unfold over the next few days, we will see additional parts too. The best example that anyone who served knows is that there are three people you do not mess with. The first is your Supply officer, the second is the payroll officer and the last one is the cook. These three are sacred and you leave them alone. So why push the person who is a supply officer, that impacts your payroll officer (as you end up with a fair amount less) and that in turn unbalances what the cook gives you as you cannot afford a full meal. As the price of food goes up, as we see clear data from several sources (Washington Post and HILDA) that larger groups of workers have been on stalling incomes for years now, have I made a clear enough point? When the total income is the same and food prices go up, what would you surrender to the currents of loss, once you realise that fuel prices will be on the rise as well?

In anticipated opposition, don’t give me that ‘ethics regarding Jamal Khashoggi‘ routine, because the bulk of the US senate and US congress have not made any noise regarding all those journalists (well over 240, with over 140 wanted) in Turkish prisons, several of them for life. Not much noise is there? The fact that Turkey isn’t getting slammed for being an ally of Iran is still a mystery, yet there might be some European need there, especially around some ‘nuclear accord’.

Even as I anticipate some reaction in all this, we must also heed the opposition in this. Here I call for Oilprice dot com. Martin Tillier gives us (at https://oilprice.com/Energy/Crude-Oil/Oil-Output-Cuts-May-Be-Coming-But-Dont-Bet-on-It.html): “Crude oil has been in freefall, with both Brent and WTI having lost around a third since hitting highs in early October. There are some demand related worries involved as trade wars threaten to slow global growth, but the biggest reasons for the drop are supply related. A couple of months ago, those highs were achieved in anticipation of a disruption to global supply as the Trump administration’s abandonment of the Iran nuclear deal with Iran and the resulting sanctions took effect. Since then though, a few things have become clear. Firstly, U.S. production has been stepped up by more than imagined. In addition, the Saudis increased their output to help offset the expected loss from Iran but, most importantly in that context, that loss doesn’t look likely to materialize“, he goes on giving us the tough talk part and he is right. Whether we see it as political windbags or perhaps merely a storm in a cup of tea, the impact is not merely some good needed, it is a larger issue that goes beyond supply and demand. Just like the predicted shortage of concrete for the building of Neom city. Those who saw it have been upping their ability for production. Several have doubled it and there is a chance that the UAE will have its own large concrete facility soon enough. As Saudi Arabia could decide to cut production, it could in addition merely seek to seel part of it elsewhere. The end result is the same, yet that trajectory will be much slower. For the current administration it is about getting past this winter, with the next winter being a larger impact on the elections, so it will also impact the cost of living all over the US.

CNBC gives support here (at https://www.cnbc.com/2018/11/28/expect-a-saudi-first-policy-on-oil-production-cuts-regardless-of-trumps-demands-analysts-say.html). It is early days and what we anticipate or expect does not usually happen, yet with “Analysts believe that despite Washington’s geopolitical leverage over the kingdom, after its staunch defense of the Saudi monarchy amid accusations over its alleged role in the murder of Saudi journalist Jamal Khashoggi, Riyadh will still pursue its own economic interests rather than abide by the wishes of President Trump. The pivotal question hanging over oil markets remains that of production cutbacks. Who will tighten their taps, and by how much?” This is the game for now and even as it is all set in common sense, the one part we cannot anticipate is ‘by how much?‘, I predicted a rough 12% a week before this article came out and so far, the fact that it is still likely to happen before the end of the year, optionally before before Christmas, it does remain to be a the speculative part for now. I expect Russia to try and get a consensus with Saudi Arabia to go well over 12%, optionally closer to 20%. It is essential for Russia, it will be good to the super wealthy oil friends that President Putin has and it will also bring joy to the coffers of the Saudi Monarchy. The question is who can pick up that slack and how fast. The US has its own facilities in it, yet could they keep up? Leave it to the US to piss off 3 of the top 5 producers, which leaves Iraq and they do not have the working infrastructure, moreover, volatility is still their middle name for now, as well as the fact that they merely produce 16% of the other three that the US insulted (more than once I might add).

So will oil prices go up? If the US is set on its current policy, the issue of oil prices is a given certainty, the fact that they will go up before winters end seems more and more likely, yet by how much is not to be anticipated. In this Saudi Arabia, merely needs to have a ‘technical glitch’ and the pumps go down twice for 2-3 days, and the damage is done. At that point, Saudi Arabia merely has to drop production for 15%-20% until the technical matter is ‘resolved’ and all the US can do is pray for Saudi Arabia to accept the assistance of their engineers. Although as Saudi engineers go, their knowledge might be (vastly) superior in all this, they have had plenty of time to get ahead of the curve for some time now.

Should this happen, what will the US do? Throw a tantrum; throw a curveball? I am eager to find out, because the entire journalist part is still a matter for discussion. You all seem to know Jamal Khashoggi. Yet how many of you know Mehmet Topaloğlu, killed by the Turkish police, as was Metin Göktepe. Then we see Önder Babat, Serena Shim, Rohat Aktaş and Yaşar Parlak. The Turkish authorities have shown less than 0.5% effort here when comparing it to Jamal Khashoggi and the silence from the US in these deaths (a few of many) have been deafening, we can ignore the European Union in all this as they seemingly do not care. So when I made the claim that Jamal Khashoggi is merely a convenient puppet to hit Saudi Arabia with, I knew what I was talking about. When we see that inaction is the natural state, the entire Jamal Khashoggi was a game of political players, emotions used to drive an audience, an audience giving Google search currently well over 72 million hits when we see for that JK journalist. Try that with one of the other murdered or imprisoned journalists in Turkey, they are not even a blip on the radar. It is my speculative thought that Neom and the future drive by Saudi Arabia scared the US as it did several European players. It is the first time in history that a Middle Eastern nation has the ability to put the US and EU to shame with their lack of technological progress. They claim to have it, yet Saudi Arabia is making a move towards ‘showing to have it‘, changing the game for both the US and Europe.

This is where we see the difference. China and Russia see this as an opportunity, whilst Europe and the US are seeing it as an inconvenience. In Europe it seems that only Salini Impregilo is taking the charge of that future, having scored already well over half a billion in contracts, the rest of the players are either under the surface or not there at all. Is that not odd either? When we see close to a trillion dollars in opportunities in Saudi Arabia, the noise should be deafening but it is not.

How does that matter?

Well, if oil fuels the coffers, the daily input is more than enough to warrant actions, yet I see not activity anywhere, not to the degree it should have. In all this, within a day I found a way to revolutionise information using 5G (designing a new device in the process), and there we see opportunity, a pilot the size of a city that could have global repercussions and no one is there. I cannot be the only player in town, my ego would never be that delusional, yet there is not activity at all. It makes sense that it is not out in the open, yet some people would have to file for concepts, optionally for patents and I see the light of at least 4 of them right there, yet there is no visible action, and believe me, as a Master of Intellectual property law, I do know where to look.

Karma kicks greed’s ass

We have all seen the news when it comes to Huawei and the list of those banning them is growing, there too we see that China has a vested interest in making a local company a true success and there we see the options too. So when we consider the Verizon offer: “As part of a 10-year agreement, Verizon will expand its wireless small cell infrastructure to build out its existing 4G LTE network and prepare for 5G deployment, with streamlined permitting from the City of Boston. TV licensing will also be amended to support an expansion of Verizon’s Fios TV service to more neighborhoods“, it came in 2016. So consider the actual wording ‘as part of a 10-year agreement‘ and ‘prepare for 5G deployment‘, by the letter, it implies that Boston will optionally not have 5G before 2026, in this it could optionally have been in the foundations of Neom by 2021 (depending on then the first buildings are completed). It would be a kick in the nuts for the US to have something operational after Saudi Arabia, does it not?

Karma bites like Piranha if need be.

This all impacts the oil price, because the Saudi Crown Prince is driven to get Neom right, it also impacts the coffers so whatever is done regarding the oil, would optionally not be allowed to endanger Neom. I cannot prove that, yet I am decently certain that this is the case. We can see this as an opportunity, that as the US seeks options, it can make other offers to offset the optional ‘loss’ to Saudi Arabia. If enabling can be done in money or goods, offering goods is still an optional path to take for the US, yet they too need to realise that the overly visible acts of playing the ‘Khashoggi blues’ whilst not making any noise on the ‘Turkey newspaper shuffle’ is going to be a debate soon enough, especially as there is enough evidence that Turkey has been facilitating for Iran.

In the end

In the end it is about the oil prices and I expect them to go up regardless of what happens, yet there is leverage to a small extent, the amount of price increase is one that could be under negotiation. The question is, will we see proper actions by the US and Europe to limit the price increase and the impact on their citizens? I expect to see an answer to that part within the next two weeks.

Have a fun Monday!

 

 

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November 28, 2018 · 12:16

An actual competitor?

It has taken years, it has taken close to 7 years yet the result is here. Finally there is a competitor to the iPad, it is not some Microsoft claim; no it is an actual tablet that is finally waking up to the fact that Apple has been alone at the top for too long. It is Google and their Pixel Slate that got the job done of getting there.

Will it remain?

That is indeed a good question. In my view they still need a smart keyboard to stand up to the iPad Pro, but when that arrives Apple will actually get a competitor. The main elements storage and battery have been addressed and that is a good thing. This is seen in the Guardian where we see: “Battery life was excellent for a work tablet, lasting close to 10 hours between charges when used like a laptop, with 10 or so Chrome tabs open alongside various chat, imaging and media apps” (at https://www.theguardian.com/technology/2018/nov/27/google-pixel-slate-review-chrome-os-android-tablets). It is a little better than the first iPad (which I still use today to a limited amount). As we see battery in the positive, we need to see the price in the negative. The two bigger models, essential for storage reasons are actually too expensive, with $1700 for 128Gb and $2730 for 256Gb this solution is expensive, no way around it, the iPad pro with 512Gb is still way cheaper, almost $500 cheaper and it is an iPad Pro. I am not dismissing that the two bigger models come with an i5 and i7, the Apple processor defeats the stronger of the 2 (i7) by well over 10% which starts to add up. Still, it is the first time that a tablet is actually competitive against the latest Apple has.

Google still has a few other parts to clean and grow apps and iBook elements to name merely two of them, yet the hardware is now here. I reckon with larger development kits for Chrome and a massive discount for students it would be the option for Google to create traction that gives rise to larger acceleration catching up to Apple in this case. Even as Huawei is also giving rise with their new media pads, it was not getting too close to the iPad Pro, Google is getting there a lot better and for those with a personal ‘discomfort’ for Apple, the Google tablet is an optional solution.

I mentioned keyboards and the Google Pixel Slate does have one, but it has a few design flaws. Even as they had the option to close that gap, I see that there is an issue in the reported parts. The quote: “Unfortunately when closed the keyboard side slides around against the screen, which might end up scratching the display and feels less than reassuring when carried” seems to hit the nail on the head, even as I came up with the Google Tome design almost two years ago, that and a few other issues would have been solved, yet it seems that Sundar decided not to be too adventurous in that regard (perhaps in other regards as well).

Still, in the end the Pixel slate is a lovely surprise to look at. Not only is it a competitive device (all being way too expensive), the push for Chrome OS is showing to be an IOS alternative that many can embrace. Once the indie developers start rebuilding their well selling apps, we will see a much larger growth for the Google stores. When it comes to apps, Google has nowhere near the option that Apple has, yet I have not found any functionality in an app (besides games) that Android could not supply when IOS had it (the ones I needed anyway). This now leaves the iBook part to be dealt with, once we see Google offering that to an Apple level, at that point we will see close to a level playing field and Apple has never faced that situation before in tablet land, so the next two years could end up being interesting for us and challenging for Apple.

 

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November 17, 2018 · 11:44

Annual medical bill $864,685

Yes, that is the price for keeping the doctor away. An Apple a day keeps the doctor away, yet at $2,369 per iPhone it will be a hefty bill, let me tell you that. And the news gets to be worse after that. Apple has been in the news and not in a good way. We all remember the big news earlier this year, when Apple announced that they had become the first trillion dollar company. It was just as the new Apple models had come to town and the impact has been seen. First we get the Financial Times 2 days ago with: ‘Apple falls into bear market territory‘ (at https://www.ft.com/content/c9dd38f0-e839-11e8-8a85-04b8afea6ea3). I thought it was merely metaphorically, yet it is not. You see, bear territory is when a company got into the state of: “The drop takes the stock’s decline from its intraday high of $233.47 on October 3 to 20.3 per cent, meeting the definition of a bear market“, the first corporation to surpass 1 trillion and lose 20% value soon thereafter. Apple did this t themselves in a few ways. It takes me to my dark Apple moment. Now do not get me wrong, I do not hate Apple, I still have the very first iPad and I will get the iPad Pro if my budget would ever allow for it, hopefully before my iPad passes away.

I bought an Mac Book Pro in 2005, I loved it and it set me back $5099, it was all I had and it after 11 months I had one line in my screen, then 3 then I went to the Apple store and I realised that my warranty had past. Two weeks later the screen was no longer usable, $5099 and nothing to show for it. When it ran it ran great, so for 11 months I never regretted buying it, and then the onslaught came. I was not happy, the $5099 was all I had, so there was nothing left for the Apple care and after 6 months I had forgotten to get it, it is my own fault, yet the longevity of Apple (lack thereof) will never be forgotten. The opposite is also true, my G5 and first iPad as well as an iPod Classic are still doing their stuff. So overall there is more good than bad. The previous parts I mentioned matter, as you are about to find out. Forbes, who also on last Thursday gives us (at https://www.forbes.com/sites/gordonkelly/2018/11/15/apple-new-iphone-xs-max-xr-upgrade-price-cost-camera-sales-face-id/#78e1e0302932): ‘Apple’s new iPhones have a Serious Problem‘. Here we see: “AMS revised its Q4 2018 revenue estimates down from highs of $610M to new lows of $480 citing “recent demand changes from a major consumer customer.” AMS is the latest in a string of iPhone suppliers to announce revenue cutbacks“. The setting here is not merely the suppliers; we see ““Many suppliers have lowered numbers because of their unnamed ‘largest customer,’ which is Apple,” Elazar Capital analyst Chaim Siegel told Reuters“. This shows that the shareholders could optionally panic before the end of the year and it will be an additional downturn for Apple, who is currently worth a mere $US886 billion, in addition the second wave might lower it to somewhere between $794-$811 billion, making Q4 2018 one of the worst moments in Apple history, lowering its value by almost 30%. So if 20% is bear territory, will passing the 30% make it the Groundhog tree stump area? #JustAsking

Yet all is not lost, there is still last moment Black Friday, Thanksgiving, Saint Nicholas (Belgium and Netherlands), and Christmas. It will mean a massive level of facilitation (by Apple mind you), but there is space for a partial turnaround and it was their own doing, this economy is not ready for upper class latest techno prices. Consider the $2365, whilst their opponent is offering a decently close solution for $1499 (Google) and $1599 (Huawei) all top end phones and the next model is 33% cheaper, in an economy where most people are turning around pennies (just look at Debenhams). It was a really bad market moment; one could argue that Apple believed their marketing whilst it was nowhere near realistic. In addition we see (at https://www.macrumors.com/2018/11/16/new-ipad-pro-bend-test/) ‘New iPad Pro Models May Be Prone to Bending‘, the image is very expressive on the curve, which might be moving towards boomerang shape over time (just guessing here). The quote “both forum complaints and a new bend test video suggest the two devices have the potential to bend without a huge amount of force“, gives us that the news is already out there, which gets us the Achilles heel of any corporation that is ruled by marketing deadlines. It is the proper testing of last minute changes. You see, if that was not done it implies that proper testing was never done and that is a lot worse at present for Apple. As the new iPad Pro could set you back $2689 that issue is a lot more important than you think. MacRumors also gives us: “Despite the video and the forum complaint, this does not appear to be a widespread issue. There are a couple of other complaints from MacRumors readers who were seeing slight curves in their devices and received replacements or sent the tablet back, but there aren’t complaints that match the complaints we saw back in 2014 with the original iPhone 6 Plus bendgate“, which should be noted too, just be certain (as it counts for me too) to keep an eye on it, and even as a prospective Apple marketeer gives us: ‘Apple released their folding display before Samsung 😉‘, we need to be certain that any gospel truth involving Apple, just in case it is still partially owned by Microsoft.

For Apple things are escalating in a few ways. First there is ‘Apple admits iPhone X ‘ghost touch’ screen issue, offers free repair‘, which we got form the Sydney Morning Herald last week (at https://www.smh.com.au/technology/apple-admits-iphone-x-ghost-touch-screen-issue-offers-free-repair-20181112-p50ffl.html), yet Apple did respond with: “Apple has announced that it has found issues affecting some of its iPhone X and 13-inch MacBook Pro products, and said the company would fix them free of charge“, which is good, but it is water under the bridge, the damage is optionally already done. The question rotates around the core of properly testing issues before the audience gets them.The issue gets worse when we see: “For the 13-inch MacBook Pro, it said an issue may result in data loss and failure of the storage drive“, no matter how repairs go, the entire matter of data loss is a nightmare for many people, the idea that a days work is lost for whatever reason is a massive push to look elsewhere for a solution and that will hurt Apple down the track as well. The battery issue has put a dent in faith in Apple with many people and the keyboard issue in the Macbook and Macbook Pro models only make matters worse, so as the list is added to the media and as the media gives more and more light to it all, Apple might be in extremely rough seas this coming January. A setting that proper testing might have avoided to a greater extent. If this was not enough, CNBC adds fuel to the fire two days ago with ‘I tested the new iPad Pro and it still can’t replace my laptop like Apple says it can‘. The article (at https://www.cnbc.com/2018/11/15/apple-ipad-pro-review.html) also gives us: “I’ve been testing the iPad for the past several days, and while it’s a very nice tablet, it’s still not capable of replacing my regular laptop. In fact, most people should probably just buy a Mac, or Apple’s cheaper $329 regular iPad“. I saw it in the store myself and the new Apple Smart Keyboard is a game changer, which is not available for the normal iPad. He might have a point to some degree, especially when we have to shell out a difference of $1200 at least. The only core issue is that the graphic part of the Pro is close to 300% faster than the not pro, so that is still a consideration to take in a graphic tablet life, but beyond that his view is harsh and optionally not wrong. I found the review of Todd Haselton extremely genuine, especially when he gives us: “The iPad Pro is great, but it isn’t for most people. Let me explain why“, he gives it the proper support, so it is a good part, yet it is also bad for Apple in another way, let’s go there together.

You see, the competition is never far behind and the device already available and several sources give it to us. In this case I selected ‘Huawei’s Matebook X Pro Is The MacBook Rival People Have Been Asking For‘ (at https://www.gizmodo.com.au/2018/11/huawei-matebook-x-pro-review/). Whilst we can look at “Like Apple, Huawei starts with a solid aluminium body and then adds surprisingly powerful speakers to the sides, a big one-piece trackpad down below, and clever power button/fingerprint reader combo in the top left – and all of it is top notch. Then there’s Matebook X Pro’s backlit keyboard. While it is a bit on the shallow side, the keyboard’s relatively high actuation weight and deeper key travel feels vastly superior to the garbage you get on modern MacBooks” from more than one direction, it is the setting that gives is weight (as well as the keys I reckon). We also get two more interesting parts. The first is “the X Pro’s chin is equally thin too, resulting in a screen-to-body ratio of 91 per cent. That’s better than devices like the new XPS 13 (80.7 per cent) and the Galaxy S9 (83.6 per cent) by a fair margin“, as well as “Regardless of how shamelessly you think Huawei has copied Apple’s formula, it has absolutely improved on that template in a number of very important ways“. The second part is the most damning one. Apple had a good thing going and was willing to let marketing rule the ways, whilst improvements have been lacking (many users have made similar statements). When we see that the original has been improved upon and we see an equal in a field where they optionally did not belong, that is when the goose of Apple remains to be cooked (optionally for Christmas). With the final part “As of today we finally have Australian pricing and a release date for the Matebook X Pro, which is November 22, 2018. They start at $1,899 for the i5/8GB/256GB model and at $$2,599 for the i7/16GB/512GB model” we see the nightmare of Apple become a reality, not only is there an alternative available, as CNBC reflects on, we see that this alternative is out and it is with Huawei, which should upset Americans to no end. In addition that model comes with Windows 10 Pro Signature Edition, so you get the good stuff. Even as it is not a gaming PC, the optional Nvidia GeForce MX150 would enable you to truly enjoy places like Facebook in several ways and that is definitely an additional plus point all over the board. The battery was stated as good, not much beyond that, yet in light of the bank hey are bringing, we see that Huawei is optionally pushing into Apple territory and even as that is a really large field, the fact that Huawei moved into laptop space is something no one had really prepared for and that might be an issue over the next two months depending on how the Huawei Matebook X Pro is embraced by the audience, the fact that they are clearly on the radar should be regarded as an optional threat for Apple, they quite literally have a lot to lose at present.

There is also an IOS issue (and it goes way beyond IOS. hackers were able to exploit the JIT compiler flaw with a malicious access point, which Apple is expected to have patched in an upcoming iOS 12 update. This is always going to happen, we get that as an issue by itself it is not a biggie (or at least it is optionally not a biggie). When we see “An iOS 12 Security Flaw Allows Access to Deleted Photos on iPhone“, so OK, it is an issue and it will be fixed, in the worst case if you take photos of your wife/girlfriend you will just have to refrain from deleting them until the patch is out. It becomes a little more of an issue as the Mirror reported (at https://www.mirror.co.uk/tech/iphone-x-explodes-during-ios-13593046). The article ‘iPhone X EXPLODES during iOS 12.1 update – and Apple’s response is laughable‘. The article itself gives us: “@Apple iPhone X just got hot and exploded in the process of upgrading to 12.1 IOS. What’s going on here???“, yes it was done over twitter and the response: “That’s definitely not expected behaviour. DM us, so we can look into this with you” was indeed funny, yet not incorrect. Twitter is limited in the response usage, so it was an acceptable answer in all this. The article was not that great, but there is optionally another issue and whether this is a mere IOS 12.1 flaw, or a larger issue is unknown, leave it to the Mirror to not properly look into this and let emotions rise via responses on a mere Twitter setting and few words. The responses were exactly the ones we should expect to see and not worthy of repeating other than ‘And this deserved an article devoted to it?‘ This is acceptable and fair enough, yet the issue behind it is larger. You see if this is the update that is supposed to deal with the JIT compiler flaw; the update could optionally merely be making matters worse. The grand total is negative for Apple as a multitude of issues on devices and drop of value, as well as intensely lowered sales at present shows that Apple is in a not so good place. We cannot tell for certain because the end of year is 6 weeks away and a lot could optionally be repaired by then, yet the fact that there is a list of issues spanning the range of Apple models is not the greatest place to be in at present and proper testing could have prevented a lot of the issues involved before they happened, which leaves us to the setting: ‘Has Apple become too complacent in all this?‘

It is important because it only means that whatever comes out in the next 6 months could be as messy as anything they have released in the last year and it has not been a great year for Apple technologically speaking, and now that they have both Google and Huawei nipping at their heels on several fields could be a decent sign that there are more issues on the horizon making their shareholders even more nervous than in the previous 4 years altogether, so that too is likely to impact the total value of Apple over the coming quarter, they will survive, no doubt about that, yet it might be a while until they get to that 1 trillion mark again.

 

 

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November 10, 2018 · 13:13

The heart processes

There is an awful lot of technology news today or perhaps better stated a lot happened in the last week that we are made privy to. It is not exactly the same, and it is not that we are downplaying 70,000 cadavers are we? If you question that part, talk to The Independent (UK Newspaper) and ask a long-time foreign correspondent Patrick Cockburn, on how the media screwed the readers over for the longest of times. The quote that matters here is: “For almost two years, the corporate media have cited a UN figure of 10,000 Yemenis who have been killed in the US-and UK-backed Saudi war. Recently, Cockburn pointed out that this figure grossly downplays the real, catastrophic death toll which is likely in the range 70,000-80,000“, it is merely another piece of evidence that shows just how unreliable corporate media has become.

Yet this is about technology (is it?). We start of in the precious life of gamers where we are treated to: “Blizzard’s divisive new Diablo title tops the week in games” (source: Wired), and to give you the dimensionality here. The last Diablo game was launched on May 15th, 2012 a game I have since launch day and I still play it today on my PS4. This game has kept me entertained surprised and challenged for that long and whenever they release a new challenge season where the rewards can really stack up in ultra-rare weapons and outfits, the stage restarts and we start a new character just to get there. Blizzard has been able to keep the attention of its gamers for that long. Do when I was made aware of ‘upcoming Blizzard Entertainment mobile title Diablo: Immortal at the BlizzCon‘, I was a little sad. Not in a bad way, merely in a way that I might still be playing Diablo 3 whilst also playing Diablo 4. You see, to have a hard-core dream team (a hard-core person is a person that gets one life, if you die at any point, there is no option to load it again, that person is gone forever) with paragon 150 on every class takes some doing and the long hours in all of them will make me a little sad. Yet this is not Diablo 4, this is Diablo on a smartphone, which is presently less of an issue and more of a ‘this is not me‘ part. I never have the cool new phone. I have a Huawei P7 and even as I have to replace it soon (dodgy battery) I will only do so when I have no options left. I am happy that I can get a really nice new phone for a sharp price, but it will not be the strongest the fastest or the most upgraded one, so gaming is usually not going to happen on a smartphone, which is no great loss to me, but that also means no Diablo: Immortal for me. And in the second, I want my diablo on a 55″ TV, not on some 5.5″ mobile screen. Staring at such a screen will make you lose your eyesight faster than a life time of non-stop masturbating, so I do not intend to go there. Microsoft does not escape the gravity here and is now expected to release Crackdown 3 in February 2019, which, after its initial announcement in 2014 some delay, almost the longest in gaming history, so again Microsoft sets a new record, but not a good one. This all follows the news in Mobile phones where the latest of Huawei is heralded as an absolute superstar by more than one reviewer, the most important part here for me is the battery that scores 10 out of 10, a 100% score, which is quite the reason. This high end horse is still cheaper than the Samsung, the Apple by roughly 15%-20%, yet at the same price as the Google Pixel 3. That whilst its baby brother the Huawei Nova 3i 128GB, which came out almost 3 months ago is 50% cheaper and is only minimally less powerful, as well as overkill for anyone that has mere regular use for a mobile phone (people like me) and it comes with 2 years manufacturers warranty, who would not go for that awesome deal (if you can afford it that is)?

Then we see several players bringing us a foldable phone, but one where the screen actually folds. There will be Samsung; there is also Chinese company with FlexPai. All new tastes of an old concept now pushed into another dimension, the screen. It seems that Chinese (and South-Korean) technology is taking leaps where others are merely moving inches. Even as Google is only in its third iteration of phones all three made rapid leaps forward. The roles have been reversed, where Taiwan and Chinese clones were cheap knock offs from the PC’s that IBM heralded (the one with the $2500 10MB hard drive), we are now in a revered stage where the west is trying to keep up with the east and their idea of novelty and innovation, all in a stage that is increasingly affordable by many, the first hurdle we all need to overcome and the Telecom corporations are only now starting to figure out the shallow marshes they put themselves on. Their game of exclusivity is about to go out of the window, older players like TPG who started really bad are now on top and they are in an auction fight with Telstra (who claimed to be so high and mighty) for the 5G spectrum, three years ago that notion would have been a laughing matter in more than one way. The field is changing and some players are out of their depth, especially as their depth perception was merely a virtual one and laced through ego driven presentations.

Yet when we look at Telstra we suddenly see news that is no longer available, it seems that Geelong news (https://www.bay939.com.au/) is no longer having the article that was supposed to be (at https://www.bay939.com.au/news/local-news/99401-nation-wide-telstra-issue-potentially-swept-under-rug) so when they said ‘under the rug‘ they were not kidding. Was this fake news, or was this the Telstra legal department in a ‘seize and desist’ action? I cannot tell from one one-sided part of information. ABC News (at https://www.abc.net.au/news/2018-11-04/telstra-outage-leaves-hundreds-of-offenders-unmonitored/10463642) gives us: “Hundreds of offenders have been left unmonitored for more than 24 hours in South Australia following an electronic failure in monitoring devices blamed on a nationwide Telstra outage“, now this would not be a biggie, yet the question becomes, what kind of back-up was there? And even so, in most cases the criminals would not have been trying to edge their options if they were unaware at the time. When we see: “The company also confirmed the cause of the outage, describing it as a “complex issue” which technicians had worked through on Friday night. “The issue was caused by a fault in a vendor’s network and we had expert technicians onsite to assist them with restoration,” the spokesperson said“, we should realise that something like this could always happen, the fact that there was no backup and that the outage took 24 hours to rectify remains an issue. We see a little more with the quote “The outage has been blamed on faulty vendor equipment that had since been replaced. Telstra did not say what the equipment was, or name the vendor in question” (source: CRN), which now also gives us another part. You see, The government took Huawei out of the equation and will not give us a reason or evidence, and here we see clear faults and a downed system, whilst giving us ‘Telstra did not say what the equipment was, or name the vendor in question‘. I do not think that Telstra is allowed to have it both ways, are they? On the other hand, Michelle Bullock can get the balls for all I care. When we see her giving: “These sorts of outages disrupt commerce and erode trust of consumers in payment systems”, whilst I have had one outage in the last 8-10 years. ONE!, not once every now and then, merely one, at that point she needs to take a long hard look at herself and contemplate what ‘customer trust erosion‘ really is, because I proclaim her to be clueless in that regard. Whilst she is puckering up to Fintech people, and she needs addition apart from ‘outages disrupt commerce‘, she needs to consider what investments have been made by some players in the last 10 years and how many are merely fleecing and roaching of a well-built system hoping it will last a lot longer.

So when I see: ““Regulators are therefore starting to focus on the operational risks associated with retail payment systems and whether the operators and the participants are meeting appropriately high standards of resilience.” Bullock’s comments appear prescient as Telstra and financial institutions tried to hose down consumer and merchant anger“, yet when I also learn that the element not shown here is “ANZ confirmed that the outage had hit its merchants whose terminals are connected to Telstra’s 3G network“, so whilst there is now a direction that this is about a failed 3G Network moment, it is my personal view that Michelle Bullock needs to sit in some corner and shut the fuck up! The question is now whether the criminal monitoring part is also set on 3G technologies, because there is a much larger issue at that point. Not only is 4G consistently faster which gives us the ‘participants are meeting appropriately high standards of resilience‘, merely because of the consideration that ‘Communication in 3G networks may experience packet losses due to transmission errors on the wireless link(s) which may severely impact the quality‘, a paper from the Helsinki University of Technology made in 2008, so a system with optional issues that has been known for 10 years. That is why I asked for the muzzling of Michelle Bullock. This has nothing to do with any resilient of optionally very reliable system. This is about something on one flaw that we have noticed, whilst we see the optional foundation of ‘prescient’ as we revisit ‘Bullock’s comments appear prescient as Telstra and financial institutions tried to hose down consumer and merchant anger‘, prescient meaning ‘showing knowledge of events before they take place‘, which in her case means that she was shouting in some meaningless direction instead of asking the hard questions of Telstra. She becomes merely another stooge in the machine to aid Telstra in any direction required. 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.

When we add the triple zero (000) call failures, the setting where we now see that “Telstra failed to deliver 1,433 calls to the emergency service operator on May 4 due to a network outage, breaching s22 of the Telecommunications (Emergency Call Service) Determination 2009 and the Telecommunications (Consumer Protection and Service Standards) Act 1999“. It gets to be worse when you consider one source giving us: “deputy commissioner of State Emergency Operations Controller Mark Walton speak to media in Sydney on Friday. Mr Walton says an issue with triple-zero calls is not resolved, and Mr Gately admits Telstra did not notify emergency services of the issue. “We identified, through our normal processes, that things were not operating as normal,” Mr Gately says“, Yet Telstra allegedly seems to have notified Michelle Bullock to cool tempers in another stage. Double standards in a few ways and whilst we do not know the vendor of the supplied ‘faulty vendor equipment‘ (which weirdly was reported by EVERY news outlet, not one speculated on the owner) and until the hearing we might not know, in the end we might never be notified on whose faulty equipment it was, which in light of the barred Huawei equipment is a much larger issue and it should anger us all.

Technology is failing people, not because of the technology, but because of the corporations that used technology as the bottom line and now we learn that they seemingly never learned the foundation of the hard-core needs linked to all this. The Age gave us last week: “Telstra cannot give proper service, even with those extra 8000 staff. I have been trying to get Wi-Fi on since July. Promises were made, contracts were agreed to, then broken, over and over again“, it seems that an issue that has been around for 20 weeks, an issue that should take a maximum of three visits any of them less than an hour could have resolved it. There is a 72% chance that the first visit would have fixed it, yet the latter one is merely a guess. Even as we also see ‘Telstra vans – declaring “We are here to help” – are whizzing around my suburb‘ a seemingly simple issue that has been around for 20 weeks, I believe that the problem for Australians is a lot larger than they even realise. The issue is not the technology, it is the fear that a place like TPG, an organisation that would be regarded as a banana republic at best, could with the Huawei solution surpass Telstra, could even replace Telstra and that scares a lot of politicians, it scares them beyond believe and that is optionally the truth that we are not told, so as Telstra sheds jobs, sheds proper emergency services (whilst blaming Zeus and his lightning), we are closing in on the most uncomfortable truth. We are not allowed to leap technologically ahead as some corporations become utterly redundant in our lives and let’s face it that board of directors would not survive the label ‘redundant’ would they?

So how did games fit into this?

It is the first of several steps where people are better managed and anticipated when they have a much better mobile. You see, all the new devices, any mobile smartphone that was released after 2017 is no longer a mobile phone. You think it is, but it is not. These devices are now clearly evolved, they have become your personal data server and as you move forward in this mobile age your perception will change, it will be catered to every individual, it will cater to your needs and filter out what you do not need, or perhaps more precise, it will filter out what the system regards you do not need, which is not the same. The choice that was never offered to you is just as deceptive as the wrong choice given to you, do you not agree? And as 5G allows corporations to maximise their impact on your finances, these corporations require you to be ready from the get go. Corporations are finally accepting that gaming is a part of everyone’s life and pushing the latest technology onto these people has a large benefit that falls in their scope, yet is presently not always considered by the user, 5G will push those boundaries by a lot within 16 months of availability.

Telstra is desperate to remain part of that equation because those who are not no longer have a future and TPG surpassing Telstra was the one nightmare they cannot handle (Huawei would have enabled that) and there are more parts to that, you will learn those in 2019.

Oh and when you realise that some commonwealth nations end up being technologically second to nations with Huawei solutions feel free to demand the resignation of your local politician because of that. Yet, the heart processes and so does yours. The question is not merely that we control our hearts and that it does not overwhelm the brain with emotion, it requires us to take an additional cold look at things, and when we do that, how do any of the Telco troubles make sense? It does when the heart becomes an accountant, at that point it all makes perfect sense, but that was not our problem was it? We were expected to get the best deal, whilst the telecom players wanted the ultimate perfected profit wave, now that it bites back they want to change the deck of cards and make the consumer pay for it all, including letting them pay for the bad decisions they made in the past, do you feel obliged to pay for their screw ups?

 

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October 30, 2018 · 13:08

The stagnant life

What do you do when your life stagnates? What do you do when the next step is a smaller iteration of the previous one and the one that is coming is even less than that? Have you considered this part? It all started in the Guardian, which was soon transplanted to the Verge. Vlad Savov gave the notion with ‘What was good is still good; what was missing is still missing‘, it is about the OnePlus 6T mobile phone. Yet for the same setting it could have been our life, it could have been our career and it could have been our future. It is more of the same, yet for us it is interesting as it is cheaper, and as the Verge gives us: “starts at $549 for a sizable 128GB of storage and 6GB of RAM“, we see that it is affordable. Yet when we look deeper, what do we get?

The good gives us: ‘Strong battery life‘, which is actually important in this day and age. Yet the other side is: ‘Camera remains mediocre, lacks wireless charging, still not fully, waterproof, quiet loudspeaker‘. In this the two I care about is the camera and the quiet loudspeaker. The camera is handy to have and here we see the first part. We get a Rear camera: 16 MP + 20 MP, whilst the front camera is 16MP, which is a lot more than my three year old Huawei P7. In addition a few sources give us: “the OnePlus 6 starts at just £469 for the 64GB / 6GB model, which makes it significantly cheaper than the £869 starting price for the Pixel 3 XL“, is it about the money? For many it is. It is the loudspeaker that inhibits the phone when we see: “the loudspeaker, which sounds very nice on this phone, but is woefully inadequate in terms of volume. Even at max volume, it’s only really useful in a quiet environment“. It is an inhibitor as I have missed calls in the past because I did not hear it ring.

How does a phone set a stagnant life?

You see, the second part is seen when we see the new iPad pro and it has no ‘Home’ button. Is that what we have progressed to, a massive marketing target and the fact that we ‘wow’ the home buttons demise? So as the Guardian gave us: ‘The long-rumoured iPad Pro redesign will be the first significant change to Apple’s iOS-based tablet since the release of the 12.9in iPad Pro in 2015‘, we see the issue. That is the great progress since 2015? No home button? How stagnant are we, and how stagnant has our technology become?

For example, in 2003 I saw the first virtual keyboard. It was projection technology (see image). I saw the impact it could have, to instantly switch between Roman, Cyrillic, Hebrew, Hiragana, Katakana, perhaps even Kanji and Arabic, a true push forward for all notebooks, netbooks, laptops and even tablets. More important was the fact that it took away key logging as intrusion to a much larger extent and in addition to that, a person could start working in a truly international sphere, as well as the fact that pretty much any flat surface would do, so no keyboards to mess with. It was true innovation. So when the first iPad was launched and it had the ‘keyboard’ on screen, it was progress, as it came at the expense of the screen, which was not great, yet much better than we ever had before and now I had direct access to all the Scandinavian characters which was awesome. So in 15 years, we see Apple give us ‘no home button‘, how weird is that? And the virtual keyboard need is more of a reality; the batteries are a lot better than we had them in 2003, 15 years of battery development to work with. The laser would have been a lot better, but Apple has not gone that mile forward as an accessory (even as the smart keyboard for the iPad pro is sweet), you are restricted to ONE keyboard at that point. The union of the smart keyboard and virtual keyboard could have been so much more and in 15 years they never got there?

Is this iterative technology holding us back? Is this a lack of vision, or is it merely the need to exploit the people one keyboard per purchase? If this simple innovation is withheld, how much more are we not getting? I can state that question as the technology has been there for 15 years and I know that there are innovative people out there, brighter than me. So why is Apple trailing that curve and not heading it?

Even as I initially designed what would have been the iTome (or optionally the Google Tome) and we see no plans or patents in any stage where that solution (which could solve many NHS issues) is planned, will we need Huawei to solve it for us and when they do will the USA bitch like a little girl whilst not providing any level of evidence? So whilst we get exposed to another wave of anti-Huawei, in this case by Australian Signals’ Directorate chief Mike Burgess, and when we are given “a potential security threat anywhere in the network would threaten the entire system“, yet no evidence was added to this. So when I see: ‘Fairfax Media and the ABC reported on Tuesday‘, it personally merely reads along the lines of one working the shaft and the other one was it tickling the balls of Telstra (a slightly less diplomatic view on all this). The more irritating part is that we have seen this circus go on for months now and still no evidence was ever given, clear evidence of that risk. More important, the risk by some other players (Apple) was shown as they decreased the battery efficiency of the mobile phone. Apple got a €10 million fine and had an annual revenue of one hundred and twenty seven billion. How flaccid should we consider these governmental player fucks to be (pardon my French here)?

It is even more fun to contemplate when we take Business Insider a mere 3 hours ago (at https://www.businessinsider.com.au/top-spy-explains-huawei-ban-2018-10) and we consider the following: ‘Australia’s super-secretive communications spy agency has explained why Huawei is seen as an infrastructure risk’ (actually the ASD is at Russell Dr, Russell ACT 2600. Source: Google search). So now we get the quote, and it is a good one: “One of Australia’s top spies said the electricity grid, water supplies and other critical infrastructure could not have been adequately protected if China’s Huawei or ZTE were allowed to build the country’s new 5G mobile networks“. This is a realistic setting and it is the job of the ASD to look at this. Yet the same risk would have been there with an American or even a Scandinavian system (Ericsson), even in 5G there would have been all kinds of layers and intrusion is a realistic fact in 4G and it should similarly be so in 5G. That is why you hire the proper experts to set a secure stage. So now we get to: “His warning coincided with a new report from The Australian Strategic Policy Institute, which revealed Australian universities were collaborating with Chinese military scientists at unprecedented levels and failing to mitigate national security risks“, so where is the evidence of that? We see that the Australian Strategic Policy Institute (ASPI) is ‘overly’ advertised as independent. From my personal point of view, as I have seen some networking events. People like Michael Shoebridge and Peter Jennings would have ties with Telstra that are way too strong (merely the impact of networking). So is there a chance that they are driving Telstra opportunities? I have NO evidence of that, and I am not stating that this is happening, yet in that same regard I have seen NO evidence that Huawei is an actual risk, which is what others are stating; is that not the driving part here? Now we need to also consider the second part of Mr Burgess. He was also quoted: “Mr Burgess did not specifically mention Huawei or ZTE, but said it was no longer sufficient to confine “high-risk vendors” to the edges of a telecommunications network“. OK that is fair enough, yet I have an issue with ‘high-risk vendors‘. Not because of the vendor part, but the ‘high-risk’ setting. When exactly is a risk a high risk and is that a systemic situation, or is the lack of knowledge, a knowledge that was not pursued in time, as the foundation of evolution from risk to become ‘high-risks’?

I started to evangelise the need for true non-repudiation 5 years ago, I was confronted with the need 7 years ago and we are nowhere near that today. As the designers and greed chasers were all about facilitating for greed and maximised revenue, we saw the fall of reliability and security on a global level. Windows 10, Sony, Facebook are all events that show this. I see a lack of proper testing; a lack of proper assessing; an insatiable need to quickly patch so that revenue remains up. None of it was done with the need of protecting the consumer, merely to facilitate corporate greed.

So whilst that article ends with: “Fairfax Media is investigating cyber hacking incidents in corporate Australia. Tip off our team confidentially via this secure online system“, we are confronted with two parts, the first is that Fairfax is not the greatest channel to get stuff looked at, whoever does this could be prosecuted as a whistle-blower and more importantly that a lot of these issues would not have existed with proper non-repudiation in the first place. So whilst there is no true evidence that China is the bad individual here and that Huawei is not the great technological evil, we must not remain absent from proper scrutiny and that would have been fine, if there was only true scrutiny brought to the media and that has not been done. When you consider that part you should also give another consideration to: “a potential threat anywhere in the network will be a threat to the whole network“, exactly how badly designed does a network need to be when we see: “a threat to the whole network“?  How have corporations failed us when they have not properly instigated protection layers? And in that trend how flawed is authentication technology at present that this could happen to a governmental debilitating degree?

And it is not just Australia, with the lack of evidence in any direction; the US has been pushing for this in the UK, Australia and Canada. Merely an hour ago TechAU is giving a similar view with ‘still provides no evidence‘. There will be a point when not only will we see the demand for evidence, we will demand harsh consequences who force the people in much higher expenditure impacting their quality of life. When that happens, the tidal wave of complaints will be enough to topple any government.

In our lives we need to take leaps forward, no longer relaying on iterative solutions. If we want true new innovation that is the only path that will make sense and in all that, the old farts in 4G trying to keep their fat income in a 5G environment better get with the program faster. There is enough indication that the people are getting fed up with certain settings and the numbers given merely a day ago: “Telstra had a 7.7 per cent increase in complaints” give rise to a lot more nagging by millions soon enough. Some might think that it no longer makes sense to complain. However there is always the option to switch providers and even as most are equally unworthy of our coins, some do stand out and as some are giving us: “With a three year total loss of 31%, Telstra Corporation Limited would certainly have some dissatisfied shareholders“. For me it is different, I actually do not give a hoot about the shareholders (never did, never will). Telstra can only head this up by advancing now through frog leaped technology, to get ahead of the curve, not to follow it when it is economically terrific. It is a path that is over and done with. Huawei and Google are showing that this path will not work in the long run and the consumer will merely be reflecting this as they have to pay for an outdated solution that merely has one less button and perhaps a jack taken out of the equation. We want to see true progress where we can do what we need to do anything I need to do.

You see in 5G it will not be ‘whenever we want it‘, it will be about ‘where ever we are, whenever we ask‘, it is not the same setting and the telecom providers are just not ready. It is exactly that setting that I saw in the Neom plans of Saudi Arabia where I saw the option of solution being addressed. The new stage where we see change; not one that becomes an option to one person but a change giving availability for all. A mere information stage that might seem to start with the information pylon, it goes beyond that, these things can be seen by buildings, in elevators and on the road, a mere place where we can immediately be updated or request to be updated, on the go and on the fly (literally so) and in all that governments are not ready, they left it to people who maximised on their profits with no intent of investing, a stage now coming to fruition as Google and Huawei leaped forward (OK, Samsung too). The rest is merely staging progress through marketing like ‘the most powerful console in the world‘ whilst one game (Red Dead Redemption II) requires close to 12% of the entire console storage, merely one game! That is merely one facet of the short-sightedness that we face today and 5G will bring these issues to the surface on a much larger scale. Not on the phone, but on the total infrastructure and it gets to be worse. You see, in 5G your mobile phone is not your phone anymore. It will be your personal data server whether you like it or not. So when we see ‘high-risk vendors‘, we forgot one element. That is the element we call ‘high-risk governments‘, the players behind the players who left other to do the preparations and now that they are learning the hard way (as I personally see it) that they are not ready, we see all these delays and other 11th hour grasps regarding the definition ‘high-risk‘. So as we contemplate the excuse “a threat to the whole network“, whilst we see nothing in the air of how such threats are even possible to exist. Whilst we were shown the Sony intrusion, the Facebook screw-up (Cambridge Analytica), we see nothing in the air of ‘we are prepared‘? We saw that excuse that people were prepared often enough for many years and when we look back we see articles (Financial Times) where the discussion was already on in 2012, six years ago and in all that time the danger of “a threat to the whole network” and ‘high-risk‘ did not make the headlines in all this? Is that not weird too? I personally see it as a clear example of facilitation towards greed instead of enabling safety to a much larger degree, security and reliability on a network that should have the non-repudiation ability that 4G never had, that was the foundation of the NHS solution, a safer setting, not a faster setting (which was actually a nice bonus). This is the first part in showing the players as those who propagate a stagnant life through iteration.

This has become a stage where the next generation is worse of then the two generations before us. On the upside, no, there is no upside to any of that, it is merely the recognition of facilitation of greed driven people and have we not facilitated to them enough?

 

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October 24, 2018 · 14:45

The ethical threshold

When is it too much? That is the initial question I had. I am a tweeter, I love my twitter, I will be honest on that. I tend to merely be nice there, with all the negativity in the world thinking only positive there is merely a choice. Also, why would you want to waste time attacking a person there? OK, I have to admit, when Jimmy Kimmel decided to take the mean tweets as a segment, I ended up laughing out loud, especially the Marvel cast ones. Why would anyone do this? Why would Chadwick Boseman (Mr. Black Panther himself) get confronted with: “Okay, how did the coolest blackest dude in the galaxy end up with a whitebread-a– name like Chadwick” It was fun and he laughed too, but why do that? OK, if it was just a little friendly jab, I would get it, but why would you state to Scarlett Johannson: “emotional range of a f–ing celery”? It makes no sense to me. Sometimes we have an aversion to an actor, or perhaps more direct to the role that an actor portrayed, which makes perfect sense, but why vent it? I loved her work in many movies, and if there is one I did not like, then it is ‘The Other Boleyn girl‘, I personally believed it fell flat after the Tudors, which had nothing to do with her, Natalie Portman, or Eric Bana. In the end, it might not be the actors at all, merely the vision and choices of the director. It does not matter, I was no fan of that movie, yet to go out and tweet to her (or any of the other two) on how bad they acted seems like a waste of time and totally uncalled for. Many people feel that way, when we consider she gets hundreds of (optionally mean) tweet, yet each of them has tens of thousands of fans. Is it an ethical choice not to lash out? It might be, or it is merely good manners. Whatever it is does not matter, it is a visible part in all this.

In opposition, when do you professionally make choices based on morality or ethicality? We all do them and even as my threshold there is slightly higher than the Eifel tower, I do have them. I also believe in loyalty (even as some of my bosses have never shown that distinction themselves). There we have another setting do we not? So even as some might rage on how we need to make choices, as some rage against certain settings like playing hide and seek with the corpse of Jamal Khashoggi, whilst some claim to have evidence of recordings, that recording still has not been revealed to the world, these sources have now stopped mentioning that claimed piece of evidence, so when you seek political opportunity over a cadaver, how does that go over with some people? When you are merely an Iranian tool making claims and then leaving the accusation in the dirt, how does one ethically consider that person to have any intrinsic value or reliability?

So as Reuters gives us: “CIA Director Gina Haspel, in Turkey to investigate the death of Saudi journalist Jamal Khashoggi, has sought to hear a purported audio recording of his torture and murder, four sources familiar with her mission told Reuters on Tuesday” and now a week after the claims, the evidence is not forthcoming, why consider that government to be any level of ally?

Yet that is another matter, the ethicality of this is part of it all, not the rest of that stage. The entire stage of ethicality is seen in fortune as we are faced with: ‘SoftBank’s CEO Won’t Speak at ‘Davos in the Desert‘ Even Though Saudi Arabia Put $45 Billion Into His Vision Fund‘. There we should have some issue, when you get $45B invested in, should there not be some ‘tit for tat’, or is that what they sometimes call in the UK ‘tits for dad’?

So when we see: “However, according to a Tuesday report, Son has now cancelled his speaking appearance, though he may still show up at the conference“, how does that go over? I had the idea for an alternate information system that is based on something that does exist, but now on a much larger scale, a new way of driving 5G data forward, a new information system. I even came up with a new 5G device type called the ‘dumb smart device‘, not only did I not get any penny of $45 billion (which would have been way too much), I also did not get an invitation of speaking option at “Davos in the Desert”, which in hindsight makes perfect sense as I never gave my email and phone number to Saudi Crown Prince Mohammed bin Salman, so it all partially makes sense. So as we see that list of important people like Jamie Dimon of JPMorgan Chase, Stephen Schwarzman of Blackstone and AOL founder Steve Case had pulled out in protest, we need to also realise that they are part of a setting where the pot is calling the kettle black. Remember JPMorgan’s and their $12 Billion Bailout? They want to talk morality? And in the end, we know that Jamal Khashoggi met his death in the consulate, we do not know the details, yet the people claiming to have evidence are not showing it and in addition those people are allied with Iran who is in a proxy war with Saudi Arabia. I know I have said that perhaps a little too often, yet the newspapers and online media REFUSE to add that truth to their articles, is that not strange? Yet this is about certain poor choices, however they were not the poor choices of those behind ‘Davos in the Desert‘. When I see the highlighted Softbank CEO Masayoshi Son and how he is not speaking at a multi-billion dollar event, is he merely proclaiming that he has ethical boundaries? Let’s not forget that apart from the fact that a journalist died under weird conditions, we have seen no actual evidence of ANY kind. We have seen actions that imply a cover-up, yet there is still not one clear piece of evidence that Saudi Crown Prince Mohammed bin Salman did any of it, or even order it. That evidence was never shown and the Turkish claims have never been supported by evidence, was it? That part is more important than you know, because when we take ethical and morale based evidence from equity people like Jamie Dimon or Stephen Schwarzman we truly have gone off the deep end. So whilst he might be there, he is now optionally missing out on opportunities that go beyond merely Saudi Arabia, when we see that Sheikh Mohammed bin Rashid Al Maktoum, Vice President of United Arab Emirates, you better believe that you are selling your investors short and how does that usually go over with those ‘return on investment chasing accountants‘?

He is important in more than one way. You see, he has been very active in growing the impact of the UAE on a global scale, the vice president is using LinkedIn at every option there is and his industrious nature gives rise to forwards momentum for the UAE and that means more investments and more optional profits, so why walk away from the opportunity to speak out, whilst the cold light of evidence has shown doubt on events, no evidence is presented, not even claimed evidence; when we abandon innocent until proven guilty in light of business we merely set the stage for bias, discrimination and abandonment of good business. That is the actual reality and the media is steering clear from that one as well. Even as everyone knows that the US is broke, it claims industrial momentum, yet it is not taxed momentum, hence where ever that profit goes is beyond the US government. They are desperate to get the money flowing their way, not the other way and we see now that the demise of the US is closer than we thought it was, as Saudi Arabia and its neighbours are steaming ahead, their footprint is pushing in positive technology ways and the rest is lagging behind. The ethical threshold is not who we do business with, it is becoming, what are we willing to accept as a norm and that is the baseline that follows us to a much larger degree, especially when you realise that the baseline of this norm is slowly moving towards an Islamic one. That part is scaring the people way too much, so even as these same people ignore the fact that the Vatican has no women in places of power and that the Reuters quote “Sister Sally Marie Hodgdon, an American nun who also is not ordained, cannot vote even though she is the superior general of the Sisters of St. Joseph of Chambery” gives clear indications that the Vatican is still as backwards as it was 920 years ago when it decided to take over the Middle East in a setting that we called the Crusades. So how far has our faith taken us? Even as we see that members of the clergy get off on Luke 12, Matthew 10 and John 11 (boys, not passages), we claim to protect children, yet the prosecution of the church members never got there, did it? So as most pushed for agnostic and atheist values, which makes sense to some, there is still a large part that drives their forward momentum through their inner faith and is there any evidence that Islam is evil? We get the ‘terrorist’ claim left, right and centre, yet how many are Muslims are truly evil? Now take the members list of the Ku Klux Klan, the member list of the IRA, White power and Neo-Nazi’s and set that in the scale against the names of terrorists that actually acted, suddenly Islam is not that evil anymore is it?

It is not important that we become Muslim, but would it hurt to learn about Muslim law and customs? If we embrace the next age of technology drive, having that knowledge makes us more and more valuable in places where the next trillions are actually spend, is that anything but our willingness to embrace some cultural change and adapt ourselves to the work sphere that we are ultimately confronted with?

How does our moral and ethical boundaries shift as we accept the religion of others, not to become Muslims, but to merely know enough to not cause offense, is that not a good first step? The BBC gave us less than a week ago the setting that we are now too poor to consider being ethical. They did that whilst posing the question: “Would you quit your job on ethical grounds?“, we are presented with Google employees who did that, yet the jackpot was gained with: “Research by Triplebyte, a start-up which recruits technical talent for technology companies, found 70% of those who get two job offers choose the highest paying one – exactly as our parents’ generation would have done“, if we accept that income is the driver, when we realise that ethics are almost no consideration in a job, would it matter if we embrace an Islamic employer? As we see that the answer is one we can live with a lot more than a job by ethically coloured and filtered Christian employer, can we truly ignore the optional long term life and security that some growing employers are giving us. That will be the driving factors to many and as such we will see that the Middle East influence will grow straight into the Common Law nations. When we realise that last year we were confronted in the UK with the notion that ‘Just one in five Muslims are in work as report finds they are held back by racism‘, what happens when the Muslim corporations see that this could be the driving force to open shop in a much larger audience all over Europe and even in the US. It is merely another facet in ‘the cost of doing business‘ versus ‘the cost of being in business‘. We have forfeited a large option by being choosy on who we choose, often on race, age and looks and that is how the cream evaded the corporations for a much longer time. Now as we see that the momentum is no longer in their corner, the work sphere will change a lot more than we ever could have realised.

A change we started in 1095 when Pope Urban II gave us: “calling all Christians in Europe to war against Muslims in order to reclaim the Holy Land, with a cry of “Deus vult!” or “God wills it!”“, now that we are entering an age where the roles are reversed because we decided to focus on profit and greed, we have no one else to blame but ourselves and the people we ourselves elected. So when we accept the history channel with: “between 60,000 and 100,000 people responded to Urban’s call to march on Jerusalem. Not all who responded did so out of piety: European nobles were tempted by the prospect of increased land holdings and riches to be gained from the conquest. These nobles were responsible for the death of a great many innocents both on the way to and in the Holy Land; absorbing the riches and estates of those they conveniently deemed opponents to their cause. Adding to the death toll was the inexperience and lack of discipline of the Christian peasants against the trained, professional armies of the Muslims. As a result, the Christians were initially beaten back, and only through sheer force of numbers were they eventually able to triumph“. How does our morality fare at this stage? In the end, whether we call them nobility or captains of industry, how many of them walked away with the setting that the benefit of all was merely their bottom line, and after all these years are you still accepting that excuse of as their profit drive?

When we see that a mere 12 hours ago we were given a Microsoft issue through: “But there’s evidence that Windows Insiders knew about and reported this problem, and Microsoft didn’t follow up on it, apparently not realizing the severity of the issue.” (at https://www.extremetech.com/computing/279368-windows-10-1809-may-have-another-file-deleting-bug-problem), another setting of profit and time pressure over quality and reliability, and this is not merely one of a few issues, this have been going on for well over two decades and in the end we end up in the same place, with a more expensive device making no headway. That part alone is part of the success that Google and Huawei gave them the forward push via their vision, driving forward momentum, so why would we want to stay in a place where the ‘status quo’ (not the band) is considered sexy?

So if my views are evil, then I am the Ifrit, the rebellious spirit that yearns for change and momentum, something that has been lacking in technology for too long, as profit boundaries has replaced ethical ones and therefor iteration trumped advancement a race that is now pushing the advantage to the Middle East and let’s not forget that Israel is part of the Middle East and they are also pushing technology boundaries through a whole range of tech start-ups, another reason to accept a much larger range of changes in our lives.
In the end, it is not where we need to go, it is where the opportunities are grown, and when we consider that “Diane Green, the chief executive of Google Cloud, also pulled out on Monday, according to the company” and gave that ‘Davos in the Desert’ a miss, whilst in the end, no evidence was given on several parts of the now accepted act of manslaughter by unknown parties, so not murder as the legal difference is proven intent, we need to ask more questions, not on merely the guilty parties, but those acting on alleged accusations that have not been met with evidence three weeks later is a much larger failure by those same people who kept quiet on years of endangered data safety (The Google+ issue), those needing a dozen billion dollars for bailout (and therefor their poor judgement) all clearly shown and proven, they are claiming some level moral high ground whilst evidence of the other act is still not given, where is our fake sense of ethical borderline now?

I call to some degree that the ethical threshold is one we live by; it is one that others call us on; that distinction is large and ignored by a lot of players. So when Al Jazeera gives us: “Fadi Al-Qadi, a Middle East human rights advocate and commentator, also denounced the photo-op as “ruthless”“, as well as “And here is the video. Salah (#JamalKhashoggi son, banned from travel) had to shake hands with who is believed to be his dad’s killer. Ruthless. Ruthless. Ruthless #Khashoggi pic.twitter.com/EKS9UZQ8Jc” that whilst evidence of ‘his dad’s killer‘ has not been given in any way shape or form, mere accusations from one of the tools that Iran employs, and until the evidence is clearly brought, that is how I will remain to see it. I feel for Salah Khashoggi, I truly do, and the pain of losing his father would be there, but is he merely in pain because of the hundreds of unsubstantiated accusations in almost all the large media? Is that not an important question in all this?

So as we see the impact of the accusations on so many levels, yet all in a setting where no evidence is handed out and whilst the global media is still using the extensive news leaks alleging that Turkey has audio recordings documenting Khashoggi’s demise and even dismemberment, no evidence has been given to the people. Claims of handing out the evidence were knocked back again and again, so how long until we make the ethical demand: “Hand over the evidence now, or be ignored for all time“, that will not happen, will it. The EU is too desperate to keep any talks with Turkey and Iran going and Turkey is taking advantage of that situation, whilst many claims by the Turkish government are a joke on many levels, even legal ones.

When will we learn that ethical, moralistic and emotional considerations are not merely different coins, they tend to be different currencies as well.

We can only choose out own path and make it the best path as we can, we need to realise that the high ethical and moralistic path is not a comfortable one and for the most, we are all about comfort, we have been so for much too long and through that we forgot what true values are, the media merely made it worse.

 

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