Tag Archives: Huawei

Thinking towards the past

This is the first part, the second part is not related to this in any kind, but I just got a second confirmation from Beijing and it matters towards this as well. You see, the first part is merely for (or on) Apple. The article (at https://www-bleepingcomputer-com.cdn.ampproject.org/c/s/www.bleepingcomputer.com/news/apple/apple-find-my-network-can-be-abused-to-steal-keylogged-passwords/amp/) comes from Bleeping Computers and the text ‘Apple ‘Find My’ network can be abused to steal key-logged passwords’ seems to be worrying and it very well might be. We see graphics and we see the setting of the consumer (yet again) getting screwed over because BigTech wanted ALL the data they could get. This is not an accusation, this merely is what it is and Apple is not as innocent as many others. 

Yet I thought back to around 1990. In the Netherlands someone came up with a solution named Aegon LAR and it was an awesome solution. The solution does not matter, but the approach to it does. You see, Apple had the longest of times to get a solution in place. The solution was to pair one device to a ‘master’ and THAT master alone. We could set it to daily, weekly, or even monthly. With the optional setting to send one more bleep when the power is down to 5%-15%. 

It would need to be paired by the owner at the beginning and we could pair through an app to PC’s, to our mobiles (iOS or Android) and so on. So instead of getting “They integrated a key-logger with an ESP32 Bluetooth transmitter into a USB keyboard to show that it’s possible to relay passwords and other sensitive data typed on the keyboard through the Find My network via Bluetooth”, Apple had the option to create a service where EVERY Apple user had an option to relay a clear message to ONE receiver instead of someplace abusers could hijack anything you have. But I suspect that the powers that be at Apple wanted more data and now it could cost the consumer a lot more than they thought. The fact that ‘Find My Network’ could be abused is no small issue and I do expect that Apple has been on this from the start, but as I fear the need for data exceeded the need for safety as this article highlights and that is a problem and not just for Amazon, Apple, Google, IBM and Microsoft. The moment players like Huawei and Tencent Technologies SHOW the people that they are more reliable they will gain marketshare and a lot more and a lot faster than ever before. Don’t forget that the western consumer base was never given actual and explicit evidence of any Huawei transgressions. A mere settled case of 2011 was at the most given and that was not showing ay interference by the Chinese government, merely an optional oversight by Huawei.

Getting back to the Apple issue, it needs to be said that I found more voices all quoting the same voice, so there isn’t a second independent voice. It lowers reliability. I am saying that upfront, one voice is not a given but a worrying setting none the less. The larger issue that is this (at www.Heise.de) is correct, the setting is a worrying one, especially if there was a 1990 solution that could have enabled more consumer safety. My setting comes from the front of my mind and it is not tested, but at least I am trying to relate a solution, not merely state that bit one and bit zero indicate that you are either 10 or 17 years old (a byte of a joke). 

Now we have a larger stage, the media at large did not touch this even as the news is more than 2 days old, so in light of all the new Apple products, was this not tested (optionally debunking Heise)? When a new device is $1,849, or perhaps even $8,699 would you not want the guarantee of consumer safety? I reckon it is much more important than seeing it in Space Black (in space no one can here you frustrate) or Silver (when you merely have golden dreams). To know and to see that YOUR safety is adamant matters and I think that Big Tech is forgetting about that part of the equation, but that could be my view as I tend to get exposed to a lot more negativity that others and the media with its approach to deafness isn’t helping any, but that could be my view on the matter.

My weekend ends in 270 minutes, how about yours? Enjoy the day you have left.

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War never changes

I was about to look into something that bothered me in Saudi Arabia when news hit me. That news stopped me in my tracks. You see it is 15 years ago today that Bethesda launched Fallout 3. I had never forgotten about that game, I even missed it to some degree. Fallout 3 after Oblivion was a massive step forward and together they were the start of Skyrim. As Bethesda became a Microsoft subsidiary, Elder Scrolls VII: Restoration became lost to them and I started to push that game in parts towards public domain. But there was one part that was never part of this. The introduction and Fallout 3 reminded me on how important the introduction was. The entire introduction is seen in Vault 101. A simple but strong setting to get you into the game, to start the narrative and to give away a clue or two. I had forgotten about that part, I had forgotten on the importance of a start. In Dune (the book) the beginning is given to us as “A beginning is the time for the most delicate care that the balances are correct.” In the 1984 movie we hear “A beginning is a very delicate time” both are correct. I had never forgotten either, but I see that I overlooked parts of that. I didn’t in the movie I create ‘How to assassinate a politician’ or the TV series ‘Keno Diastima’ in both those settings the introduction is the start and the beginning are the connected prequels. There I have that space, in gaming you do not. In Restoration the game in the very beginning reflects back to Oblivion, a game too often overlooked. Bethesda did a really good job (until they became part of Microsoft). 

As such there were solutions. As a separate game it becomes a different puppy and that had be going. The entire setting is no longer on the elder scrolls list, as a separate game you need to set a different schooling and I did a dissimilar introduction, but now it becomes a much larger station. So what happens when we create not one, but three introductions? When we create introductions for the choices made we get a new gaming setting. We create a smaller infusion of longevity and that is the first step to LTG (Long Term Gaming) that is the stuff that streamers (Amazon, Tencent Technologies) require. Streaming relies on at least 2-3 LTG games and Microsoft has two, when we take those options away by creating a real LTG, we get a new setting, we deprive Microsoft of revenue, something they desperately need after spending $69,000,000,000. Soon they will be haemorrhaging all over the place and denied revenue is one, the other I keep for later. Those two will push Microsoft over the edge and I am driven to that because they invaded our safe gaming space by pushing THEIR needs on all gamers at the expense of everyone else. That angered me, they did nothing wrong in the legal sense, but they did in the spiritual sense and when Tencent technologies and Indies programming for them get that IP (as I am making it public domain) the Game pass loses value, especially as they denied certain games to be there in year one. The greedy will be served, that is what I always believed and now I am making it a reality. And as Microsoft seemingly invested $13,000,000,000 in genAI there shores are stacking up and a few more bad news (like missed revenue and less customers) will set their doomsday clock to 0:01, which works well for me in this case. As I said once before, I will hand my IP to Saudi Arabia for 35% of the value, before I will let Microsoft near it for 165% of that value and making a lot of it public domain works well for me, I might not get a dime of that, but Microsoft cannot make exclusive IP claims when it was published and that is the part everyone forgets about. You see “Software patents for computer-implemented inventions are treated as typical patent applications and must pass the same tests of novelty and inventiveness.” You see, when something is on the internet or a blog, it fails the novelty test. Microsoft will have to share space and cannot claim anything. I open the space for indie developers and they can go wherever they want to go and with thousands of indie developers in China, Tencent technologies will have an advantage and that mean more trouble for Microsoft.

They were warned, but they were eager to ignore everyone to the request of their board of directors. In the end they lose 5 times over. Apple took the tablet, Amazon the Web systems (AWS), Sony took the console, Tencent technologies is about to take streaming services (GaaS) and Google is biting into their office revenue (not as much as I hoped, but still). Bleeding on 5 sides and I will (hopefully) add two points of pressure. In the end their $82 billion investment will come up short. Yes GenAI is all the rage, but it needs a pedestal to grow from and that pedestal is vanishing fast. I wonder which banks will buckle first. Wall Street is at present obsessed with AI, but soon they will realise that this setting needs a platform top start from and the Microsoft platform is waning that much is a given all over. I wonder how long they will be able to keep the spin up. At some point these banks want evidence and if FTX is anything to go by, a lot of banks are starting to get worried, not in the least by my speculated weights of banks with too much US treasury bonds. We see the news on how 10-year treasury  bonds are a green light, but are they really? When that goose sparks a lot of people will be without savings and I fear that that moment is not too far away, giving more added pressure for Microsoft to perform. Consider that the ‘investments’ requires them to make AT LEAST 4 billion just to pay for the interest. Now consider that the media gives us that they made 198.3 billion USD, you would think that this is a no brainer and I would agree. Now consider that they lost 5 times over (6 if you include Bing) to competitors. They are still making some money, but the numbers aren’t adding up. Bing currently has a market share of 3.02%, which is nothing. There are too many cost issues that are not registering as I personally see it. So when we look at the whole picture, they are seemingly bleeding all over and the numbers cause me to show question marks. So am I wrong? I could be, but Microsoft has become too big, everyone is shouting against Amazon and Google, but they stay silent against Microsoft and they just got a new bigger player. 

War never changes the premise is sound, but you win the war by changing the stage the other one is stepping on, or you diffuse its support systems and the others all forgot one thing, the population is a support system in this war and Tencent Technologies is about to come into this field, Amazon had options for several years. They squandered it on I know not what. Now Tencent Technologies optionally with Huawei will get a larger stage to work from, all whilst the Microsoft stage is shrinking. As the middle East turned to China, Microsoft lost even more and that is what too many are trying to be in denial of. I wonder what Microsoft loses by the start of 2024, it will be something but I have no idea what they will lose at present. 

Enjoy the weekend.

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The alignment of views

That is what I am setting this conversation up for. Well conversation? As the blogger this is my monologue, a monologue plain and simple. I had another idea regarding the approach to gaming IP, but that ill be for another day. 

Today I am talking about the ABC article (at https://www.abc.net.au/news/2023-10-25/iran-saudi-china-middle-east-war-actress-nazanin-boniadi-profile/102996008). I am using this example for the simple reason that ABC is a good media outlet, they try to give us the real settings. As such taking the article apart in a different way might bring the points better across to the readers. 

You see, the media has squandered respectability, they squandered credibility and they squandered reliability. Not all media mind you, but a lot of them all decided to courtesan the digital dollar (whoring seems so harsh). In that setting we have a much larger station, but lets loo at the article. 

Actress Nazanin Boniadi on why China shouldn’t be mediator in the Middle East’ is the title.

Point 1
Boniadi, who has dedicated much of her working life to advocating for human rights, including in Iran.” So who is Nazanin Boniadi? Is she an influencer? I never heard of her. Perhaps she is for real, but I cannot tell.

This is a setting that is partially on me. I never heard of her, but the larger media is using ‘influencers’ to taint the stories we see. It is a populist agenda that we are too often given (not accusing ABC of this) and as such we can no longer tell the difference between real, fake and deep fake. Populist sources are all about the flames, all about emotions and the larger corporations (as well as some governments) will give added ‘benefits’ to any anti-China story, that much is a given. That does not mean that there isn’t any valid anti-China materials out there. But the waves of deception have grown to a degree where we can no longer tell the difference. 

Point 2
“I think we will have to worry about autocracies taking that top spot in the world, and what that would look like for the rest of us,” Boniadi says.

This could be seen as a valid question. Yet the sentiment is on ‘autocracies’ and the issues is that America and the EU have become such a mess that they cannot even stop in-fighting. They cannot decide on whether to counter Russia or hand over their governments to Putin, a sore setting indeed and the media is always there to push any flame that they can. You see China is regarded (to many) as a system of people’s congress with a unified state power. A communist nation. We can think what we want, but the setting of “a system of government by one person with absolute power” remains a debatable one. You see that is OUR point of view but others (especially in China) seem to believe that country’s recent economic achievements have actually come about because of, not despite, China’s authoritarian form of government. It is up in the air, but as we see that the EU and America are collapsing under their own weight of indecision, they might not be in such a setting. In addition Dutch political party New Social Contract with its leader Pieter Omtzigt was giving the press 7 minutes to time to prepare for the election papers. 7 minutes, that is a populist approach to getting votes and responses. How is that any way to treat voters? That is the setting we see and that is what we are given. 

The media has been shirking their responsibilities for close to a decade and it is getting worse. So whilst I would be willing to accept the story by the ABC, the larger setting is that the media has been flawed for some time and newspapers aren’t what they used to be. 

Point 3
The third point is a good one “We, the democratic countries, really have to unite in the same way that these autocracies are uniting to prevent that from happening.” I do have an issue with “in the same way”, you see getting them to ACTUALLY unite is one thing. America is in shambles and they are all there to address their own needs, then the needs of their ‘benefactors’ and then the rest is in play. The EU is no different, but with 19 nations all up in arms of each other, the larger station is lost to most of them. An example was seen last week when we were given “Boehringer Ingelheim and five other drugmakers have agreed to pay the European Commission €13.4 million in a hybrid settlement decision after admitting to participating in a global cartel to fix the price of an essential stomach medicine.” So, they make billions and they get a slap of €13.4 million? Things are getting worse and worse in the EU and I wonder if they even have an option to get back on track. Another example is seen with “U.S. measures to limit the export of advanced artificial intelligence (AI) chips to China may create an opening for Huawei to expand in its $7 billion home market as the curbs force Nvidia to retreat, analysts say”, it is funny as I gave the readers in ‘The definition of insanity’ (at https://lawlordtobe.com/2023/10/19/the-definition-of-insanity/) a day before that papers was published that very same setting. I did not give any numbers as I didn’t have any, but the larger station is now clear. The EU and USA broke their own systems a few times over and this isn’t helping any. This setting is important in light of the way that I am monologuing ‘unite’, but the lack of unity all over the western world is a clear sign that BRICS might end up being the next real power and as we are all up in arms on what  there is going on between China, Saudi Arabia and Iran. Yet Faisal bin Farhan Al-Saud, Saudi’s foreign minister is correct, something needs to happen and the wester nations are missing or fumbling the ball again and again. We get too much ego, too much presentations and no results and the media isn’t helping any.

So even a the article that is staging what we see now was all on the up and up, the questions are real. They are real because of all the Murdoch wannabe’s, glossy flames and influencer enablers we forgot what ACTUAL news is. A lot of people can no longer tell the difference and the press isn’t policing itself, so the people are on a short pier with nowhere to go. 

That is my point of view and in all this ABC is one of the more respectable sources. Too many are a lot less and the enabling of terrorist agenda’s by the media to get clicks is starting to be noticed by a lot of people. The populist agenda has never been a democratic view or a realistic democratic approach. Consider the autocracy that they will deliver when they are elected will cause a rapid decline in many nations and I might just live long enough to see that impact on a global scale. 

Enjoy the day as we move towards the middle of the week.

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The definition of insanity

We have all heard this one. The setting that people doing exactly the same thing over and over again and hoping for a different outcome. A patent clerk named Alfred came up with it according to a fair amount of people, but here you would be wrong. It originated somewhere around 1980 apparently by Narcotics Anonymous. The US government has taken this setting of insanity to heart as we can see. 

Not the first but we get at some point that the US government was stopping Android towards China, Huawei especially. The consequence was that Huawei created HarmonyOS. They are now at 4.0.0.121 which is available in 77 languages, so not just in China. It might not have the following that makes it a threat to Google and it likely won’t be for years to come. But the stage has been created. To give some kind of relativity “Richard Yu, CEO of Huawei Consumer Business Group claimed that HarmonyOS had reached 300 million smartphones and other smart devices, including 200 million devices in the ecosystem and 100 million third-party consumer products from industry partners.” The setting that it is now in 300,000,000 smartphones and smart devices implies that those machines are NOT using Google’s Android. Nice example of stupidity US government.

So here is the prequel, now we get to the main event dished to us by the BBC. Here (at https://www.bbc.co.uk/news/business-67141987) we are given ‘Beijing unhappy at latest wave of US restrictions’. The setting sounds one way, but when you get to “The measures target chipmaking tools as well as advanced chips, including two from market leader Nvidia. The move is being seen as an attempt to close loopholes that became apparent after an initial wave of chip controls last October. America said the measures were designed to prevent China from receiving cutting-edge technologies that it could use to strengthen its military, especially in the field of artificial intelligence (AI).” So stupidity continues in a few ways. You see AI does not yet exist and the one player most likely to push that into completion is IBM. And for the statement “prevent China from receiving cutting-edge technologies” is pretty much a joke. China already has cutting-edge technologies. Huawei is more advanced then anything the west has and we see that in action all over the Middle East. The second part is that Nvidia is a market leader, but it became one through business based cutting corners. This is not negativity, what they did was sound, clear and business based. But there is a downside for the US (yet again), like HarmonyOS, China can create its own chips. Granted that it will not be as powerful as Nvidia but it will work. And there is a second tier to all this now. 

For example the PNY NVIDIA RTX 6000 Ada Generation Graphics Card is next level shit, we can all agree that this is the case and for $15,790 it is all yours. Yet, who could afford that? Now China gets to be in the place to create a competitor that can only do 90% of what this card could do, but for $3,500. The bulk of people who cannot afford the Nvidia card will jump at the Chinese option and then what? This is not some speculation, it is a given certainty. The US is throttling whatever they can and alternatives become a reality. First HarmonyOS, then we see that Saudi Arabia has the fastest 5G by leaps (over 700% faster than 5G in the USA) and that list merely becomes bigger, all whilst they set the stage for others to take over marketshare. Have they forgotten the harsh lesson they saw in 1985-1995? They blocked Russia from getting PC’s and other hardware and as a result Toshiba became a world player with an annual revenue surpassing ¥158.94 billion (2021). Marketshare lost to Compaq, HP, Dell, and so on. So, what will the US do when China stops exports to the USA? Cry? 

America thinks it is a global player, but that is no longer the case and their 325 million people includes well over 50% who cannot afford any of it. That gives China the option to expand into Europe, Africa and the Middle East. The two richest nations (Saudi Arabia and the United Arab Emirates) are now in a stage where they give more and more expansion options to China. I like the comparison that the West Wing gave us “America designed a pen that works in outer space, it costed them millions. Russia? They used a pencil” That stage is returning to us again and again. China will create new processors and through that new cloud systems and notebooks. In the meantime as people need to get cheaper stuff will end up with Chinese hardware. Europe has roughly 750,000,000 people, twice the population of America. Africa has a population of 1,215,000,000 people and the Middle East has around 370,000,000 people. All now getting a small nudge towards China. So, what will America do when it defaults at the same time that the people of the world moves towards Huawei, Harmony and whatever comes next? 

So whilst we are given “The Biden administration has denied it was trying to hurt China economically, but Beijing’s foreign ministry branded the move “forced de-coupling for political purposes”.” We need to consider that this is a final act of desperation and the news that Chinese stock is down 1.2%, consider what happens to the stock of Microsoft, Google and Samsung when HarmonyOS is releasing 5.0 which is likely a year away. When the CEO of Huawei tells the world that their HarmonyOS is now in well over 500 million devices, that is the point that big-tech starts getting nervous and when Tencent technologies is told to end its partnership with Microsoft we will see the first sparks of a race that had only one outcome, all due to ego driven political posturing. I know that this will be an event as I have several pieces of IP that none of the other players have and I should not have this advantage. I got it by looking at what was possible, not what greed demanded I would do and that would result in some losing 3%-5% marketshare and that was why I initially went to the Saudi government. They can afford to buy it, the American firms will hide behind “Trust us, we’ll do right by you” but they will not deliver, they merely want freebees and now at the end of the margins that sloppy setting will cost them their house. 

Could I be wrong?
That is the first question I ask myself and I ask it all the time. To critically look at your own settings is how you can find flaws and I did find a few but consider that HarmonyOS did not exist before 2019. Consider that there was only Google and Apple and now one in 20 houses have Huawei and optionally HarmonyOS to some degree. It might be slow now, but in 2-3 years that amount will have doubled. Apple and Google are still safe and still firm, but this third player was never a blip before and now they are more than a blip. I personally believe that their grow markets are the Middle East and Asia. I reckon that India is the first setting. We were given “We are open to doing business with any company anywhere as long as they are investing and conducting their business lawfully and are in compliance with the Indian laws,” A statement by Deputy Minister for Information Technology Rajeev Chandrasekhar, as such India is now open for business. Huawei is re-entering Pakistan with smartphone solutions no later than early 2024. That opens up the corridor  between China and Egypt and when Egypt comes across, which it already did in January as we saw “Telecom Egypt, the country’s first integrated telecom operator, in cooperation with Huawei Technologies” sets the stage that Huawei is now at the front door of Europe. The moment that Ericsson fails to remain on par, which it isn’t at present the flood gates into Europe open up and all this could have been prevented by focussing on innovation, which the telecom providers failed at all over Europe and in the USA. So that is the consequence that a lack of innovation brings and still the same old greed driven play is being pushed by America and as they financially buckle more and more, the game will get a different continuation. 

This is not the first mention of this, I made several publications going back 2-3 years into this field and now that the stage is at the edge of readiness we see some mention of “it could use to strengthen its military” I merely laugh. The bulk of American politicians want to stop supporting Ukraine against Russia. If they are not ready for that setting they will not like what military encounters with China will look like. China doesn’t need to fight, it can just wait until America collapses and as things go that moment is coming closer and closer. The nanny state looks good on paper, but when you have too many children and only one nanny chaos is an absolute certainty, ask any mother. They can tell you just how bad things can get. 

As I personally see it the US-China chip war is a paper tiger. It might sound nice now but it is staged on a setting that nothing changes and that is never a reality. Change is the number one part in evolution and innovation. In 2022, the total number of invention patents filed in China reached 4.21 million, of which 3.28 million were held by inventors from mainland China, do you really think that all innovation comes from America? Lets not forget that Nvidia only had an additional $60 million in revenue over the last year and that is one number that greed driven Wall Street does not like. There is no telling what happens when China get its own systems running and that is a certainty, no government will rely on foreign technology. Not in the west and not in the east. Yet that marker seems a lot more clear in the east, but feel free to refuse my view on that matter. That would be fair enough. 

What will happen next? That is anyones guess, I stated clearly what is out in the open and what I expect to happen next. Make up your own mind and always check what you are given, no matter what or who the source is.

Enjoy the day.

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Look back in yearning

This happens and weirdly enough it hit me a few hours ago. You see a few days ago I started to replay Hogwarts Legacy again (third time). I started as Ravenclaw (I like blue), then Hufflepuff and now Slytherin. You see, Gryffindor is the least interesting house as Harry-the-Snape-sycophant-Potter has been showing us that house for 8 movies, so that place is last. And my view remains, yet there is some doubling up as you replay the game, but the game is a true work of love the houses and their common rooms show that part. There is not one better house, but there is a house for every HP fan and it is a great game. I truly hope that DLC’s or an additional game is not far away (like somewhere in 2024). I do not car about the haters and their views of JK Rowling. I never heard what she said, I do not care what her believes are. We all have believes and some opposes ours directly. That will always happen and dumping a perfectly good piece of IP (one she did not create) is just insane. 

Yet that point also woke up part of me that I missed. You see, I am not much of a racing fan. I enjoy a race, I enjoy some realism and I have enjoyed an F1 game in the past, but it is all ‘too realistic’ and I am not racer. I loved Ridge racer on my PSP, yet one title always stood out. 

It was Need for Speed Underground by Electronic Arts I loved even more. I loved it because it was more like arcade (Outrun example) racing games. Need for speed had a few additional sides that gave it the flair I enjoyed and when we look at the games nowadays, it is all about ‘realism’. Don’t get me wrong, Grand Turismo and Forza are amazing games and they have their own following. But these two lack an arcade setting (for lack of a better term). As such we forgot about Need for Speed and that is a shame. I didn’t like what they produced afterwards, it was too much about short term adrenaline rushes. But that game took my feelings back to 1982, Pole Position on the Commodore 64 which got an 85% score. 

In addition there was 1990 when we were given Lotus Esprit Turbo Challenge by Gremlin graphics (85% rating). Yes, graphically there are much better graphics now, but these two games brought fun. They brought fun to racing and the games we see today are drained too much of fun and all about the implied rush and short term adrenaline events. Forza, Gran Turismo and  the Crew should take a hard look at themselves and not about outspoken claims (whilst ignoring tens of thousands of others). 

I believe that these developers are wasting a marketshare and this is about to become a time when marketshare should not ever be wasted. Yes, I see all the Twitter feeds on games that were released 25-35 years ago. Almost like influencers trying to get create waves at the behest of marketing departments. I do get that and I (for the most) do not care, but actual gems are left out there to rot in the sun. We are now in a stage where a lot of us have forgotten a game like Boulder Dash, a game that brought addiction to millions. The 1984 game got an 80% rating with “A very special Game with ugly Graphic. Boulder Dash is one of THE classics of the C64.” The interesting part is that graphics were set to 40%, implying that today it could become a 90% game. It was already a 90% game on playability. As such the streamers of today could have an interesting game that takes little bandwidth. You see, when streamers become of age and internet congestion becomes the larger problem (expect that in 2026) these games and games like this will drive gaming forward. It is about the fun and that is the part that too many developers are in denial of. I reckon Ubisoft has the biggest problem with that aspect of fun. In case of Ubisoft, I still believe the original stage I saw. ‘When you create a game to appease everyone, you end up with a game that pleases no one’. It was true in 2014 and it is even more true in 2024. As such these thoughts blended together missing out on arcade style racing. I wonder if these developers are seeing that part of the equation, because as I see it now we have the Amazon Luna developers and they can connect to the Tencent technologies handheld with their software opposing Chinese developers who are on the ball and could soon create a lot more ‘remastered’ IP and they could get away with it. You see players like Electronic Arts let the CBM64 and CBM Amiga IP expire and now the stage evolves for these new indie developers. If they can create a game that is distinct enough, they could create new IP and at that point all the wannabe Microsoft developers are set out in the cold (and not just them). As I see it, as I see what Tencent Technologies is up to, it will soon be another field where the US is fishing behind the net and when these developers are relying on their advertisement incomes, they are merely one step from becoming redundant and I reckon that Apple and Google will be on the same boat. Not merely because of what they proclaim, but it is what HarmonyOS (4.0.0.113 by Huawei) is setting the stage for and the moment that Tencent Technologies opens the door to that option it will not merely gain access to one market, it will gain access to three markets and when the others forget about the fun those others will get their goose cooked. If you think I am kidding, consider the advertisement (at https://www.youtube.com/watch?v=MvkMp0JuyPQ) when yo think this through and not hide behind the ‘sexy’ label, we see that Nintendo was right all along and Nintendo figured this out 16 years ago. Preppy and fun was the story and they delivered. In the meantime Microsoft lost a truckload of market share and Nintendo gained on Sony by miles. I like the ad as it is set against the PS3 and I had both (and loved both systems). Now we see that nearly all systems have forgotten about the fun part and a new market for indie developers opens up. With the streaming systems they can create for more than one in one go and now the others will have created a new competitor, merely because they adhered to marketing and business intelligence. The problems is that they are all opposed by a knife with three sides. That knife is awareness, perception and reality, the problem they face is that they are adhering to the wrong voices and forgot about the true fun side of a game (not everyone mind you), so all those developers forgot about one marketshare that is growing fast and is about to become a lot bigger and it is yet another reason why one brand is losing more and more marketshare. All because some of them disregarded the impact of fun and now Google and Apple are about to make that part even worse. So as the older gamers look back in yearning, the new gamers see what they are missing out on and they are about to wise up. At that point who will be in the top three? Sony will be, Nintendo will be and place three? That remains to be seen, but we now have another market where Microsoft ends up in 5th place, which is way behind the pole position they once coveted, once a long time ago. 

Enjoy the day.

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It only took three years

That was what pushed into view. I was about to write about something else, a movie idea I had. Yet several other messages came into view which pushed me to realign my focus. You see, I had the view just before CES2020 that Huawei was going to be a large player, much larger than anyone guessed. Even I had not thought that far ahead as certain plays by the STC (Saudi Telecom Company) were not in view yet. Now it becomes a much bigger play and two players (Huawei and STC) could reenforce each other, a setting that was not visible in 2019. So lets take a look.

Article One
The first article was brought to us by the Hindustan Times last year (the year of Soylent Green, another idea that I already wrote about but came to the top of my mind again last night). Here (at https://tech.hindustantimes.com/tech/news/huawei-launches-harmonyos-to-compete-with-google-s-android-71622644049707.html) we are given the idea that Huawei is pushing for a release to 200 million mobile phones. An achievable mark to say the least, the rest was bla bla but the notion was given. 

Article Two
Tech outlook gave us two days ago (at https://www.thetechoutlook.com/news/technology/os/harmony-os-4-0-to-debut-on-august-4-mate-60-5g-expected-to-debut-alongside/) ‘Harmony OS 4.0 to debut on August 4’ and that is the part certain people were all waiting for. The text “Apart from Harmony OS 4.0, the Chinese manufacturer is rumoured to announce the Huawei Mate 60 5G at the HDC 2023 event. As mentioned above, it will be the brand’s first 5G flagship phone after facing US sanctions. While the Mate 60 series is expected to be announced at HDC 2023, the company will hold a dedicated launch event for it in September or October this year.” You see the ‘US sanctions’ part reads nice, but the play doesn’t go there. STC and Huawei has as of the coming month a larger setting. This setting will include Egypt, BanglaDash and Indonesia. This gives them a lot more than the targeted 200 million phones and the moment STC enters the EU they will have the needed traction, the STC 5G network will have some serious ‘umph’ as the expression goes. More important, a network that stretches to that degree will push the US and EU out of a few areas, or at least make them suffer the loss of expected revenue by some analytics, they will tumble twice over. 

I’ll be honest, I saw the play, but not to this degree as the STC was not on my radar. I reckon that there was always a chance that Etisalat (UAE) would grow, but that is not in the cards at present. This is important as the needs of Saudi Arabia and the UAE are in the same direction, but they are not aligned. That difference is important and there is a chance that the STC will offer services that include the UAE. I reckon that the UAE might want to connect to Center3 and the STC for the additional business it will bring them, but that would be pure speculation on my side.

What does matter is that with the release of Harmony 4, on August 4th a new play opens up and it might go a long way to allow a digital setting to the MBC group to the settings they have in play at the moment. They will push the sports and news groups that are in the making with larger digital channels, just after they make their IPO offer (which Bloomberg mentioned only 3 weeks ago), now with the channels and digital groups in play it goes well beyond the shores we see at present and with Huawei at the mobile front, they can offer something larger than most have ever had and it will appeal to the hungry revenue entrepreneurs in Indonesia and BanglaDash. They will add hundreds of millions to their pool, hundreds of millions that haven’t ever had access to anything (of that nature). I reckon that by Q1 2024 the STC could have doubled in value and they were never a small player to begin with. Now add Egypt and you get a much larger population, mostly Muslim and all eager to be economic players. I reckon that BRICS had a few ideas on adding Saudi Arabia. And the US? Well they are still screaming middle east stability and requiring cheap oil in a play that is already outdated. And as we can clearly see, Saudi Arabia and China are getting along just fine, no EU or US required. That was a danger for some time and new we are about to see the fruition of these players. You still think the US was in Saudi Arabia for merely ‘stability’ reasons? Come to think of it Janet Yellen was in China recently, with these elements now in view was it really about what they say it was? 

This is in part speculation, it does not make it true, yet you have to wonder if I saw these events unfold, they did not? I might not have seen the impact of the STC and MBC groups in 2019, but these people (Jellen and Blinken) get a large 6 figure income more than me (Jellen gets a 7 figure income), you mean they were in the dark? Go cry me a river, please.

Huawei should have enough to get their target from Egypt, Indonesia and BanglaDash alone and they have close to half a dozen nations more on their mind (China being not the smallest one) and as expansions go, with the Huawei 5G network in play, the STC can grow a lot faster, allowing the MBC sports and news channels to reach a few additional nations. This alone will make people in the EU want to see what they are missing out of. I reckon that the advertisements alone will pay for this caper and then some. A stage that grew in under 4 years, as such the EU and US now have a problem. You see all these TV channels and media players are about to become obsolete to a much larger degree. They can shout MAGA and Karen’s all they like, the rest are able to switch the channel to something they would much rather watch and there it seems that the MBC Group has you covered. I personally wonder what Murdoch is worth by the end of 2024, because when the advertisers go away, he is just shouting arranged news to people who are not interested in listening, that part of the pool he soiled himself as I personally see it.

Enjoy the weekend, or as they say at MBC in Arabic “رحلة جديدة في الخدمات الرقمية”

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The writing is on the floor

Yes, it is the case here, never mind what the walls say. I have made mention of this again and again. The US had a piss poor approach to their innovation lack. First they tried to make Huawei their bitch and accuse Huawei of all sorts of things, whilst setting a backstabbing approach to remove Huawei from revenue streams. They did this in the worst possible way and they did it without any corroborating evidence. Then we get the setting that the media is painting China as the big evil. Yet America is not held to any standards. This is an issue for me and for most people relying on evidence. As such the article ‘Xi Jinping meets Henry Kissinger as US seeks to defrost China ties’ (at https://www.bbc.com/news/world-asia-china-66106076) comes over as hollow. In this the BBC has its own share of issues here too. As such when we see ‘US needs Kissinger’s diplomatic wisdom’ I would state “How about some simple wisdom?” Today Al Jazeera gives us ‘Australia blocks acquisition of lithium mine by China-linked firm’. I am not commenting on the events because I know too little, yet it is again some event involving China. Now, there might be all kinds of circumstances that could show it to be a valid block, but the fact that this started in January implies that a block this late has other attached reasons too. The issue is that the media is adhering to the US needs to paint China negatively in many ways and there is only s much you can get away with. At present Huawei is rocking the telecom industry all over Asia, the Middle East and soon enough Africa and Europe too. That will increase and accelerate with the release of 5.5G years ahead of Nokia and others, as such China, Asia and the Middle East are about to get a huge advantage. I reckon that the United Arab Emirates are about to become a larger technology hub in the Middle East and this one will stretch wherever the STC (Saudi Telecommunication Company) reaches. I reckon that before the end of 2025 it will connect Asia, the Middle East, parts of Africa and southern Europe making it pretty much the largest telecom company around. That was what I tried to warn you all for, it opens up all kinds of doors and with the release of 5.5G, my IP now has a shining new setting. One that the US and EU cannot match. They do not have the IP, they have shown consistent cluelessness and even Google and Amazon could fall short here. So what do you think all that will cost these players in revenue? So when I see ‘US seeks to defrost China ties’ I merely laugh. This was a joke and a mistake that was years in the making, now that the events are coming to a close (as the Conversation gives us) with ‘China is playing the long game in the Pacific. Here’s why its efforts are beginning to pay off’ (at https://theconversation.com/china-is-playing-the-long-game-in-the-pacific-heres-why-its-efforts-are-beginning-to-pay-off-209960) where we are given “Other appointments suggest China is appointing higher-calibre diplomats to the region. These include Li Ming, the current ambassador to the Solomon Islands, and Xue Bing, the former ambassador to Papua New Guinea who now holds the challenging post of special envoy to the Horn of Africa. With experience in the region and good language skills, these diplomats have been more able to engage with Pacific communities than their predecessors, who largely focused on sending good news back to Beijing. More serious representatives suggest more serious intent.” A setting I never saw (because I was looking elsewhere) and when you add this all up it becomes a much larger issue (especially for America). There are unconfirmed rumours that Saudi Arabia will join BRICS in August. There is every chance that the UAE will either join at the same time or shortly after. Now with China and Saudi Arabia (STC) having a united telecom front with 5.5G years ahead of all the other players, the setting for global telecom will shine well before the end of 2023. I made mention that I had found something in the last two days and here it is. It is not merely what they are doing. Players like Amazon and Google have the option to create service centres in the UAE (Dubai or Abu Dhabi) most likely and ride that tidal wave, or whomever gets there first will have the option to take market share away from these two players. Huawei is ready to start there, but they cannot do it alone, the waves will be too high. Google is already there (I checked), but unless they get the infrastructure ready others will pass them by left and right and there is the option for billions. Whomever is there first will be able to set the score, not adhere to it and that setting will go from Shanghai in the east to Croatia in the west all whilst these networks will include China, Bangla Dash, Indonesia, India, Pakistan, UAE, Oman, Saudi Arabia, Egypt, from there it all goes into Europe via TAWAL. A setting no telecom company has had to THAT degree and what do we get from Washington? ‘US seeks to defrost China ties’ I think it is a bit late or that and it is about to get worse, especially if the 5.5G is launched in Q4. Those ready to upgrade will show the rest what a massive lag in streaming technology looks like. It is like watching Wall Street people deal in stocks whilst having a system that is 3-4 milliseconds slower than the other system and it takes less than 50 trades to see a decent profit be reduced to a massive loss. I haven’t even taken the lack of labour force in the US at present, which makes their $42 billion overhaul plan an Edsel to say the least. All this was visible several days ago, but go right ahead, consider that China will defrost, they have been playing the long game and now that will turn into a near total victory. The setting I never clearly looked at was the pacific region, I saw the plans for Indonesia, but not the other parts and these are all about to come into focus. As I see it, by late 2024 Germany will chose solutions for their services and Huawei will have them, others do not. The moment that happens (I made mention of that before) France will adhere to the need of economic stability and that is where the EU either overturns the US directive, or be made (close to) obsolete. And all that happens whilst Tencent Technologies is about to launch a few products as well. My IP is in a different direction and I was (sort of) testing that premise beyond the Dubai Mall. I equally looked at the settings for the Mall of the Emirates, Nakheel Mall, tourist settings as well as the Real Estate setting which was a $20 billion market in the UAE (I did not initially know that), so I looked at my Canadian ‘solution’ to the UAE, and now we are vying for the big bucks (I am allowed to dream, am I not). Whatever YOU think, these elements are out in the open and some of them were out in the open since the first Covid lockdown (2020), so players like Amazon, Apple and Google had 3 years to wake up, as far as I can tell they never did.

So the writing was on the floor (the walls too) and these players were all watching the sky to see how their revenue streams were set up and doing. The media was full of it and with the shortage of people and pretty much dumping thousands of people, they had to look at the Middle East and see if these people would be willing to move to a new shore and that is where others will soon have a larger advantage. That I how I personally see it. 

You make your own conclusions, but take the time to go through all the sources, too many media is playing a catering game and they are not serving food. The day before the weekend is underway, enjoy it.

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The pot saw the black kettle

Yup, we all see that at times. We see the good, the bad and the opposite. And as such the media is all about giving us a partial story. Still this is not always on them, I get that. So when I saw Reuters giving us ‘Yellen criticises China’s ‘punitive’ actions against US companies, urges market reforms’ (at https://www.reuters.com/world/yellen-urges-china-adopt-market-reforms-insists-us-not-decoupling-2023-07-07/) my very first thought was “Is she for real?” 

Thi is a setting that started years ago with the US riling up support AGAINST Huawei. We saw the dozen countries all going against Huawei. The larger station is not that they went up against Huawei, the bigger part is that NONE OF THEM ever gave us ANY evidence that Huawei was a security risk. This is not me being pro Huawei or being pro China. This is me being pro evidence and we were never given any evidence. One case (that was settled) in 2010 is all we got and all the stories were laced with ‘could/‘ and ‘might be’. Cisco was the same danger but no one spoke out, not even when Cisco had its set of security issues. These things happen. Yet the US is still operating its set of systems. There is GARLICK, LADYLOVE, MOONPENNY, JACKKNIFE, TIMBERLINE, STELLAR, IRONSAND and that list goes on for a while. Yet China is the big evil and no evidence is clearly presented. 

So now we get “U.S. Treasury Secretary Janet Yellen called on Friday for market reforms in China and criticised its recent tough actions against U.S. companies and mineral export controls, while China’s premier called on her to “meet China halfway” and put bilateral relations back on track.” I t3end to say, either stop the anti-Huawei stages or present actual and FACTUAL evidence that Huawei is a national security issue. There is close to nothing else. And as for the ‘mineral export controls’, well there might be a reason China needs them, there is also the case that stopping Huawei without evidence comes at a price and it seems that the mineral export is part of that price. So whilst the world is seeking for gallium and germanium (the second one is not found in Germany) the US needs to realise that their stance as a bully comes at a price and now that these prices are set in the open, the US doesn’t get to say “meet China halfway”. It intentionally destroyed the Huawei 5G wave because Americans were too stupid to take the lead in 5G technology and counter what was out there. Even I have 5G IP that the US (and others) do not have. All because the fat cats were lazy in an age when China became a true innovator. As such, as we are told “a technology war with the United States and potentially causing more disruption to global supply chains” the setting is not incorrect but not complete. You see these two substances are decently rare and China has the largest load. The US cannot claim the amounts from Japan or the UK (Or France, or the EU) as such they are in a bind and this is what comes with the bully tactic we have seen these last 5 years. Gallum is a different story. I have no precise numbers, but China is not the largest exporter, it apparently is Brazil with the US in second place. But I reckon that the two together will set a larger station and yes it comes from China. So as we consider “Yellen met with Premier Li Qiang on Friday during a visit to Beijing aimed at repairing fractious U.S.-Chinese economic relations, but made clear in her public remarks that Washington and its Western allies will continue to hit back at what she called China’s “unfair economic practices.”” As unfair economic practices go, 11 years ago we were given “A 2012 White House-ordered security review found no evidence that Huawei spied for China and said instead that security vulnerabilities on its products posed a greater threat to its users. The details of the leaked review came a week after a US House Intelligence Committee report which warned against letting Huawei supply critical telecommunications infrastructure in the United States.” I reckon that with leaked their own stables are in order? In addition to that, the stage is escalating and now we see that as shortages of Gallum and Germanium imply that there is a danger to US National security, with their stockpiles having no reserves left. As such I have a two set mind. Janet Yellen as the champion for bullies should not talk about “market reforms”. On the other hand, I am not claiming that China is innocent. I want to see evidence that they are not and so far going back at least 5 years, the US and the EU NEVER presented this. This is the station we face and as I personally see it Janet Yellen is the new US version of Don Quichotte and China is the next windmill. And as I see it, the stage that STC and Saudi Arabia is embarking on, the shortage that the US faces in Germanium and Gallum implies that the lag that the US faces will close to exponentially increase during late 2024. This is a setting that was to some unexpected, but the Reuters article gives us a list of people and they are all monitoring the supply. This implies to me that the setting is not as good as some make it out to be and it sets a different stage for the UK and France. As the US shortages increase it will stage a takeover of these suppliers by the US a lot stronger and faster than anyone had foreseen. This is (as I personally reckon)  a station of close to exponential danger to these nations. It might be the reason why Janet Yellen was send and not some one form the US State department. Did no one consider that question? Why was Janet Yellen send? It is pure speculation on my side, but I reckon that Premier Li Qiang is having a great time. It might be the first time he is talking from a position of great strength, but I could be wrong here.

What a weird weekend this is, enjoy yours.

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The definition of diplomacy

Yup, we have all been there and me with my mouth at least twice a day. Diplomacy is at times where it is at and I scrapped that word from my dictionary. So as I stated over the last week that Blinky Tony (aka Anthony Blinken) had a hard time coming. First he had to visit Saudi Arabia, the place where its de-facto ruler Crown Prince Mohammed bin Salman Al Saud was labelled by President Biden as A pariah (before he become president) then the trip went to China where we assume that things did not go well, as we now see (at https://www.bbc.co.uk/news/world-us-canada-65969802) the BBC headline ‘Biden calls Xi a dictator a day after Beijing talks’. So what evidence is there that President Xi is a dictator? I am not opposing the view, I merely do not know. You see the dictionary gives us “a ruler with total power over a country, typically one who has obtained control by force.” Now, lets be clear. President Xi was elected. I do not know the election process in China, but there was an election and he was elected in November 2012. Wiki gives us “a Chinese politician who has served as the general secretary of the Chinese Communist Party (CCP) and chairman of the Central Military Commission (CMC), and thus as the paramount leader of China, since 2012. Xi has also served as the president of the People’s Republic of China (PRC) since 2013.” There is no mention that he took that nation by force. OK, I is havening to be jesting. The reality is much more serious. I thin this meaningless jab by President Biden implies that there are a few issues. Apart from the ties with Saudi Arabia, there is now a growing concern that Taiwan could be getting a new flag soon enough (see below).

And this was going to happen. For it not to happen, the US would have had to be able to be a real superpower. This is no longer the case. It is rushing from debt ceiling to debt ceiling and the people just know that this clambake will end sooner or later and sooner is now the premise of that game. You see America made gospel of the expression ‘Money talks, bullshit walks’ which has been around since 1968. Now that America has no money left, the ‘friends’ they had are walking away, the people who bled the system dry are vanishing to zero tax havens to live of their final years and the people caught in the middle will vanish without a penny in their name. 

The article gives us ““The reason why Xi Jinping got very upset, in terms of when I shot that balloon down with two box cars full of spy equipment in it, was he didn’t know it was there,” Mr Biden said at the event on Tuesday. “That’s a great embarrassment for dictators. When they didn’t know what happened,” he added.” There is a lot about a balloon no one cares about and there is even less known who the actual owner was. I am not debating that it was Chinese, but was it governmental, military, a science experiment from a Chinese telecom firm. There are many options, but the press is no longer to be trusted, they have been silent on too many things and the US government is all about boasting, but not on revealing ACTUAL facts (for as far as they might be known). As is see the lack of diplomacy by President Biden, there is every chance that China talks are falling flat leaving Taiwan in the middle of nothing. The other side is that there is every chance that the continuation of BRICS will have larger impact on the west and it will diminish America to a much larger degree. The larger part that we do not know is how China and Saudi Arabia will forge their connections. The Kingdom of Saudi Arabia is now in a central setting to be the hub for connecting Asia, Africa and Europe, a strong setting and NEOM will be that hub implying that this half a trillion location will ensure trillions in business between 2030 and 2050, with news channels, sports inviting the Asian, African and European people to a much larger degree. I wonder if they have made their first designs on the F1 Neom track to start between 2030 and 2035. It will most likely be a magnificent track, add to that the most impressive golf course in history and we will see the first impressions that Saudi Arabia was not wasting money as some imply, they merely lacked vision for what was about to happen and more sport arena’s will follow. Now we see the part of China in a larger degree, the Silk Road and in all that Taiwan will play a more central role (an assumption by me). Two players who played the long game, not some spreadsheet game from quarter to quarter. By the way, what evidence that it was ‘two box cars full of spy equipment’? They blew up the evidence. I am not saying this wasn’t some agent 99 thing, I merely would like to see evidence, just like the evidence on Huawei that so far no one saw or presented. 

As such we get to the headline. The definition of diplomacy is “the profession, activity, or skill of managing international relations, typically by a country’s representatives abroad.”  In this I reckon that there is no managing international relations at present, whatever success Anthony Blinken might have had was undone by one sentence given by President Biden (according to the BBC). As such the situation for Taiwan is not on a good setting, but I might be wrong. And the other issues? Well, we have no idea, but I reckon that China told might have told America to put up or shut up, which is also a speculation by me. No matter how we slice it, there will be more coming soon enough, the question who will be making the initial revelations, China or America?

More soon enough and as we enter the second half of the week, this weekend might give us a little more than we expected.

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One source confirms

That is where I stand. Today I got news from the Asia Times on something I have been saying for some time. Now, one source does not make it true, but the information given here and pretty much nowhere else should give people a place to start, moreover it could also be seen as the underlying problem to something a lot more dangerous. The article (at https://asiatimes.com/2023/06/eu-push-to-rip-and-replace-huawei-5g-meets-resistance/) gives us ‘EU push to rip and replace Huawei 5G meets resistance’ where we see “EU Commissioner Thierry Breton wants Germany and other European countries to stop dragging their feet and eliminate Chinese equipment from their 5G telecom networks. The European telecom industry and Huawei are pushing back.” This is the start of something I have stated for a long time, yet now we get “Deutsche Telekom quickly rejected claims that mobile networks built by China’s Huawei could be altered remotely to cause damage or steal data. In a June 16 statement to the German news site golem.de, a spokesman for the German telecom provider declared, “No [software] update can be introduced into the live system that was not fully tested for functionality and security.”” This shows the first chink in the EU armour. This is followed by “The network management systems are located in a high-security network that is completely separated from the Internet and from the company’s office communications network,” said Deutsche Telekom executive Stephan Broszio, according to press reports. “Access to this network is granted only to a few employees subject to strict security review. A remote attack by the producer firm [namely Huawei] is not possible.” In addition we get “Austria’s chief telecommunications regulator, Klaus Steinmauer, told the Austrian News Agency that he “saw no danger from Huawei,” adding, “I don’t know of a single instance” of problems” As I personally see it, EU Commissioner Thierry Breton either publishes clear evidence of these dangers, or he should move to Washington DC and become an Uber driver. You see if there is evidence fine, but for years now we see boasts and never was any evidence given. I see this as a problem and now that the US cannot foot any bills, the others are stating that the US needs to eff off (you know what I mean). I reckon it is not long until these telecom companies will demand that the EU foot the bills for hundreds of billions in hardware change, foot the bill for adjusting that hardware and foot the bill for loss due to diminished broadband capacity. In the meantime Saudi Arabia is extending its reach into Africa and the Mediterranean, after which the telecoms will get loss upon loss and handing over what margins they had to the Saudi Telecom Company (STC), because that is now merely one step away. That was given to us in April with ‘Saudi Telecom Buys Mobile Tower Unit in Europe from United Group’, which now gives them access to Bulgaria, Croatia, and Slovenia, after which the access towards Italy, Greece, Spain and the rest of the Mediterranean is all but a simple flick of a switch. 

But leave it to players like EU Commissioner Thierry Breton to ignore the obvious. On the upside, with my language skills, I would gain another job option to another company and in this day and age that matters, especially as big tech is shedding thousands of positions. 

And even as the article ends with “it would help dispel suspicions that Breton and the European Commission are simply following instructions from the US.” I reckon that until we see actual EVIDENCE of the nefarious implied deeds by Huawei, that feeling will not go away, not for a long time.

So enjoy the day whoever you telecom with, today, or tomorrow. 

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