Tag Archives: Microsoft

Lifting the veil

Keith Stuart (the Guardian) gave the first reliable light less than 8 hours ago when he treats us to: ‘PlayStation 5: Sony gives the first details of its next generation console‘. We see a lot of digital techno babble (for the non-technical readers), what is important in first light is a positive and a negative. The positive is seen with “a custom graphics processor based on the forthcoming AMD Navi family, which will be capable of real-time ray tracing“, implying that the new PS5 is only inches behind today’s top graphics cards and on part what the PC could maximise in 2020, that is indeed a graphical leap that has not been seen before. Then we see “an eight-core CPU based on the third generation of AMD’s Ryzen processors“. This is good in a number of ways but let’s not blindly focus on the 8 cores. In the end gaming is about good games. What does seem to be implied is that Ubisoft has a unique option at present, it could get ahead of the crowd with a massive leap if they do their homework and if they focus on the result and not listen to whatever idiot is the voice of the shareholders and/or marketing, because that will end them right quick.

They have the option for a truly new Watchdog and optionally a few more of their franchises, but only if they focus, the next AAA rated at 65% could end them if they lose focus; the fans have become weary of Ubisoft and what they market and subsequently not produce. A similar stage is there for Bethesda, even as they have a lot more credibility. They have the products, but they need to have a much better QA team. They will not survive a second Fallout 76 that much is showing to be the gospel of gaming. When we see the specs of the PS5 we cannot even imagine what FromSoftware will be able to pull off, but we cannot wait to see. There are more players, especially with the implied God of War 5, even if they merely get an equal to god of War 4, people will sleep in front of gaming shops to get the game at first light, and so far we know that these makers always surpassed the previous versions, so we cannot wait.

Yet this gets us to the other place, the one negative one. You see, we might hype behind “a solid state drive“, yet the ugly truth is that space is expensive in solid state mode. Even as the current price of $975 for a 4TB drive is a lot and that price will be 30% down in 2020, the truth remains that 2TB will not cut it and we do hope that Sony is not stupid enough to follow the short-sighted path that Microsoft is on, they are now merely console number three and optionally before 2021 a number 4 out of 5. We get that we might start at 1-2TB, yet as long as the space is there to upgrade to 4TB the fans will be OK with it, selling that item short is the most dangerous path one could be on and 3mm makes all the difference. Even as Microsoft Marketing is trying to launch hypes around Xbox Two, they have already lost the faith of so many gamers that the stage now is set to them trying to repair damage in the first year of console release; this is totally difference form both Nintendo and Sony who are now steaming ahead at full throttle. Even as we get the Sci-Fi versions of what the Xbox Two might be, too many people are no longer willing to trust Microsoft at present and that is hurting them at the starting bell for a lot more than they are willing to admit to. I only they had actually listened to the gamers, we are not willing to trust them with their words: ‘We listened to gamer and this is what we came up with‘, they will bully always online, they will bully their Microsoft Azure needs. This is the consequence of doing what shareholders tell you and disregard the customer, it is a failed model and I have seen the fallout of that for well over two decades in the field.

So whilst others need to worry about the market share they lose against Nintendo and Google Stadia (optionally against Apple too), Sony has decided on the path that gamers desire and with one optional flaw they are on track to surpass themselves. It gets to be even larger if initial social media plans come to fruition, yet there is no evidence that this is in any way happening. what is interesting is that the winning path of Sony is pushed to a much higher level whilst Microsoft is still clinging to “Securely store player data, dynamically scale your gaming experiences to more than 50 regions, and save money as your game grows with Azure” and even as some give us: “Google may have stolen the show at this year’s Game Developer Conference with its Stadia cloud gaming reveal, but Microsoft is hard at work on its own service, xCloud, that it’s already testing now. At a GDC developer session yesterday, Microsoft representatives from the xCloud team gave us a little more detail into how games designed for Xbox consoles will translate over to mobile devices, where players might be used to either a Bluetooth controller or on-screen touch controls“, some need to see a reality, not only are they outgunned against Google (Stadia), the fact that the fact that I do not accept any Xbox game to be played on a mere 6” mobile, we now see that the entire concept of ‘gaming’ is seemingly slightly alien to Microsoft. This is all about stored player data; this is about data and facilitating for the capture of it.

Do you really think that I could ever enjoy Forza Horizons IV on a 6″ screen? That game is the reason why people buy a 75″ 4K TV in the first place. So not only is Microsoft failing its gamers, their own marketing department is failing both. Don’t get me wrong, there are plenty of games that play nicely on a Mobile, some games can be played at any place and screen (Fallout Shelter, Gems of War), but the premise to make it all go to a mobile display is almost insulting to the people who went all out and created Forza Horizons IV for the big 4K screens.

This matters!

This matters as it shows the people that both Sony and Nintendo have been on the right track all along, the Nintendo sales figures show that, the head start of Sony shows it and now the top two will vie for their audience and even as Sony is ahead, it cannot relax one moment, Nintendo is too good at what they do and it is what the gamers want, Sony knows that too.

for now we see the PS5 for what it is, an optional beauty to replace our PS4 with, the fact that it is still a year away (optionally 17 months) is not something we are sorry about. The PS4 gives loads of entertainment to all its users and is highly likely to do so until the PS4 hands over the baton to the PS5, that is how it works and even then the PS4 will keep gamers happy for the longest of times, just like the Nintendo GameCube did whilst people were buying the Nintendo Wii in force. For that too is gaming, it is like our favourite pair of shoes or wallet, we hang onto it a little longer than we should, we grew attached to the device that brought so much joy, something Nintendo accepted and Sony forgot just a little too easy.

 

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At the end of a journey

Today is not for the faint of heart, or those who are hindered by emotional parts, today is not merely about gaming, it is about the game. We are currently confronted with a few issues, the first one is given by the Guardian, was for two weeks. My initial issues with ‘Apple Arcade v Google Stadia: which is the future for video games?‘ is a simple stage. Why can’t we have both? I was never anti one or pro the other ever. I was not about Atari ST versus Amiga, I was not about CBM-64 vs Atari 800, I was also not about N64 vs PS1. My issue with Microsoft was their stupidity, as well as their refusal to listen to their gamers, that is the mere reason why the Nintendo Switch is now on par with the total Xbox lifetime sold consoles, it took Nintendo less than 2 years to get there and they got there, the most powerful console is now actively being surpassed by the weakest of the three consoles, that is the impact of stupidity (optionally ignoring Karma was partially a reason too).

So I believe that there is space for both, a case can be made for either console and even as we are most likely to get one of them first, there is a decent case for getting them both down the track. We will have to wait what is in store for us, yet the Google controller clearly looks like something we have seen before. Yet wait; only two days ago we see Microsoft Stupidity strike again. This time in the shape of the Microsoft CFO giving us: ‘Xbox CFO on Google Stadia: “Cloud Won’t Match Local Experience”‘, so thank you Tim Stuart (apparently he is the Xbox CFO), thank you for confirming this, the entire push of Cloud and always online is proven to be a bad choice, as I stated for the last 6 years. Too bad that you never considered the stupidity of your console choices years ago, you might not have become the underdog, defeated by the weakest of all next gen consoles.

I particularly enjoyed the passage (at https://mspoweruser.com/xbox-cfo-on-google-stadia-cloud-wont-match-local-experience/) “Microsoft believes that it will struggle in providing gamers enough content as the company doesn’t have strong ties to Game developers and publishers.“, it is merely a temporary delay at best, you see, when it came to exclusive games, Microsoft was nowhere to be found for almost two years, and when we see on how the magnificent growth through indie developers is seen on the Nintendo Switch (which surprised me too), we see that new players giving free value like (Gems of War) on IOS, android, PS4, XB1 and Switch is showing to be an amazing journey and for those who have all the consoles 500% more joy than ever expected. By having micro transactions, but not pushing them, we see a much larger market that will also benefit Google Stadia, then there is Fallout Shelter and there is a whole range of games that will find a happy audience on the Google Stadia (and its Apple adversary). So when it comes to Microsoft, they gambled and lost, they have remained short sighted as I expected them to be and they (as I personally see it) openly forsake their gamers for illusionary short term goals end their loss against their competitors is not done yet, not by a long shot.

So when I see “In an interview with The Telegraph, Microsoft’s Chief Marketing Officer for Xbox, Mike Nichols said, “Emerging competitors like Google have a cloud infrastructure, a community with YouTube, but they don’t have the content.”” I see a new level of shortsightedness. I see the failing from Mike Nichols. I designed three ideas in gaming in under a week and I am not even the visionary that some are, content can be corrected for; indie developers can make up the difference much faster than the barricades that Microsoft erected long ago.

Google has an optional trump card that none of the others used and as such has the open advantage much sooner than expected. The article has more laughable statements, but let’s move on for now. You see, Techradar had the right idea last week when it gave us ‘Google Stadia may be the first good use for 5G phones‘, the entire setting of 4G ‘Wherever I am’ and 5G ‘whenever I want it’ will find unification in Google Stadia and it will grow close to exponentially soon thereafter. Techradar also gives us: “Google executive Phil Harrison, meanwhile, confirmed that Stadia has already started gaining momentum and that Google received strong support from developers the game streaming platform which in theory solves one of the major concern regarding Stadia“, I do remain critical on the need to measure and keep in check those who are in it for the micro transactions and short term gain for themselves, they are not a joy, they are the Achilles heel of gaming soon enough, but the momentum counts and must not be ignored. Apple Arcade has a larger issue, Apple lost well over 450 billion in value and even as close to 50% of the loss has been regained, Apple cannot afford to be casual, there are 2 billion gamers in the world and if Apple does not play its cards right, they merely become another short term player in a game setting that they might not comprehend. Microsoft didn’t, that much is clear and they got hit and they got hit hard.

The other side

You see, the moment I ‘feared’ has come to town, there have been two games over the last year, two games that changed it all. The first is God of War 4; a game so amazing, so large and so perfect in almost every way that is boggles the mind. Even now, watching the total cut scenes on YouTube is a journey that is close to 6 hours. 6 hours that is a story supporting a game with graphic perfection that was unseen until that day. Now we see ‘Sekiro: Shadows Die Twice‘, a game with graphic and gaming perfection. Both games are PS4 exclusives, both are singular reasons to upgrade to the PS4 pro and both are challenges of the largest degree. It sounds morbid, but at the end of my life, I am finally seeing what should be regarded as the apogee of gaming. Finally I see something that equals and surpasses on what my imagination could perceive, after 40 years of gaming, we are finally getting the games that are the top in its field. Both for the Sony console. That is what Apple and Google are up against, yet they are not. With their solutions they are much more a trump solution for the 1 billion mobile gamers wanting a little more. Nintendo Switch with their docking station is proving the switch between on the road and the large TV screen, both regarded in equal measure on one system and with 5G google can do the same thing, Google Stadia could be a growth system (optionally much more than Apple) in the stage where systems are vying for a billion gamers. So even as Microsoft was (in my personal view) deceptive to hide behind “We’re developing Project xCloud not as a replacement for game consoles, but as a way to provide the same choice and versatility that lovers of music and video enjoy today,” they are eager to avoid the entire online only and pushing us towards their Azure desk. They opened that door and they are now learning that Google is much better in applying that very same portal, another battle lost for Microsoft (and they were never that ready to begin with). A game lost in one generation, what the Xbox360 build form the strong setting of the very first Xbox, the Xbox One pretty much lost and at present they have no options to regain that market any day soon, they wasted too much options on that road.

Google has an additional advantage, the bulk of all gamers have a modern TV, so form that part we see more than the Guardian gave us (at https://www.theguardian.com/games/2019/mar/27/apple-arcade-v-google-stadia-which-is-the-future-for-video-games) two weeks ago. With: “streaming would open games up to millions – if not billions – of people who don’t want or can’t afford to buy pricey equipment“, take that consideration with a $59 Chromecast to stream to your TV, at that point a person’s Mobile is going to be the centre for gaming, stream to TV with merely a mobile and a controller. That is the true growth for Google and even those who have a console; it will be enriching to take a turn to the options Google offers, any gamer would want to take that path. As I see the gaming solutions that the CBM-64, the Atari ST and the Amiga offered, a mere high resolution upgrade will make hundreds if not thousands of games, none of them IP protected, all offering the original designers a stream of additional wealth, all there for the taking and all there for the streaming. Some of the most original games, even now still regarded as awesome passing of time, all ready for the next few years. So there we see just how the statement “Microsoft believes that it will struggle in providing gamers enough content as the company doesn’t have strong ties to Game developers and publishers” is not just a weak one, it is one that can be overcome close to overnight, a mere state of denial by what was once great and is optionally now soon forgotten, the mere application of not listening to gamers and keeping the focal point of greed and dependency got them there and now soon to be surpassed not once, but optionally twice. How is that for a lack of vision. Even as I see more solutions that could set a wining stage on the Xbox 360, now it will be the stage that fuels optionally both the Google as well as the Apple solution to gaming.

The games they provide will not equal the two games mentioned or what the PS3 pro offers for now, but as we clearly knew and what Nintendo Switch has proven to us, the most powerful console does not win, the best game does and when we see that, when we see that great gaming has existed for decades, yet some of these titles were forgotten, or better stated not played on current systems, they are not dead, they can be revived in the new gaming world that is introduced by Apple and Google.

So what was three is now set to the stage of 5 and in that stage we know the top  two, yet in the end Microsoft could fall back to 4th position soon enough, when that happens will they finally wake up in Microsoft land, or will we get more marketing and statements that can be laughed at soon thereafter. Gaming is a much more serious business than most realise and those who do not will not last long in that place, so the need to listen to the gamers was always a first, the one part that Microsoft never considered for the longest of times, that is why they are sliding from 2nd to 3rd and soon enough optionally 4th. If I am still around in 2022, I wonder if my words will be shown and proven to be correct. For Microsoft to gain momentum they will require to make massive changes to their way of thinking and with both Google and Apple entering that field, will they change fast enough, and more important, will they finally truly listen to their gaming population?

Time will tell.

 

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A BAFTA for controllers

Yes, another event is taking place; this time it will be the BAFTA for games that is up for some to grab. The competition has been fierce in the past; I actually did not choose God of War in the Games Awards 2018. I would have given it to Forza Horizons 4, who had blown me away on several fields, even as there was no dispute, it was close, really really close. So as we see the Artistic Achievement mask, God of War wins, not by much as the competition was fierce.

With Audio achievement, God of War wins, it will also win the Music; the soundtrack is overwhelming and amazing. They also have the benefit that AC Origins and Arkham Knight are not on that list; these three are the best soundtracks gaming has ever produced. Bear McCreary, a musician who already earned his stripes with Battlestar Galactica (and several others) is now the one favourite for that mask, as I personally see it.

Yet best game is interesting, with Forza Horizons missing, only God of War remains; in my personal view the others will not make it a nose length fight. Yet all is not lost for Microsoft, with the British game, we see a win that clearly goes to Forza, racing through Britain is just too much fun and too amazing.

I have to pass on debut game; too many are unknown to me, making my voice not a fair one. As Evolving Game, Elite is the one for me. I have skin in the game there, having loved the game since its initial release on the BBC Micro B and my own copy on the CBM 64 (I did not have the BBC Micro B myself). I still remember that day as I had to take a 90 minute train trip to get to the one store in 1985 that had it. When it comes to Family, my view is skewed. I do not think that Pokémon is a family game, it is family friendly, that is true, but true family game implies engagement by all and there I merely see Super Mario Party as the one option, perhaps it is most likely that my view of the Family category is wrong, but perhaps it should not have been given a category that comes across as dubious in its interpretation. As for Game beyond Entertainment, 4 are unknown to me, so I skip that category. The same would apply to Game Design was it not to the fact that God of War is sublime in all ways, so I reckon they will get it. Yet, I am happy to be proven wrong due to a game I had not seen. The same can be said for Game Innovation, yet when it comes to innovation the entire idea of creativity and cardboard to be added to a console and gaming is just so whack that it should win. I never saw the appeal, yet the appeal to see kids fold a piano and then play it making the switch play music is just slightly too strong on the side of magic beating that horse named science. Only Nintendo could ever be that one player who does not know what a box is, and therefore not being hindered by one.

I skip several but then halt at Original Property, which only as it ends up being slightly flawed Subnautica wins. I have been testing it since its early release and it is by far the most immersive (submersive too) and innovative (as well as original) survival game. The fact that it is almost all on water makes it weird, strange and it never stops being weird and challenging.

For me personally the Performer mask should be Christopher Judge as Kratos in God of War his performance of Kratos is iconic, yet the voices: Danielle Bisutti as Freya, Jeremy Davies as The Stranger and Sunny Suljic as Atreus are all worthy nominees. I believe that the voice of Kassandra failed in AC Odyssey, not due to the actress though, which is a shame for her, because all nominees clearly worked their asses off to get the top achievements in the games, this is one part where the software makers can intervene and slightly screw it up, yet in God of War the work on any level remained 5 out of 5 all over the board giving 4 nominees a clear advantage.

As for EE mobile game of the year, there is no way of telling. An audience will vote personal and emotional giving Pokémon go the home field advantage, but in the end it will be anyone’s guess and Fortnite is on that list too, so I wonder if that voice will be impacted by the PC and console gamers, I actually do not know. I am not surprised that I did not elect Red Dead Redemption 2. I was never into Westerns. I do acknowledge that everyone tells me that it is the best single player experience ever, but so was God of War, so was Forza Horizons 4 (if you are a racer). You see, some might hide behind the marketing of ‘the most powerful console in the world‘, yet when the awe is not in the hardware, but in the excellence of game design like Super Mario Odyssey and The Legend of Zelda: Breath of the Wild. We see it when the least powerful console overwhelms you with graphics, music and gaming experience. When the noise of ‘jing jing’ when you switch on a console does not do it, but your heart flutters when you hear the ‘Yahoo!’ of Mario grabbing another Power moon and your mind races where more can be found. When you get that part, then you also understand why Microsoft ends up having their most powerful console in the world in the number three position of consoles. And it gets to be worse for them soon enough (optionally). When the people at Google realise what makes gamers tick, they might end up being a mere number 4 contending party in 2021. It is the adaptation of a French expression; I think it came from the French revolution. The adapted expression is: ‘Change is valuable it turns the leaders into underdogs’; it is a lesson that Microsoft will just have to learn the hard way. Their unwillingness to listen to gamers is coming at a very steep price and it will look optionally a lot more expensive soon enough.

How does that matter?

It matters as we see the gamers move to other consoles, at times keeping the old console around, but the funds (if they have any) will go towards the games that they are drawn too, Microsoft seemingly forgot about that. They pushed for backwards compatibility so that could ride on the coattails of the Xbox 360 a little while longer, but that too will lose steam and the game awards as well as the gaming Bafta gives us where the need for new games was at, and in that respect God of War truly delivered, the fact that a Sony Exclusive game is a nominee in most categories also gives us a tale of where Microsoft dropped the ball (yet again), and now Google Stadia is just around the corner biting into the multi gamer and streaming services fruit that Microsoft thought they had secured for themselves. I admit that they went about it the right way and anyone into gaming and online not getting a Game Pass is pretty much insane, yet that horse has other jockey’s and Google as the late arrival is about to walk into the ring.

We will be ready with Irish jokes as the awards will be presented by Dara O’Briain on April 4th, so we should hope that Milton Jones walks in to have a bit of a go at Dara on stage, but that is just wishful thinking.

I like game awards as it shows to some extend what games achieved and who were the ones teaching us what gaming can be about. We tend to look at the large games, the large players, yet in that world we might not have noticed Minecraft, a labour of love that became an addiction for millions, for many it still is. In this day and age it seems impossible, but who has played Subnautica? When you look will you suddenly realise that you missed out on something? That is actually the best art of the show, until one award night I had never heard of Threes! That can happen to us all, and for those seeing that one game that makes you buy a console, that is the moment you open another door to multiple worlds.

Game awards also give rise to new directions, at present more often than not instigated by small indie developers, but pushes like that can be game changers. Even as I contemplated an entirely new direction for changing difficulty levels in a game like Watchdogs 3, I suddenly considered that this path had never been considered ever before (optionally a slight exaggeration), and it could have an educational impact as well. The added value goes towards the replayability that a game has, changing the value of a game and the bank for your buck. Now, we can all agree that not everyone might like it that was and that path is not for every franchise; yet the realisation that no one has ever taken it into that direction is also food for thought, especially when you realise how many games have been published and I have been involved with and around gaming since Mirrorsoft.

And in finality, this is the first year that where it is my feeling that the Gaming awards had a better impact and was appreciated better and more than the academy awards, implying that the ascending star for gaming will continue for some time to come.

 

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The BS of Software and hardware

 

We all have that moment where we wonder where ethical boundaries are. Where is the boundary of deceptive conduct, where is the boundary of profiteering and who knows what a moral centre is?

From my point of view Microsoft skates on every boundary not really giving a damn, especially giving a damn and regards towards their consumers.

The consumer has been deceived for a long time, Microsoft will never call it that, but Computerworld (at https://www.computerworld.com/article/3342416/new-non-security-win10-patches-fix-numerous-bugs-but-wheres-version-1809.html) gives us: “you’ll only get them if you manually download and install them or if, in Windows Update, you click Check for Updates. That’s a deception I’ve railed against for months, but apparently somebody at Microsoft thinks that being a seeker – clicking Check for Updates – gives the updater permission to install these lurking patches, without notification or consent.

In addition Variety gives us in part more with “New hardware sales dropped 6.1%. That drop, GameStop says, was because of 2017’s strong Xbox One X sales, but was also offset by strong growth in Nintendo Switch sales. New video game sales dropped 8.3%“, with an added “Microsoft has seen the following growth as a result of Xbox Game Pass“, which is in all honesty an awesome deal for any gamer, especially as the price would be great at twice the amount, there is no denying that. Yet every indication I have seen gives me the clear indication that the 8.3% drop might be including the Game Pass offer as that is also new video game sales. You see all those new mighty titles that were added with the launch day premise is part of new software sales making the hardship of Microsoft a lot harder than we thought it was. Tech Central adds to this with ‘Microsoft’s Surface sales edge $2bn despite chip shortage‘, you might think it is good, Yet as a surface is set to $1350, the math gives us less than 1.5 million surface pro systems sold, which on a global scale is really bad news. When I expect my own IP to do at least twice that amount, the entire stage of Microsoft is just faltering on too many levels.

Their approach to gamer exploitation (too much advertisement on the console home page, leaving much less space for game icons to start, the never ending pushed Microsoft advertisement on our consoles without the option to switch it off, the news giving us Nintendo Switch Sales Pass 32 Million in under two years, whilst the estimated lifetime sales of the Xbox One is now around 41 million (in 6+ years), that so called ‘strongest console in the world‘ equaled now by the weakest console, exact numbers are unknown as Microsoft is no longer giving us exact console sales numbers.

We saw only two weeks ago on how all surface laptops and tablets are getting massive discounts, sales are not good. From my point of view, Microsoft played a very dangerous game and comes up short. The short selling of hardware, below essential needs to push for accessories, consoles that are too shallow, with a mere 1 TB whilst the going need for basic use passed the 2 TB point two years ago, no corrections were ever made. When we take a critical look at the Financial Express article (at https://www.financialexpress.com/industry/technology/satya-nadella-bullish-on-microsoft-surface-sales/1472634/), and consider “Revenue in personal computing was $13 billion and Surface is now almost a $2 billion business for Microsoft” most will ignore the hidden parts of too few Surface systems sold, the increased discounts making revenue interesting, yet profits would decrease to almost zero. It is the stage of badly expecting the needs of the consumers. It goes from bad to worse when we see VentureBeat giving us: ‘Microsoft really doesn’t want you to buy Office 2019‘, with the added “Microsoft today launched a marketing campaign pitting Office 2019 and Office 365 against each other. The goal? To prove Office 2019 isn’t worth buying — you and your company should go with Office 365 instead.” It is product versus SaaS, and they want Software as a Service to win (likely for tax reasons which is purely speculative from my side). There is also the need of more and more commitment, subscription versus one off sales. So when we see: “Office 365 includes fully-installed Office applications — the latest versions of Word, Excel, PowerPoint, and Outlook. But those apps keep getting better over time, with new capabilities delivered every month“, it would initially make sense to get the subscription. Yet I do not want to be online all the time, having to connect is just too much of an inconvenience when I travel and all the excuses that Microsoft hands us are not getting accepted by yours truly. As for the bugs, we need to be fair here, MS Office is so huge, a bug free version is pretty much out of the question, the issue is, does it actually impact you? The few bugs that bug me only happen in extreme situations and I have for the most used Office 2012 without any hitches. If there are ugly bugs, I never really stumbled on them, another reality we need to accept, but it is not about acceptance.

You see, all this got started with ‘‘We won’t be war profiteers’: Microsoft workers protest $480m army contract‘ (at https://www.theguardian.com/technology/2019/feb/22/microsoft-protest-us-army-augmented-reality-headsets ), you short change consumers, mislead people on a global scale through carefully phrased words and you have an issue with a defence contract? It is even worse when we see “Workers say augmented reality headsets provided to US army risk ‘turning warfare into a simulated video game’“, it is from my point of view that these people have no or almost no comprehension of warfare. The images are those of warfare and terrorism, if we can diminish that impact on US soldiers, why would the Microsoft employees resist? In addition, in the shown concept image, if the mini-map keeps them alive, for Zen’s sake give it to them. When I see the lack of ethics that Microsoft has shown with their concept of what is perfectly acceptable and legal, the response ““We did not sign up to develop weapons, and we demand a say in how our work is used,” reads a petition being circulated inside the company, a copy of which was published on Twitter on Friday afternoon. More than 50 employees had signed the letter as of Friday afternoon, according to an employee“.

The response fails on two levels. In the first the augmented lenses are not a weapon, it is a tool and we can go as far as calling it a tactical tool that could give an edge on military and police. Consider the chance that these glasses prevent any innocent person to get shot as they were unlucky enough to get in the middle of it all. In the second part as we accept ‘how our work is used‘, we need to also accept that these employees knowingly and willingly were involved in exploiting consumers; you cannot get it both ways. And if they accept that then they have to be willing to go out and state: “We knowingly exploited consumers as this is part of our income and optionally our bonus!” If that would be the case and whilst the architectural flaws remain in the Xbox One, the lack of connectivity in the Surface devices, I really believe they should shut up or get out. It is their choice which of the two they select.

 

Now, I will accept that for some civilians the expression: “Under the terms of the army contract, however, the devices will be used to “increase lethality by enhancing the ability to detect, decide and engage before the enemy”” is awkward and harsh. The Pentagon sat on a live grenade a little too eagerly. The tactical setting should have been: “Under the terms of the army contract, however, the devices will be used to create increased awareness of the area, to be able to see hostile actions before they could have normally been aware of them and to decrease the chance of civilian casualties through people caught in that area without any feasible option to avoid harm.” Basically the same setting yet phrased a little different (Microsoft knows all about phrasing, do they not? In addition, the entire quote “The application of HoloLens within the IVAS system is designed to help people kill. It will be deployed on the battlefield, and works by turning warfare into a simulated ‘video game’, further distancing soldiers from the grim stakes of war and the reality of bloodshed” is open for debate. When you fire and actual firearm, the noise, the blow back of the weapon, it will not feel like a video game, not in the least. I also have an issue with ‘is designed to help people kill‘, the device does not give you skills to kill, it does give the imagery that could avoid one getting killed in the process and that is still an important factor. Add to this the need to keep civilian casualties at zero whenever possible, the part that this enables if a clear stage that a better equipped soldier gets a better chance in keeping 100% of the civilians out of harm’s way. Interesting that these so called ethically high ground Microsoft employees never gave that much thought. Although, seeing my Xbox One icon bar where 50% is used for advertisement as well as the push for more subscriptions is also an ethical debate, especially when the person who paid for a gaming console has no way of switching that part off. In that frame of mind, the Microsoft employees are actively promoting psychic assault, did they consider that part?

I wonder just how convoluted a person needs to be to walk away from half a billion dollars, a device that could save lives, it is interesting that that was a side that no one gave any attention to (media wise that is).

I am not stating that there is a negative side to this device that would be ludicrous as well. Yet if DARPA had not gone to the length it did to get us in 1970 ‘ARPANET, a pioneering network for sharing digital resources among geographically separated computers‘, we would not have the internet and we would not have e-commerce, did they consider that?

These Holo-Lenses might start in defence, yet they can go so much further. Rescue operations (finding life signs in natural or unnatural disasters), medical solutions that give surgeons direct layered information during an operation. In a large hospital not a big thing, but in small rural places, it will be a life saver. All issues that cannot come because these places do not have the billions needed to fund it, the military does and the visionary on these projects can see what else it can be used for. So when we get a couple of Microsoft sissies cry for a ‘ethics review board‘, they should consider the millions that do not want to face forced advertisement on the device they bought, or a diminished device that requires all kinds of accessories and storage to be regarded as actually functional. Their consumers have rights too, but that is apparently not in their frame of mind.

It seems to me that Microsoft has two filters, one for when things are really good and when for when that is not the case. It does fit the style of the military (making them a good match) where clothing is only available in two sizes, too large and too small. Go figure!

Have a great Friday! (60 hours until Monday morning)

 

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Future through the sub line

That was the first thought I had when the Guardian treated us all to: ‘Folding tablet hybrid shows Asia, not US or Europe, is leading the way in innovation‘, I was already aware of this through the submitted patents well over a year ago, yet the Americans remained in denial on just how far behind they were falling, ego does that, iteration does that and denial does that. Now I see that the innovations would optionally give added value to my own outstanding patent on a ‘dumb smart device‘, and it goes on beyond that. Some of the innovations I had planned for are now on par with what Huawei will need soon enough.

Their foldable Mate X, which is allegedly 5G shows that not only is Huawei ahead of the game, I see that they might be more and more interested in my IP, giving me the retirement funds I really really desire. The Mate X billboard that was getting placed for the grand opening in 10 hours in Barcelona gives us the initial view, instead of hiding it in the middle like Samsung does, the outside fold might have additional powers and abilities that we have not considered yet and could optionally have the implementations that Android 10 will offer. Even as we expect the 5,000 mAh battery to be the power driver pushing Huawei all along towards to pole position, the device would have plenty of business needs for options like a potential Dark Mode, as well as DeX-like docking support for a new Desktop mode and a revamp of privacy options. Giving us that Apple is now falling behind and they are falling behind fast. In addition we see the escalations that are hitting Facebook will enable a much larger push towards the WeChat future that is now being considered more and more outside of China.

Barcelona has more, even as the SanDisk 400GB is truly expensive (as well as superfast) as its 128GB is 75% cheaper at present, but that is the reality of larger memory when it is initially released. More important, when I look at the implementation of my IP, I see that the market for SanDisk would grow close to exponential from previous terms and I am sure that SanDisk will not object at all. And the news is not done yet. One source gives us; ‘After Samsung unveils Galaxy Fold, Apple submits blueprint for foldable iPhone‘, implying that they are losing grounds and are getting left behind by both Samsung and Huawei. Even as we are almost conned with: “Apple has submitted a blueprint of a bendable smartphone at the US Patent and Trademark Office (USPTO), indicating Apple’s progressive development towards building a foldable device” we see the issue that if the patent is submitted now, Apple would be optionally 2 years behind Huawei, the loss has been that much for America. As we see the news from CNet and ZDNet and a few others, we see quotes like: “Samsung has gotten the jump on the competition; companies like Huawei and Xiaomi could have the last laugh. While the Galaxy Fold wowed audiences with its demo, Samsung opted not to let anyone get too close to it, and the phone was MIA when the demo area opened up. Another company could steal the spotlight by offering people a closer hands-on with their foldable devices” and none of the articles had given any notion towards Apple implying that with the absence of ‘leaked reports‘ Apple is a no show to the degree that it matters. It was only through Forbes that we see: “In a perfect demonstration of the macro/micro concept in practice, the Wall Street Journal broke the news that Apple is shifting its leadership. The company is also changing priorities throughout its multiple divisions (retail, hardware, artificial intelligence and services).” All these group interview drives for their shops and now we see a massive division shift. It is not only that, they also confirm what I have been telling everyone for almost a year. With: “It’s like paying an even higher price for a bigger plate of the same food“, the part that the plate only seems bigger is left out (it is in the eye of the beholder) and when we consider the $2365 (Apple) versus $899 (Huawei), with a close contender (Huawei too) at $499 we see that there is a consumer group that is taking value into considerations making the technology of Apple slide even faster.

So whilst their marketing division is trying to make sense of the premise of ‘Apple under fire as it admits some iPads ship with a ‘bendy chassis’ – but says the flaw in the $799 product is ‘normal’‘, all whilst the consumers wonders how stupid their train of thought is, and as we were treated to “This 400 micron variance is less than half a millimeter (or the width of fewer than four sheets of paper at most) and this level of flatness won’t change during normal use over the lifetime of the product. Note, these slight variations do not affect the function of the device in any way“, whilst the images (at https://www.macrumors.com/guide/ipad-pro-2018-bending-issue/) shows a “Bendgate” issue that is a lot bigger than their statement. As we are treated to issues a lot more severe, we optionally see an issue where Apple did not merely drop the ball, they went about it wrongly to address the issue and it is not going away any day soon. When we push this forward, is the fear that people with an optional future folded iPhone greeting the ladies in social events with an folded iPhone shaped like a giant ‘V’ that they are not happy to see them, they merely have an iPhone bendy in their pocket, and lets be fair, are you really willing to pay $2900 for an iPad that can’t stay straight?

This part matters as Apple will try to take the 5G path growing its market share as we would expect Apple to do, yet at present Apple is losing speed and making less and less headway, it needs to realise that the Chinese path of innovation is taking steam out of the others and drowning whatever others consider to be innovation to the be a mere marketing exercise. Huawei started showing that clearly well over a year ago and now that 5G is here, the playing field is dominated by China to a much larger degree than anyone is comfortable with. In addition, what was laughed away by many a year ago when I showed that Saudi Arabia was making headway in 5G, is now given by the media as: ‘Huawei to help Saudi Arabia become world’s top 5G country‘, I was more conservative claiming that they would surpass the US in 5G, not that they would become number one, but the Global Times is more progressive here and with “his company will support Saudi Arabia in its drive, and Huawei is ready to invest $20 million per year in its three local research centers, cooperate closely with 140 local suppliers, procure $500 million worth of local equipment annually and add 10,000 local jobs in Saudi Arabia in the future.” The quote (at http://www.globaltimes.cn/content/1139737.shtml) gives a few issues to debate, but behind all this is still the Vision 2030 drive and Neom City the drive that Saudi Arabia has had from the beginning and as I stated many months ago, their need for 5G would be well received, a city that will in the end be well over 20 times the size of New York, all 5G and all innovation driven. That was seemingly just the beginning, because Huawei sees what I saw, Saudi Arabia is important and in the end the biggest springboard towards places like Egypt and a consumer base 300% the size of Saudi Arabia. From there several more markets will open up in several ways. In the end I have been proven correct five times over on this issue alone. Barcelona and their MWC2019 (Mobile World Congress) will show me to be correct in a few more ways. At this point, I merely wonder how often Microsoft will drop the ball there. I am supposed to remain objective, but how can I when we have seen this world where Microsoft innovation is merely limited to their marketing. Whatever we get to see at the MWC2019 this year, it is clear that when it comes to innovation, it will be the Chinese companies that have the last laugh, especially as President Trump announced: “I want 5G, and even 6G, technology in the United States as soon as possible. It is far more powerful, faster, and smarter than the current standard. American companies must step up their efforts, or get left behind“, and the fact that AT&T is hiding behind 5G Evolution (which is not even 5G) should be a clear indication how far the US is lagging behind, all the way to the White House. It is also the one moment where I clearly oppose Business Review who gives us: ‘Trump’s tweet won’t have much impact‘, you see, entertainment is priceless and that is what President Trump offers, 6G when they are still not grasping the options that 5G brings, and the ‘small’ fact that Saudi Arabia will soon pass them by in the 5G mobile field does not help the US either, there is no telling at present how far behind the US will be when 6G arrives in 5-10 years, but we can giggle on the sidelines whilst we watch it happen, can we not?

 

 

 

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Updates

First of all

So whilst Microsoft is trying to rephrase their weak position through: ‘We are continuing to look at engagement as our key metric for success and are no longer reporting on total console sales‘, yes try to sell that whilst you have been all aggro on boasting boosted numbers for decades. Now that Xbox is about to become the number THREE system, they are running scared. The Nintendo Switch is now at 32 million, which surpasses the previous total number of Xbox One consoles sold, but they are currently allegedly at 41 million consoles sold, which means that there is only a 9 million gap until the most powerful console in the world degrades to the bronze position. Nintendo sold 14 million consoles in the last quarter alone, so that gives light that this is the last quarter with Xbox in the number two position, optionally the last month. Yet, I admit, my expectation of passing Microsoft by January 31st was not met, I was wrong. Yet the total number of consoles sold in the last quarter is still an amazing feat by Nintendo and it also shows that even as I was not correct in the end, my view was a lot better than all the market analysts.

The writing is on the wall.

I personally believe that some analysts have been setting the stage for shorting the stock of Nintendo. The question becomes what the law states. You see, when we look at the definition of shorting stock, the most generic version is: “he or she borrows shares of a company from an existing owner through his brokerage, sells those borrowed shares at the current market price, and pockets the cash“, yet in this case, the premise is not entirely that clear, with ‘he or she borrows‘ we need to consider that shorting the stock was done as a service for a third party, giving rise to the sale at tremendous profits. At present I seem to be wrong, there is no evidence of a setting to allow for a short sell. Yet the predictions that were made last year were so wrong, in so many ways that the overall findings would lead me to this path (there are others too). So is it just me? I would actually agree with this, was it not for the fact that the level of wrongness regarding Nintendo was so profound.

The state last year (Oct 2018) was given with ‘Nintendo Delivers Record Quarter, But Misses Estimates‘, so the stock tumbled a little less than 2%, in all this, whilst within a year the total lifetime sales of the Microsoft Xbox One were completely by 67% at that time, in addition, the software sales were almost globally ruling software top ten lists all over the place. We can argue that the ‘missed estimates’ were so ludicrously unrealistic that the entire matter had to be looked at, now we see the last quarter alone delivered 14 million consoles, which is almost 50% of what Microsoft achieved in sales between 2012 and 2016, four years versus three months, so how were estimations missed?

The puzzlement is supported even further with: “That’s Nintendo’s most profitable Q2 in eight years and a solid increase from the $211 million it booked last year.” It is in that light that I had an issue with the predictions in the last year. From my point of view Nintendo smashed almost every record, yet the stock is not reflecting that, giving rise to a few issues, but as a non-trader and a non-economy educated person, I cannot give the weight to that thought, yet the thought remains.

And now that we are treated to: ‘Nintendo cuts Switch sales forecast despite strong holiday season‘ the matter should be set, yet I am not convinced. Even as we see 14.5 million consoles up to now the last two months are unlikely to give them the 5.5 million consoles they need, they expect to get 2.5 million consoles and that seems achievable. I am not convinced that the 5.5 million consoles cannot be met, merely because Microsoft is on the ropes and there is no marketing, no advertising to reflect that. In this aggressive expansion universe it seems odd that Nintendo is not taking up the gauntlet to that degree.

They drastically improved visibility, especially compared to the WiiU. They have the titles that have a large appeal across the board and the people who do play the Switch love the interactions. In addition the shock news of Marvel Ultimate Alliance 3 and the fact is that it is exclusively to Nintendo Switch is not merely news, it is equally a shocker to Sony as well, as this was the kind of stuff that Sony needed to prevent from happening. The fans (including me) loved the first one on Xbox 360 and as we see the foundation of the original Gauntlet added to the DC and Marvel Universe, we get a game any comic book fan would love to play and nearly everyone that was one did and loved it. So to get this exclusively to Switch is a dealmaker as well as a record breaker. I doubt that this game will be out in time to get the next quarter sales up to the degree it needs to be upped, but it will soar sales of Nintendo yet again (optionally not in time to make the 20 million marker).

So did Nintendo do it wrong? I am not convinced, they made huge mistakes in the WiiU era and seemingly repaired all those flaws in the Nintendo Switch stage, no matter what estimates were not met, we now see that Nintendo Switch has gotten to 45% mark of the PlayStation 4 lifetime sales in under 2 years which is quite the feat as Microsoft got nowhere near that result, ever!

In second place

This is given to us by the Guardian (at https://www.theguardian.com/world/2019/jan/31/italy-slips-into-recession-for-third-time-in-a-decade-economy) it is in the setting of the same wall with more writing. It was to be expected as Italy has a whole range of economic anchors and downfalls. Yet I had hoped that Italy would have been able to stagnate their economy; alas they do not get to be that lucky and recession is the result. The problem is that this could also adversely affect France at present. It is (according to the Business Insider) yet at present the recession there is most likely, yet not a certainty. No matter how it wields, the French President will have to make a few committing jumps on several levels and as the stage between the US and the EU is polarising France will be on the side of the French needs, which by the way is not on par with American needs, so the Europeans have that to look forward to in the next 5 weeks. It is also the Italian part where we see failings, the Guardian gives us: “The deputy prime minister Luigi Di Maio, the head of the Five Star Movement, said the recession was proof that Europe’s budget rules should be relaxed to allow Italy to stimulate its economy back to growth“, which is the larger mistake. That approach did not work for the ECB and now the EU nations have a 3 trillion Euro anchor around their necks, adding debt will not have any true influence on the economy. the entire spending spree is now to be the anchor that drowns the 27 EU nations sooner rather than later and that is the overbearing part why Brexit was essential, the moment the UK is cut form that, the entire mess evolves too fast for anyone to correct for. The entire mess on four economies, where the one (UK) leaves and two (France and Italy) have merely a recession to offer, which means no options at all leaving it all to Germany who has enough for the ace of spades to be handed to them again and again. Germany avoided recession as it grew by 0.1%, which means that they only defeated the recession on the academic principle. It still means that the German economy is stagnating and that is not a good feeling when you are a German. So whilst we now see a whole parade of blaming the UK on making matters worse through a chaotic Brexit, I merely state that these idiots only have themselves to thank. If they had done something about the lack of transparency at the ECB as well as muzzle Mario Draghi from spending 3 trillion euro’s, money they never had, the situation would not be this dire (as I personally see it). The fact that the Business Insider also reported: (at https://www.businessinsider.com.au/europe-economic-gdp-growth-data-heading-to-recession-2019-1) “Junk bonds went through the roof. Total issuance of junk bonds from non-financial companies (rated BBB) went parabolic, according to Bank of America Merrill Lynch, as more highly rated bonds declined“, it is directly linked to the problem, that market went up by €100,000,000,000 in the last year alone, so this time if there is another meltdown (like 2008) and it happens, Europe will not see the fallout as it happened in Wall Street. No, this time around Europe will be the cause of it all to a much larger extent, so the impact on Europe will be beyond disastrous. Whatever quality of life there is, the Europeans can kiss it goodbye for decades. They could quite likely desire the time of harsh austerity, how is that on forecasting quality of life?

In combination

The EU is in a bad place and it has been reflecting all over the place. You see, last November we were treated to: ‘CPPIB is shorting $750 million worth of EU stock, making it one of the most active short-sellers in Europe, data show‘, more important, it gets an added “Unusual in that Canada’s biggest pension plan also tends to hold ‘rather long-term’ positions“. It seems a perfectly valid place to be in, especially when we see that so far that pattern seems valid. We see the additional “the CPPIB has nearly doubled the number of its disclosed short positions since last year, to 23 from 14. That places CPPIB 14th on the list of the most active short sellers in Europe“, as stated before, I can see the presence, and in this case I cannot explain it (merely because I am not knowledgeable enough to do so). Now, as we see the recession hitting Italy, followed by France soon enough, we might see the reflection on how the gains for the CPPIB could be one of the most profitable ones they have ever had. Even as there is still a little doubt, the firm holding ‘$356.3 billion in assets’, might soon be growing to a half a trillion wealth management colossal. With the positions becoming winners as Talend SA, Wirecard and PostNL falling like a brick in free flight, we see that the CPPIB is lunging forwards through growth (for now).

When we see the impact markets where the fun of wealth comes through the investing towards the gloom of failure, there we see profits soar, profits for those selling short that is. This is not the end or the beginning of the end. As France is setting the stage to move directly into a recession we will see more and more short selling profiteers and as France stumbles, the eyes of all will focus on Greece. Even as we are given ‘Greece moves towards ending austerity with rise in minimum wage‘, it is hard to predict the outcome. It makes perfect sense to do this and when you realise it is significantly less than half of what an Australian would get over that same period. It makes us wonder how the Greeks had been able to keep themselves alive. I personally hope that the view of Alexis Tsipras works out the way he thinks it will, the case is viable, and will it work? Only time will tell at present. Yet it is also a dangerous place. That is seen with: “A glimmer of light emerged on Monday as borrowing costs on 10-year bonds dropped to a four–month low and Tsipras announced that the government would imminently be issuing a five-year bond“, we get the logic of essentially needing to borrow, but Greece is in a much too dangerous place and those bonds could backfire in a terrible way, I believe that the bond issuing was done too early, in a time when there is still too much to lose. In that I actually hope that I am wrong, yet my track record towards predicting these events have been too often on the nose and that worries me to no end.

In this Bloomberg view supports mine (at https://www.bloomberg.com/news/articles/2019-01-07/all-the-risks-besieging-europe-bonds-are-spilling-over-into-2019), the headline ‘All the Risks Besieging Europe Bonds Are Spilling Over Into 2019‘ gives that. Even as the view does not include Greece, the overall risk will be hitting all EU nations (as well as the UK). There are two parts to this, the first opposing me is the view “The risk of spillover from Italy is in our view overestimated,” by Arne Lohmann Rasmussen, head of fixed-income research at Danske Bank A/S. Both that as well as the positivity that he thinks that Spain brings is set on realism, the man is a professional, let’s not forget that. Yet on my side we see: “What happens in Italy is still likely to be felt in its Mediterranean peer, albeit not to the extent of the euro-area debt crisis earlier this decade” this is the Goldman view and I believe t is more accurate, more important the doubt and worrying nature of these investors will make them sketchy and shift happy on a few levels, so when Italy is hit, France will get a beating as will Greece and it will affect Spain too, depending on their economy optionally a lot less and there we get back to the academic non recession of Germany, that 0.1% in the plus, when that gets hit negatively it will escalate the Mediterranean issues by a lot more hitting Spain for certain and hitting the others harder. It is merely my view, yet I believe it to be the correct one. For how much is unknown, I have no idea and I am not willing to guess. We will see a lot more by the end of March. It is at that point where we see what the actual impact will be, at the point the people will decide to either enjoy a little sunshine or make sure that they can avoid the winter of their bank accounts, in Europe these options have become mutually exclusive, an impact that will hit tourism in Greece and Spain in more ways than one. At least the Greek prediction that their tourism will level off in 2019 is decently realistic, which opposes the view: ““2019 will be Greece’s year,” according to DER Touristik, the largest travel company in German-speaking countries” one that is wishful thinking at best.

 

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Does smoke mean fire?

We have all heard the expression before: ‘Where there is smoke, there is fire‘, yet what happens when no fire is found, what happens when certain involved parties are all combined in the need for deception?

That is the question; it is not a direct accusation, as I am not aware of all the facts. I am merely in possession of a whole heap of doubt. The latest is given with: “On Thursday, communications giant Vodafone said it is pausing the deployment of new Huawei equipment in its core networks across the globe. The core networks are particularly sensitive as if they are compromised, mass spying can be conducted across them“, the operative part is ‘if they are compromised‘, there is no evidence, there is no case, it is merely Vodafone sucking the proverbial addendum of America. This comes with the addition of “the University of California at Berkeley and UC San Diego — are removing Huawei equipment and shunning its cash. They apparently don’t want to lose funding under the terms of last year’s National Defense Authorization Act (NDAA), which banned federal funding recipients from using certain products and services“. The mess is increasing and the whole fiasco is all connected to the fact that there is no evidence. At least with Alex Younger (MI6), the premise was that no government should be allowed to be in an optional point of weakness through foreign technology. I do not believe that was the cleverest step to make, but we can argue that it should be seen as a valid national reason, which is fair enough.

There is of course concern in opposition and the Guardian gives is (at https://www.theguardian.com/technology/2019/jan/27/huaweis-problems-deepen-as-western-suspicions-mount) with: “Critics say Huawei’s rapid expansion is suspicious. Founded in 1987 and focused on selling telecom equipment in rural areas of China, it has grown into the world’s largest supplier of telecoms equipment and second largest smartphone maker. It operates in more than 170 countries, employing about 180,000 people“. OK, I am willing to give that thought, because there is suspicion on that level, yet there is also Facebook, it grew to a multibillion dollar behemoth in less than a decade. At least with technology there are supporting investors when they comprehend the technology and it has been clear in the last 10 years that Huawei was ahead of the curve. My initial assessment in 2014 was that Huawei would soon have at least 20% of the mobile market. I was laughed at by several people, now when I remember them of their short sightedness, they seem to react in denial with statements like ‘I don’t know what you mean‘ and ‘Well, you should have communicated it better‘. Although I did state that Huawei will soon have well over 20% of the mobile market‘ seems to have been clear enough. Now they surpass that with a comfortable distance, and they are not done growing. When I initially discussed my $2B IP idea there were only two players. Google and Huawei, now my benefit to only consider Huawei will have a few more tactical benefits as well as leaving me with a larger slice of that cake which I find appealing as well. that is beside the point of me sticking it to Microsoft and Apple to show them how stupid their path of iterative technology was, in addition, if Huawei pulls it off, it will create a very new cloud technology based growth system. they will do so because all these jokers who are hiding behind ‘security concerns‘ will soon learn that evidence is still adamant and the people are finding out that getting sold short for the benefit of specific Telecom operators come with a massive price tag.

So I found a way around it and create a second system that avoids them altogether, that also means that these players will lost on terabytes of data per day making their losses increasingly uncomfortable. I do have an issue with the quote: “Ren went on a media blitz, breaking years of silence to say the company has never engaged in espionage on behalf of Beijing. “China’s ministry of foreign affairs has officially clarified that no law in China requires any company to install mandatory back doors. Huawei and me personally have never received any request from any government to provide improper information,” he said” I have no doubt that Ren Zhengfei is speaking the truth, yet I am also aware that someone like Chen Wenqing will never knock on the door of Ren Zhengfei, he will find a way around it and get what he needs in another way. By the way that same picture applies to Gina Cheri Haspel and General Paul Nakasone and their links to Microsoft, IBM, Facebook and Apple. You better believe that they are very much on the same page when it comes to their national security, your rights be damned (when National security is discussed).

So let’s not have that pot, kettle and black conversation, shall we?

Then we get to the trade secret part of it all. Oh, and before you get any crazy idea’s. Perhaps you have heard of how in the mid 60’s Israel, through Mossad acquired (read borrowed) the blueprints from the French and when the ban for Israel was clear, they producing an uncanny identical likeness of the Mirage 5, I believe it was called the Nesher, with technical specifications for several main parts to be as perfectly identical as a fingerprint. We were not really that surprised when it happened, yet what was less known was that some documents in the mid 90’s implied that the CIA was very aware of it all before the operation was completed, which shines a light on their need of what they regard to be a trade secret.

This part is important when we realise that the accusation reads: ‘conspiring to steal trade secrets from T-Mobile US Inc.‘. The question is: ‘What Trade Secrets?‘ You see Huawei is a lot more advanced than T-Mobile. Perhaps it is what BGR Media LLC claimed with: “unscrupulous T-Mobile sales reps lie to customers and open lines on their accounts without permission, all to meet unrealistic sales goals“, which is interesting as this is not a think Huawei does, they merely sell hardware and services to companies, not to individuals. Or perhaps the EFF (Electronic Frontier Foundation) findings with: ‘EFF Confirms: T-Mobile’s Binge on Optimization is Just Throttling, Applies Indiscriminately to All Video‘, so how is any of that interesting to Huawei? So what exactly is the formal brief for the case? You see, the media does not divulge that, they give us all the innuendo but not the facts. And when it comes to the accusation ”Huawei used a Hong Kong shell company called Skycom to sell equipment in violation of the US sanctions in Iran“, which might hold water (I actually do not know), yet if the US is unwilling to set that stage by “The U.S. has agreed to let eight countries — including Japan, India and South Korea” to let the Iran sanctions be waived, why are they so specific? Is it merely because their financial and economic setting demands it? How is that proper sanctioning? All that, whilst the media at large is not making any mention of the other 5, we need to see that the entire Iran Sanction is to be seen as a cloak of corruption, if that was not allowed, the oil price would suddenly soar and at that point the US economy would be in deep drenching goo, is that not an interesting side as well? Or perhaps a better clue on how Cisco, Sun and HP equipment makes it to Iran without any hassle, an event that has been going on since 2012, so in all this, the entire Huawei discrimination debacle reads like a joke.

to be quite honest, if there was an actual security issue, I would go after Huawei without a moment’s hesitation, I know I can best Director Igor Kostyukov (GRU), yet going after Chen Wenqing, a man who eats, dreams and lives by the Art of War and optionally one of the few people on the planet whose eyes have seen the actual original version, he would be a lovely challenge for the likes of me. I am no Steinitz, Karpov, Kasparov or Carlsen, but I could be a crazy Bobby Fischer, he’ll never see me coming! (OK, that was my ego talking for a second).

You see, I look beyond the data, beyond what people and politicians hide behind and the entire Huawei mess is a political play of nepotism and fear, because those getting momentum in 5G will set the pace and win the race, that is what America fears it was that simple all along. That truth is easily found, the orchestration (read: rigging) of what would be global 5G rules and the FCC of setting a different stage, the non-accountability of AT&T in all this and that list is growing almost on a daily basis, it gets to be more interesting now that the Democrats from the “Leaders of the House Energy and Commerce Committee sent a letter to the Federal Communications Commission today demanding information concerning possible coordination between FCC officials and carriers in an ongoing legal fight” (source: the Verge) and a few more like them. In the last 15 days we have seen more orchestration and the setting of the stage with specific judges, to get a more appealing situation, when we see that part, we see that the technology gap in America is a lot larger than we think and it is setting the stage of fear against an advanced players like Huawei on an almost exponential growing path. America has seemingly no other optional left. That is why I saw from the beginning that places like Saudi Arabia could fuel exponential growth in 5G and making Huawei larger by the day. It also fuels the growth path back to Europe, because the moment Huawei proves that they have the good stuff, the EU will chose profit over short sighted American policies, because those policies do not pay the bills, profit does and the EU is desperate for any profit it can get.

Consider the billions of value of those networks and the billions of revenue that these networks make in addition through information, advertisement and data collection. America is starting to lose out because they were asleep at the wheel for close to 3 years, it is enough to miss out on an entire technology generation. That is the danger that iterative technology brings. For now I merely wonder what Google can do to stay ahead of it all, because their lives depend on the technologies that Huawei has, when Google search becomes less and less at the point of the spear, merely to be laughingly called Bing v2.1, how do you think Google will react? They optionally have the path to equal Huawei in a new network facilitating stream giving them additional revenue in a new dimension. We might initially think Saudi Arabia and Neom city in the pilot stage, yet that could so one thereafter evolve towards London, Paris and other places to grow strong and fast, because in the end all these policies sound nice, but they all forget the number one clause required. It all requires users and that is the part both Google and Huawei figured out a decade before the sheep (read: IBM and Microsoft) started to get a proper clue.

Too many intelligence wannabe’s focussed on Mark Lowenthal’s Intelligence: From Secrets to Policy, which is an awesome book, and when you consider the simple: “on how the intelligence community’s history, structure, procedures, and functions affect policy decisions“, which is also an absolute truth, yet behind what you would like to have, these people all forgot about the consumers and what they demanded to be their right, that is where their gravy train became another Titanic and the greed driven path went not by one iceberg, but it steered towards one every other hour making it a wreck in the making, the entire 5G debacle in the US is no difference in that regard and I will be around to laugh at those in denial thinking and parroting ‘security concern‘ on all the media without any proper cause or evidence to show for it. Oh, and I am not the only one, a whole score of cyber experts are on that same path, so I am not alone in seeing through the media stupidity, merely seeing on how much bigger experts like me are totally ignored on several levels giving merely the rise and early expectation to someone screaming in some policy department ‘Iceberg dead ahead‘, whilst none of them are qualified or sanctioned to alter course, going straight for the natural Whiskey coolant.

Life can be exceedingly entertaining at time, but for all the tea (and Huawei mobiles) in China, I never expected them to be this hilarious. Sometimes smoke is not fire, it is the steam of a ship striking an iceberg and going down. For those on that ship do not worry, the direct path to land is only 3800 meters away (straight down).

 

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