Tag Archives: Middle East

Desertion

Desertion is an ugly word, it is often contributed to cowardice and cowards, the truth is actually less straight forward. We can consider that the choice is left to someone who can no longer tolerate the actions of their government. Then there is another form, when it is not linked to a military decision, when in its purest form the application is the action of deserting a person, cause, organization or even a government, and even then people try to hide it behind words like forsaking, abandonment, shunning, stranding or jilting.

They consider desertion too harsh a word, but that is exactly what the US government is doing as the New York Times (at https://www.nytimes.com/2019/07/11/us/politics/house-democrats-saudi-arabia.html) gives us: ‘House Moves Again to Cut Off Support to Saudi War in Yemen‘, so when we see: “to prevent the Trump administration from using its emergency authority to transfer munitions to the kingdom, delivering twin rebukes as Democrats sought to leave their stamp on military policy“, when we see this, we should consider betrayal of an ally, abandoning a nation that the US claims to have good ties with. And it goes further than that, there is actually an issue that has been left unpublished for a much longer time (to the degree it should have been published).

Qatar has been accused of being a facilitator for state sponsored terrorism. This is not a light subject, it is quite heavy an accusation. Let’s be clear, I am not accusing them of this, they have been accused and it is an important accusation, because the US is in much deeper waters than you think. Even as Saudi Arabia is getting cut off from defence options to defend itself against Hezbollah and Iranian supported Houthi units, attacked by (mostly) Houthi forces using missiles, we learn that mere hours ago “a Houthi rocket was fired indiscriminately and targeted a non-military area“, the target was Dhalea in SW Yemen, so the fighting goes on and America is pulling out, or are they? With the news from ABC that less than 24 hours ago (at https://www.abc.net.au/news/2019-07-10/qatar-donald-trump-military-and-commercial-deals/11294500) we are given: ‘US and Qatar ink deals for ‘tremendous amounts’ of military weapons and Boeing planes‘, the quote: “Qatar has agreed to buy “tremendous amounts of military equipment” and Boeing planes from the United States following a visit by Gulf Nation’s Emir to the White House, according to President Donald Trump” implies that the United States wants to be part of the Middle East, more importantly it is seemingly on track to keep stability to a nominal minimum, which is only serving America at present. It was given (by ABC as well ) that Qatar has an issue, in 2017 we saw the accusation “According to James Piscatori, deputy director at ANU’s Centre for Arab and Islamic Studies, “It is probable that the regime, as well as some wealthy Qataris, have been supporting various groups, such as the Nusra Front.”” and unlike the implied murder of a journalist no one cares about, the accusation against Qatar is not one that requires ‘beyond all reasonable doubt‘, it requires ‘is it more likely than not‘ and that bar was seemingly passed. Over two years there has never been clear evidence produced that this was not the case and now we see that in the backwash of implied state sponsored terrorism we see the US making happy deals. The fact that these questions are not out in the open with the media is a lot more pressing than one might imagine. Media inaction allows for the accusation to fester and that is happening.

So when we get the additional quote: “The terrorist group, which has since changed its name to Jabhat Fatah al-Sham, began as an offshoot of Al Qaeda. It’s been fighting President Bashar al-Assad in the Syrian war and wants to establish an Islamic caliphate“, the fact that this was given to AC out in the open in a stage where we see the American non treasury see a shift from one player to another is more pressing, there is a larger concern and as the US is keeping stability in the region to a minimum, the dangers will mount to larger degrees soon enough. the problem remains a large one, not because of the lack of evidence pointing one way or another, it is the statement from Gen. Charles Wald, former commander of U.S. Central Command Air Forces, who gave us only a few days ago: “Qatar is helping Iran“, now this is a loaded issue, first of all, there might be a large issue with Iran, but that does not mean that some nations do not have an economic need to play mean to dump Iran as a business partner. Can we (or should we) prevent medications and food to be shipped to any nation? If we have a humanitarian side, it wold be that a population need not be hungry, famished or denied medical provisions. And we also acknowledge that less than 48 hours after the attack on the World Trade Centre, Al Udeid Air Base in Qatar opened business to America so that it could have a strategic advantage. Even as we acknowledge it all, we also see the view that this general has with: “Qatar must choose: It can keep its U.S. air base or its ties to Tehran“, I am willing to think that issues are this simple, but they are not. Yet the state funded terrorism accusation lingers.

Then the second tier comes into play, consider that the accusation is true, how high does it go? Consider that Qatar is a monarchy with Emir Sheikh Tamim Bin Hamad Al Thani at the head of that table. No matter the accusations have never been linked, or were there any serious accusations (with some level of evidence) that a member of the monarchy was involved. Is Qatar therefor still guilty, or are there elements in Qatar (high ranking ones) part to the stage where state funded terrorism is a valid accusation? The fact that the media is not looking there, does not mean we must shun the question.

When we look at family, we see the father Sheikh Hamad bin Khalifa Al Thani, under his rule as previous ruler, we see that two US military bases were hosted, large investments in western corporations for well over $100 billion, there was the support of Arab spring and founded Al Jazeera, these are all actions that imply futuristic thinking, not funding terrorism and we need to acknowledge that. Then there is the brother (of the current monarch) Jassim bin Hamad bin Khalifa Al Thani, educated at the Royal Military Academy Sandhurst as well as at Sherbourne School (Dorset), none of this screams terrorist support, this does not mean that it is not happening, it merely implies that the ‘more likely than not‘ might be a wrong standard and there has been very little investigation towards the guilt or innocence of Qatar.

Still these sides do not imply that the US is wrongfully selling arms, it does still support the tactic of minimalizing stability in the region and that is wrong, the abandonment of Saudi Arabia seems clear too and as such the dangers in the Middle East are escalating, not lowering, which is a large failure.

What happened?

For this we can turn to yesterday’s Washington Post (at https://www.washingtonpost.com/business/energy/the-saudi-qatari-breach-explained/2019/07/09/96ec69de-a260-11e9-a767-d7ab84aef3e9_story.html) Here we see: “The crisis was sparked in 2017 when hackers published a story on Qatar’s news agency quoting Qatari Emir Sheikh Tamim bin Hamad Al Thani as criticizing mounting anti-Iran sentiment after a trip to the region by U.S. President Donald Trump. Qatari officials quickly deleted the comments, and appealed for calm as Saudi and U.A.E. newspapers, clerics and celebrities accused Qatar of trying to undermine efforts to isolate Iran“. Here my issue becomes ‘when hackers published a story‘, and they have journalistic integrity how exactly? Hackers tend to lack credibility, not to mention in an age with over 10,000,000 hackers there is a group (well over 90%) that have only greed driven needs, so how is that reliable?

How money flows

Then the Washington Post gives a gem that is worth its weight in gold. With: “Some Qataris have provided support to al-Qaeda and its spinoffs, U.S. officials say. According to the State Department’s report on international terrorism, despite government controls, “terrorist financiers within the country are still able to exploit Qatar’s informal financial system.” The U.S. report uses similar language in its section on Saudi Arabia. The report details efforts by both the Qatari and Saudi governments to counter terrorism financing. It offers greater praise of the Saudi efforts“, it does something strong, the premise of ‘more likely than not‘ now fails to a much larger degree. when we see: ‘Some Qataris‘ we recognise that there is a small issue, but when we place ‘some Qataris‘ next to the thousands of terrorists that America has (the members of the Ku Klux Klan to name merely a first group), we see that the accusations against Qatar are suddenly less powerful. Now we accept that the issue existed in Saudi Arabia and Qatar, yet we see that Saudi Arabia has been more eager to fight this than Qatar it does not make Qatar more guilty, it merely means that optionally more is required from Qatar, yet in all this there remains the issue on why America abandoned Saudi Arabia. I believe that these steps have seemingly nothing to do with commerce, merely with reduced stability and in this day and age in the way that Iran is jumping around not a good thing, when the kettle boils a short decisive war would be essential and America just made that a non-option.

so when we get back to the New York times, we see how the US government is making themselves liable (as I personally see it) “But the most consequential amendments on Thursday continued Congress’s months long effort to intervene in the Yemen conflict and punish Saudi Arabia for the murder of the dissident Washington Post columnist Jamal Khashoggi” you see, no evidence was ever presented, no evidence can be presented at present making a government privy to intentional murder, there is no body, there is no forensic evidence, there is merely circumstantial evidence at best and even then, some of that evidence in tainted. So the US taking the work of an essay writer (seemingly named Eggy Calamari) as gospel to the degree it is doing is not staging any level of progress, it was a document at best and presented in three stages, every time merely meant to attack Saudi Arabia, progressing destabilisation in the Middle East (better stating inhibiting stability).

It gets to be worse (for America) when we consider “Lawmakers voted 236 to 193 to prohibit the administration from using funds to support the Saudi-led military operations — either with munitions or with intelligence — against the Houthis in Yemen“, especially when we see mounting evidence that Houthis have directly been targeting civilians, have engaged on a larger scale firing Iranian missiles into Saudi Arabia and using drones to attack ships and airfields in the region, that is a group you want to protect? I think that there are optionally 236 voters guilty of supporting terrorism to a much larger degree, I wonder which excuse they will use for letting the battle rage on, stopping humanitarian aid to go forward towards the Yemeni civilians and now with the added accusation that Houthi forces have recruited 30,000 child soldiers up to this point (source: Middle East monitor). As I see it, when the dust settles, I will have fun! I will try to publish the photos of the cadavers from all over Yemen with (or is that ‘in’) all their exposed guts and glory. I will on the principle of the matter make sure that these 236 names are published with these images so that the American people know who they voted for and how humanitarian their actions were in the end, that’s only fair, right?

When you desert your ally, you should be proud of that fact and get named in full, should you not?

 

Leave a comment

Filed under Finance, Law, Media, Military, Politics

Lap Time

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

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

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

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

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

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

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

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

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

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

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

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

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

 

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Falling off the wagon

It all started with a success story, it then ‘evolved’ into the age of complacency as it was lying in a lazy floating chair in a swimming pool. America was lazy, complacent and greed driven.

Huawei overtook Ericsson in 2012 as the largest telecommunications-equipment manufacturer in the world, then casually overtook Apple in 2018 as the second-largest manufacturer of smartphones in the world, still behind Samsung Electronics, and rose to the 72nd rank on the Fortune Global 500 list. In December 2018, Huawei reported that its annual revenue had risen to US$108.5 billion in 2018 (a 21% increase over 2017).It is at this point that America was a mere 3rd position, Huawei is presently servicing 47 of the 50 largest telecom operators on the planet, for the first time in history America no longer really matters as a technology provider. Sources like the Economist, the Guardian, Fortune and TechRadar all give the same news. It is at this point that the USPTO has to give the goods (read: the bad message) that Asia has surpassed America with registered patents by a lot, and the US has to deal with more and more bad news as they get strangled by a debt that surpasses $22,000,000,000,000. 22 trillion and no end in sight to turn it around, now that 5G is off to the races more bad news is given as the American and Nokia 5G solutions are decently inferior to the ones that China (Huawei has). The American overreaction is astounding and it comes with additional levels of humour. When we see an article by cyber security expert Zak Doffman in Forbes ‘Huawei ‘Slams FedEx Vendetta’ After Courier Refuses To Deliver P30 Phone To U.S.‘ (at https://www.forbes.com/sites/zakdoffman/2019/06/23/huawei-slams-fedex-vendetta-after-courier-refuses-to-deliver-p30-phone-to-u-s) where we see: “Parcel returned by FedEx due to U.S. Government with Huawei and China Government—return to sender, the humour is here as we also saw a month ago: ‘Drug traffickers’ favourite way to move fentanyl is FedEx and USPS‘, so Fedex can stop a Chinese mobile phones, yet is incapable of stopping drug traffickers. It has become that bad and for the life of me, the idea that that stupidity has grown to this degree at the moment has made me realise that pretty much my only option left is to offer my IP at 10% value to China as America clearly can no longer be trusted to stop the stupidity in its own ranks.

And it gets to be worse. Now we see: ‘The U.S. blacklists five Chinese supercomputer firms, including AMD joint venture THATIC‘ (at https://www.pcworld.com/article/3404464/the-us-blacklists-five-chinese-supercomputer-firms-including-amd-joint-venture-thatic.html). So as we are now introduced to ‘U.S. firms will be forbidden to do business with the companies‘ we are shown more than stupidity. I have been an avid fan of the segregation, isolation, and assassination triangle in tactics, but this is pretty much the first time in history that a nation is doing it to itself, implying that American bankruptcy is so close to the collapse that they need whatever they can to delay the collapse of their economy. I can never trust any government in that position to be honest about any trade it holds. Handing my IP over to China is perhaps the only option to get any decent amount of funds out of them, and I have to pay the rent at some point.

Do I care about these Chinese companies? Not really! Apart from my trusty Huawei mobile, I do not know any of them and there is no real reason to know or care about them, but the actions of America to the degree that they are doing it, like they are the biggest whoring bully on the block also implies that they can do it to anyone else and as I see it, there are plenty of UK (BT), Swedish (Ericsson), Finnish (Nokia) and other firms they can do this to when things do not go their way. They will come up with some kind of National security scheme like Finland is next to Russia or something like that. It is nice to advocate open and fair trade when you are the only one dealing (IBM, Microsoft) but that is no longer the case and Microsoft has become too self-indulgent as they screw up market after market just to push their Azure solution. America can no longer be trusted, that is the short and sweet of it, they know it and Americans know it too, but they are too desperate and there is no stopping a desperate bully who is about to no longer matter.

And the world is not ready for a bully like that. Japan is too deep into its own problems, Europe is desperate to avoid whatever recession comes next and the others have no independent voice. In all this India is as isolated as it gets and that takes 12.5% of the global population out of the equation. As the risk of a 2020 recession in Europe is nearing an almost certainty there is panic, there is panic on Wall Street because the 2020 recession will hit the US squarely in the chest during the elections, ending whatever small edge the Republicans have and it changes everything for them. The 2020 recession will be worse than ever because the ECB squandered their reserves on incentives and stimulus as there are no reserves left. The ECB, IMF and Wall Street all knew that this could come and the 5G hype was all about avoiding it so that the new economy could restart what was lost, but their lag against Chinese Technology vendors (read: mainly Huawei) is so large that it will help the Chinese economy, but the others will only get a fraction of the IP they do not own and that fallback (or non optional fallover) is a lot larger than some are willing to admit to.

Now the short sighted American bias against Huawei and China is hitting new heights as they try to isolate China, yet in the end they are isolating themselves as Europe is seeking another option, they are seeing the value of Chinese IP and they want alternatives, especially if it could delay or even turnover their own impending recession, in that scenario America will lose more and more because their own technology is flawed, untested and lacks innovation. It will hit Europe, whilst benefitting the Middle East as Saudi Arabia, the UAE and Qatar have signed up with China, America lost more than just weapon deals there.

What Cisco achieved with UTS in Sydney a decade ago is now happening in Qatar, Qatar University College of Engineering now has a similar deal with Huawei, implying that Qatar might be the first place where Huawei trained 5G engineers and innovators are born pushing 5G innovation. For Qatar this is more than good news, there is a first stage where Al Jazeera could become technologically more advanced than CNN, another blow to American pride and Al Jazeera is eager to really get there. They have miles to go, yet with 5G fully deployed they can do it in less than half the time we expect. All elements that push America back further and further. When I stated that this was a stupid move by America in 2018, I actually had no idea that they would lose to this degree, but at present they are and their decisions are making things worse not better.

As we see the first Huawei Authorised Information and Network Academy (HAINA) programme launched in Qatar, we also recognise that this will enable Saudi Arabia and the UAE more and more, so there might be a diplomatic stance ending the unfriendly border issues between the three and they will profit stronger and stronger.

There is absolute truth in the statement: “Undersecretary of the Ministry of Education and Higher Education Dr Ibrahim Al Nuaimi, said developing the technology capabilities of Qatar’s youth will have a significant impact on the smart evolution of society and country, contributing to the growth of Qatari economy.  “Initiatives such as this one between Qatar University and Huawei demonstrate the power that cooperative action can have in shaping the future of a nation,” he remarked“, it still requires the foundation and the nurturing of how to grow innovation, yet I have seen again and again that the hungry will find alternatives to make food and Qatar is clearly famished at present.

And there is one more nightmare to face. You see if China gets any IP hands on anything that could replace x86 technologies, the US is truly done for. At present they will laugh, scream and make all the claims that an ego driven nation could make, but then there is the history. We have 1975 when Federico Faggin and 11 employees created the Z80, there was a small team led by Chuck Peddle who came up with the 6502, it hit Intel and Motorola hard, a chip at less than 15% of the cost of an Intel or a Motorola processor. It would fuel an industry that would sell well over 15 million computers in an age where computers were not popular. We recognise that America was the driver in all this, it drove RISC to be the factor for the creation of Summit, still the fastest Supercomputer in the world, yet now that China surpasses America in patents, they have the core to create a new age of computer technology. We see that from 2017 onwards the Huawei Mobile Phone is the personal server to have; the fact that it is a mobile is beside the point. My IP was a security pass on personal mobile servers and that is the foundation of the next decade. It is not the personal computer or desktop, there is still the laptop and Chromebooks (and likeminded devices) have the option to be the next power drivers, but Huawei has the hand with 4 aces, they have the foundation of mobile personal servers and it scares America. My idea for what would have been (optionally) the Google Tome was founded on that idea as I created a solution to stop the NHS collapsing. Now that most elements are with Huawei and Chinese operators, America actually matters less. Even as Microsoft is still screaming Azure (whenever they can), we see that there are other options that could do similar and could surpass Microsoft within 4 years, that realisation is scaring America to death. They have no options when that happens. Complacency got them there and the next generation of these so called ‘captains of industry‘ are holding a hand with a two and a seven and they are playing Texas hold’em. A proverbial Snake eyes for the craps dealer in the house, which is the setting and the stage they can no longer escape. It is where they are at and their overreaction merely shows their levels of desperation.

In 2021 we will see that not only will they have lost 5G to a crippling degree, the other players will fare even worse. If China gets a decent deal with Japan, America will have segregated itself, they isolated themselves as Europe and the Commonwealth will seek whatever keeps them afloat and at that point with the debt closer to $25 trillion, they will end up cutting their own wrists with all the uber wealthy Americans seeking sunny shores in their mega yachts. Suddenly places like the Riviera, Dubai, the Virgin Islands and Italy will be swamped with Americans who will be quiet as mice as they wait for America to reinvent itself in the span of 2-3 decades, and America needs to get lucky to do it that fast. As the world is set to the currency of IP and patents, it might take a whole lot longer than that.

When I decided to get my Master in IP in 2010 I knew that there was a change in the winds, it was the clearest in IT, but I saw how it would impact to a much larger degree, I saw the shift to mobile patents in 2012, and now I see the other shifts too. I feel certain of my view, I cannot tell how politicians will react because that too impacts the changing tides, but overall they seem to align to the need of greed too often as such, my predictions are more likely than not coming true. It’s a sad world, if only American firm had not been so lazy relying on iterative technology for a decade, things would be very different indeed.

To complete the change China really only needs three more innovative steps in 5G communication to make it certainty and turn these steps into nail to service the coffin that is America, with the Middle East in play, there is every chance that they will pull it off, the rest of us (the non-Americans) will need to decide on how that future serves us best, because that too is a choice we face, and we have to make it ourselves.

And if you were in doubt until now, the Wall Street Journal reported only hours ago: “U.S. President Donald Trump is looking to require next-generation 5G cellular equipment used in the United States to be designed and manufactured outside China, the Wall Street Journal reported on Sunday, citing people familiar with the matter.” So consider this quote really clearly: the entire China matter has been going on for weeks, yet yesterday we see that equipment is to be ‘designed and manufactured outside China’, a discriminatory tactic that shows that there was no clear tactic in play, and clearly the Americans are not up to scrap at present. What else was not anticipated on?

Someone fell of the wagon and others were unable to see the dangers clearly, The US still does not recognise that it has a real problem; the first stage of solving the problem is at present not met. Do you really need more convincing?

 

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

Diànhuà X2 (Xīnchē xíng)

This is not a name, it is not a brand and it is not a weapon system, Diànhuà is Chinese for ‘telephone’ plain and simple. The issue is that we need to start learning words that we normally never would have learned. Anyone who has spent time in a dojo in Eastern China (aka Japan) or perhaps in Thailand or in Indonesia knows this. You see when you start your path in Karate you learn the word ‘構え’, and you think, ‘I am learning the secrets of the universe‘ and that is how it feels, yet in Japanese it merely means ‘stance’ and that is what you did. In Pencak Silat, we learn the word ‘Pukul’, which translated Indonesian comes over as ‘Hit it’, which is exactly what you did; you punched it/him/her.

Simplicity is key here and what we might consider to be gibberish actually makes sense soon after we take more than 10 minutes of effort to see what information we are confronted with. When we start looking closer at the Huawei issues we see a lot to be concerned about. Not unlike Jeffrey Sachs, I had my issues with the Huaweian executive arrested in Canada. Apart from the fact that the United States does not get to set policy for other nations, the fact that China has economic ties to some degree with Iran also implies that Huawei would have had optional business with Iran.

Oh, and before you think that the US has its ducks in a row, you might want to look at the business partners (read: personal friends) of Vagit Alekperov (LUKoil) and look at their whereabouts in the last 5 months. Also wonder on how many were not arrested whilst in the US (or Canada for that matter), so whilst we all consider on how the US is doing business, we need to consider that more than one of them was roughly 13270 metres from a local FBI office there, we could ask the FBI, but they are currently closed, they will open at 08:15 with a fresh smile and optional free coffee, the coffee is there is apparently quite decent.

Yet back to what matters, you see, Huawei is not merely in the race, it is showing to make headway making 5G locations a lot better. We see the news in Poland, Spain and Italy, all this whilst surpassing the impressive achievement that Ericsson had. It surpassed the annual $100 billion revenue and as it stands, there is every indication that with certain projects in an ongoing state in Saudi Arabia, the UAE and optionally Egypt, Huawei could move towards 30% growth from the $100 billion last year. To a much larger extent it is also due to their mobiles Nova 3i, Mate 20 and the upcoming Nova 4i and Mate 30, it is not merely the excellence of their mobile; it is the sharp and competitive prices that will optionally allow Huawei to chip away the market share that Apple falsely believes to have secured. I believe that certain quotes, like: “Apple’s World Smartphone Market Share Above 50% For the first time ever Apple Inc. (AAPL) has garnered more than 50% of the global smartphone market during the fourth quarter, thanks to its high-end iPhone X“, in light of certain production places shutting down and earlier agreement with other providers should be considered as debatable, there is a definite drop in Apple choice. From my point of view, the people wanted a Golden delicious and they ended up with a Granny Smith. I personally love the sour taste of the Granny Smith, other do not. They objected to the iPad Pro ‘Bendy’, massive quality control problems, and not to forget the Extreme Tech quote: “Apple decided to actually make people’s products slower without telling them it had done so. It took this step after failures in its own manufacturing process caused damage to its batteries“. I am willing to go with the alternative path that the BS sold by Tim Cook where we see “but Cook states that all of the decline is attributable to Apple iPhone sales and that most of those sales (didn’t) occur in China“, all this whilst some sources still hang onto that 50% market share, a stage that is incorrect on more than one level, especially when we consider that the bulk of the people on this planet (roughly 80% plus) cannot afford some bloated new phone model that was close to 40% more expensive than a decent alternative, in this age the difference between $2369 and $1299 is too much for many households, it was the clear shot across the bow we all saw coming, but many remain in denial. In addition, the lawsuit files last month where we see: “plaintiffs Christian Sponchiado and Courtney Davis, alleges that Apple’s marketing claims about the iPhone X, iPhone XS, and iPhone XS Max are misleading“. If that case is ruled against Apple the impact will be massive. On the upside, Apple can buy into my IP with the entry price of $25 million upfront and get the optional 90% share of the patents linked to those (in case Google turns me down of course, they get first dibs (they have the reliability and credibility that I prefer).

In addition, as Apple lost $106 billion in value (almost 10%) a few hours ago, shows that the trillion dollar mark was merely a first step to become critically ill, optionally dead on arrival at the Wall Street hospital, more precisely the NYU Langone Health on Wall Street, Tim Cook might take a look at https://nyulangone.org/conditions, where he will learn that Bad Management choices is not a treatable ailment, yet Mental and behavioural Health is actually taken care of, although I am not certain that there is a cure for embossed ego and blindly following greed is not really a diagnosed behavioural health condition, he might be better off looking at Traditional Chinese medicine at that point, there he has an option to get advice from his friend Ren Zhengfei, if Tim forgot the number, Ren Zhengfei can be reached at +86-755-2878-0808.

What was THAT about?

When you consider the sidestep, it was not really a sidestep, when we see the European standards accepted in three countries and four optional additions, whilst the stage is now moving forward faster and faster in Saudi Arabia, the UAE, and Egypt, in a stage where 25 commercial contracts have been signed and all of them are moving forward, we see the initial failing in the US, Apple is a clear visibility, the lacking evidence of national security risks is out there louder and louder and now we see increased volumed voices in Commonwealth nations to reverse on the Huawei 5G ban. The fact that too many of the opposition have been in a stage of pussyfooting, micro stepping and calling these actions innovation and leaping ahead is where we see the failing of a larger group of Telecom players, at any stage, when (not if) those 5G standards are not met, it merely makes the case for other governments to either side towards a Huawei driven solution or fail in their 5G needs completely, and at this point, those who are not there at the beginning will merely lose millions of business opportunities every day. That is the clear setting and that is what we will see unfold. Players like AT&T might be the most visible ones, but they are not the only ones. Even when we look at current 4G abilities of Vodafone in France, good luck on finding ‘national coverage’ at that point, I have heard from more than one source that the map looks nice, but reality is nothing like their so called coverage map. And in the stage of once bitten twice shy, these players are putting it all one the table, betting everything they have to make a 5G turnaround whilst there is more than one indicating chance that this will falter. That is the gambling stage and all this is done without realising that Huawei does not need to bet, they merely have to deliver what they are promising making the others fold, losing it all over hardware that they cannot provide, or even better are already failing to manufacture. you see, the Wall Street Journal gave us a mere 4 days ago: “Major European wireless providers—big customers of all three—say Nokia and Ericsson have been slow to release equipment that is as advanced as Huawei’s“, the article (at https://www.wsj.com/articles/huawei-rivals-nokia-and-ericsson-struggle-to-capitalize-on-u-s-scrutiny-11546252247) gives us the parts that I mentioned weeks ago, I saw this coming a mile away and now that this is showing to be just as I said it would be, we now see the upcoming failures in a few countries, all of them ‘eager to be the number one‘, now soon to be trailing BEHIND what they call is a technological third world nation (Saudi Arabia), whilst Saudi Arabia is seemingly still speeding ahead and Huawei wants to be completely successful there as it almost guarantees them Middle Eastern 5G Supremacy.

The other players are in a deeper pool of trouble when we consider: “Both Nokia and Ericsson fear that if they are seen trying to take advantage, Beijing could retaliate by cutting off access to the massive Chinese market, people familiar with the matter said“, this is not news, this was always going to happen, you might want to pick up a decent history book and reread the British Telecom phase in the UK around 3 decades ago, it is not as comfortable to face these scrutinies when you are receiving the damage, not dishing it out, is it?

As I personally see it the US is due a few setbacks, these setbacks could cost Wall Street, the DJI and the NASDAQ in larger ways than I can foresee at present. What will happen to claimants when the delivery is not met and those 5G wannabe’s all make legal claims on goods and speeds not delivered? I do not need to remind the readers of the Trumped ego of nations when promises are not kept, do I?

These are not merely obstacles or pitfalls; the entire setting was bogus on a few levels. Whenever I see the Huawei ban mention on TV, my mind races back and remembers the US Secretary of State Colin Powell in clownish fashion running around with a silver briefcase showing it off at closed sessions with WMD events, you do remember how that ended, do you not? As I personally see it, the entire 5G debacle will be the same, but now the nations adhering to that alliance will face a lot more backwash from their own local political parties when it all falls down, and I feel 80% certain that this is exactly what will happen down the road. As I stated more than once, in the UK Alex Younger was at least in the proper stage where he did not claim National security risk, he merely stated that such infrastructure must be held national, not international hands. It is not a great decision, but at least it made sense, yet there too Huawei has economic options by investing in training the Bright Cambridge, London Poly tech and Oxford people in creating excellent 5G devices, optionally merely funding it and gaining huge windfalls over the upcoming decade. It would be a so called scenario of all the gains without the optional pains.

Interesting that we see nothing on such an optional solution in the media, do we? So as the new modelled 5G pushes forward there is no doubt that in the immediate time it will be ruled by Huawei, the others were (as I personally see it) too short-sighted for too long and that is the Tim Cookie we all forgot about, so whilst we see new Cookie policies, we merely see a collection of cyber analysts all gathered around some jar and not around the place of true innovation, the memo they received was in the end not that clear on the matter (Go Figure).

If you were up to speed to certain events and got the previous reference, my congratulations to you; if you missed it, no worries. Merely look (at http://scientists4wiredtech.com/2018/03/4g-5g-wireless-is-the-new-bait-and-switch-scandal/) and do not go on faith with: “4G/5G Wireless antennas require a fiber optic wire to be attached to each cell site, every block or two. No private company is going to roll out fiber to lots of new areas. The FCC rarely, if ever, mentions that 4G/5G densification requires fiber optic wires. Commissioner Carr’s 5G statement never mentions the terms “fiber” or “state utility”“, and when you add: “AT&T just changed its mind about deploying fixed wireless. The operator has been touting its plans to deploy a mobile 5G network in 12 markets in the United States this year using millimeter wave (mmWave) spectrum in the 28 GHz and 39 GHz bands. And while it still plans to move forward with those deployment plans, it announced today that it will deploy fixed wireless in late 2019 using the unlicensed Citizens Broadband Radio Service (CBRS) spectrum. It will initially deploy LTE but then migrate to 5G. The company did not say how many markets it would deploy” (from another source) and consider the two statements we see an optional shift in a few direction, more important all the places where AT&T will not reach (beside the difference in range that the two very different standards have), so at that point, how much subsidy will never ever be in favour of the American people and in addition to that, their created ALEC group (American Legislative Exchange Council), at that point when these documents and legislative agreement are scanned and we end up seeing some version of: “grants LICENSEE and its AFFILIATES, a nonexclusive right to USE the 5G hardware provided with these license terms (hereinafter the “HARDWARE”) for its intended purpose, as defined below. USE means the right to enable the HARDWARE in the manner and for the purpose for which it was intended by the manufacturer“, at what point will the people realise that ‘intended by the manufacturer‘ will end up being massively ambiguous and that in the end no rights will remain with the user when it end up not being up to the expected scrap? It is not even a slippery slope; it is a slippery slope not being able to support part of the weight it was supposed to support.

The worst part of it all is that it was not even a surprise to me that this was going to happen, so as others claim to be so much more intelligent to me, is that true intelligence, or is that intelligence that enabled them to fill their pockets? You tell me, I am not presuming any answers here, I am merely pointing out the facts that are actually available in a whole range of sources, several of them respectable; they merely did not bother to connect the highlighted dots, which is also a matter of concern at some point soon enough.

 

1 Comment

Filed under Finance, IT, Law, Media, Military, Politics, Science

It’s a bulletpoint

We all have these days. We have moments where we are confronted with superiors (or bosses) who seem to be able to do anything based on a one page memo that is drenched in bullet-points. It was an almost Neanderthal moment in management when those (getting tertiary education) were all brought up with the belief system that a memo is one page (which I can partially agree with), yet that memo should merely consist bullet-points that bring the goods.

I always thought of that part as an absolute load of bollocks. I can agree that sometimes luck works in our favour and that is exactly what happens, they are however rare. You see, the bullet-point might be correct to some extent, but you can only see part of the view with bullet-points. An actual tactical or strategic business setting is properly set in a SWOT analyses. If it is a serious action, that is what you need, because the boss requires the opportunity, yet he must also know the threat and the weakness. Some decisions are merely based on the balance of merits; do the strengths and opportunity outweigh the weakness and threat? That is the game we face in most business ventures and as they move forward. The Netflix balance, the ‘Nine+Fairfax=NEC’ setting, the setting that we saw in Natixis, Ubisoft and Verizon. The last one is apparently not focussing on big Mergers, that is, until we get the allegedly implied news in upcoming October, when in the black out period of Verizon Hans Vestberg will make an interesting announcement. This is not merely about the ‘fast-growing global market‘, this will be about the upper hand and those with the data will have the upper hand, plain and simple.

So when we go back to 2018, where the state of the union treated us to ‘President Trump claiming the military defeat of ISIS‘, yes, also I have a bridge to sell you, nice view of the Tower of London, going cheap! In that same setting we see the New Yorker giving us: “Trump was holding a press conference, a few blocks away, with the Presidents of the three Baltic states. He was visibly angry when asked about Syria. “I want to get out,” he said, his voice rising. “I want to bring our troops back home. I want to start rebuilding our nation. We will have, as of three months ago, spent seven trillion dollars in the Middle East over the last seventeen years. We get nothing—nothing out of it, nothing.” He called it “a horrible thing.”“, here I have to say that he was not entirely incorrect. There is no return on investment. In a war against terrorists, unless you are willing to become, or unleash the monsters, any fight against monsters is a cost, and will remain a cost; there will be no return on investment.

Unless you are willing to properly strike back, this fight will go on and on. The events in the New Yorker were in April 2018, three months after the so proclaimed not really existing victory. The New Yorker brought the news one day after Haaretz gave us: ‘Trump’s White House Says Military Mission to Eradicate ISIS in Syria ‘Coming to Rapid End’‘, a rapid end and not in a good way. Haaretz also emphasises on “Trump said Tuesday that he expects to decide “very quickly” whether to remove U.S. troops from war-torn Syria, saying their primary mission was to defeat the Islamic State group and “we’ve almost completed that task.” Trump’s national security team is advising against a hasty withdrawal even as he makes his preference clear: “I want to get out.”“. that was the setting in April, now a mere 84 days later we are treated (at https://www.theguardian.com/world/2018/jul/25/dozens-dead-suicide-attack-syria-sweida-isis) to ‘Surprise Isis attacks leave more than 200 dead in south-west Syria‘, several credit cards will not charge interest the first 90 days, not ISIS, the interest was served quick, to the point and basically deadly precise. The by-line giving us ‘Suicide bombers strike targets in Sweida city and launch simultaneous raids on nearby villages‘. That is the setting less than 24 hours ago and the directness of the attacks imply that we will see more over the next 4 days. This is not a quick hit and run, this is a message to President Trump that his Trumpet is false and full of lies.

As we are confronted with “The militants are also believed to have kidnapped dozens of people and taken them back to their hideouts. Local sources said the attacks began almost simultaneously in the early hours of Wednesday, between 3.50am and 4.30am“, we see a setting of coordination, creativity and direct action. Not merely proving that the State of the Union setting was wrong, it is a setting that implies that a lot more resources are required. In addition, it also proves that we need to shift gears and reactivate the monsters that can take care of business. This is not the theater of Chicago windy city makers; this is the battleground of people like Academi and the Wagner group. Yes, there is a case where it might be better that the actual governmental military organisations do the work, but it seems that America did not have the stomach for it, the Europeans and NATO are locked in everlasting debates and Israel is eager to stop it all, but that means a direct was with Syria, which it prefers not to be in. So there are not too many options at present. Even as the media at large is setting the stage on a Putin-Trump option, we see in equal measure on how Assad won and Trump is fine with that. We get loads of writing, but none of it reflects a solution and with all the papers all printing the same photo, all claiming a death count that is somewhere between 200-220 we are told that the count is high, yet they do not give us that this happened 35 Km from Jordan, 90 Km from Damascus and 90 Km from Israel. I think that the message from ISIS is clear. There is an issue; ISIS is still a player in the region and yes, from all we can tell ISIS with this one act melvined President Trump pretty much on the spot.

Yet everyone’s question will be how to counter this and deal with ISIS. From my point of view we see a setting that cannot be resolved the way it has been, it requires a different scope of activities and a very different level of investigation and intelligence analyses. That evidence is seen in the way the surprise attack went through and pretty much every part of it was a success (form the ISIS point of view), giving is to wonder how incomplete the current level of intelligence data is to begin with. We were aware that there is too much intelligence ego in Syria (or Iraq for that matter). Even now, in the last few months as sources go out and admit (or proclaim) intelligence failures in Israel, the US, NATO et al. Even as the Syrian nuclear reactor is the most visible one, the quality of the workers gathering the data, often in am allegedly precarious double agent setting tend to be not the greatest sources of intelligence. A less reliable source is seen in open source intelligence where we can get a taste of some things happening, but for the most the reliability is too low to be of operational use, even after the facts deeper digging tends to show issues that after the fact seemingly it could only have contributed towards failure, not towards success.

Iran is the second setting where some go from the balance of probability in a algorithm setting that dictates the tactical push forward, yet the people involved tend to forget the oldest IT setting in any data analytical collective where the protocols of GIGO are in effect, a given law that dates back to 1982 when I was in the Middle East for my own adventure. I always see (or better stated I have seen too often) that the officer’s response of GIGO would be: ‘some of it can be used‘, yet the setting Garbage In Garbage Out is merely the setting that as Garbage was accepted, all data involved becomes tainted, or is tainted. Those who bring you ‘some of it can be used‘, tend to rely on the creation of truths by aggregating false flags. So the setting where: ‘he never relies on computers’, we get ‘must create notes on their intelligence’. The one setting where he does not use computers because the person was dyslexic was overlooked. Aggregated data can be useful against the singular observation in a timeline, it gives the unit against the volume, but if one false flag was false, the others lose value and the column setting is no longer reliable. GIGO is devastatingly simple and pretty much always a given truth (or is that a confirmed non-false?), yes, I am at times that funny.

this now takes us to a setting almost three weeks ago in the Washington Post (at https://www.washingtonpost.com/news/made-by-history/wp/2018/07/09/russia-and-the-u-s-have-common-interests-in-syria-but-it-may-not-matter), where we see: “Last week, national security adviser John Bolton said that the meeting could offer a “larger negotiation on helping to get Iranian forces out of Syria” and that an agreement could be “a significant step forward” for U.S. interests in the Middle East“, it is a statement that I cannot agree with. You see, even as Iran in Syria is an issue for Russia, it is not the same where Iran is an American problem, pure and simple. Russia has a setting where it wants to waste as much of the resources that NATO and America have, plain and simple. There is plenty of data proving that. I have nothing against John Bolton, I do not know the man, but I know he has been out of ‘circulation’ for almost 12 years. He is however not that devious. He sails a straight course (a commendable setting), in this he was always against the Iranian deal, he has been advocating regime change for both Iran and North Korea. It does not matter whether he is neoconservative, pro-American, or a nationalist. The settings that are clearly out and visible is that he has placed his country before his personal interests again and again and that is always a good thing (a lesson Democrats should learn at some point), yet when we look at Politico (at https://www.politico.com/story/2018/07/25/bolton-cabinet-meetings-mattis-pompeo-trump-740429), he is also doing something dangerous. It is seen in part with: ‘Cabinet chiefs feel shut out of Bolton’s ‘efficient’ policy process‘, followed by “Defense Secretary James Mattis has gone so far as to draft a letter requesting the national security adviser hold more gatherings of agency and department chiefs“, this is followed by ““He doesn’t want to ‘meeting’ an issue to death,” said one White House official. “He wants to make the bureaucratic process more efficient so that decisions can be made at the principals level.” But across the U.S. national security establishment, there’s a growing sense of a breakdown in the policy process since Bolton took over the National Security Council on April 9“. From where I am sitting, it creates a different friction. The different stations always had their own way of registering intelligence and it is in the misinterpretation of each of the used Thesaurus, that is where the data gap is starting to form, an international data point is not seen the same by the NSA, DIA and CIA. This gets me to my party favourite, what is another word for ‘Thesaurus‘? It is funny when you think of it, because as there is no synchronicity between Defense Secretary James Mattis, Secretary of State Mike Pompeo, Director of the CIA Gina Cheri Haspel and National Security Advisor John Bolton, they only think there is synchronised thinking (they nearly always do). So now we have the hats of the big cheeses in a similar direction, but not in the same direction, it gives us the issue that there are losses, losses in intelligence, losses in data and losses in translations, and lets not forget an overall loss of quality. That tends to be a much larger problem, and that problem will hit the desk of Director of the FBI Christopher Wray a little sooner than he bargained for. It also sets a very dangerous precedent. You see, it is mishaps like this that caused the deaths of Ambassador J. Christopher Stevens, Sean Smith, Glen Doherty and Tyrone Woods. I see it as a setting where people that need to act are getting more than one version because of the lacking intelligence cohesion, which was never great to begin with is now in a setting of decay. I get where John Bolton is at, but the red tape has one setting which is intelligence quality, that is now too in a stage where the Dodo went. You see, the politico quote ‘cutting unnecessary bureaucratic red tape, pushing the nitty-gritty discussions to lower levels‘ shows the foundation of a good thing, but pushing certain issues to a lower level also means that the accountability and responsibility is brought down, whilst at the same stage, the essential lack of security clearance at that level also stops optional security leaks and as such some information will not be available at lower levels. So if ISIS decides to become surprisingly creative again and we see in a future news setting that they decided to visit Al-Umawyeen St, Amman, Jordan, We will see an entirely new escalation, one that President Trump cannot walk away from, in equal measure, if the changes by John Bolton enabled that scenario, we will see another setting where a National Security Advisor will immediately go into retirement and focus on his family life (the present assigned young-ling is 69 after all, so that excuse will be readily accepted).

So the shorting of the memo’s relying on bullet points, whilst setting the strategic placement of people to be placed at the point of a bullet is not so far-fetched, is it? Even as we will soon see that this gets paraded as a once off event, a rare option where ISIS got lucky. Remember that this was not merely an explosion. It was that, in addition the abduction of people and activities in other places as well that it all went down at the SAME TIME. It was not merely coordination; it required funds, facilitation of events and goods that were available at the right time. Should you consider my folly (never a bad thing to do), consider the one setting that we did not get to see in the news. The distance from the Zaatari Refugee camp to Al-Umawyeen St, Amman, Jordan is a mere 60,224 metres; I have actually walked that distance, so when we consider the dangers in place and we accept that there are ISIS sympathisers in Zaatari (we do not know how many), the one issue that the US cannot allow for is any more miscommunication between intelligence operations. On the plus side, if it does happen, Hollywood can do another movie, John Krasinsky was awesome in the Benghazi story, and he could prepare his Jordanian language skills if he reprises his role at: The Markaz, Arts Center for the Greater Middle East 1626 N. Wilcox Ave, Suite 702 Los Angeles, CA 90028.

You see there is something in this setting for everyone, whilst me successfully avoiding bullet points until the very end, how crazy was that?

#BulletPointsAreAlwaysInaccurate

Leave a comment

Filed under Finance, IT, Media, Military, Politics

Business will be booming

There are all kinds of settings in the tech industry, some we like and some we like a lot less. It is the most visible in the mobile industry, the clear discriminatory setting there is almost unheard of. No matter what the reason is, a person for the most is iOS (Apple) minded, or they tend to go the way of the Android (Google, Huawei et al). There is for the most no in-between there. The reasons are as wide as the drops of water in a lake on a rainy day and for some these reasons make sense, or they do not. Yet we all tend to have them. I have been and remain an Android follower. I have nothing against apple. The initial setting was done by their marketing departments. Where Apple gave us: ‘You can do all these things and it is a phone too‘ and Android gave us: ‘This phone can do all kinds of things, some you will not have believed was even possible‘. I went the way of Android. You see, they are stating the same thing, yet Android focussed on a phone that can do other things. Apple went towards the things they could do, including being a phone. So from my point of view, I needed a phone, so I went the non-iOS way.

I know that in the end the difference is negligible, but it did matter. So it is a little over three years when I got myself (because it was a bargain) the Huawei P7. The difference from the previous phone (Motorola) was so distinct I became a Huawei fan overnight. Now that it is time to put that phone to bed and switch it off for the last time, I find myself clinging onto the idea that I need a new Huawei. Let me be clear, apart from my distinct non liking Samsung (a past issue I had with them), I do think that the other brands are decent too. Yet, when you have the option for a Google Pixel 2 XL, or a Huawei P20 close to $500 cheaper, what will you choose? Let’s also consider that the difference is almost nil, well it is not nil but the real differences do not stand out too much, not worth $500 as I see it. For me, if I get that phone, it will be a 300% improvement of what I have now and I am not dissatisfied with what I have, it merely has been acting up and after 3 years of working 24:7, that makes perfect sense. The little workhorse has earned its retirement. So when I started to look around, and I took a new look at the P20 and P20 pro, which is a $300 difference, I wondered why I would want the P20 pro for the usage I have. I have been able to do everything I needed with 2 GB RAM, so the 4 GB and  6GB RAM issue is not one I need to worry about. Both come with 128 GB storage, which is 800% more than I have now and even as I ran out of storage merely once, it did not worry me to any degree. The camera options are not the same, yet the PRO has an additional 40 MP camera option, which is slightly over the top need for someone who uses an EOS 1 Camera. The only issue is the battery, it is 3400 mAh versus 4000 mAh and I am not sure that this constitutes the value of $300 difference, not on my budget. More important, the P20 holds its own against the $1500 phones out there and when you consider the fact that it is 30% cheaper, what would you choose? This constitutes a difference that is well over a week’s rent for some people, so there is that to consider as well.

Yet, it is not about that part, it is that Huawei has seen the light of opportunity in both Saudi Arabia and Egypt, so when we see (at https://www.albawaba.com/business/pr/huawei-announces-%E2%80%98vip%E2%80%99-service-p20-pro-saudi-arabia-1135384), the fact that branding is getting momentum in the Middle East with their Huawei Consumer Business Group and their “a ‘VIP’ service for its customers in Saudi Arabia through its authorized service centres for any customer buys Huawei P20 Pro with Huawei KSA warranty”. Some call it marketing, which in all fairness it actually is, yet with 95 million people in Egypt and 33 million in the KSA, the market could be booming for Huawei, even as an Apple store is coming in 2019, the Apple SA store is pointing towards “Apple-designed outlets located within selected Apple resellers and other retail shops. Many are staffed with Apple-trained experts who can help you to find the right solution for you“, which is a perfectly valid and acceptable text. Yet, when you can consider an ‘outlet’ versus “Huawei has announced “Huawei Flex” which is a free drop off service in which customer can drop his device for service in more than 300 locations across kingdom for Huawei device under Saudi Arabia warranty to be send for Huawei Authorized service centre for warranty repair and return“, we see that Huawei is on the ball (I am not saying that Apple is not), but the service minded sales pitch is clearly there and as we see: “Pablo Ning, President of Huawei Consumer Business Group Saudi Arabia said: “The Kingdom is a strategic market for us, and this announcement reflects our commitment to doing business in the region. It is our effort to always cater to the specific needs of the markets we operate in. Recognising the needs of our loyal customers in the Kingdom, we are very pleased to announce these services and we are looking forward to announcing many more unique offers for them in the future”“, we see that even as we realise that too is a marketing setting, it also states that Huawei means business. With a chunk of a 125 million customer base, these two alone could drive sales even further in the Middle Eastern nations; in addition, the Huawei centre is rumoured to be coming to Neom, which could drive the brand even further. Even Forbes was recognising the growth Huawei had in 2017, even though we do take notice of the fact that anti-Chinese sentiments in the US barred the phone from the US markets, we need to realise that the planet is a lot bigger than the 325 million in the US. Also consider the fact that Huawei does a lot more than merely smartphones and the opening of the market that is a third of the US population matters, in addition the 740 million Europeans are now more than ever looking for a good deal. So the group of people who have the cash to go all out and get a phone $500 more expensive is shrinking fast. Yet Huawei is not out of the woods there either. It is up against Samsung and Samsung is doing a good job of gaining ground. In there we see that Apple is losing their footing, losing sales share in the UK, France and Spain. So even as some had growth, iOS was merely growing at 0.1%, against Android 2.8%, that is a massive difference, and Huawei is tinkering very effectively on these two markets. Although, I have to admit (speculatively) that the largest growth was due to the release of the Google Pixel family. Still Huawei remains in the fight of growth and its setting in the Middle East is as assertive as it gets. I reckon that if Pablo Ning pulls it off, he might be looking forward to his new apartment overlooking Chaoyang Park in Beijing. It is that extreme because the market share that Huawei has to grow is pretty astounding. You see, not everyone is looking towards the coolest marketed phone that most cannot normally afford, in the Middle East revenue is often set towards pragmatism and that is a setting that Marketing on a global basis tends to be unfocussed on. It is in this setting that mobile phones will gain traction in sales. So when we consider the progress that Huawei is making towards growth by going via the support and customer care path, or as Pablo Ning phrases it “the needs of our loyal customers in the Kingdom“, we see not some message on selling a phone like ‘iPhone X, Say hello to the future‘ with after that ‘Sales, Apple Authorized Resellers‘ or ‘Sales, Apple Authorized Resellers‘ but with ““Huawei Flex” which is a free drop off service in which customer can drop his device for service in more than 300 locations across kingdom for Huawei device under Saudi Arabia warranty to be send for Huawei Authorized service centre for warranty repair and return“, we see that Huawei means business. It is not about the initial sale, it is putting to bed any worry the consumer has afterwards and the Huawei version sells much stronger than the other messages and that is how commercial traction leaps forward making it market share gain. The lower sales threshold only speeds it up. In that we see that “aiming of strengthening its business base, its operations and customer service in the Kingdom“, is not just vital for growth of Huawei, the commitment of 5G in Saudi Arabia as it is at present, will only fuel the need for the Huawei smartphone (and smart phones in general); with its upcoming Huawei Mate 30 (Q3 2019) Huawei could give a further boost, as those buying today would be ready for a new phone just as the Mate 30 will be released and it will drive it a lot faster if it is both 4G and 5G enabled (which is not officially confirmed), so as Apple and others are looking to open a shop at that point, we will see that if (consider that it is an ‘if) Huawei kept its services and exceeded the expectations of the consumer, they will have a much larger advantage and as such Google might profit with their own Android phones on the coattails of Huawei. This is shown in another way too. Statista (at https://www.statista.com/statistics/271774/share-of-android-platforms-on-mobile-devices-with-android-os/) gives a view that takes some mulling. When we consider the Android market share, we see that the largest part is owned by Marshmallow (v6) and Nougat (v7), so that means that those who update now to Oreo (v8) will be most likely to update the moment 5G is out, those who delay more than 6 months are not likely, or better stated less likely to update more than once, so either they miss out on 5G or are in a much smaller segment (not serious smartphone users). So they use it as a phone and that is it, which is fair enough, because a phone is a phone and for that 5G is not essential. Yet when we consider that this group is almost 37%, there is an option for smartphone sales everywhere to evolve those users towards a more smartphone driven use of apps and data, yet what are these consumers made of? There is no data that I had at my disposal, yet finding out is actually a lot more important here. If we know what the consumer needs, we can see if there is a better solution in new hardware, not merely because of the security risk that older phones hold, the fact that smartphone functionality is optionally missed out on is basically a sales opportunity missed and when it affects an optional 37% slice of smartphones it starts to matter as that involves a serious amount of cash. Now we need to accept that it is not merely the phone, for the larger places like the island of Australia mobile data was until last year pretty expensive, so why upgrade when the data used will monthly kill your budget? to go from 15GB a month for $65 in 2016 to 200Gb for $70 in 2018 is actually a massive leap and not all places have made such changes, so not everyone is on board yet, but with 5G that will change by a lot, not only will they drive down the 4G data prices, but the mobile setting in places like Egypt and Saudi Arabia (outside of Cairo and Riyadh) will drive the need of people much larger. The fact that Egyptian TV outside of the large cities is not fabulous, for these people to suddenly get a clear reception of matches of Al Ahly SC or Zamalek SC could drive sales, so the larger the part of that 37% slice is actually found in the Middle East, the easier the upgrade sales will get; when we consider the joke (that is how I personally see the Vodafone Egypt site), as well as the clarity of http://www.egyptsim.com/, we see that there is still space to improve it all and Huawei is in an interesting place to make that happen. In addition, the Egyptsim site shows a setting that was almost the 2016 setting in Australia, so they are not that far behind, so when we see the evolution where the prices reflect 500% if what they offer now (which is what we can get in places like Australia nowadays), we see a more competitive setting where upgrading any smartphone will become the essential need of anyone wanting to use such amounts of bandwidth. Even a mere 50 GB at €15 could change the game, it will drive app use, phone use and more important, the need for phone upgrades and competitive phones will become more and more desired. This is shown in direct opposition to the anti-Huawei feelings that we see from America (at https://www.politico.eu/article/huawei-china-ghost-in-europe-telecom-machine/), a story from last January. So in all this when we see “The Chinese tech giant is banned from bidding for government contracts in the U.S. over concerns that its telecommunication equipment could be used for spying by Beijing“, that whilst it refers right next to it a story regarding ‘Mark Zuckerberg hearing: As it happened‘, in all this Huawei is a concern? As the US has not even got clear legislation on data and as we see the Facebook events, I can state that some people have their mindset in the wrong place. In addition, if we can believe the Daily Mail who gave us “Google caught using $580 million worth of Australians’ phone data to spy on them by monitoring their movements“, so in that, is Google getting government contracts? And if the second is true, why is there no outcry in that setting? Is it about the company, or where the revenue is going to? It is a multiple facetted setting of greed, technology and whose ego is the largest to present. How does that help the consumer who wants a good affordable phone, if the Google Pixel and Huawei phones offer the same thing, yet Huawei can do it 30% cheaper, why would we want the more expensive one, our privacy? Facebook gave that away and there is no actual act in place to thwart that, in addition, the US senate hearing gave more and more reluctance as we seem to get the impression that these senators do not even comprehend technology in its basic foundation. We merely have to look back at the moment with Senator Orrin Hatch (R-UT), who asks on: ‘how do you sustain a business model where users don’t pay for your services‘, the answer by Mark Zuckerberg was priceless: ‘Senator, we run ads!“. When we are confronted with such a level of what I regard to be ignorance towards business reality, that is the not party we should rely on when they state to us: “its telecommunication equipment could be used for spying by Beijing“, yet in that foundation, not one piece of evidence has been presented that this is actually the case. The “potential for secret ‘backdoors’” is astounding. Not one piece of evidence, not one setting that gives any level of reliability on ‘potential‘. I wonder how many of these gentlemen have been receiving calls from Cisco, Apple, IBM and other parties on their fear of China getting a slice of American business, or perhaps it is even more simple. With American firms the government of the USA can make tax deals, because the inability of paying invoices can always get bartered on a national level, not international. And there is where Huawei has its opportunity. As it grows its segments in both Europe and the Middle East it can potentially grow the services they offer as the reach of those services and in that light and the next level of growth towards 5G, we see that Huawei has a growing distinction against all competitors. It can offer a new price range, one that consumers have not had for the longest of times and it can place a setting where customer loyalty can grow towards Huawei as it offers something affordable, now when the providers think it is time, but when the consumers need them, which is always a war that works in favour of the consumer. It is a war of settings between optionally, actually, and eventually. The first one offering it has the benefit. Yet is Huawei ready to make that commitment? I do not know, yet should Huawei grace the settings and be announced as a participant of the new high tech city Neom, at that point you can be decently certain that Huawei will become a much larger player in the Middle East and from that, growth in Europe will be a near certainty. Business for Huawei will be booming and it all started by making high end mobiles an affordable item for those not in high paying jobs, or forced to get themselves chained to a two year contract with a telecom provider.

 

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tubing it along

There is news, news that has been about a few weeks and I have kept an iLook on it. In one part it is as techofreak as it gets, so I should be on board the moment it launches, it is so versatile that it has no other option than to change lives on a global scale, yet there is the issue that it is so new that it is a little scary. That is the reality of all new technology; consider the first 10,000 Facebook accounts, the first 100,000 internet users. It all starts in a small geeky way and this will be no difference. It had more presence in the Saudi Arabia Vision 2030, so that is why I took another look. You see, the entire matter is not merely where it is, but it is how the technology is adapted, that is the first part in all this. To set this in the proper light, we need to take a step back. In the UK they have the HS2. So when we see the BBC (at http://www.bbc.com/news/uk-16473296), we see “The initial plan is for a new railway line between London and the West Midlands carrying 400m-long (1,300ft) trains with as many as 1,100 seats per train. They would operate at speeds of up to 250mph – faster than any current operating speed in Europe – and would run as often as 14 times per hour in each direction“, so when we consider London – Birmingham we see ‘1 h 25 min’, as their fast option at present, which at 117 miles, makes the HS2 a 45 minute saving, so how many billions is that going to cost? Now consider that each one technical glitch will cut the 45 minutes. Now, I am all for progress, now when we go by two numbers we see “a projected cost of £56 billion, up from the initial cost of £32.7 billion in 2010“, we see that 8 years ago, they had it wrong by close to 100%, so we see a waste of £56 billion plain and simple. The UK could fix its schools for that amount of money and overall, there is absolutely no reason to go that distance, it is just too short. Now we get to the next stage of travel.

Welcome to Hyperloop!

Now as we see this in the Saudi Arabian setting it changes, you see when we look (at https://www.tahawultech.com/news/virgin-hyperloop-one-unveils-vision-2030-pod/) we see ‘Traveling from Riyadh to Jeddah would take 76 minutes (currently over 10 hours) utilising the land bridge for both passenger and freight movement, positioning KSA as the gateway to 3 continents‘ as well as ‘Traveling from Riyadh to Abu Dhabi would take 48 minutes (currently over 8.5 hours)‘, so here we see a clear forward momentum. Not merely 45 minutes gain, but gains that take away 90% of the travel time, now we are talking improvements! I never quite understood the HS movement, not in the UK (where there is some benefit) and even less in the Netherlands where the improvements are as shallow as it gets, all this ‘good for the economy‘ whilst I think it greased the careers of certain people, and in the end nothing for the citizens, and the less stated on the Dutch government joke called Fyra at a mere €11 billion loss, it is not a lot if you say the amount fast!

So even as we are burning ourselves all over Europe on high speed trains Hyperloop technology is different, you go by tube (as literally as it gets) and within that tube you have the option to truly accelerate, the nice setting that this will reflect on cargo and passengers alike, so it is also versatile. So when we read “The hyperloop-enabled transportation sector in the Kingdom of Saudi Arabia will stimulate economic growth and diversification of Saudi industries, according to Virgin Hyperloop One. It will also nurture the manufacturing and innovation sectors, and spur job growth in support of the country’s Vision 2030 plan increasing the GDP 1-2 percent across the Kingdom“, we are not seeing the whole picture. You see it is almost a lot bigger than that. The currently planned £380 billion mega city Neom would be an optional first as well, so Riyadh would be linked to Neom, which now is set to connect Egypt and Jordan, it also opens the doors almost directly to Sharm-El-Sheik as well as the Israeli city of Eilat, all golden opportunities which allows Saudi Arabia to grow the economy in Riyadh on a much larger foundation than ever before. In all this Cargo and passengers are set to near exponential growth, especially in the short term. So we have near direct connections between Bahrain, Egypt, Israel, Jordan, Oman, Qatar and Saudi Arabia in the centre of all this. It will not take long for these nations to grow all kinds of alliances and commerce will flourish like nothing we have seen before and Virgin, with its Hyperloop One is in the centre of this growth. Even as Europe is trying to get something similar rolling, we see that France is alas out of cash for such an endeavour (at present) ‘Hyperloop gives cash-strapped French cities hope‘ (at https://www.thenational.ae/business/economy/hyperloop-gives-cash-strapped-french-cities-hope-1.726967), it is a stretch, but it makes a lot of sense for France to get involved in all this, in their setting Hyperloop makes sense, especially regarding cargo (cheese and wine settings anyone). So when I see “TransPod’s technology is based on magnetic propulsion and electrified tracks, moving pods through a vacuum tunnel designed to reduce friction. As with most Hyperloop projects, the bulk of the estimated costs are for deploying infrastructure. Co-founder Sebastien Gendron estimates his company needs €20 million (Dh88.1m) in financing to complete the Limoges project at the current stage, and says he’ll raise half of that from private investors“, in all this, I am surprised that no one there called Ubisoft (more specifically Christian Guillemot, Claude Guillemot, Gérard Guillemot, Michel Guillemot or Yves Guillemot), they have the cash and more important, to be the founders of something this futuristic that will be moving through France with the Ubisoft symbol would be worth its weight of a train in gold I’d imagine.

So back to Saudi Arabia, the one part I do disagree with is ‘in support of the country’s Vision 2030 plan increasing the GDP 1-2 percent across the Kingdom‘, you see, once the line is in place, it will spur the economy in more ways, beyond tourism and beyond cargo, for close to double that prediction. A system that far ahead will also spur infrastructures growth as the rest of the world will be lagging behind, especially where engineering is concerned. They all claim they have ‘the technology‘ yet at present there is a lot more reliability that under these settings it will only be running in the KSA in a more serious setting in the foreseeable future and that is where the advantage grows, in addition, when the travel times are shifted to those degrees, emergency surgeries, medical disasters when Hyperloop technologies transfers and adjusts in more than one perk, we will see both the King Faisal Specialist Hospital and Research Centres in Riyadh and Jeddah grow abilities to attain options because they are now less than 2 hours apart. That transfers to all manner of services, when they are no longer separated by time to that degree, it will drive a lot more than the ones we see at present. and let’s not forget, this is merely the first degree of Hyperloop, as the engineers figure out a lot more than is currently possible, the growth will blossom further, and as we see forward momentum on this scale, we understand that there are risks, you when the gain is not 45 minutes, but 90% travel time is reduced the picture shifts a lot further on a larger scale. Even as we were introduced to ‘tube’ transport in Logan’s Run in 1976, we never imagined that it would be an actual solution, not until now do we see that there are places where it is more than a solution, it is the drive to move forward on nearly every field.

So even as I accept that we are not there yet and there are all kinds of issues down the line, movement is now a given, and even a some used the London underground map and added some Hyperloop fun to it, the setting is not that impossible on some part of those tracks. It is a part where all technology can move forward, we merely have to adapt parts of it. Consider that change as new venues of technology open will up, and there is serious cash to be made for all the players in this field, you merely have to find the niche where your solution fits.

That is where Vision 2030 is now becoming a driving force, not merely because there is $500 billion to be found, but because those who do get their working solution in place, for those there is a lot more to be made over time, Saudi Arabia is merely the pilot, it is the global setting where profit becomes a very serious opportunity, it will drive the now nearly born new Nouveau Riche generation to a very new level with amounts the previous generation never ever dreamed of.

When you sit down and consider the map, we do not merely see Africa, Asia, and the Middle East, we see that Saudi Arabia has the opportunity become the axial for those three continents, an option we never would considered as realistic when Vision 2030 launched 10 years ago, now that picture is shifting and with the growing technologies as Saudi Arabia is embracing these new opportunities we see a shifting picture, even as oil might be funding this, the reliance on it is fading a lot faster than we thought possible, not merely through Hyperloop, but through the changes all the technologies enable one another with and that also gives new directions, because it is no longer about volatility  (as Saudi Arabia was accused of by others in a previous blog), it is about stability and the enabled stability that these solutions bring.

For in the end making money will always win over waging war, that has been proven for the longest of times.

Leave a comment

Filed under Media, Politics, Science