Tag Archives: STC

The call was made

OK, I have been outspoken on more than one occasion, and as such, I also feel partially connected to make the call when it was made. And the call was made towards President-elect Biden. Even as a republican, I have no issue with this, this is how it is, the votes decide. It is not over yet, team Trump will trump (or rump) what is can, and the numbers are there for automated recounts. Arizona, Biden won by 0.3%, a difference of less than 12,000. Georgia has Biden by 0.3% and that amounts to 14,000 votes. I do not believe that these numbers are overcome and a win of 1 vote is all President elect Biden will need, then there is Wisconsin where Biden won, there is no automatic recount, but team Trump might push for it, they need to overcome 20,610 which amounts to 0.7%. It is a really tall order to overthrow all three and not a real realistic one at that, but that was the game and President-elect Biden seemingly won.

After 10 days of counting the calls are officially made (perhaps pre-official), which was the game. We can wait for the election lawyers to step in, but the numbers are too large to overcome, There is no way the this many ballots are invalid, they can look, but I am not holding my breath on that, yet for me, there is a sunny side (see previous blog), the scare they gave Saudi-Arabia will have larger consequences and with 5G operational there, the response is not going to be a happy one for American entrepreneurs, not when Chinese developers have a much larger app development pol to look at with options in Egypt as well, with nearly 100 million people, it is a stage China really wants and the talks we see between Egypt and Saudi Arabia and given with ‘Vodafone may reconsider price of Egypt sale to Saudi Telecom’ (at https://www.arabnews.com/node/1733206/business-economy) two months ago, were already in the pipeline. I warned for this situation and it seems the Saudi Arabia sees the technology light, pushing out not merely Vodafone, but the sale to Saudi Telecom (STC) is set to $2.4B, which is almost a steal at twice the price. You see, with the Saudi 5G (thanks to Huawei) a lot more services will soon opt via Saudi Arabia and that setting will grow over the next 2 years. A setting the EU and the US have never faced before, and would you believe it, team president-elect has not made friends in the KSA, they can reassess all they want, but the market shares are moving away from those who had it, as will that linked data and Huawei is sitting on the side smirking and nodding in appreciation. What I predicted in my blogs as early s 2018 is now coming to pass, soon Apple and Google want their data centres to run larger services and that is when the US will lose even more. Decentralisation is the worst the could happen here and the timing is even less inviting to the US. In 2019 we saw ‘Google still pursuing Saudi Arabian data centers’, with Egypt in the setting their need increases dramatically, and what else will Vodafail lose? I doubt it is merely Egypt. Last week we were given ‘Vodafone Idea’s inadequate network investments to further accelerate subscriber loss: Analysts’, a stage the might not aid the KSA too much, but the losses will go somewhere and whatever partnership comes from there, in the end Huawei will profit, so there goes the setting we hd towards a setting the US never wanted in the first place and as we see it, we will also see that the EU will need to make a call, especially as they lose out again and again. What path they will walk is still unknown, but it seems decently clear that the path they are on now tends to lead towards self-destruction, the is seen in the Euro reporter, who gives us ‘EU and member states risk a possible WTO challenge for unfair actions against Huawei’ a mere two days ago. Even though it is not on the same setting I had, theirs will do jut as well. As we see: “US actions against Huawei based mainly on its Chinese origins simply will not stand up to a legal challenge before the World Trade Organization. This is because of international treaty obligations that Romania, Poland and Sweden as both EU Member States and WTO members are all bound by, precluding them from discriminating against or between the products of another WTO member” is not merely a costly stage, it is the setting the the path (poorly) chosen could cost the EU a lot more than it bargained for.

Even now Saudi Arabia has the fastest 5G network, compared to the US 752% faster, when Egypt is added to this, the stage changes, two nations with willing and tech hungry developers, all with a 2 year advantage over both the EU and the US, the damage they can install by having faster apps and faster infrastructure is going to cost the other two a bundle, perhaps more. Consider that the UK and US are trailing Egypt and the KSA by such a large difference, the mere humiliation of being second to Egypt and Saudi Arabia is just what the flaccid western technologists required, relying on politicians to fight for them, all whilst their technology could not keep up and that damage will continue until at least 2022. It seems to me that this is only the beginning. When the profit fall away, the real damage comes and both players (EU and US) are nowhere near ready to deal with that, as I see it, President-elect Biden inherited a leaky boat names USA, I reckon he better play nice with whatever ally he still has, the game will change and the US no longer has the lead position for choices, that much is I hope been made clear. 

Have a great Friday, especially those calling in sick so the they can test their new PS5.

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The station of choice

As we see that we have stations of choice, we also see that our choices were limited. We are overwhelmed with some flu version that has the name of a Mexican beer, we are overwhelmed with what the media calls ‘bad news’ and they are not playing a game with you (most are not), towards the stage where thousands of jobs are gone in any nation that has signs of Covid-19. And we haven’t even seen the main event in any of that. So whilst we see the BBC giving us “HSBC plans to speed up job cuts after interim profits plunged and the bank said bad loans linked to the coronavirus could reach $13bn (£9.8bn)”, OK, we get that, loans were all amassed and extended and then the people got sick, startup companies and existing companies, all got hit. But then we realise the headline and we need to consider the impact of ‘HSBC to speed up 35,000 job cuts as profits slump’, some choices were not choices at all, not for those 35,000 and not for the hundreds of thousands that also are losing their job. Some seem unavoidable, yet the stage of a bank needing to shed 35,000 jobs has another stage to consider, a stage where the bottom dollar and margins are the movement reasons in this particular time. Let’s be clear, it is a time that we have not seen for a little over 100 years. In Australia Victoria is now in a stage 4 lockdown, a second lockdown. There will be businesses hit, there will be consequences for a lot of people, yet when I saw last year in 2019 reporting 23% more profits, I find it a little distasteful to read about 35,000 jobs lost, all whilst banks have been filling their pockets for close to a decade, if there was one situation where loyalty is leaving the building the this is it. There is however an upside, if we consider that 2% of the American people has the Coronavirus and a percentage of that will not survive, we see that job openings are coming. Globally we are moving faster and faster towards 20,000,000 Coronavirus patients, we are almost there, almost 750,000 people were lost on some official places, yet there are loads of articles giving us that the number of deceased people is a lot higher, as such loyalty is not something bosses want to take chances on, but that is merely my view on the matter. Let’s be clear, a lot of them were retired, yet not all, so they need replacement and when the financial sector, after non stop massive profits is shedding its staff, there is nothing stopping a place like Saudi Arabia starting a new financial cornerstone, they are getting access to well over 100,000 people on a global setting. 100,000 people with knowledge of the sector and the clients. Now that they are not spending billions on Newcastle, they could set a corner in the financial sector and setting up shop, with staff needing a job it might not be the worst idea and they have the billions, a lot do not. The world market is soon to be about choice and a lot are handing over the options and opportunities they have to merely meet a short term bottom dollar. I get it, plenty of catering, bars and restaurants do not have the options, or the reserves, they are with their back to the wall and trying to survive, no blame there, but the Fortune 500 and banks shedding jobs, it makes no sense. A situation where they rely on governmental hand-outs whilst they went around making as much profit as they could whilst paying as little tax as they could (which is no crime mind you), but there is a stage where the feeling of insecurity becomes slightly distasteful. Even as we understand that there is a station of choice, yet we seemingly forgot that the station of choice is one with limited settings. It becomes a much larger setting when we consider the impact of 5G, no matter what choice we had, we now see ‘Experts say expanding 5G will boost regional economies during COVID-19’, yet we also see “Although the pandemic has brought uncertainty to our lives, the advantages of 5G infrastructure are increasingly clear. The outbreak has led to increased demand for ICT solutions specifically in areas like 5G amid a boost in network usage and 5G 2B innovations. Meeting that demand will require new forms of public-private partnerships based on open collaboration, supporting strong industry policies that will enable social value, economic development and provide enhanced service experiences to consumers across the region” So when we realise that ‘new forms of public-private partnerships’, some might get the idea that it means new jobs, but this is exactly the danger I had spoken about and this meeting of the SAMENA Telecommunications Council Leaders was in Dubai and Huawei was making enough noise to unite the 5G community in the Middle East towards Huawei, not just Huawei, but there is a clear station where they are coming out on top. It was the scenario I have described a few times and now that the view grows towards ‘new forms of public-private partnerships’ via Huawei, the stress levels go up, the US has a lot to lose and they will lose a fair share of it, in an age of loss of jobs, we get to slowly witness a market shift towards Huawei and the Middle East in almost EVERY segment of 5G and as western corporations fall short on innovation and lack of speed in their apps, we see the danger flexing in a few new directions, I saw several of them as the US is bullying others to drop Huawei, but so far has NEVER shown clear evidence of Chinese governmental dangers. Especially in light of the open dangers that Cisco is leaving out in the open (not intentionally mind you), I think that in the networking environment we have larger dangers that have been confirmed, also by the maker of the hardware. Even as we see the buyout of chipmakers, we see a dangerous setting, we could lose a lot and as I see it, most nations are blindly accepting the stage that America is feeing Europe and the Commonwealth, most are getting more and more aware that 5G is for some treasury coffers will be the last straw of one with coins and one with IOU notes and the stage we are approaching is now set that 5G will be lacking in speed and will be behind all with Huawei hardware. That is the stage we are moving forward to and a stage where job loyalty is at an all time low, a stage where others move in on fields they were never able to move in on and now 5G will move faster. Ericsson gives us “The frontrunners in 4G – largely in the US and China – became the big winners of the “app economy.” The same dynamic will play out with 5G but on a potentially massive scale”, consider that quote, consider the advantage that Huawei has and now consider that players from the Middle East will be entering a field with freedom of movement for well over a year and that stage has never existed before. Consider that in 2018 the stage was “US 4G leadership also resulted in more than $40 billion in additional app store revenue”, so that stage was a large benefit for the US, who is now losing that stage where Asia and the Middle East will get a much larger share than ever before, do you really think that app designers aren’t packing up ion a stage where nations lose more and more loyalty? If Google wants to stay in the race, they need to grow at least three more data centres in the next year alone, and that is merely Google, the others need to grow a much larger input into those regions to stay ahead of the game, the advantage that they had ib 4G is now gone, India was making waves and when they realise the losses they will get as Huawei is shown the door is staggering. In a stage of $40,000,000,000, we see the new economy rise an d Europe and the US will only be a smaller part towards it, the stations of choice are dwindling down and those who SHOULD do something about it are indecently silent. It worries me because it will impact the Common wealth for far too much, as America stops being a superpower, the Commonwealth will be alone taking up the baton of the free world, we will have to seek a partner and Europe is unlikely to make it, so how can this so called ‘free world’ be insured when the option for the Commonwealth becomes Russia or China? I don’t see it, do you? And even as there is no cold war, there is a new war coming, not with fighting units and out in the open bashing, but it will be a new war. The Digital war will be new, it will be massive and our team has thrown out the most important options from the get go. It worries me and it should worry you as well. 5G is too important a battle, and so far both Ericsson and Nokia are all making marketing claims, but are they showing equal or more advancement than Huawei? As far as I can tell no, and that is where Samena comes in. A council where we see STC, Batelco, Arabsat, Etisalat International, Mobily, Omantel, Orange, Sudatel, Zain Kuwait and of course Samena. A stage where there is a much larger stage for meetings that impact the Middle East as it becomes a larger stage for players like Huawei. So here’s hoping that the current US president is not getting this wrong as much as his stance on the Coronavirus, because the cost will be a lot higher this time around. A stage where the big players handed over revenue to Asia and the Middle East via a conscripted setting of ego, it will be a first, yet at present it iOS close to certain to become actuality.

 

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There is a start

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

American 5G speed

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

In opposition

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

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

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

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

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

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

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

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

 

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The political blame

I love the Guardian for the most. They have a good grasp of things and we might not see eye to eye on certain matters at times, their opinion is still valued as it enables me to critically reassess my own view. It is the opposing part that got to me this morning as I read an article a mere 4 hours old. The title alone woke me up. With ‘Despite Hammond’s threat, the Tories cannot be trusted to end austerity‘ Richard Partington makes a dangerous statement. Does he imply that the Conservatives love austerity too much (not entirely false), is he making the statement that Labor (the Jeremy Corbyn facade) is likely to end it immediately placing the UK in even more danger? There are several ways to see this. The article with “Chancellor hints that a no-deal Brexit will mean an unwanted extension to austerity“, which is absolutely true in a few ways, still that extension of 2-3 years will be better than the ECB push to set the stage for 15 years of additional austerity. And when we are treated to “The chancellor is likely to argue that money has been set aside for a no-deal Brexit, but should it be avoided, he can use these funds to end austerity. The thinly veiled threat – coming on the day of the crucial vote on whether to leave without a deal“. From my point of view, whatever is in reserve is essential to reduce debt as soon as possible. You see £2.1 trillion in debt is a killer. The interest alone will be well over £210 billion each year. So every month £17.5 billion is required to be set aside (all speculated on interest being a mere 1%), lowering that requirement as soon as possible is the only way to survive whatever comes next. Germany did massively push austerity around 2010 and the debt (as well as the interest) went down. We acknowledge that Germany was in a much better place (export wise), yet the truth in undeniable, the debt is killing the people of England and it needs to stop. Irresponsible acts by Labour in the past got us into this mess and Labor is just too stupid to see the danger that they are exposing their citizens to, it must stop and that was for me the largest reason to embrace Brexit, even now when we see: “For the most part the Conservatives have recycled savings from austerity into tax breaks for the better off” we should get angry, not because of the falsehood, but because of the presentation. You see, any austerity will affect the better off a lot less than the others, there is no denying it. If only Labor had not gone overboard spending the way they did (apart from the £11.2 billion NHS IT fiasco), they had no clue what they were doing and gave us this death through poverty sentence. The banks are all on the side of Labor as they are making bankers rich whilst these bankers do not have to do anything at all, the long term commitment to £17.5 a month does that for them.

Then we get even more fuel with: “Analysis from the New Economics Foundation this week shows that raising the tax-free personal allowance to £12,500 and higher-rate income tax threshold to £50,000 will cost as much as £30bn. The financial benefit of the increases have benefited higher-income households most and further stoked inequality“. In the first, no one, not even the rich oppose the £12,500 part, the part that predicts the cost to be £30 billion is misrepresented as that also includes the losses by those who went from £11,850 to £12,500, and this is the largest part. These so called ‘rich’, an interestingly small number basically gaining a mere £3,650 to be taxed lower earning them £700 over a year, whilst the even wealthier group did not gain the additional benefits as their tax bracket remained the same. As for the numbers in 2017 only an estimated 364,000 (out of 68 million) made over £150,000 a year. An additional 4.2 million got to the £50,000 range. those people are not gaining £30 billion, the benefit is mostly there for the lowest range being the largest group by far and Richard should be ashamed of himself trying to push buttons in that way.

Inequality has been there for a while and it is not due to the tax regulations as such, it is due to Labor (and Conservatives) being cowards and not adjusting the tax machine to make large corporations making pay their due. When we see Google, Amazon and others paying a mere 1%, we need to hang those policy makers in Piccadilly square. That is the real culprit, but it is likely too uncomfortable for Richard Partington to point that out, he likely has well paid friends in large corporations. We can agree that “The deficit is still expected to remain as high as £19.8bn in 2022-23 according to the Office for Budget Responsibility, the government’s own tax and spending watchdog“, and guess what, properly taxing large corporations would have taken care of that and optionally reduced austerity as well, yet policy makers are unwilling to try that as they fear large corporations walk out. So what? Let them go and forsake a 68 million consumer base, they will learn soon enough when that move goes tits up for them.

It is not all him though, Richard is allowed his view (even the ones I very much disagree with), and the issue goes beyond certain people. Consider just a year ago when we were ‘informed’ on Apple at Battersea Power Station, a luxurious setting of hundreds of millions, of course they do not have to pay for it, as the tax payers gets to pay for all the taxation that they do not have to pay at that point. It gets even worse when we see the quotes in the Apple Insider. It is developer Simon Murphy that literally gives those readers with the prospect of them moving to plan B: “We’ll give [Apple] that building at the end of 2021. That’s what everyone is very confident about at this stage“, so not only did they short social housing by 40%, they also give away a place to large corporations? No one is asking questions on every level of government at this point (at https://appleinsider.com/articles/18/09/22/construction-delays-leave-apples-iconic-london-battersea-offices-in-doubt)? It seems that the way we do business has to change quite a lot and it is time to slash freebees to zero for the largest corporations. It is not only the Guardian though; we see a changed stage when we go to the Financial Times. They start (at https://www.ft.com/content/b2225c56-419c-11e9-b896-fe36ec32aece) with: “With economic risks again mounting, the EU needs new instruments” and that is merely the beginning. In addition to all the massive blunders they had by fictively keeping an economy running, by pumping 3 trillion into it, we now see: “reviving part of its stimulus programme after two years of weaning the eurozone off easy money — took markets by surprise. It should not have done. Signs of eurozone weakening, especially in Germany, and in key partners such as China, had been evident for months. Once the US Federal Reserve signalled a pause before lifting rates again, the ECB became likely to follow suit. In his final months in the role, ECB president Mario Draghi is clearly trying to get ahead of events“, form my personal point of view, Mario Draghi (and the ECB) are merely trying to keep the gravy train rolling and pushing the EU citizens into deeper debt with no option to get out, Brexit is the only way to cut that anchor. The ECB has become that irresponsible. It becomes an even larger problem with “By promising a new round of cheap long-term loans to banks willing to expand lending, moreover, the ECB will enable Spanish, Italian and other banks to roll over funding they have already received, some of which is set to mature“, so not only is it failing, the stage that the new debts are there to cover old debts is even more ludicrous and it should be to every person who read that. That is the push we see and we need to get out of it, these debts do not make governments better, they do not set the stage for an actual economy, it merely deposes nations to be ruled by banks, when any population is set to the stage where they are contributing to any economy by being a consumer against those who are not and regarded as a burden, at that point do we see that people are truly no longer equal, we are merely facilitating to the need of the balance of corporations and bankers are placed above the law and above any consideration. So at what point did we see elections that place banks and bankers above the law? And this is merely the beginning; we see part of this shift when we consider the words at CNBC by Invesco’s Kristina Hooper at a deeper level. She starts with: “I don’t think the slowdown is going to be that bad as we sit here today, and certainly that’s not what we got from the ECB [European Central Bank] in terms of their downgrade of growth forecasts“, yet when we see: “Now that we have the European Central Bank piling on, that raises questions about what’s going on. What are central banks worried about that is causing them to make rather dramatic pivots?“, that was actually simple, the ECB is dead scared of the ‘R’ word, it is ‘recession’ that scares them. Recession is on the horizon and basically the large four are all hit by it, or are optionally hitting it next quarter (France, Germany, Italy and UK), and for the ECB that is a problem, it would truly show that their policy was a failure, no matter how you dashboard the results into a precisely sliced and diced result that shows only positivity, the cost of living and the quality of life are impacting all and austerity is not a merely a dirty word, it is at this point a cause of suicidal depression for the many confronted with it. If only large corporations had been truly decently taxed, we could have avoided so much pain. We see even more in the end when we are treated to: ““China is employing a lot of stimulus both monetary and fiscal,” said Hooper. “We could actually see signs of some improvement in economic data in China.”” She is only partially right. China is not impaired with 26 anchors all trying to keep the EU boat on their needy little turf; in addition China has taken the lead in IP and Patents making a huge difference, in this America and the EU have fallen far behind. I have seen them ignore billions in IP merely because iteration is the prospect of long term management for large corporations nowadays in an age when these people are left without ideas, we see them surpassed by players like Huawei and Google leaping ahead and now we see the terms like ‘protectionism’ and how bad it is. On the other hand there is a solution against it, the Americans merely had to accuse Huawei as a national security danger and as long as they do not have to prove it can they get away with it, the moment they fail that they lose a lot more than merely an industry (in all fairness they do not really have any credibility left, so there is that too). There too we see issues; as John Bolton (the Trump geriatric solution to national security) gives us through the Sydney Morning Herald: “Bolton also offered blunt assessments on China’s island and military base building in the South China Sea and raised concerns “Manchurian” chips in Huawei technology could be activated for espionage” in this ‘could‘ is the operative word, there is no evidence, and as far as I can tell there never was. This too links to economies and economic welfare, Huawei leaped forward whilst the bulk of all economies were based on iterative progress. Why do you think that places like Google and Huawei truly leapt forward? Their rise is all about actual innovation, not iterative marketing. This makes for all the difference. And linked to all this is something truly away from the UK. With ‘STC, Huawei complete first indoor 5G trial in the Middle East‘, when we are treated to “Saudi Telecom Company (STC) and Chinese vendor Huawei confirmed they have completed what they claim to be the first trial of indoor 5G in the Middle East region. During the trial in Dammam, STC used 100 megahertz in the 3.5 GHz band on the 5G network, and achieved a peak user downlink throughput of 1.3 Gbps” with the additional “STC said it currently provides 5G coverage in more than 450 locations across Saudi Arabia” and this relates directly to the EU and the UK. To have an economy growing you need to be ahead of the curve and both are no longer doing that in several fields. Even as I personally understand and accept the statements by Alex Younger (fearless leader of MI-6); we accept his position and he is not wrong, but it is inconvenient for the economy. The others are merely supporting fear mongering absent of evidence and it is about to cost them. You see, 5G is the economy maker and even as I have well over 2 billion in IP value ready to stage to those with the proper offer, I am but one person and I am not alone. 5G will drive IP and it will push new borders in IP, specifically in trademarks, a shift we have not seen ever. In all this, we see the stage where not only will we see the technology shift where Saudi Arabia is surpassing the US technologically, they now have the stage where they can push and own a 500% growth all over the Middle East, America lost out by being stupid and complacent in an industry where free runners set the stage, not those that rely on status quo. The UK (and the EU) will either catch up, or be regarded as lost for consideration.
At some point people there will push for political blame, I do not think that this is a great idea, but that is what will happen soon enough and at that point, all those who gave rise to John Bolton and the US administration will face a massive setback, to be removed from consideration in a world where they once had mighty voices, the funny part is that every success that we now see by Huawei and Saudi Arabia will be another nail in their coffin. A coffin soon to be named ‘rented by [irrelevant person]‘. What a legacy to have in an age where political delays were the foundation of austerity through improper taxation of corporation. There is more than one setback on the location called Lake Iteration; I saw that coming a mile away. Too bad that those relying on status quo never realised that blinkers of that nature is only to stop wearer of seeing the bigger play-field through the adaptation of fictively removing fear, fear keeps us on our toes, it makes us consider what others do and why they do it; with blinkers we only see what those in charge of us want us to see and that is a large limitation, it makes us focus on what is in front of us and we seem to forget that we are not alone, by not seeing that others pass us by and we only see that whilst we watch their asses rush forward at that point will we consider picking up the pace, picking it up way too late. That too is part of any economy, it is the essential part of being ahead of the game and the ECB is seemingly all about a horse named ‘banker’ to get that advantage and it is costing us. You see, it is not about Huawei having this advantage, it is about the realisation that British Telecom is no longer in the place where Huawei now is. All whilst there is plenty of documentation that the US has been accusing Huawei since before 2012 and up to now, no evidence has ever been produced. So whilst we can go back to the quote from October 2012 with: “American companies and its government should avoid doing business with China’s two leading technology firms, Huawei and ZTE, because they pose a national security threat to the US, the House of Representatives’ intelligence committee will warn in a report to be published on Monday“, consider the options, is US Intelligence this bloody inefficient and incompetent, or was this about something else? The leaping headway approach by Huawei was visible 7 years ago and in that time nothing changed. That non change is important for the people to realise; it is the UK economy that is getting hit time and time again. If you wonder why austerity takes this long (and longer still) consider the steps that industries had not taken, investments not done and we see non-stop tax relief for those sitting still (read: sitting on their hands). the issues are directly connected and when we realise that Germany has decided not to ban Huawei (a nations decently paranoid on security), when we watch the German economy pick up sooner we all know where to point the finger, we point it at the inactive and the exploitative, when we link names to those connected there, that is when we see a first sign of carefully phrased denials and weighted mention of ‘miscommunication between parties’. At that point, will you be forgiving and accept the ‘moving forward’ excuse, or will you hold them and their tax policies to account to a much larger degree?

Stop blaming the rich, they already got there! You need to go after those facilitators, those looking for free scraps and scraps through inaction; those are the ones you want to make suffer for your delayed and optionally permanently deleted so called ‘quality of life’.

 

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The non-knowing speak loudest

There is an old saying that goes back to the original circus, the days of Sir Alec Guiness, John Le Carre and the circus (MI6). Those who do not know speak and those who do will not. There is however a valid issue with that mindset. When it is merely intelligence and what some regard as spyshit, we tend to not care. It is their world and they tend to live by other rules even as they have the same lack of common cyber sense as some US generals, it is their choice to make. Yet when we see labour people like Michael Danby need to present evidence in regards to “an opposition Labor party MP, called on the Liberal-National coalition to block Huawei and fellow Chinese telecoms company ZTE from supplying equipment for the 5G network. “Both Huawei and ZTE must report to the Communist party cell at the top of their organisations,” he told parliament. “Let me issue a clarion call to this parliament: Australia’s 5G network must not be sold to these telcos.”” I am actually in the mindset that his seat should be put up for auction if he does not disclose a proper setting and give evidence as to the reasoning of all this. It becomes more pressing when we see “Mr Lord, a former rear admiral in the Royal Australian Navy, told Australia’s state broadcaster on Monday that these claims were “wrong”, adding that Huawei was not owned by any committee of government and posed no risk to Australia’s security“. It is not just because Mr Lord is a former rear admiral, more that the average naval midshipman tends to be more reliable than any politician. We get this from the Financial Times (at https://www.ft.com/content/1a2d19ba-67b1-11e8-8cf3-0c230fa67aec). In addition, when we get politicians start the scare tactics of ‘critical infrastructure pose a risk to national security’, there is a clear need for both Duncan Lewis and Paul Symon AO to get hauled in a chair in Canberra and ask them to openly answer the questions regarding any evidence that Huawei is a security threat. To blatantly accept the US on their ‘china fears’ is all well and good for Telstra, yet the setting is not a given and the fact that Telstra is nowhere near the technological levels of Huawei is not something that we blame them from, but they basically lost the 5G war before it started through their own actions and inactions.

Now if there is an actual national security concern, we should be open about that and when that happens, and evidence is presented, at that point we can all relax and state to Huawei that we feel sorry for the inconvenience caused, but such concerns are just too big to ignore. I think we have had quite enough of these presentations that reek of Colin Powell and his silver suitcase with evidence that no one ever saw in 2001. We cannot go in that direction ever again. We will not be the play toy of greedy telecom companies and their internal needs for stupidity and inactions; we can no longer afford such a nepotism environment.

That same issue can be said regarding Nationals MP George Christensen. Apart from him trying to undo a business deal of a 99 year lease, no matter how silly that deal was, Australia cannot be perceived as a nation that cannot be trusted at the business table. My second issue is why a maroon (Queenslander) is involving himself with NT politics. In that regard, why do we not see the responses form Vicki O’Halloran is she has any, is she not the appointed administrator? In this, the game is not over. The Australian Financial Review gives us: “Huawei faces the likelihood that Cabinet’s national security committee will veto it supplying equipment for the 5G network, based on the recommendations of security agencies, over concerns about the potential for cyber espionage at the behest of China’s leaders“. In this the question becomes, is there an actual security concern, or is it that the national concern is the devaluation of Telstra? In additional support we need to see the Sydney Morning Herald two weeks ago when they gave us (at https://www.smh.com.au/business/companies/how-a-huawei-5g-ban-is-about-more-than-espionage-20180614-p4zlhf.html): “The Sydney Morning Herald and The Age reported in March that there were serious concerns within the Turnbull government about Huawei’s potential role in 5G – a new wireless standard that could be up to 10 times as powerful as existing mobile services, and used to power internet connections for a range of consumer devices beyond phones“, as well as “the decision will have an impact on Australia’s $40 billion a year telecoms market – potentially hurting Telstra’s rivals“. the first part is something I wrote about for well over a year, the second one is important as we see ‘potentially hurting Telstra’s rivals‘, from my personal point of view it reads like the one lobotomised idiot in telecom country gets to decide through arm-twisting on how we need to remain backwards as they set the standard that they could not deliver for the longest of times (a little sarcasm regarding Telstra’s 2011 3.7G), I wrote about that recently.

ABC gave us yesterday: “it continues to be the target of criticism over its connections to the Chinese Government, including allegations it is involved in state-sponsored espionage“, yet the people have never been shown actual evidence, so where is that at? There might have been doubts to some degree for a while, but the Powell stunt is too clear in our minds and the USA does not have the credibility (or credit rating for that matter) it once had. The fact that the opposing former rear admiral of the Australian navy trumps two half bit politicians seeking the limelight any day of the week and some stay silent, the reason for that is only speculation, but we might not need to seek far and a few words ion Google Search might help find that answer (like ‘Telstra’ and ‘8000’). When we see some giving us: ‘Telstra Corporation Ltd (ASX:TLS) is betting it all on 5G‘ and we see the Telstra strategy briefing (at https://www.telstra.com.au/content/dam/tcom/about-us/investors/pdf-e/2018-Strategy-Update.pdf), we see on page 6, Leading with 5G, that would never be an option with Huawei in play as they are ahead by a lot, so the presentation given a week ago, whilst we realise that the presentation was prepared way before that is giving the setting that Huawei is no longer considered to be competition, that is what we now face! What some might call a backward organisation proclaiming to be leading whilst 8000 men will be missing through inaction. That page is even more fun when you consider the quote ‘new technologies like IoT‘, which is funny when you consider that the Internet of Things (IoT) is a system of interrelated computing devices. It is not a technology; it is a network that enables technology. In addition, when you start nit-picking in that 34 page event, we see all the bells and whistles we need to see, yet when you consider consumers and small business (the millions of people that Telstra charges) starts at page 9 and gives us 5 slides. We see ‘cutting edge 5G capability’ (by whose standards?), we see location devices (with the image of a dog), Access to rewards an tickets, a fully-digital relationship with Telstra (an implied no more personal interaction after the sales, merely a chatbot) and value added services, yet the value of a service like customer service and customer care are absent in that part of the equation, so how does this push the people forward, because I doubt that it actually will achieve anything in the long run and one flaw will anger the actual consumers without limits.

You see, personally I believe in the IoT, I believe in 5G, they are tools to enhance experiences and interactions, not make them obsolete and that is what  feel when I saw the Telstra strategy update. These two elements can enhance customer care, customer service and customer support, not replace them with ‘AI’ enhanced chatbots. So the moment we get a 2.0 version of ‘Telstra’s new chatbot, Codi, is making so many mistakes customers are furious’ (at https://www.businessinsider.com.au/telstra-codi-bot-backlash-2018-3), chatbots can be a great asset to get the information and channel the call to the right person, yet that again is merely enhancing and that can work fine. The presentation implies the loss of actual customer values and ignoring their need for interactions. That in an aging population might be the least intelligent stance to make ever.

Yet this does not give way to the issue on Telstra versus Huawei, as the Sydney Morning Herald states “Telstra has refused to exclude Huawei from its 5G tender, but that is seen more as a way of keeping its existing supplier Ericsson on its toes“, as well as “In other words, a ban could be bad news for TPG, Vodafone and Optus. Whether it is necessarily good news for Telstra – which has its own issues at the moment – is less clear“. In finality we get “Intelligence agencies tend to get their way on matters like these“, this beckons the question what are they actually after? The US seems to be in bed with Samsung and their 5G routers, so it makes sense that this will be the path that Telstra walks as well, time will tell how it ends.

So why is this such a big deal?

We are currently in danger of actually falling behind Saudi Arabia, yes, that place in a large sandbox is about to surpass us in 5G and other technologies. They had the audacity to reserve half a trillion dollars toward Vision 2030 and Neom. So when we got “Al-Khobar in the Eastern Province, of Saudi Arabia, has become the first city in the region to benefit from the fifth-generation wireless network or 5G network, according to a press statement issued by the Center of International Communication“, last month. There was not a surprise in my bone. You see, this will drive their Vision 2030 plans even further. So as Saudi Arabia is now the new pond to grow speciality in 5G, app designers can promote, test and deliver on knowledge that will be available whilst Telstra is trying to figure out how to get 5G installed. with “All the necessary national 5G policies and supporting administrative provisions are planned to be in place before the end of 2019, along with the award of initial batches of the spectrum to support the full commercial deployment of 5G technologies“, we see that Saudi Arabia had been taking this serious for a much longer time. This goes a little further when we see ‘the Middle East and Africa 5G Technology market (Egypt, Saudi Arabia, UAE, Nigeria, and South Africa)‘, so at this point, Saudi Arabia has a head start to not just push Saudi Arabia forward, they have quite literally first dibs on gaining a chunk of the 98 million Egyptians. Not all can afford 5G, we get that, but those who do are confronted with only Saudi Arabia as a Muslim player, you did not actually believe that they would run to Vodafone, did you?

So back to the 5G local ‘market’! For this we need to take a look at the Australian Financial review 2 weeks ago. Here we see (at https://www.afr.com/opinion/columnists/the-technical-reasons-why-huawei-too-great-a-5g-risk-20180614-h11e3o), with the title ‘The technical reasons why Huawei is too great a 5G risk‘, the start is good, this is what we wanted. Yet we are treated to paragraphs of emotion and alleged settings. So when we see: “Huawei presents unique additional risk beyond the “normal” risk of buying complex equipment. China has demonstrated a long-standing intent to conduct cyber-espionage“, so is ‘intent’ shown in evidence? How did the CIA and NSA acquire our data or Cambridge Analytica for that matter? ‘China is thought to be behind data breaches‘ is merely a statement ‘thought‘ is speculation, not evidence. Then we get: “The US Trade Representative’s Section 301 report from March this year details the very close cooperation between the Third Department of China’s People’s Liberation Army (3PLA is a military hacking unit, also known as Unit 61398) and Chinese enterprises“, I have to get back to this. We are treated to ‘At one extreme, Huawei could be asked‘, is a case of fear mongering and not evidence. In addition we get ‘it is certainly a possibility‘ which came after ‘Vulnerabilities may already exist. This may not be the most likely possibility‘ as well as ‘very likely‘ all emotional responses, none of them evidence in any way, so the article with included in the title ‘The technical reasons’, has pretty much zero technology and close to 90% ‘allegedly’, speculations and emotional twists, whilst we cannot deny the optional existence of vulnerabilities, yet these are found regularly in Cisco hardware and Microsoft software, so have those two been banned in Australia?

Now to get back to the Section 301 report (at https://ustr.gov/sites/default/files/Section%20301%20FINAL.PDF). It is 215 pages and I did not read that complete political US marketing behemoth. There is one that actually carries weight. On page 153 we see: “evidence from U.S. law enforcement and private sources indicates that the Chinese government has used cyber intrusions to serve its strategic economic objectives. Documented incidents of China’s cyber intrusions against U.S. commercial entities align closely with China’s industrial policy objectives. As the global economy has increased its dependence on information systems in recent years, cyber theft became one of China’s preferred methods of collecting commercial information because of its logistical advantages and plausible deniability“, which is basically good application of intelligence gathering. Please do not take my word for it, feel free to call the NSA (at +1-301-6886311, all their calls are recorded for training and quality purposes). Oh, and before I forget, the text came with footnote 970, which gave us “A number of public submissions provided to USTR state that the Chinese government has no reason to conduct cyber intrusions or commit cyber theft for commercial purposes, see CHINA GENERAL CHAMBER OF COMMERCE [hereinafter “CGCC”], Submission, Section 301 Hearing 16 (Sept. 28, 2017); that the US has not provided evidence of such actions by China, that China is also a target of cyber-attacks, and that the two countries should work together“, there is that to deal with and is that not a rare instance where we are treated to ‘the US has not provided evidence of such actions‘, how many times have we seen claims like that since 2001? Would that number be a 4 or 5 digit number?

The point is not whether it can or could happen, the question becomes did it happen here? let’s not forget that in most settings the section 301 report is about US interests and their technological advancement (which they lost by becoming iteratively stupid). Here we have a different setting. In the setting we face Huawei has a technological advance over all we have in Australia and most of Europe as well. Huawei was one of the first to realise the power of data and 5G and they are close to a market leader, the US is basically relying on Samsung to get them there. BT (British Telecom) is on the ball, but still not on par. They are in bed with Finland “BT has teamed with Nokia to collaborate on the creation of 5G proof of concept trials, the development of emerging technology standards and equipment, and potential 5G use cases“, so this sets the larger players in a field where Nokia and Huawei are now active. The SAMENA Telecom Leaders Summit 2018 and Saudi Telecom Company (STC) announced today that it is working with Nokia to launch a 5G network in 2018 within Saudi Arabia, yet the technology agreements show that it does include Huawei and Cisco, so they aren’t already active, the setting for the initial bumps in the road that Cisco, Nokia and Huawei will surely overcome is knowledge that we will not have in Australia long after someone was able to connect the 5G router to a power point (very presentable, yet the online green light seems to be broken).

So whilst politicians are considering who to be buddies with, Saudi Arabia joins the US and they will be the first 5G providers, which means that the UK and Australia are lagging behind and optionally not for the short term either.

So am I not knowing or am I all knowing? I actually prefer the first, because it is more relaxing; yet the need to speak out loud is becoming increasingly important even if it was only to place the loud mouth limelight seeking politicians like Michael Danby and George Christensen in their slightly too arrogant place. They are of course welcome to present ACTUAL evidence proving me wrong. #WishingForAMiracleHere

 

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