Tag Archives: STC

Tapping an economy

This happens, some other (or new) player sets the stage where they can become a major player. This is a rare case but it can happen and now I seem to be witness to one that could end up being a much larger stage than I ever expected. The BBC (at https://www.bbc.co.uk/news/business-66310714) gives us ‘Why it matters where your data is stored’. The article is all about the cloud, yet this article gave me parts that brought out questions that allowed the consideration that the new player could in a short time frame become a major player. Yet to see this, we need to look at the parts.

Part 1
The first question is coming from ““The American authorities have the right to go in and see any data that is stored in an American cloud, even if the data centre is in Europe,” Mr Åström says.” That was a selling point for American firms and with the IP in data centres the Europeans will become concerned. The American credit score is dwindling down as such they will become more and more concerned with THEIR value, a view Europeans will not share, or will be willing to chance sacrificing asI see it.

Part 2
Then we get to “it’s big enough to rival the major US cloud providers: Amazon Web Services (AWS), Microsoft and Google. They have a 65% share of the world cloud market between them, according to Synergy Research Group”, here I miss the IBM and Apple clouds. Apple is a different issue, they have a niche market and they are optionally decently safe from what is coming. IBM is different, they have been on the corporate data shoe forever, so why is IBM avoided? The numbers give me “IBM Hybrid Cloud has market share of 1.88% in infrastructure-as-a-service market. IBM Hybrid Cloud competes with 71 competitor tools in infrastructure-as-a-service category.” Perhaps they are ‘too small’, time will tell but that doesn’t matter. With this setting Evroc has the momentum to become a major player, perhaps slightly below AWS, but to go from a wannabe to a player next to AWS, possibly surpassing Microsoft is not done lightly and as far as I could tell has never been done before. But that is not the worst of it (for Amazon and Microsoft). You see the EU is larger in population, as such more services are needed there, but this could flow over into Canada (as it is a Commonwealth nation) then the larger concern (for Amazon et al) will be the Middle East. I reckon that both Saudi Arabia and the UAE might want to be separated more strongly from American firms. If I were China, I would be pushing that button too. As such Evroc as localisation bubbles could grow even further. 

Part 3
Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” As I see it, should they decide to add two more clouds (KSA and UAE) they could tap into a few massive organisations and that should make the US a lot more bothered than they ever considered. I had issues with ‘data sharing’ in the late 90’s but I was laughed at, I was overly BS howled at. Well, it seems that I was right all along and now that the US needs its corporations to do well, Evroc comes in and takes away even more. I never saw this coming, yet as I see it Mattias Åström played his cards well and at the right moment. There is no telling how far this goes, yet the idea that (based on the numbers) “Microsoft increased its share from 23%, up from 21% the prior quarter, while Amazon fell from 34% to 33% and Google remained steady at 11%.” Evroc could grow by taking 20% of the others, we get 18% Microsoft, 26% Amazon and 8% Google, Evroc could grow by 12% (optionally towards 20%+) almost overnight (if a night lasts 7 years) That puts them ahead of Google and Microsoft making them a new major player. That is beside the damage they could do in the Middle East. With Aramco, SAMA, Al Rajhi banking, SABIC, STC, MA’ADEN, International Holding Company (IHC), ADNOC, Emaar Properties and a few more more. You might think this is all fun and games, but it is about to get worse.

Part 4
This part was not in the article and that is not on the BBC. You see I have looked in this direction before. In 2020 I wrote ‘Institutionalised Positioning’ (at https://lawlordtobe.com/2020/11/02/institutionalised-positioning/) where we see ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’ (source: Forbes), and add to that the recent forged key issue, an issue that the NSA warned them for 3 years ago, we see a much larger stage. A stage where Microsoft is bleeding faith, the faith the customers had in them is dwindling down, as such Evroc could take away a much larger part of that blue joke. As such Microsoft could face a much larger loss. It would be nice to state that Amazon loses less, but certain other parts might not make that realistic. The only player optionally not losing any is Apple. Their largest base are iPhone users with subscriptions. 

These 4 parts show that Evroc is the new player to watch. If that is the case they will need staff all over the world. Even I would like to work for a new player and that is the second danger that they (mostly Microsoft) faces. If Amazon and Microsoft only lose 5% of their cloud workforce they both face shortages all over, and this is in a place where you need all hands on deck. This last part is hugely speculative, but with 8 new centres coming and optionally 2-5 more in the middle east Evroc is set to grow beyond the assessments of analysts. As such Mattias Åström and its new Evroc could be a force to be reckoned with and as such bring massive cash coffers into the EU and towards the Middle East as well and all that revenue goes out of the US and that is a loss the US was not ready for.

Enjoy the weekend 

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It only took three years

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

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

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

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

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

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

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

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

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Sportwashing, what does it mean?

I have had my issues with the media for the longest of times. This time something on sportwashing, written by a woman (of course) where the Guardian gives us (at https://www.theguardian.com/world/2023/jul/26/revealed-saudi-arabia-6bn-spend-on-sportswashing) ‘Revealed: Saudi Arabia’s $6bn spend on ‘sportswashing’’. This setting comes across as a massive joke (to say the least). So when we are given “Billions deployed since early 2021 in a move critics say is an attempt to distract from human rights record”, so who are these critics? Names please? The reality is a lot easier to set in. This is not about some wash, this is about the beginning of the end for media players all over the globe. The setting al almost 2000 years old and was given to us by Decimus Junius Juvenalis who phrased ‘panem et circenses’. He accused his world of “to generate public approval, not by excellence in public service or public policy, but by diversion, distraction, or by satisfying the most immediate or base requirements of a populace, by offering a palliative: for example food (bread) or entertainment (circuses).” The west (especially America) took this to heart and for decades it worked for them. We all got the NFL, NBA, NHL and so on. The problem becomes when the well dries up, when the coffers are empty. This was an event that people like Gaius Caesar Augustus Germanicus (aka Caligula) faced and now the west does too. That being said, as I stated a few times over, Saudi Arabia is about to become the largest 5G hub in history, connecting Africa, Asia and Europe via Saudi Arabia (STC), as such the new (soon to become released) news channel makes sense. In addition to that they need to create waves of watchers and as these high end sports will all set the focus to Saudi Arabia. Football, Formula One, eSports, Golf and that list keeps on growing. Soon all eyes will be on the STC and the MBC Group soon enough and that matters, the MBC group started in 1991 and in 31 years they grew and they are about to become the biggest player of them all. I saw part of this and adjusted my IP accordingly (to some degree). And as they go live, the advertisers will walk away from the BS channels we watched for decades. Advertisers will go where the money is and that has nothing to do with sportwashing. That is the business of the day. As such I have no idea where people like Ruth Michaelson get their ideas but they are massively flawed. Then she starts to add fictive settings based on the disappearance of Jamal Khashoggi, which is interesting (apart from that essay joke by the UN), no one ever presented clear and defining evidence on that part. It is my speculation that some people accepted some form of guilt after the immense bashing by the media and political players (I will exempt the Washington Post from this). It all starts to take shape and tis shape took some time to gather as this was a long play and the media is finally starting to figure out what I saw well over a year ago. These media people are about to become obsolete. All these ads in the UK and US, now pushing female football. This is simple, as I see it the other gender will be broadcasted all over the channels that the MBC group has and once they start owning stations in Europe the final part of this strategy becomes clear and just like Google buying YouTube, the MBC group will gather billions in advertisement revenue within the span of a year making Fox News close to obsolete, moreover over 300 sports channels will at some point show the MBC group logo and that is when the coins really start flowing into the coffers of the Kingdom of Saudi Arabia. Losers like Microsoft and peers like Amazon, Apple, Google and Meta will bend over backwards to connect in some partnership to the MBC group. As such the evidence is out there in all kinds of messages and news casts. You’ll have to dig, because the western press has been drowning whatever news came from the KSA, but it is out there, as such I wonder who came up with the lame term ‘Whitewashing’ more important, as the media does close to nothing to the actions in places like Iran, do you think that Saudi Arabia needs to spend billions to hide whatever Human Rights issue is in play in Saudi Arabia? What a farce that presumption is. Saudi Arabia and other Islamic nations rule and act according to the Quran, the rules of Islam and they are just a few steps away from being the most dominant religion on the planet. Perhaps doing something about catholic paedophiles well over a decade ago was the best course, but feel free to disagree on that one. And there is a second upside, the NHL will prosper as other nations add their visibility to the global population, not in the least by the UAE Ice Sports Federation and its 50 members. Did you know that the Ice Sports Federation in the UAE was that big? What else are you not ware of and what is being kept out of western news? So which Cricket fan saw any matches on TV that were Pakistani or Indian based? Consider all the sports we will be getting soon and wonder why the others did not give us that, kept it from us. Why?  It boils down to money and short earned cash at that, when you play the long game the earning are different and the earnings could be long term. So consider all the sports that the US and EU have to bid for, all whilst they have no money left, only on paper, but that does not pay the invoice, especially when the banks fold. 

Enjoy the day, one day left to the day before the weekend that comes.

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The writing is on the floor

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

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

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

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The pot saw the black kettle

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

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

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

What a weird weekend this is, enjoy yours.

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Two voices do not make a truth

This is a setting we must accept. Even as I am one of these two voices I accept that two rights don’t make a truth. Yet the implied stage is now setting a dimension for a larger orchestra. To this we look at Ben Rich (at https://au.news.yahoo.com/saudi-arabia-using-sportswashing-simply-202104084.html) where he gives us some of the ideas that matter. He gives us “While human rights abuses will undoubtedly continue to plague the Saudis’ efforts, bin Salman is betting big they won’t stand in the way of other states and companies engaging with an increasingly open and cosmopolitan kingdom. If history is anything to go by, he may just be right.” And even as he does not give us some elements, like the building of an Saudi English speaking news channel to rival El-Jazeera (see the Financial Times at https://www.ft.com/content/2c6f8228-5bcb-46dc-a817-0990727b7d35) there is more than simple sport washing. Saudi Arabia is setting itself up to be the axial of 5G telecom (with a little help from Huawei). Going well beyond its own borders, it is about to become the center between Europe and Asia pushing deeper and deeper into Europe. I reckon that within a few steps (timeline is too hazy) it will equal, if not surpass Vodafone. That would make Saudi Telecommunication Company (STC) one of the larger telecom giants on the planet. Less then 10 years ago that would have been an illusion, but Huawei had the goods and as America and its minions made all the claims for an anti-Huawei lacking evidence, we now see that the KSA has the fastest 5G on the planet and it is nation wide. The US is nowhere close to these numbers, at present only South Korea and Canada are close and they are about 30% behind. That is the reality of doing what needs to be done. There is even more in eSports and a few other areas. It is not about what is the best, it is who is wielding technology power and as we see the numbers it is no longer the US, even Europe is lagging behind. This is the larger stage that allows Saudi Arabia to be the voice of tomorrow before Vision2030 is due. As we see that Fox News is no longer a consideration regarding the joke they have become we see a lagging CNN and beyond that there is BBC World and Al Jazeera. This gives Saudi Arabia the push they need to become a larger voice on the news channels and did anyone consider where the advertisement money will go at that point? We could consider that Fox’s ad revenue also surged 43% to $1.88 billion. Yet at what cost and when the people shy away from Fox (as they are about to do) where will that ad revenue end up? I am not saying that this will end up in Saudi hands. Yet the world has 1.8 billion Muslims. Wo where do you think that they will put there advertisement money? One of my IP’s were banking on that and even as advertisement money was not a goal for me (merely a soft sideline) others will see it as serious money. It will also entice places like Bangladesh and Indonesia to the world stage, it will allow Egypt to be more prominent on the Mediterranean area and that list goes on. These are merely two of the elements that Ben Rich does not touch on. He shows us other matters and I believe him to be right. 

Yet the elements when combined gives us a larger stage created by Saudi Arabia and created for muslims and that is part of my IP. I wanted to fight islamophobia and I am about to be proven right. Not through my own IP, but in other ways too. The US (EU too) has overplayed its hand and from the initial pariah that Pre-President Biden proclaimed Mohammed bin Salman Al Saud to be, this same person is about to become a world leading voice on the global stage and it was something that I saw coming 3 years ago. The laughable joke (aka an essay by United Nations Eggy Calamari) has shown the world that presentation is only nice if you have the evidence to support it and we are about to face a new stage where the evidence is shown and presented by the Kingdom of Saudi Arabia, all leading up to vision2030, optionally up to 2 years ahead of schedule. 

As I see it that gives the song Bad Moon Rising by Creedence Clearwater Revival an interesting twist. You see one man’s bad moon is another man’s illumination. Or as the expression goes some persons junk is another persons treasure, which is good unless you are adopted. what matter is that the stage we see and the stage we get onto are not the same and the presenters have given us a stage for decades that no longer applies and even now we are given the runaround. But over the next few years we see that the media that was in charge no longer has holds on any of us and that is when the STC gets to reveal and release their news channel and all the lost revenue attached to that. As such, how much credence do you think a player like Fox News will have after 2025? I leave it up to you to ponder this.

Enjoy the day and the weekend that is about to follow (all 48 hours of them).

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One source confirms

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

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

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

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

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Plough through the middle

That is where I find myself. There are two issues on my mind. The first is that I have a definite plot twist for Residuam Vitam (the plot is isn’t everything) but it still matter to the story to have that twist, the ploy no one sees in the beginning and when you ponder it it will make sense. It is like that theft, where in the end things seemingly go sideways, but only if you see it from one side, the other side is the one many overlook. That is where I was. 

As such
Ereshkigal was pondering the field she stood in, she saw from here to almost eternity and the field was in disarray. It was the nuance she saw and she had been staring at that nuance since the beginning of time. So she saw any item out of place and the field was starting to skew, it did not take her long to see how it was skewing and something had to be done. She focussed for a mere fraction of a moment and that was all that was needed. As she was looking at the field something walked into her existence. It was Tia that appeared. Tia looked around, she had been here before, but to be asked to come was new to her. She bowed to Ereshkigal. Ereshkigal pointed at the field and asked ‘What do you see?’ Tia looked around and saw the field, she saw all that was and she saw the edges of what was now. She looked again and stared more intensely now. She saw nothing, she saw the patterns, she saw the colours and she saw what as once the people and then she saw the introduction of some sort of cacophony. It was the best she could see. She responded ‘Some form of chaos, a cacophony of sorts’ Ereshkigal nodded. A chaos through absence and even as I am not yet clear on the how and who are involved, the creation of this chaos will have larger impact to all of us, we must act. She then stared at Tia and told her what must be done and who was chosen for this. ‘Do you agree?’ Tia had to think it over for a moment. She was aware on interactions, she had done it many times, but now it was a rare event that involved a living person, a person linked to the Huron spirit no less. She nodded to Ereshkigal. ‘It will be done’ and Tia vanished. 

It was the deep of darkness, it was around 03:30, the detective was asleep, but suddenly she wasn’t really asleep anymore. She was asleep lying in her bed watching herself and a man in a chair next to it. The man spoke, hello little utehke, the voice spoke out and she recognised the voice of her father who left her many years ago, so she knew she was asleep, but the bedroom was perfect, with the extra man. Father? She asked. No little utehke, but he is what you see. He joined me a long time ago. Listen for there is little time. There is something happening and it is impacting all lives. I cannot tell you specifics, but I can help. Be calm now, this does not hurt, but it will not be comfortable. And with that the detective suddenly felt noxious, she saw the hand of her father in her head and slowly it felt like it was in her head. Then the head slowly retracted. Sleep now, you feel better soon. You will see more now and it will help you, it might even save you. Learn first do not act rash, too much relies on it and slowly the room where she was watching herself was dissolving and the room turned black and she fell in a deep sleep, unaware what was happening around her. She was for all intent and purpose dead for the smallest moment of time and in that moment another world was revealed to her and she saw almost everything. But the mind, the mortal mind does not like that view and the mind protected itself in the only way it knew. It closed off and reset itself and in that moment the new flavours of mortality invaded her mind and took root in her where the mind, the eye, the ear and the nose met. And she continued on the dreamless sleep she started on, a little different, but still the detective she once was.

What is wealth?
It is the second part that has also occupying my mind. It was given to us by the BBC (at https://www.bbc.co.uk/news/business-64142662) where we get ‘Third of world in recession this year, IMF head warns’ there is an issue (I always will have at least one) and lets have that summary.

It comes as the war in Ukraine, rising prices, higher interest rates and the spread of Covid in China weigh on the global economy.” Yes they are elements, but the war in the Ukraine will mostly affect Russia and Ukraine most of all, not much more beyond that. Well, more on the Russians as they lose more and more of its citizens. As such I have issues with “We expect one third of the world economy to be in recession”, as such my automated answer is ‘What third’ Which nations? And the shallow “Even countries that are not in recession, it would feel like recession for hundreds of millions of people”, so now we add ‘feels like recession’? Why is that? What is really happening? What are you the procrastinating source for? Then we get “China, the world’s second largest economy, would face a difficult start to 2023” there is another issue. I am not saying that this is not the case, I have no data to counter that, but China has been playing a long game and that is a different kind of fish. Now that it is reeling in commerce gains from Saudi Arabia and optionally Egypt as well, the silk road is getting primed for completion. A new stage of commercial China that we were warned about and it is getting her faster because stupid people (UK and US) played the wrong game and now that China is moving in these two players are missing out on dozens of billions for their economy and it goes straight to China. That I saw two years ago (perhaps three) but these two players were all about how wrong I was and how it would not go there. As such no one saw the danger when Al Jazeera gave us three weeks ago ‘China, Saudi Arabia cement ties with deals including Huawei’ whatever the west gave us was emotional mumbo jumbo with trivialisation, as well as ‘How Saudi Arabia’s crown prince snubbed Biden repeatedly to forge ties with authoritarian China and Russia’ a mere two days ago which came from Business Insider. And the voice of Jon Alterman adds “they both agree that a unipolar world led by the United States would undermine their interests” a United States trivialised by one simple sentence and China is stepping in. The US and the UK made it happen, they catered to idiots (in case of the UK that would be the CAAT) and there are a few in the US. It led to a shift of well over $35,000,000,000 in funds from both towards China and that is merely the beginning. 

The 5G stages that are Huawei are now finding its stage through China and as I see it Egypt is a new choice as well, it now sets the Huawei 5G stage going West of Egypt to East of Saudi Arabia in one nice swoop and Saudi Arabia is about to own it all (via STC that is). When I mentioned that STC would be a force to watch in 5G two years ago people telecom people no less, called me a joke, a freaking joke no less and that is no longer the case, this is about to happen and when the data centres are added Saudi Arabia officially becomes a power player in 5G and on the world stage. The STC what was initially a 35 million group and as such ignored by too many is about to become a voice will well over 175,000,000 people attached for data and voice making it well over twice the size of British Telecom and that is merely the start, when this connects to Neom the damage will add and add and it takes power away from US, UK and European players and I reckon that by 2026 the electronic show in Germany has STC as a main attraction and at that point the growth will really start. Ahead of the 2030 vision Saudi Arabia will be making its international mark in several market places and it was all due to stupid people. When they had an option they were all high and mighty with voices like ‘They will always need us’ but that stage is now hanging, that is now becoming yesterday’s news and whilst these people will try to ‘persuade’ Saudi customers to some kind of bauble race, China will add real value to the table and that race will conclude with the Americans staring at some wooden spoon and no recourse left.

Here is my issue. As we see “The IMF is an international organisation with 190 member countries. They work together to try to stabilise the global economy. One of its key roles is to act as an early economic warning system” is seemingly incorrect. I would alter it into “The IMF is an international organisation with 190 member countries. They work together to try to stabilise the global economy for the US and EU as much as possible. One of its key roles is to act as an early economic warning system when its friends are threatened” and then we consider “For the next couple of months, it would be tough for China, and the impact on Chinese growth would be negative, the impact on the region will be negative, the impact on global growth will be negative” and my response would be, no toots (Kristalina Georgieva), you saw it wrong, the data you present is correct, it is the gains that follow that makes China the winner, and these gains are not part of anything you present are they? It was the long game and the Chinese are really good at their long game. So where is the European response to the Silk Road, that news you catered to months ago on how there was an answer. There was none and now you are against a wall with nowhere to go but some cushy retirement place and watch the changing of the guards as China becomes the new president of that world economy. You played the wrong game, you catered to the stupid voices and China was fine with that because they had time. The Huawei/Saudi link wasn’t ready but now that it is the stage changes by a lot and still that link is well over 500% faster than anything the US has to offer and that difference will tilt the economic scales by a lot, and I reckon that the first companies will change to a better setting soon thereafter. I reckon that it takes less than 10% of these companies to change ‘some loss’ to critical recession points, and there is an upside. I saw and wrote about it two years ago, so there will be a record and I get to slap you with it every time around. Because these ‘voices’ with claims need to be set into the limelight and with every answer in the trend of ‘It is difficult’ I will gain a step on that ladder and whenever they rely on ‘There were miscommunications’ I gain two steps. It was never rocket science, it was about the reality of data, not the story these people gave their shareholders. And to illustrate that part reconsider what I wrote yesterday and now consider two hints “Orson Welles” and “1975”, now that tory takes a massive turn to the right, does it not? To do the game of peekaboo with an actual ghost is a lot more satisfying. There is nothing like a gasser whilst the other person has a cardiac arrest in the process. Try it, it is so satisfying. 

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The question remains

I got news about 10 hours ago from Al Arabiya. There we are given ‘Saudi Arabia approves draft agreements on atomic energy, economic crime’ (at https://english.alarabiya.net/News/saudi-arabia/2022/12/21/Saudi-Arabia-approves-draft-agreements-on-atomic-energy-economic-crime)

The article gives us a few items that require the limelight, even as the western papers give it no attention, the event described here is one with a lit of impact.

  • members approved a framework agreement to cooperate with Morocco in “the field of peaceful uses of atomic energy”
  • a draft Memorandum of Understanding with Uzbekistan to help allow the countries to exchange of information “related to money laundering, terrorist financing and related crimes,”
  • a draft agreement with Greece, to foster cooperation in health between the countries, 
  • a draft agreement with Italy to help encourage direct investments between the countries, and a draft agreement with Ghana to develop non-oil exports between the states.

These are the four big ones, there are four more. And when you consider the map, we see that within a year the Kingdom of Saudi Arabia will be the largest economic partner for the important parts of North Africa, Egypt, Morocco and as ties are stronger connected with Tel Aviv, the Kingdom of Saudi Arabia is now the powerhouse in the Mediterranean. Greece, Italy and soon better ties with Turkey. This was always going to happen, I predicted it, but my view was that this was 3-4 years away. It seems I missed the target by at least 2 years. 2023 will open the doors and I reckon that larger gains will be Made in 2024. Saudi Arabia is now in a setting where it will be able to drive commerce that is not oil based soon enough and stronger than ever before. 

And that is before you see the steps that China is opening up, but it also implies that China is a lot stronger to become the defence dealer of choice, billions and billions of dollars that are about to be lost to the EU and US. I warned them that this was coming and now the steps of making sure it happens will become a reality. It does not make me happy as I miss out on my 3.75% bonus check and on $27,800,000,000 that is a lofty loss. Such is life!

Now there is a second stage in play, the article does not bear it out, but I reckon that the Kingdom Holding Company will get a few other options going their way. I do not know how, but the Kingdom loves partners in this (I learned that at the Saudi Consulate several weeks ago). What is in play is that there are several options for Israeli growth. Not just the NSO group, but NICE with their CXone platform will set a larger stage of cloud centres for the Line and Neom. From there as they make their solution more Arabic, they will get a handle on several fields in several nations. And we all see the stages as they evolve, well that is if you read English Saudi News casts, the west seems to filter it away and when we see too much of this, it becomes a joke what the west is and has been the last decade. Filtering news information was never a good idea and you are about to see why. Saudi Arabia is active in growing business in Egypt, Morocco, Greece, Italy, Indonesia, and China. Consider the loss of revenue for the EU and the US? Is no one asking questions? And this is merely what can be seen for 2023. I reckon that several nations will go into crises mode in the next week, because some of them were moved from consideration column A to column C. Only a blind person ignores is and one with an oversized ego ignores it. When will we learn that we cater to the players who have it and the US doesn’t have it, and the EU has even less at present. There is every indication that by 2025 the Saudi Telecom Company will be the biggest player in North Africa and the Middle East. This will have larger implications when Indonesia is added to that network. It was a simple cascade stage and it is about to become a reality. From there there is every chance that the STC will enter Europe as a new player and one wielding a formidable bat. That is what I see as optional changes. So whilst we see the EU and US with contracting economies, we get to see another one grow and it is about to grow by a lot.

Have fun!

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What happens when colours do not mix?

That is a weird question, it is actually a conundrum and as such we leave it out in the grass. A few hours ago the middle easters eye gives us ‘Saudi Arabia lifts unofficial trade embargo off Turkiye’, a stage and a half as I would think. There we see “That boycott was primarily due to the clash of foreign policy goals between Riyadh and Ankara in the region, with the two backing opposing sides in Libya and disagreeing over the legitimacy of the government in Egypt installed after the 2013 military coup. Turkiye was also pushing to bring to justice those responsible for the murder of exiled Saudi journalist Jamal Khashoggi in Istanbul in 2018, in which it maintained that the Saudi government and Crown Prince were involved.” Which was what was expected. Whether it is dialogue, party lines or something else, the language is not a surprise. What was interesting is the article a month ago called ‘Did Turkey bow down to Saudi Arabia?’ (At https://www.middleeastmonitor.com/20220509-did-turkey-bow-down-to-saudi-arabia/). There we are given “Bilateral relations were also badly strained after the murder of Saudi journalist Jamal Khashoggi by a Saudi hit squad at the Kingdom’s consulate in Istanbul in 2018. At the time, Erdogan accused the “highest levels” of the Saudi leadership of ordering the murder, but did not name any official”, as well as “Khashoggi’s murder triggered a global outcry against the Kingdom and Bin Salman, who is its de facto ruler. Turkey insisted on seeking justice in Khashoggi’s case and commenced legal proceedings; the CIA accused Bin Salman of ordering the murder. However, no country or international body has taken even a small punitive measure against Saudi Arabia.” Yet this is not quite correct is it? In the first we see “the CIA accused Bin Salman of ordering the murder” which they never did, they stated that it was highly likely (which does not constitute evidence), The UN report is out in the open, so you can check it for yourself. Then we get “no country or international body has taken even a small punitive measure against Saudi Arabia” and there lies the rub. You see if you had properly examined the UN report you would see that there was no evidence and the number one piece of evidence was that the report NEVER gave a proper digital report that the voice was confirmed and without doubt the voice of Jamal Khashoggi. We saw spin after spin, but no one properly digitally examined and tested the tapes. There is even an issue with the full tape, no report gives us any understanding that a tape even existed, merely bytes of audio and those were not properly forensically tested to ascertain the identity of the voices. When you see these two elements in a United Nations report no less, you will start to see what I saw within an hour of that UN report being made public. A hack job and a bad one at that. So after the blunders that President Recep Tayyip Erdoğan committed, first with the EU, then with US, then Russia (S-400 missiles) it comes over that he need all the friends he can get and he will do whatever he can to not go under and he does not have that much options or any credibility as I personally see it. So when we see “Erdogan was enthusiastic about the meeting because he sees trade with Saudi Arabia as an important requirement for the revival of Turkey’s economy, and regards Riyadh’s political and diplomatic support as vital ahead of next year’s presidential election. He also knows that the catalyst for his country’s estrangement with the Saudis, the Arab Spring, has ended in all but name.” We need to realise that the only other option is China and China would want assurances, something Turkey has no option or intention to give. Commitment is not high on their calendar. And they need something now, it is not about “the revival of Turkey’s economy” it is about having a longer stand against whatever comes next. And now that Iran overstepped its options in Turkey, Turkey will see Saudi Arabia as the only option and they are not wrong. How this will play out? I cannot tell, it makes sense for Saudi Arabia to allows for trade with Turkey, it makes more sense for them to see all connections that nations have with Iran fade away. 

The media is to some degree monitoring what is happening here, but not to the degree I expected. You see there are a few options opening up for Saudi Arabia, and Turkey has to commit now, or learn that being alone with neighbours they sold short one way or another is not the way to go. For Saudi Arabia and the STC, Turkey is another option to get a true 5G middle east network up and going, optionally 2-3 years ahead of Europe and the US. As such STC could have surprisingly profitable franchises in Egypt and Turkey in the near future, it could set a new premise. It would also be the first time in history where the STC (and Saudi Arabia through it) would reach North Africa and optionally Southern Europe as well. Something that they never did before and that opens up more than Nokia, it speculatively opens up new options for Huawei as well. It is too early for predictions, but the idea that they grow by 50% before 2024 is not out of the question, especially if their foothold in Egypt and Turkey continues. A thought that people would have ridiculed in 2017 is now on the borders of reality. So when do colours not mix? When you never had the right colours in the first place, that is when. A stage we negated for too long a time and now with Turkey it comes to the forefront rather quickly.

613 seconds until Monday morning, enjoy!

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