Tag Archives: T-Mobile

Needs of the public

This started last Friday for me, I had taken notice before and I even wrote about it earlier, yet the shift of the view also implied and made it a shift of priorities. In this age and the age of needing to matter, we see a shift in priorities of all the players. Keri Paul the writer has a clear view and that view matters and is on point, yet the dangers are not his view, it is the other side of the coin. Weirdly enough it is a card game that is similar to this, it is Androids: Netrunner that gives us the view that we can explore and dig into the depths we need to. It is Hacker (user) versus Corporations and Government.

When we consider “Servers are created, net security is hooked into place and agendas are advanced, with the runner having to take a blind guess at what these cards might be. Does that server contain the game-winning agenda, or is it a “cerebral overwriter”, which will leave them damaged if they touch it?” (source: the Guardian) And that is the setting in real life too, we cannot rely on an actual whistleblower at the Google Board of directors (I also oppose such actions) we need to consider what the priorities of Google are. In my view its priorities are set around data and China has endangered their market to the largest degree, it does not matter why it happened, because the value of data has always been without question, the entire Trump-China matter merely advanced the time-line, this was however always going to happen and it is Apple (Microsoft too) and Google that are rich enough to counter it to some degree. I myself would have thrown myself onto the growth sector in the Middle East as it is will be the new powerhouse for China (and particularly Huawei), a fact too many are ignoring. This gets us to the first quote in the Guardian article (at https://www.theguardian.com/technology/2020/jan/03/google-executive-human-rights-activism) “Ross LaJeunesse, the former head of international relations at Google and now a Democratic candidate for US Senate in Maine, said he was forced to leave the company after reporting discriminatory practices, and that his work to combat censorship was at odds with Google’s desires to expand into a growing market in China“, it is not the wildcard ‘reporting discriminatory practices‘ that matters here, it is ‘desires to expand into a growing market in China‘, Huawei is merely the most visible path, and their new Operating System Harmony is merely the start of a much larger concern for the US. China has 1.3 billion people, let’s say that only 700 million users, that is still well over twice the amount of US people, as Harmony gets traction in China for certain, it will be able to grow in other regions too, the Middle East is a first where the threshold is the lowest with close to 160 million optional users, Egypt really makes a hit there, and as China applies its customer service to the Middle East we will see that within 5 years parts of Europe will consider switching, this is the 90’s in reverse. As the 90’s saw marketing of Microsoft push people to another level (Windows 95 did help), we see the roles reverse, now we see the exploitative tactics of Microsoft and Apple backfire as those tactics come under fire, there will be too much documentation showing these actions. 

Now that data comes into view, we see another economy, this economy that is set around data and IP, more important WHAT ELSE can be done and this is where quote two comes into play ““In reality, I don’t think we can trust Google,” he told the Guardian. “It has been shown time and time again, whether in how it handles personal data to when it’s asked to address violent content online, that we cannot take Google at its word any more.”“, in China it leaves data concern to the Chinese governments, as long as they can come in. Democrats and Human rights are all about the rights of the people and their personal data, yet governments do not care about those rights, they never did (if you think they did, you are nuts). Yes that hurts, but it is the truth. If America embraced Human Rights so profoundly, insurance and other players would not have the data they do and Cambridge Analytica would merely be a nightmare of the paranoid brain, but it is not, is it? within the law the setting of data is too large a sif and both China and the Middle East have their own settings for what data is and what rights are and like in the 80’s companies tried to accommodate whatever they need to to turn a dollar, that path is more profound now than it ever was. We see this path in “LaJeunesse spearheaded a 2010 decision to stop censoring Google search results in China and worked to establish a company-wide human rights program – efforts that were challenged when Google returned to the Chinese market with a censored search product code-named Dragonfly in 2017” it is a reality that many face and now that there is a larger concern for wat is affordable, players like Apple will see their profits shortened. 

It is the last quote ““When I started at Google, there was a sense that we really believed in the power of technology to make the world a better place,” LaJeunesse said. “It’s not like that any more”” that hits home, you see, the world changed, the needs for margins increased and the need to get more sold at the Google margins than ever before, that is the game we all see played when stockholders and shareholders are involved. I remember a conversation with a commercial manager in the 90’s who stated that this is not true, I was proven correct within 14 months after that, and that is the other path, even as margins are low the profits need to come from someplace and data is the next hurdle, a large economic hurdle, you can own it all, but that path is not economically viable, yet accommodating government needs is and they will pay through the nose to get a good handle on it and stream that data to their analytics. The Chinese know this and the people in the Middle East are figuring it out, in that setting Google has two options, be a player in that field or leave it to others. What do you think they will choose? Did you really think that Page and Brin departing was such a big deal? I reckon that it sped things up, they needed other people to voice needs and I personally think that they got that done by changing their board of Directors (merely my personal view). 

The entire setting changes a little when we look at places like CES2020, when you think of it it is a lot about data and that makes sense, but the handling of data is now a larger issue than ever before, even as we consider the impact, we overlook it. The quote “interpreter mode allows an Assistant-powered smart display to translate a conversation between two people, each speaking a different language. Google says more businesses have committed to using it this year, including American Airlines, HSBC banks and a handful of hotels around Vegas, San Francisco, LA, Japan and Qatar“, we see the technology on the spoken word and that has a much larger impact than you thought it would. Even though we get “Google Assistant isn’t supposed to record anything you say unless you start the sentence with “Hey Google”“, we also get “that doesn’t always work. Sometimes things on TV will cause Assistant to perk up its ears; other times you might be mid-conversation and only realize you somehow caught Assistant’s attention when it responds “Sorry, I can’t help with that.” With that in mind, you’ll now be able to say “Hey Google, that wasn’t for you” to have it wipe its history of the last thing you said“, yet how many considered the leap from when it started until you stated the correction and it “wipes its history of the last thing you said“, here we see it, what is ‘the last thing you said‘, there is your margin and it will affect its use nation by nation, they all have to file for corrections and of course, some nations like the margins they have and optionally want to widen it. An automated secret police, right in your very own home.

This is not some paranoid consideration, it is reality and it is coming this year, all whilst Harmony is on the heels of Google being in the same setting of life and data. It is the setting where it changes, the IP and who owns it makes the larger strides in two areas where it matters and at present Huawei has more IP, they merely have an advantage and that is the area where it matters, because whoever has the IP has the battle turned to their favour. Did you think there was no hindsight from me when I offered my IP to China? The entire setting of the US changing its mind like bad second hand car dealers is the controlling stage, a stage where the people in the American Administration cannot make up their minds leaving the inventor in the air whilst the corporation make headway. There is a larger issue especially when we look at the US, UK and China in jointly owning IP, it is becoming a lot more murky in recent years and that stage is almost literally fraught with dangers for the maker of the IP, in that stage trusting your company to be fair to you is now open to discussion. 

This is not nearly the end, especially when we consider the IP side, this part was given to all by Sophos when we are treated to “Google has temporarily disconnected Xiaomi’s IP cameras from its Home Hub service after a user reported that he was seeing images from other people’s devices” a mere 10 hours ago. Did you think that this was only happening 10 hours ago? This has clearly been going on for a longer time and we are merely informed on it now, as we see that part and consider that other phones have optional weaknesses on this side and we add the consideration of user rights from one to another and the ‘excuse’ “The Chinese manufacturer admitted the mistake and explained that it was down to a caching issue on its server“, did you think it was that easy? Why was it even cached on a server? What other data is cached? A lot more questions become open to interpretation when one mistake merely opens the can of worms that was there and the issues are only increasing, global marketing is making sure of that path. Oh and this is not just Google, there are a number of questions that rise when you consider the weird choices that Microsoft made with their Azure cloud, that part becomes visible when you switch on any Xbox made after 2014, yet it is buried by them by stating that this is the responsibility of your telecom provider, even when you are trying to explain to them that it is about the upload, not download. it is a global problem and that is a bad thing, but that is quite literally the game we are signing up for.

Google is only one of many and they are not evil, they are trying to stay afloat in a world of providers and data capture solutions. When (not if) data becomes a viable currency those who are in charge of the data will decide what comes next and that is a game that is now being played between governments and corporations, and where are we? If we are the Android: Netrunner players we are the hackers and we need to set the hardware up for what leaves our hands and we get to say less and less in that regard. The problem becomes, there are 4 billion people (read users) and a lot of them do not have the skills to install any backdrop and the information on the internet is not to be trusted in many cases (they always want you to install THEIR solution) which negates the entire issue as data is siphoned. And as you realise that someone owns your data, the question becomes: ‘Who will you trust?‘ all whilst they merely want the same thing, my personal idea is not to trust anyone and for the most I do not care where the information ends up being, it merely ends up somewhere and it is for that reason that I NEVER link any social media. It is merely a good idea to hand over as little as possible.

In the end this is coming, Harmony will be available to smartphones this year, so the battle will soon intensify and we will start to get weird fear mongering stories from the US on how Harmony will crash your mobile and other things, yet in the end JHarmony will merely start at the Huawei users and as they get no issues (other than US blocks) we will see a technology polarisation in mobiles, it is the stage that Google is desperate to avoid at all cost. And as Harmony gets rolled out beyond China Google will get more and more willing to be flexible, no matter what the US government states, that is the part the US administrations are intentionally blind to, the US has 325 million people, in a world with 8,700 million people, the US does not add up to much on population numbers, corporations see that.

All whilst Google needs to content against numbers like “the company’s inability to work with companies like Google, Huawei’s business has been thriving. The company’s fiscal third-quarter revenue increased by 24.4% year-over-year, and smartphone sales jumped 26% year-over-year in the first three quarters of 2019” (source: Business Insider), all whilst Apple phone sales went down and by a scary amount, and at present it seems that the 5G market is decided out of US hands, making Google even less happy, as mobile markets are their eggs and bacon, they need to do whatever they can to be part of that and for Google this is decently easy, for players like Microsoft less so. The issue is harder for the US, we see all the news and information on heralding 5G in New York giving the user 36Mbps (in one 5G movie), yet when we look at the 5G specs we see: “5G speeds will range from ~50 Mbit/s to over 2 gigabit at the start“, so we see 5G marketing and 5G pricing at below 5G speeds and the people are not catching on, you might see this as a separate issue, but the net runs on speed (quote literally) and the US hiding behind marketing is not catching on, that is the stage where Google wants to get ahead of the curve and therefore it needs to be in a Huawei environment, it needs to be in China for several reasons, the US and its administration is all about misdirecting the people whilst corporations know better and the ardware people want to get ahead of that curve so that they do not fall behind, Google has too much to lose. We might see it as the need of the public, but that need is fuelled by corporations and Huawei is at the top of that chain (at present) so other players like Google need to set a larger stage where they are players and no longer mere service facilitators. 

In all this China and the Middle East are surpassing the US and that is a stage we have never seen before. Wired Magazine gave us “AT&T launches its new next-generation wireless network, but breadth of 5G coverage in the US still lags South Korea and China“, which is the issue, at present the US is in third position in a market they used to rule, and they are in danger of reverting to fifth place by the end of 2020, for the first time in history the US will be trailing others, Google wants to get out of that cursed position as fast as it can. The US (via Wired) gives us “so far, the fastest 5G download speeds in the US top out at around 1.8 Gbps, according to tests conducted by data analysis firm OpenSignal. Those are the fastest speeds in the world, but they’re rare“, I myself did not see any video or evidence showing anything over 200Mbps, making the statement more debatable (like testing setup versus actual connection), yet that is my personal view whilst I am not in the US. The Verizon options are in 24 cities (the US apparently has a lot more places), so that is lacking, it also gives for New York that ‘5G Ultra Wideband near these city landmarks‘ in Midtown, Hell’s Kitchen, Harlem and Downtown Brooklyn, so there is a lot missing and you need to check this for all the regions you plan to be in in 2020, even as you ‘scale back’ to 4G LTE, did you pay for that? Well apparently you did at Verizon, and they are one of a small amount of providers and none of them are national, that is the back push that you see in the US. I am not stating that China is better, they are not, but they have the advantage of Huawei and so will other regions in the world soon enough. 

This setting is important, because Google needs itself to be heading that wave, not following it and in that regard it needs to be in China (and the Middle East), as such the second statement I gave (from the Guardian) is the most important one and Google is all over it, plenty are not (read: most cannot afford the cost) and in this stage where Data is currency, we see that this war may leave the US crippled because of the limitations it pushes onto itself, even whilst the claims were never supported by any evidence and that is not merely my view, it is also the view by a large amount of cyber specialists that are a lot more knowledgeable in that field.

All these issues are linked to the movement of Google and from there the needs of the public are addressed, from an American perspective it will be Google or nothing, yet the non US part is looking at another setting where it is Google versus Harmony and at present I cannot tell whether Harmony will be a bad choice. That is the scary part for Google, as the public tries Harmony and nothing sets them back in the use of their mobiles, we will see a larger and a quicker curve towards other solutions (or away from Google). 

That is the fight that will be in the up and coming this year, as Harmony gets released we will get governments making huffs and puffs away from Harmony, yet let there be no mistake, it will not be towards your data privacy, it will be the currency that pushes them and data is the current they need. We will be ‘lied to’ whilst they will stop at giving out evidence as much as possible. That is what we get to look forward to in 2020, the needs of the public, our needs are what governments and corporations make it to be, not what we decide and that is for a lot of people the largest issue at present, even as it is about data, is it not interesting how they all circumvent that part of the equation?

 

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Twenty twenty is visual

Yes, we are in the new year, yet this year (according to Forbes at https://www.forbes.com/sites/zakdoffman/2020/12/29/us-and-china-technology-conflict-heres-why-2020-is-so-critical/amp/) will be a lot more critical than anyone thinks. Yes it is about Huawei, however not in the same lame way that the US administration brings it. Here we see: “Huawei has 42% of the huge Chinese market and more than 25% of the Russian market to get it started. Then on December 28, China’s state media announced that its “Beidou” alternative to America’s GPS satellite navigation system will be completed“, now this is a different kettle of fish. It is not about government intel (in a way it is), it is about who gets the data and the lies that seemingly originated at the oval office are now no longer about ‘the chinese government connections’ it is more about how the US government is not getting the free data that they have had for so long, moreover as we take notice of “But Beidou—“Big Dipper” in Chinese—will not stop at China. It will focus on converting markets in South East Asia, Africa and Eastern Europe, price- and investment-sensitive markets” we see a much larger concern for the yanks, they are at risk of gaining access to a little over 50% of all given data by the end of 2020, that is something to notice, and in my view they had it coming. They make one accusation after another and never show any data to support it. Even now (yesterday) as we see the number of links of TikTok and data, I was able to find well over a dozen US sites where the advertisement of the TikTok app continues, one is called seemingly hypocritical national security (I actually do not know the Tik Tok situation), the other is money and money trumps Trump.

I am baffled why the US would think that this free reaping would continue, I am actually amazed that Russia did not have its own version of software ready. We even see “Russian President Putin described the U.S. campaign against Chinese technology as “the first technological war of the coming digital era.” His point was that this is the start of something much greater and more significant“, he is right in more than one way. Do you think that I would offer my IP to the US when I know that I am getting lied to? I wonder how large the failing list is actually hitting Google and Facebook, the fact that people are intentionally getting misinformed should show up in their numbers as well. For those who have no real affiliation to Social media, China is becoming more and more interesting, the moment that it has a real Facebook equivalent, we will see a much larger jump. For Google the mess is not that big, YouTube is an engine that people cannot live without (pretty much the medical condition is ‘acute VideoitisfromYoutube failure‘) so as we cannot get treated on that, we will continue in the YouTube realm. I personally believe that if the news was a year ago that China was launching its own services the news would have been accepted differently, the entire ‘China is all about spying through Huawei‘ got us on the wrong foot, just like Iraq, just like two other events afterwards the US have been handling billions of free voices and the free voices are through with a lying party like America.

So whilst we take notice of “For China, it will increase its independence and influence. For the U.S., its grip on key standards will loosen and for some of its key players there are risks they could loose material market share“, that is the ballgame, the ‘loose material market share‘, until the beginning of the internet, the US has never had an equal in this fight and in the economic place they are now they are scared. Consider the interest on $23,000,000,000,000 all whilst they are facing a technology user setback of 10%-25% in the first year, and as Asia, Russia and Europe start folding away from the US solutions the interest is impacted and can no longer be paid, for example try the Apple solution for $1749 (down from $2365) and as things ‘suddenly’ become affordable for the people, think of how the population reacts to the coin grab of 2010-2019 when they were trying to make ends meet. This technology wave will follow an anger wave that the US is unable to stop, and beyond that, Huawei has a much larger base soon enough. In Saudi Arabia Huawei was able to set the stage of a strategic memorandum of understanding, healthcare is only the first step and as it shows the progress it will entice Egypt and India, at that point Huawei will achieve two paths that the US only hinted at and sneered (their version of enticement) for well over 10 years whilst never delivering. The people who decide things saw no eager listing to pursue, now that the numbers are getting called in 2020 and 2021 the game changes and there have been too many lies (oops, I meant ‘intentional misrepresentation’) coming from the US players.

And as the EU gives us: ‘European Commission chief Ursula von der Leyen voiced skepticism Friday over involving Chinese tech giant Huawei in the rollout of Europe’s 5G networks amid concerns its equipment could be used for spying by Beijing‘, we see that optionally the career of Ursula von der Leyen will be cut short too. She might be the President of the European Commission for a month now, but I am certain that her history lessons included the time when we hung those who hid behind ‘befehl ist befehl‘ and even now, as we traverse that time, the US will not have any dimes to sit on, those spreading the US message without evidence could be demanded to be called on, even now as Germany (and India) are moving against the warnings of the US, warning that have never seen any real evidence since the beginning, will now have a coin marker, people like Ursula von der Leyen will see that as other European nations demand evidence, their place in the hierarchie will seem unholdable, held together by US promises that they will fall back on and fold on when the moment is nigh. That is the ball game for the US and the Europeans will not have alternatives, especially as Nokia is showing several cracks in their veneer, as their 5G outlook changes and as the backlash of bribery scandals, the US will find themself in a stage that is not holdable, and they are not alone, Ericsson is right there next to Nokia when it comes to scandals and the US was not ready for that. The impact will be larger than they expect and that part will bite too. When the EC members will look towards alternatives and there is only Huawei, they will shift gears and give the boot to whomever supported the US and stopped them to get their bonus, people are easy to anticipate in that regard.

If only there was direct evidence of the US claims. There was a reason why I used the Colin Powell and silver briefcase example in the past, there was no way around it, the game that was being played was short for whomever was counting the cards and too many were out in the open, the US had two plays left and they chose the wrong one. That becomes more and more clear when we look at the actions of Sony last October, that setting changed the anger levels of Third Point to some degree, and as I cannot tell who was right, the fact that Daniel Loeb lost out against the Sony view ”no concrete proposals to improve the business“, who is eagerly spending a billion to get on the market is a larger issue than you can imagine, the Japanese government has a larger stake in all this then even I can surmise. Japan will have to take on a few players and they are behind (really behind), yet they are all in it to win it and their ego’s will collide, the US will have to find new areas to push against and as we see that this is being fought, we also see the American dream is under pressure of failing and that is one concrete version why the american corporate views are not what they are surmised to be, it will be a stronger difference as the year progresses, but I reckon that half way, when that American super villain Taxman has to give documentation as to the values it holds dear (numbers on a spreadsheet) we will see additional cracks, there is only so much that people will live for and the US has no reserves, it lost those a little over three years ago as the debt kept rising. In this as we saw one month ago that “Dan Loeb sharply boosted its net long position in equities,’‘ we will see managed bad news over the next 6 months that will reduce that position (as I personally see and anticipate), that will be the first (of many) cracks in all this and China is not merely a crack in their armor, it is a flaming hole the size of the Grand Canyon. And still my IP is outlasting theirs as they have no idea what they should have been looking at, it is becoming more than a spreadsheet user versus a visionary, the US status is becoming a spreadsheet user to someone who does not comprehend a cross tabulation, and that is not a situation that the US can hold up. 

In this all these solutions give China an advantage, because as we see more and more dubious statements from people who caress the limelight, we also see that the chinks in their armour are lighting up and that is where Russia and China only have to ask: ‘what is that?‘ (pointing at the chinks) and those people will not have the setting to answer. 

It is a stage we have not seen before and will not see again any day soon, but in 2020 it will matter, it will drive the global population away from any American solution. They will only have themselves to blame soon enough, they vied for it but will do anything to make anyone else pay and the people are taking notice, they are no longer willing to take the idiocy and the current American administration made it happen, at least that part has no push towards previous administrations. When that happens, the loss of revenue will increase faster and faster and all others are ready to step in wherever they can, I am happy I have no stake in any of the American hedges, their national product is about to lose value and a lot, I merely wonder how long it will take, as we saw in several situations in 2008, the $1.1B bill to Moody’s was paid without hesitation, I wonder what and who will delay the news this time around and those who got out late, will they have any recourse? I reckon not, at some point we will see certain academics make a statement that the technology sector was too complex and too covariant to clearly see any pattern emerge, at that point whatever rating existed will be thrown out and as we see that, the people will run to any technology that has proven themselves and at present that is Huawei (and Huawei only), that is the part the US is unwilling to see, even as we see the Verge (only three weeks ago) give us both “T-Mobile has been saying it’s got a smarter, sounder 5G strategy than both Verizon and AT&T” and “They also won’t support 5G on other networks, so if you switch carriers, you’re hosed” implying that there is no real 5G standard in the US and they are all merely marketing 5G whilst not having any real 5G (my personal view) and the Verge supports that view I have (at https://www.theverge.com/2019/12/16/20997594/tmobile-5g-600mhz-low-band-speed-tests-oneplus-samsung) when we see “you’ll never get the speed thrill of downloading an entire movie from Netflix or Prime Video in seconds“, all whilst the 5G advertisement is about that part alone, we see the hose job in the making and in 2020 that will not be tolerated by the people, in the US there is no alternative, yet Europe, Africa and Asia have other options which enables Huawei and that is the short play that the US is not ready for and the EU people are about to get a dose of reality soon enough, when the MoU that Huawei has signed show actual progress, Europe will run towards whatever shelter they can whilst ignoring the pleas from the USA, it will be that simple, people like Ursula von der Leyen will run towards what pays them and what keeps them safe, warm and dry, they will soon see that ‘befehl ist befehl‘ fell short the second time around too and at that point they will enable whomever has the technology and America is about three years late.  

It is the biting reality that 2020 brings, whilst the vision of twenty twenty is negated at every turn whenever possible and it is the ‘whenever possible’ part that will fall short soon enough (sooner rather than later).

 

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The first changes

We have arrived at the point of the first changes; the next 12 months will give a much larger view of the consumers and the changes that they are willing to accept. The Huawei P30 Pro is the beginning of this; at $1249 this choice is a lot cheaper than its competitor Samsung $1849 (a difference of 32.5%, whilst the Apple at $1999 will set you back an additional 37.5%, this adds up to a lot! Yet the price is not the issue, the fact that the Huawei now comes without YouTube, Google Maps and Gmail among other software, it also does not feature Google’s Play Store. It is an Android game changer; Huawei has pre-loaded new alternative apps of its own. It was the step we expected, the trade wars with China and the persecution of Huawei and the discrimination against Huawei was actually THAT stupid. Now that we are confronted with the changes we will see a new optional change. When an equal mobile is well over $500 cheaper we see the changes that matter. As the people get accustomed to other apps, apps that replace social media solutions we see a shift of consumers, I personally believe it will be a lager change. I do recommend that there will be an upgraded LinkedIn and a new Facebook available, yet there is a situation where the Asian population in Australia will embrace the Chinese solutions, there is in addition a larger need for affordable phones, so there will be a larger shift. Yes, most will hate being without Facebook, yet the credibility Facebook has lost in the past, the people might just keep these solutions on their laptop/Desktop. Yet there is already word that Facebook, Instagram and WhatsApp would all be available via Huawei’s own store, called the Huawei App Gallery, so all is not lost, but the fact that Google will lose millions of people who will now go via the Huawei App Gallery is almost a given. The BBC (at https://www.bbc.com/news/technology-49754376) also gave us: “He added that the firm had set aside $1bn (£801m) to encourage developers to make their apps compatible, and said more than 45,000 apps had already integrated the firm’s technology. But he did not name any of them“, so $1,000,000,000 to corner a market and get a handle into the Chinese app user market. It will be found and it will create momentum. I changed my mobile less than a year ago, so I have no need to change for now, yet there is every indication that the upgrade to a new Android version will see me change as well and why would I not do that? Perhaps I am part of the population that thinks “Maybe they’re just trying to ride it out in the hope that they eventually get access to those Google services later“, I am most likely on that fence, however when I check the amount of options that I desperately want on my Mobile, I am limited to WordPress and LinkedIn, and they are not essential, merely a nice to have on my mobile. I can do either on a desktop. I am not alone, as thousands will shift from one side to the other month by month, Google will feel the pinch. Consider that there will be a close to immediate shift on YouTube metrics, implying that the Google Ads department will start requiring new metrics to keep their push going, we see a larger impact on Google, it will not be immediate, but it will be there and growing from the beginning, even as Google and the US will debate on how wrong the metrics are, they too realise that the American corporations will see the impact on their business, it will be visible and direct, merely because a war on greed by flaccid politicians and surpassed technologists was stated to be in denial.

The US did not to its homework, it neglected the choirs they have and are now pushing their losses on other markets. Even as we contemplate what the impact of “side-loading” Google’s apps onto the handsets and that phone store staff would advise customers how to do that. They are wondering how it would limit its impact as long as the usage impact remains close to 100%, when that falters a few times the consumers will be offered alternatives that are 100% and that is where we see the shift towards Chinese commerce.

Now that Huawei has been informed on my 5 parts of IP (hopefully bringing me decent funds too), there might be a larger shift as the issues in 5G cybersecurity and propagating 5G commerce is still lacking at least 3 elements, I feel that I will win in the long run. All the players that are behind ‘T-Mobile gets closer to launching nationwide 5G on low-band spectrum‘, I have seen that Sprint, T-Mobile, Vodafone, Telstra, as well as BT have not implemented certain parts and even what they designed lacks certain small business needs, as such I feel a lot more confident on my IP. They had 3 years to look at it and they have the same short minded and shallow approach to business ignoring the Small businesses (a little over 400 million of them) to the larger degree. All elements that were clearly visible moved from the 4G premise of ‘Wherever I am‘, to 5G ‘Whenever I want it‘, that failure alone gives Huawei an additional push. As the numbers rack up towards Huawei and Chinese innovation, we will see a larger change towards the business needs and so far none of the non-Chinese solutions have addressed these changes.

As the Chinese app user market explodes in activities between now and December 2020 we will see a larger shift. With Huawei market share at 19% and Oppo at 9.5%, we see a larger growth towards 5G, as Apple is now declining to 37%, we see that Apple in 5G will lose close to 15% all these parts matter, because it does more than increase the market share for Huawei, it actually gives China a larger option to grow in a few directions that it had no real option to grow in previously, the anti-Huawei steps were THAT stupid and now we start seeing the impact. The only way to stop this is for American brands to start offering their phones at the same price as Huawei is. And that is how we see it, Google took that step and offered the Pixel 3XL at a mere 16% extra and that might be a reason to switch to Google, but in the end the others are now pushing themselves out of the race quicker and quicker.

There is a larger need to consider, as the US is getting its thanksgiving and as we are all facing Christmas (and the Dutch will get Saint Nicholas as well) the consumers will have a limited option, yet an essential need to tickle themselves, when you consider that place, would you accept the $1249 that gives you what you need, or would you spend 37.5% for what others market you towards your needs? When you realise that the essentials can be done on the smaller budget, in a time when budgets are still tight and the dangers of recession remains, can you really afford to spend those hundreds of dollars more?

The bulk of the people I know cannot afford them, they often will accept a more expensive contract, yet in the stage when 5G is about to come, would you really want to tie yourself down? And when all the small business owners realise that the current stage will hurt their business for 2-3 years, would they really want to take that chance when the commerce slice is the one everyone wants, at that point can they tie themselves down?

The first changes are here, but they also signal larger changes towards a stage where commerce will be the deciding factor and the bulk of them merely looked at their needs to sell, they to a much larger degree forget to consider what their consumers needed in the 5G environment, that failure will rear its ugly head soon enough, as I see it, Huawei is finding themselves ready for that shift. In the end that is the third stage of innovation that lazy Americans ignored, I wonder how much that will cost them this time around. As I personally see it, 400 million small business owners was too large a group to leave in the cauldron of non-decisions, yet that is exactly what they did in Europe and the US.

Forbes

So as Forbes gives us ‘Shock New Google Warning For Anyone Buying Huawei Mate 30‘, we see how the writer Zak Doffman gives us (at https://www.forbes.com/sites/zakdoffman/2019/09/20/shock-new-google-warning-for-anyone-buying-huawei-mate-30) “Despite impressive hardware innovation, the media write-ups went straight to the lack of full-fat Android, the lack of YouTube and Gmail and Google Maps, the lack of the Play Store” which opposes the BBC, who did give clear mention and as implied so did Huawei. So there we are, already we see issues with the media bringers. After that we see the barricade “24-hours post launch, the reality of the Mate 30 is firming up. It seems highly unlikely there is any Google workaround” yet the reality is that these users get a first glimpse that it is possible to be without Google on their mobile, we do not have to get bothered every minute on news we did not need. In addition with a functional browser we still get what we need, we just will not get it via an app (for now), and believe me when the numbers start slashing into the Google needs, they will want a workaround as desperately as possible. The writer even ends with: “And so for any of you enamoured with the Mate 30 hardware who can live without Google for an unknown amount of time, maybe this is a risk worth taking” which is at the heart of the matter, not the heart we choose and not the one Google choice, because when the numbers start proving that there is real life after google, those numbers will give growth to an exponential growth of people accepting Chinese apps and accepting non-Google solutions. I feel certain that it will happen, merely because the browser is still going to be there and it will show that there is a larger need in people, even if it is to show that the want to prove that dependency on Facebook and Google is a solution, even if it is a mere point of ego, they want to prove that they are not the slave of their mobile. That alone will be a driving factor as well.

No matter how we slice it, within the next 12 months we will see an almost polarised population, those who want the best and fastest and those who need some Google solution, both will have their own validity and merits, yet in the end as small business owners see that Huawei 5G solutions can cater to both, they get to win and that is the real victory, soon thereafter the US will change the blacklist, the moment that there is a clear invoice to the losses and Google will hold the US government accountable to these tax deductible losses, at that point will we see a strong push to find some middle ground, the US will have to give is with every additional billion dollar loss and market shift towards China. They basically have no options left, their inability to deal with Iran is one view, their inability to deal with Syria is a second stage of evidence, and within the next 12 months we will get several other pieces of evidence get released to the larger audience. And that is not the end of it, as the cases regarding Pacific Gas and Electric Company, Purdue Pharma, OrbCare, Insys Therapeutics Inc and their bankruptcy issues are rising, they matter to the regard that the US government is seeing the pinch from 3 directions at present, and that is only whilst California is able to keep its head above the waterline. All these impact are also the impact on 5G propagation, installation and implementation. When you doubt that, consider the Government tech source hat gave us “5G won’t roll out to much of Southern California for a few more years, but companies such as Verizon and AT&T are beginning to install the necessary infrastructure, including those small cells pole by pole, across the region” last April, the fires and other calamities only made things harder, so whilst we see the FCC stepping in, we only see more hindrance for these people, not less and that is the impacting issue from Pasadena to Huntington Beach, and that is only the most visible one. The infrastructure is getting a second hit as we are shown that “the Federal Communications Commission is now restricting how much cities can charge the companies to install equipment: $500 for up to five cells, $100 a cell after that and a $270 annual access fee for each cell“, it is a loaded issue no matter how you slice it and whilst they are trying to figure out how to resolve it, the truth of the matter is that Huawei had this issue solved already and that is how California (and other states) end up getting limited 5G for 2-3 years, all whilst the Huawei case is growing more and more outside of the USA. It is a situation where the technology is not up to scrap and the diminished amount of funds available allows for no alternatives either; now add to this the consumers shifting to some degree away from Google who relies on Google Ads more and more and a near perfect storm is created, a storm that slams the US and gives growth upon growth to China and Chinese interests.

As the EU is accepting Huawei and as Huawei is now embracing a shift towards cloud systems, and as it grows the needs, and sets the growing stage towards 21Vianet, we see a much larger shift and in all this, the first changes brought a push in directions we never considered before. It was only a day ago when Microsoft President Brad Smith requested that the United States should end its blacklisting of Chinese giant Huawei Technologies, we might not realise it, yet the changes allowed for Huawei to look into a partnership with 21Vianet, which will directly impede Microsoft Azure business that is not in Chinese hands (outside of China), in this stage 21Vianet will have a direct option to offer services to European players, as it will not be their solution, but a Huawei solutions and the group of small businesses that are in Europe (a nice slice of 400 million companies) they too will select ‘the other’ Chinese solution. All instigated by a Huawei war that was not based on facts or on reality, it was to address the need of greed and now that it bites back, the US will find itself at the dinner table where only humble pie is to be served. When they buckle (and they will) the shift becomes larger and faster, because at that point the consumers will have the additional questions that will be met with denial on every level conceivable.

Huawei would need to do one additional thing to make that wave a lot larger, I wonder if they will do just that before the end of this year.

 

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From trade war to losses

Huawei remains in the news on an international level. Australia gives us ‘Huawei sheds 100 Australian jobs in the face of 5G ban‘ (ZDNet), ‘Huawei Australia says over half of jobs at threat due to 5G ban‘ (ITnews), and ‘Greece opens up to Huawei’s 5G ambitions‘ (ZDNet). For the most there is some level of balance that is going on. We see messages of reprieve given to the US on Huawei, yet the clear part is that there is no way around Huawei. Just like the 80’s when there was no way around IBM. I still remember those arrogant sales people. Whenever they could not answer a question with any clarity (which was more often than I was ever comfortable with), the response became: ‘Sir, we are IBM‘.

It is not limited to one company, CNN reports (at https://edition.cnn.com/2019/08/23/business/china-tariffs-trade-war/index.html) “The US-China trade war ratcheted up yet again on Friday, with Beijing unveiling a new round of retaliatory tariffs on about $75 billion worth of US goods“, this round will hit “25% for vehicles or 5% on parts, and would take effect on December 15th. The new tariffs will target 5,078 products, including soybeans, coffee, whiskey, seafood and crude oil“, this war was a bad idea for America the moment they started it. Yes, there is an impact on China and there is an impact on Huawei. Yet the world cannot go around Huawei. The non-Chinese players were complacent for well over half a decade and the invoice is due, it is an invoice that a bankrupt America cannot afford at present. Moreover, the stage is now sliding away from the American market more and more. As Europe is seeking Huawei to instigate growth, America grows lag time losing momentum more and more. In Europe the issue is larger because it is not one EU; we are looking at 27 member states. The UK with BT gives us: “The investment bank also noted that the Conservatives have outlined an ambition for the roll out of super-fast fibre broadband across the whole of the UK by 2025 but it is not clear how it will be funded or what the returns will be for BT“, a technology years out of date, too much delays, politicising and now BT, a company that was once regarded as a company at the height of technology (some might remember the 80’s advertisement with Tom Baker, the 4th Doctor Who showing us a piece of fibre optics, transmitting the entire bible in one second), the message of advanced progress was clear. Yet in 2018 we see other messages ‘Why most of the UK doesn’t have True Fibre Optic Broadband‘, the setting is a disappointing one and there is a really nice explanation (at https://www.youtube.com/watch?v=DDp9-tSYpU0). The Dutch have KPN, an advantage here is that they managed to put 30% of the British population on 14% of the UK, so they have less distance issues. So even as Reuters gave us last April “Dutch telecom firm Royal KPN NV said on Friday it would select a Western supplier to build its core 5G mobile“, they will be digging a large hole for themselves. No matter who gets chosen, they all lag to a much larger degree the abilities that Huawei offers and that impact will only increase over time.

To see this we need to take you to a little math equation. An innovative technology gives you 10 years. Huawei has at present two innovations and three iterations lined up, which gives them 26 years (iterations gives one a mere 2 year advantage), which almost aligns as reengineering catches up three years annually. This gives us the number that others need to catch up to Huawei, who could in 2020 be technologically already at 2047. At present none of them have any TRUE innovations. As such the iterators will truly catch up in 2028 whilst that stage will be met in 2020 by Huawei. This is the largest danger for all the other players. In 2028 the 5G market will settle and they are all still catching up whilst Huawei rules the 5G on a global scale.

The math was important, because it also meant that I have until 2023 to sell my IP, at that point iterators will have found part of my IP and they can equal it to me by 2025. The math was everything and the math is not looking good for America or Europe. Those who embrace Huawei to some degree will get a much larger advantage. My IP was about pushing momentum and if that goes as I hope, the others will face a much larger setback, in all this a much larger part of cybersecurity will not work, or will merely delay the commerce. When was the last time you saw commerce seeking safety over revenue?

The fact that the Guardian gives us: ‘Apple warns new credit card users over risks of it touching wallets and pockets‘ (at https://www.theguardian.com/technology/2019/aug/22/apple-card-wallet-pocket-warning) gives a much larger issue. Even as we laugh on: ““Apple Card completely rethinks everything about the credit card. It represents all the things Apple stands for. Like simplicity, transparency, and privacy,” as the company said when the card was launched. Just don’t put it in your pocket.

So when was the last time you went on vacation and you had to take care of all that for a mere Credit Card? What happens when there is damage to the card whilst on a business trip? Oh, and more interesting, what Forbes told us (at https://www.forbes.com/sites/daveywinder/2019/08/10/apples-iphone-faceid-hacked-in-less-than-120-seconds/#1c136a2421bc) with the title ‘Apple’s iPhone FaceID Hacked In Less Than 120 Seconds‘, it is the issue of greed versus Common Cyber Sense and CCS never gets to win, greed dies!

That will show in 5G within the first year and as such there is a lot less taken care of, and it was exactly why I am rubbing my hands, the more desperate they become, the more valued my IP becomes and in the end, my IP pushes commerce and safety in the same IP line. As an android solution I get to thumb my nose against Apple and iOS, it is too iterative to consider. I hope that Google wakes up, so far Huawei might be the only tender and that is just fine by me.

How do these relate?

The pressures that we saw when thatcher decided to stop Fibre, as she saw that BT got an unfair advantage (which is fair enough) too many players try to get part of the cookie for their minimalist services and it directly relates to the US. Their stage of Status Quo as dictated by Wall Street has stopped innovation. The boat that was not rocked was giving Wall Street the managed expected returns they vowed to get. Yet the other side is also a given. We see this as the senior people stayed where they were, stopping innovation too often because they were scared to make the jump, it is the principle that gave Google the growth they had, yet the linked headline (to the smallest degree mind you) ‘Americans Owe $1.6 Trillion In Student Debt – What Will It Take To Solve This Crisis?‘ close to an entire generation was topped to innovate, I grant you that not all are innovators, but the entire innovation cycle was missed. As such highly educated people got menial jobs and went in other directions, a decent amount of them disillusioned. There is a part that gives the concern of affordable higher education, yet there is also the path that those educated and ready were stopped their innovation; each of them stopping 3-7 fellow students to tag along in that innovation path. It is what I call, a non-proven given. It is hard to set a number to this and there are of course other elements (like the economic crash) all set through and connected to the actions of a few on Wall Street, that much we all agree on and whilst that path was set to non-motion, innovation was lost in almost a dozen industries, IT and telecommunication being the most visible ones. Patents are the most visible marker here, but not the only one. That part is making the US scared, not nervous but scared. Over the next 5 years 43 drugs will become generic, the patents expire, 28 of them this year. the world looks at the pharmaceutical patents because of the aging population, yet technology patents expire too and all of those not linked to renewed innovation patents will be collapsing, consider all that was patented from 1985 and 1999, all coming to a close some were just forgotten and not renewed because the technology was surpassed, yet there we forget that original ideas can be reengineered solutions, all up for patenting and that market is well over $100 billion. One consideration is shown (at https://www.dnj.com/story/news/2019/08/22/rutherford-county-jail-hit-lawsuit-over-patent-infringement-stealing-technology-smart-communications/2064500001/) where we get: “Smart Communications accused them infringing upon their patented technology that transformed written mail into an electronic version sent directly to inmates“, I merely wonder how we see that setting when we look at players like Perceptive software, Readsoft and a few other players. Readsoft became part of Lexmark and then Lexmark, the printing and Software Company, agreed Wednesday to be sold to a consortium led by Apex Technology of China and PAG Asia Capital, a private equity firm. Consider the placement of digital transfer, on an international level in the hands of a Chinese consortium. The NY Times took notice (at https://www.nytimes.com/2016/04/21/business/dealbook/lexmark-apex-pag-asia.html), for the most no one else did. They had no grasp of the power that the innovations were that Readsoft had. I worked with the materials; it was next gen software in 2003. Now consider that we think digital almost every moment nowadays, but there are decades of legacy materials out there and not everyone has the budget of the America alphabet group. In 5G that material needs to be digital or it will be lost. All these patents give advantage to the owner and stop others, having to re-engineer their idea again and again, that is direct currency and China has a much larger truckload of them with a later end date, even as Huawei is all innovation, they still need their patents and whatever innovation they launch next, they will need to have the patent in place. It stops all the other making the case that their advantage grows as the others forgot to get a workforce that is innovative in nature (Google is excluded from those losers). The innovator drivers are gaining momentum and over the next three years their advantage gets to grow.

That was always the advantage the innovators have and the iterators are starting to feel the pain. IBM, Microsoft and Apple might market their ‘innovation’ yet marketing it doesn’t make it actual innovation. Perhaps you remember the Verge last March giving us ‘Study confirms AT&T’s fake 5G E network is no faster than Verizon, T-Mobile or Sprint 4G‘, marketing versus reality is often disappointing and the iterative technology firms are finding out the hard way that there is no such thing as marketing the reality of shareholders expectations.

We see that part ibn another field as Microsoft Phil Spencer gets to be quoted: “There’s only one new Xbox coming in 2020: ‘We are not working on a streaming-only console,’ says Xbox chief“, yet the end of the article gives us: “given the iterative nature of game consoles and the history of the business, we wouldn’t be surprised to see new versions of Project Scarlett in the coming years – it just sounds like we’ll only see one in 2020“, that is where Business Insider made the massive flaw one week ago. It is a flaw because if that was actually true the Nintendo Switch would exist, iteration would never have led to the Nintendo Switch, and not only is it beating all the records, it is also reducing the Microsoft Xbox One to the number three console. Projections are that Nintendo Switch will get to 50 million consoles sold before the end of the tax year, a lofty promise, yet that too shows the impact of innovation. In 2 years it equaled what Microsoft calls the most powerful console in the world and it took Microsoft 6 years to get there. Clearly power is not all it is cracked up to be. In addition, for the first time in history Sony is worried about how far Nintendo can get. Nintendo never wavered, they never lost their core groups, they merely added to them.

Innovation does that and innovation will push 5G in the same way, it seems that Huawei with its innovation has support all over the world on the impact of innovation and the funny part is that IBM and Microsoft used to be actually innovative, they merely forgot the sweetness of innovation victory, which is sad really. I gave mention to the Wall Street part in the Status Quo, yet they are not the only ones in that game and those who embraced that game held technology and innovation back to a much larger degree than you realise and that loss of momentum is a much larger issue in this trade war than anyone has considered.

 

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Does smoke mean fire?

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

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

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

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

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

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

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

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

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

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

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

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

 

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A train without rails

We have seen the actions in America, the actions by Americans and the Guardian treated us last Thursday to: ‘China accuses US of suppressing its high-tech companies‘. When we consider the actions against Huawei, that would certainly make sense, yet is it true? If we consider: “China has accused the US of trying to suppress its tech companies, as US prosecutors reportedly investigate allegations that Huawei stole trade secrets from US businesses. Adding to pressure on the Chinese telecoms firm, US lawmakers have proposed a ban on selling US chips or components to the company.” We could optionally accept the given, yet where is the evidence? Huawei has been more advanced on several sides in both 4G and 5G for well over 3 years. In opposition we need to entertain: “The Chinese state-run Global Times called the latest pressure on Huawei a form of “technological McCarthyism” aimed at politicising and blocking Chinese businesses.” I personally feel that the Chinese Global Times has a case, yet why is this?

We can from the initial fact that America became fat, lazy, iterative and non-innovative and they are broke, any combination of two or more of the previous markers apply. In support of all this there is 5G Evolution (AT&T), in addition the entire US government shutdown mess will impact 5G rollout and there are some indication that most 5G will be delayed, or not be finalised until one quarter later at present. This indicates that if the US shutdown is not resolved within 55 days, there are a few indicators that give us the reality that 5G in America will not be up to scrap until 2020, that is one huge defeat for the America’s with or without the Corona wall in Southern Texas.

As we see the impact of technology, we see that there is an economic barrier stronger and higher than any immigrant wall and it is around everyone who wants 5G. So in all this Huawei already has a huge advantage, they have several additional options to play in Europe and they can give a direct light to Europe as well as the Middle East steaming on full throttle on 5G, whilst the US would not be ready to even implement basic 5G in several places. Even outside the infrastructure of the UK, Huawei could still be the largest player in the UK; time will tell how that goes.

This does not mean that the allegation “According to the Wall Street Journal, which cited anonymous sources, the US Department of Justice (DoJ) is in the advanced stages of a criminal inquiry that could result in an indictment of Huawei. The newspaper said the DoJ was looking into allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones. Huawei and the DoJ declined to comment directly on the report” should not be treated seriously, but there is still the stage where ‘allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones‘ needs to be tested on evidence, and until that part has been sufficiently satisfied, the entire allegations mess, is merely a mess. In opposition, the Guardian also gave us: “Huawei and T-Mobile settled their disputes in 2017 following a US jury verdict finding neither damage, unjust enrichment nor willful and malicious conduct by Huawei in T-Mobile’s trade secret claim“, if that is true then why is it part of the allegation in the first place? It is optionally that short sighted act that leaves us with more and more diminished consideration on acts by America, that do show clear signs of a McCarthy enterprise of unqualified allegations. We need to consider that America is playing a dangerous game. It is important that ‘consider’ is the operative word, mainly because of the connected: ‘only months ago, Canada and China were eagerly discussing the prospects of a free trade deal‘. You see from my point of view, this looks more and more like America is poisoning the well, there could be another side, but the allegations are not properly documented (and have not been so for the longest of times) and as such, in light of all the lost credibility that America has, the entire mess is less and less a Chinese issue and more an American issue. Of course, that could change overnight when we see a proper documentation of evidence and proper allegations, based on verifiable data, which until the trial is not really realistic and we get that, we do. Yet the entire McCarthian mess is too overly visible to give a well balanced view, it does not bode well for America until that is changed. That part is important, because the current administration never made any secrets of the approach towards ‘get more manufacturing on US soil‘. That is the Republican agenda and that is their rights, yet when you do that to a technological field where he US now has fallen behind to a much larger degree (the AT&T part is evidence of that), there will be repercussions of such a change. the fact that when we realise that there was an issue last month that there are still no FCC rules to remote 5G router rules, that implies that the administration has a much larger backdrop than we considered they had. It is in that light that we should also hold the views of Senator Chris Van Hollen to scrutiny. When we are treated to: “Huawei and ZTE are two sides of the same coin. Both companies have repeatedly violated US laws, represent a significant risk to American national security interests and need to be held accountable“. you see, when we consider the statement where ‘a significant risk to American national security interests‘ is nothing more than the fact that these two players are Chinese and not American, that part is satisfied to American National Security considerations, but overall that is not holding water to the reality of technology, the debate changes. In addition, we see no actual list that addresses ‘Both companies have repeatedly violated US laws‘. You see, if laws were actually violated than we should see arrests, are we seeing any actual arrests apart from the fact that one person is under house arrest optionally merely due to the fact that there is a link with Iran? So, in that light, how many Americans linked to the EU Nuclear deal are currently under arrest (and being investigated)? Perhaps people on Capitol Hill could explain all the actions going on against Ellie Geranmayeh? Likely there are no actions at all, so in all that how high does Huawei rate in all that and is the attempted arrest not a clear statement of discrimination against China? Let a White House West Wing senior associate please explain to me when and how such actions ever worked out positively for any administration? I cannot think of any example.

It is about to get a lot worse, especially in California. You might not think that the issue regarding The Pacific Gas and Electric Company is not linked here but it is. You see, when you consider that Forbes gave us: “PG&E will likely file for bankruptcy in the next two weeks. The utility announced on Monday that they are indeed exploring filing for bankruptcy protection (after much speculation), and their stock quickly tumbled by over 50%. While in the best of cases bankruptcy should be providing protection for as many parties possible, in this case it unfortunately may have the worst impact on the most vulnerable — fire survivors, workers, and in general the 16 million people PG&E serves“. We need to see the connection that could have been there. Any government linked progress on 5G could have been a way to keep PG&E afloat. Not because they need to, but as the infrastructures support one another, the utility could have connected in more than one way, giving an additional service gaining a 15%-25% overhead coverage on the exact same dime, not merely lowering risk, there could have been a protection for the workers and in addition create an additional workforce giving a dent in unemployment numbers lowering them even further. This was done in the Netherlands in the 90’s and in that same decade it started in most Scandinavian nations. Even as there were still three entities (power, cable and internet) the overall substructure was fed via the same infrastructure giving a host of additional options without the cost and pushing forward connections. that path is now pretty much a non-option, so in all this Huawei could have fuelled progress in California, even as we accept the American need for different stages of national security, having something there and then upgrading it all to American required standards would have been easier and better than trying to place something that was not there in the first place, setting the US back for up to 2 years and in addition being unable to safe the US treasury 3-7 billion dollars, an amount that adds up faster than we think.

The PG&E mess is a lot larger when we consider the legal folly that victims face, in addition, the workers would be hit just as hard, the non-hardship part will only be felt by the executives who can do a Woody Allen (take the money and run). In a stage where the shareholders and even the environmentalists will be to be slapped around, the 5G implementation plans using Huawei could have negated part of these hardships, whilst the three are connected in upgrading the current stations and adding more stations, so anything upgraded would also include placing 5G capabilities, in all this Sprint and Verizon would come up short and not merely technological, so there are a few reasons to keep on good footing with Huawei, all this is no longer a real possibility. By the way, when you consider that part and when it falls over, I reckon that places like the pacific LA region, via Malibu all the way to Oxnard could have benefitted from all this, optionally stirring towards a carbon neutral point through renewable energy implementation. What would be more efficient than having the windmill fuel the energy as well as the 5G and cable needs of that entire region? It required a large overhaul that could be done and keep the value of housing high there, that idea is also pretty gone. So when that hits and California needs to downgrade the value of housing in that region by 20%, how will the State itself fare?

All because the anti-Huawei acts that were clearly off the rails even before the actions started. It get to be worse the moment the media must acknowledge that California is no longer considered state of the art, even when we agree that America, New Zealand and Australia are all part of the Five Eyes intelligence network, the fact that we now see the optional chance that America ends in 3rd of even 4th place after Australia and New Zealand would at that point become the most hilarious news cycle in the history of digital media and that is not an unrealistic consideration, all this whilst a few options remains for Huawei to show the world this year that they were the most secure and the most advanced option. That is the reality we need to fess up to when we are made aware merely last night that Commons science and technology committee chairman Norman Lamb gave City A.M. (at http://www.cityam.com/271916/government-under-pressure-ban-huawei-5g-upgrade-) he quote “These are vitally important security issues. We need to establish whether there is a threat“, after all this time, at present as quoted there still is no established threat, so in that light we see the active McCarthian debacle on 5G technology, and all this will be biting the state of California over the next few months in several ways. Even now as Germany is paddling backwards on the openness of 5G and trying to remove Huawei, we see the folly of actions. The quote from Norman Lamb is first actual evidence of this folly. When it comes to National security any nation needs to do what is best, and I am fine with that. Alex Younger (head of UK boy scout division 6) was correct in his response and it makes sense that a Chinese device should not be part of a national infrastructure, that same applies to any other nation, yet the others accused Huawei of being a national threat when it clearly wasn’t one (or at least proven to be one). Alex Younger told us that we should never depend on Chinese technology and that is fine, that same would apply to America. Alex did not accuse Huawei and that is the difference. Even in that light, having something in place and then upgrading it to national standards is preferable to jerking around in the dark hoping you hit someone in a moment of ecstasy through alleged empty words, which seems to be happening now.

This hollow status is dragging he US down, it will hit the other too to a lesser effect because the they have less infrastructure to deal with and the UK has the additional benefit that they have a well-developed system (aka British Telecom), the Dutch have KPN, Australia has Telstra and so on, the Americans have an intertwined mess of Verizon, Sprint and a few other players giving them a lot more hardship, the fact that cities are taking the FCC to court at present is merely making the mess larger, and increasing delays all over the place, that is the reality that the US faces and the entire mess is not some train that came off the rails, it is a merely the train, they all forgot about the rails required, that is the sad part in all this and that is why the US is in for multiple levels of hardship having to watch several nations passing them by on the technological fields in ways they never imagined, because those implementers left their imagination next to their porn stack in the cupboards where their wives do not look ever (or so they think).

All elements I saw a year ago, all elements I took into consideration. Whatever element I forgot or overlooked are merely small dents in an adjusted path that I got right to the largest degree. And as we consider the last news part in all this, we need to recognise that whilst the FCC is dunking around, Saudi Arabia finalised an agreement with the UN 4 days ago. The news gave us: “An agreement has been signed between the Saudi Communication and Information Technology Commission (CITC) and the International Telecommunication Union (ITU) to strengthen cooperation and partnership between the two organizations“, and this now leads to “to adopt new technologies, such as 5G phone networks, have made the Kingdom one of the most developed regulators of the ICT sector in the world, according to the ITU’s rankings” gives rise to why I have been keeping my eyes on Saudi Arabia. They are almost literally sprinting ahead in the 5G environment and as we are given “Gov. Dr. Abdul Aziz Al-Ruwais and Doreen Bogdan-Martin, director of the International Telecommunication Union (ITU), sign deal to boost technology cooperation. (SPA)“, we see that Saudi Arabia (as well as a few other Middle Eastern nations) has been taking 5G extremely serious. From my personal point of view, the US has been sitting still (or on their hands) for close to 2 years too long and it will cost them dearly.

Having a train and forgetting about placing the rails tends to do that, and it is a rather silly nation when infrastructure and transportation are important to you, that evidence is shown in several places and the American folly makes no sense unless they are even more bankrupt that they are willing to admit to. Having to collect the taxes of this month to pay for the energy bill of next month is the last straw an administration has and it seems that America is getting ever closer to that stage now, but that is pure speculation from my side in all this.

 

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Nationalisation, the second tier

The news is fresh, it is new news, yet it was foreseen, it wasn’t really news, but the drive has come visible, much more visible than most expected. As some might focus on the Guardian and the image of a beautiful young lady as she is afraid for her life, as she seeks refugee status in Australia, we see all the men and many women feeling sorry for Rahaf Mohammed al-Qunun. It might be correct, it might not. I do not know, yet what the Guardian is not telling you is seen in the Arab News (at http://www.arabnews.com/node/1431206/saudi-arabia), there the news is: ‘Saudi Arabia goes full steam with Saudisation of sales jobs‘. I think it is good that any nation pushes for national held jobs, no matter what country it is happening in. So as we read: “Saudi Arabia’s Ministry of Labor and Social Development announced on Sunday that it would be providing citizens with job opportunities in an attempt to reduce unemployment. The job opportunities will be in sales roles, including medical equipment stores, construction and building materials shops, car spare parts shops, carpet shops and sweets shops, according to Saudi state news agency, SPA.” I think it is good that the news is seen, yet what about the impact? It is not a national thing, it is regional, Oman is doing the same, Qatar has been doing it for a while and the UAE is on a similar trend. If it works it is great, yet what everyone forgets is the announcements of 6 months ago, this basically impacts Google, Apple and a few other players (the FAANG group as a whole) as they were opening their offices in Saudi Arabia as well, so from the Saudi view it is great to be Saudi. Many people all over the world dream of a Google job and now we see that Saudi’s are added to that knowledge pool. And that is what it is a knowledge pool that can drive Arabian IP to a much larger extent. In light of Neom City, in light of new Financial Districts in Riyadh, we see the opportunity for growth, yet do these events constitute actual growth as that question is equally important.

If we accept the same news two days ago (at http://www.arabnews.com/node/1430961/business-economy), we see that the headlines might give us ‘CEO of Saudi Arabia’s newest technology investment fund STV shoots for the moon‘, we might giggle, yet perhaps that same feeling came upon us when in 2001 a man named Mark Zuckerberg had an idea, how did that end? We can also consider that as Abdulrahman Tarabzouni is a MIT graduate, so he optionally has a better education than Mark Zuckerberg had (Harvard), which is me, myself and I starting a competitive flame between those two schools. The nice part here is that the STV (the investment fund) has half a billion to start with, so they can cream the best start-ups to truly grow their perspective and turn it into billions of wealth, if properly set their idea of a hundred times over might be conservative. We tend to not look into those directions, yet the ownership of IP is not merely an essential it is a wealth maker and a wealth breaker and as an MIT graduate he would (read: should) be able to see the difference between the wheat and chaff, it makes for all the difference.

Even as the Arab News introduces in opposition: “Some analysts point to two difficulties in the STV strategy: The high valuations of the global technology sector, and the comparatively high levels of geopolitical risk associated with the region, and the Kingdom, in the minds of some foreign investors.” We need to recognise that being first implies the avoidance of ‘high valuations of the global technology sector‘, the second part is ‘geopolitical risk associated with the region‘; that second part might not be zero, yet there is no clear danger to the Kingdom of Saudi Arabia, in addition as the footing of Iran diminishes the growth of Saudi Arabia will flourish, as well as the fact that the involvement and connections of Abdulrahman Tarabzouni with Saudi Aramco, Careem, Morgan Stanley, Oracle, Microsoft, Syphir tech company, Google, Member of investment committee, Middle East Venture Partners, as well as advisory roles at public and technology institutions in KSA, it would be my personal believe that if this person cannot navigate the rivers of political risk, no one would ever be safe to invest in Saudi Arabia and as we see billions from the FAANG group go that way soon enough, we can pretty much consider the second risk a dud in all that (for now).

The progress that Saudi Arabia is showing in 5G, now equalling the largest players on the western hemisphere shows not only the commitment for the Middle East, it shows that Saudi Arabia is taking the non-petroleum options extremely serious. It goes even further when we consider the news a mere 4 hours ago: “T-Mobile CEO to regulators: China is beating US on fast 5G wireless but our Sprint deal can change that“, how exactly will that happen? Merging Sprint and T-Mobile sounds nice, but they still lack higher technology equipment, Huawei beat them and the longer these players remain in denial, the larger the damage and that is where the STV can cash in. Any Huawei linked technology start-up has close to a 20% advantage over anything else. Let’s not forget that players like Verizon are not really using 5G, or as they say 5G Evolution, which I discussed in ‘Tic Toc Ruination‘, where we see: “We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?” (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/), something clearly seen from various sources a month ago, so how was their technology backdrop solved? It was not! I made additional observations in ‘That did not take long‘ (at https://lawlordtobe.com/2018/12/22/that-did-not-take-long-2/) where we see: “we are (again) confronted with what Neville Ray CTO of T-Mobile calls: ‘duping customers into thinking they’re getting something they’re not‘, America will not end dead last here, but they will be trailing (as currently is implied) behind more than one Middle East Arabic nation“, an observation I made on December 22nd last year, so not only am I proven right a few times over, the fact that for what I observe to be high paid people hiding behind presentations and wording whilst not having the actual goods is merely the facade of defeat presenting itself as ‘innovative opportunity‘, so we are watching these people heralding their Edsel whilst it is about to go up against the Maserati Gran Turismo and optionally the Mercedes-Maybach S 650 Sedan as well, and in what Universe does the Edsel have any kind of a chance? Parking perhaps (it is not that big) but how can you see innovative technology as innovation when parking is your only way to shine?

the sad part is that I have been talking to stone walls for 2 years now, the upside is that when they fail I have the documentation showing just how stupid they have been, and the end is nowhere in sight. I prepared issues on optional 5G tourism, cyber protection and a few other places that will really open up the valves of disgust from consumers when they are confronted with the impact on their daily lives. Even outside of governmental infrastructures Huawei is set in a stage where they have billions in optional business in both information and SME environment. The large presentation based players (like 5G Evolution) were so intent on pushing the large infrastructure that they forgot that actual business comes from other area’s and when the first sale is done, they are merely left with the stage where they wait for consumers to catch up, that part is no longer a given. We see part of that (at https://asia.nikkei.com/Business/Business-Trends/CES-2019-to-offer-glimpse-of-future-for-5G-AI-and-Huawei), where we are treated to: “About 4,500 companies are set to take part in this year’s CES, which continues to expand beyond consumer electronics as tech pervades once-mechanical industries like automotives. China now stands out in developing and applying both 5G and AI technologies. A decade ago, Japanese home electronics makers had a substantial presence in the Central Hall, an area packed with big-name companies. But as they have lost prominence, Chinese companies have emerged to fill the gap. Huawei Technologies, Alibaba Group Holding and Haier Group will all have exhibits in the Central Hall.” This matters as it is direct visibility; this is the direct stage in Las Vegas and its CES2019, people will get to see 4500 companies and some there proclaiming to equal Huawei, yet less than 5 will optionally have something to show the people on that level and I am speculating that they merely equal Huawei at best and this is one month before the Mobile World Congress 2019 in Barcelona where Huawei is set to take the centre stage and most of the attention. We cannot speculate what we will see exactly, but we will know on Sunday 24th February, and we will then optionally see the Samsung 5G router (not Mobile) and optionally several 5G mobiles, yet at that point we can use the dictionary torpedoes to sink that hype seeking content, contant that we have been exposed to from several sources. That part is not only visible, the results as shown by one source, gives us that AT&T is just not up to scrap at present.

Even as I have no real confirmation on how accurate the results are (so be aware of that), we are shown what PC Mag gave the people earlier and with the cautionary footnote (as would be appropriate): “remember that these are just test speeds ant that they will most likely improve with time. More importantly, there are still no 5G smartphones available yet, so these tests in the AT&T 5G network are just part of a process“, the fact that we see the results as in the image are bad, really really bad for a 5G environment!

From my point of view, test or not, their 5G should have knocked it out of the park leaving us with the entire 5G Evolution bit as what I personally would see as a sham, not a champ.

Nationalisation is only as good as the goods you have and in this the partnership with Huawei was essential and at present more and more technologists are stating the same thing. So those with a Huawei partnership will leave the others behind them on a larger scale in several layers and structural foundational flaws, the impact when the others cannot deliver will be fun to see, especially to mock on a daily foundation. I reckon that we have that right when we are treated to bloated presentations where we are left in the dust with the message: ‘It is great to be a consumer, in this age‘. Do not worry, we have his number and will point out that flaw soon enough several times.

We are finally seeing the impact of iterative technology versus frog leaping ahead. The iterative players will soon diminish, so from the Saudi point of view, they did bet on the right horse and that impact will give them multiple victories soon enough. You see, do you still think that the larger players will stay in a place with inferior abilities? When exactly was that ever an option for those who wanted to stay in the major leagues of technology?

 

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