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The Outsourcer’s Furlong

The race is on, we heard last year just how poorly the setting of Interserve was. We all head how Interserve served the people the small fact that they were half a billion (in £) in debt. I discussed it last December (at https://lawlordtobe.com/2018/12/17/one-to-the-hospital-one-to-the-morgue/) in the article ‘One to the hospital, one to the morgue‘, and if the previous financial model applies, there is every consideration that so far another £200 million has been added to the debt. The guardian gives us: “the directors danced around the issue. A “fully consensual” financial restructuring would be preferable but Interserve was “also actively preparing alternative plans to ensure the proposed transaction can be implemented in the event that shareholder approval is not forthcoming”“, and as they very correctly state it ‘What alternative arrangements?

In this Coltrane and Farringdon Capital Management have between them one third of the equity and the message of “the proposed £480m debt-for-equity rescue in which the banks would take control and current investors would be diluted to just 2.5% ownership“, you can imagine that these two campers were not happy. They stand to lose it all if things go pear shaped, the awkward impact of a wrong investment made bare. The fact that these two could stagger it all if there is not a full house (which is the most likely event), could stop everything and as the Guardian states (to be more specific Nils Pratley does at https://www.theguardian.com/business/nils-pratley-on-finance/2019/feb/13/interserve-needs-a-plan-b-given-the-rebellion-over-its-current-plan), a plan B is needed. I personally think that a plan C is equally essential. At present chairman Glyn Barker has his work cut out for him, not only are 45,000 out of the 74,000 employees in the UK and they are waited with baited breath, there are more than two parties that are on the ropes and he needs the bulk to fall in line with his vision. One part is the lucrative Interserve Saudi Arabia. Even as it is profitable now, it is also in demand now, auctioning it off to Salini Impregilo could give them a decent reduction in debt overnight and with matters in Saudi Arabia as they go, Salini Impregilo needs the workforce, they are scoring job after job and at some point the workforce will not hold up to the scrutiny of deadlines. As it includes presence in the UAE, Interserve might want to choose dollars for doughnuts before the stage has changed and all that they can hope for is 10 cents to the dollar, because at the stage where two players having one third push for change, Salini Impregilo merely needs to wait for Interserve parties to become utterly desperate and that given stage is a little more realistic than some players are comfortable with.

If debt reduction is the goal and we see that their Middle Eastern part involves:

  • Hospitality and leisure
  • Oil and gas
  • Retail
  • Transport and infrastructure

I see at least three branches that could be pruned and it is a first step to push Interserve back to their core and optionally into a field where cost becomes increasingly lower than the current balance statements require them to be. A similar view could be held for the US and Asia. I wonder just how profitable these branches are, the total debt implies that it goes way beyond the UK (or the UK part is optionally mismanaged in the most dreadful way). I am not implying or judging, half a billion in debt is doing that for me pretty convincingly.

So as the Times gives us: “The New York hedge fund attempting to derail the £905 million rescue plan at Interserve is nursing losses of nearly 90 per cent on a £25 million bet that the public services contractor could recover without falling into the hands of its lenders“, we also see another side. The fact that we see someone hedging 3% into moving away from the £900 million rescue plan, and losing 90% of their attempt also implies that the tress intensifies. Another view is given by the Financial Times (at https://www.ft.com/content/8cd9d920-2b98-11e9-a5ab-ff8ef2b976c7) with: ‘Hedge fund in Interserve feud profited from Carillion collapse‘, with the addition “Coltrane Asset Management, the biggest investor in Interserve, earned £4m wagering on Carillion’s collapse by selling its shares short“, so why give them any consideration? the fact that they decided to add a 20+% share in Interserve with the assumed and highly likely path to try that trick a second time implies that they have no vested interest in the firm, merely a need for greed. So why cater to that? When we are given: “Carillion collapsed in January 2018 leaving banks, investors and pensioners nursing heavy losses and the government struggling to deliver key services such as hospital cleaning and school meals. Some 3,000 staff lost their jobs, with another 14,000 transferred to other employers, in one of the biggest corporate failures in British history“, we know that this was not the fault of Coltrane Asset Management, yet they had no issue selling it all down the drain as it allowed them to fill their pockets. We get it and we do understand that Coltrane is in it for the money, that is how the cookie crumbles, yet when we see the impact on an optional 74,000 employees, we need to look beyond. It is not like Coltrane is taking over and making it a profitable setting, are they?

We do get that Coltrane is not the actual evil party in this, unless they explored short selling here too, at that point they are on their own. Coltrane is not without teeth, the mere setting of shareholders losing out on their investment will make them gang together and plenty of them are small investors; it is their retirement that is at stake. Scottish pubs tycoon Alan Macintosh is also still an element in all this, the swap would make him massively rich so he is willing to stick with the plan, there are still 6 weeks until the deadline gives us the setting of the battle line that will be drawn, and where that ends is anyone’s guess. yet as the Financial Times points out “People close to Coltrane said it was confident of winning support from the numerous smaller investors — which include Hargreaves Lansdown and Standard Life“, those with their retirement savings in the balance will turn to Coltrane soon enough, some will be scared enough to offer their part to Coltrane at any amount that gives them more than 30 cents to the dollar, giving Coltrane the option to upgrade the size of the bat that they wield in this encounter, leaving the people at Interserve with little to work with, and in light that there is no plan B or a plan C, gives more and more the impression that they never properly prepared for this war, making the outcome of a win for Coltrane against them a rather large likelihood.

So who goes to a war theatre without at least three options ready? Anyone who starts a tactic without two alternative routes handy at any given time is merely on a one way street to defeat. That is not predictive, that is an issue that has been gospel since WW1, I would go further that the Siege of Khartoum of 1884 was another example to that premise. In those days there were thousands of Brits sneering and making fun of Muhammad Ahmad bin Abd Allah, in the end he walked into Khartoum leaving mountains of corpses in his wake. From that setting alone, the board of directors at Interserve have made a few too many really poor decisions, when we add that to the pile, we see that Coltrane is not done, not by a long short and when it falls over, Coltrane walks away with an ox-cart of gold and a fair share of the 74,000 employees will not be that lucky.

Those who want a better stage better find themselves a new deal and set themselves as independent contractors finding new alliances. It might be easy for some where the market is vastly on the rise, but that is merely in a few places where the stage can be set to take control of the projects, making the situation of Interserve a lot less manageable soon enough.

I am merely speculating now, yet consider the projects over the last 6 months.

  • Qatar National Theatre
  • Southwark Council
  • Highways England
  • North Lincolnshire Council
  • Durham University

These are merely a few of many projects where ownership of the project could revert to other players if the pressure on that project is high enough. Those customers will need to seek a solution for their invested needs and there is now enough doubt whether Interserve can fulfil its side of those contracts, the mere absence of a plan B would essentially be enough to facilitate for change if the proper cards were played and £150 million is nothing to make fun of.

But that could be merely my wrongful view on the matter, we will know soon enough.

 

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The other view

The Guardian had an interesting view yesterday (at https://www.theguardian.com/world/2019/feb/03/people-in-christian-majority-countries-values-clash-islam-poll). The article starts off with a high when we see: “Large numbers of people in Christian-majority countries in the west see a fundamental clash between Islam and the values of their nation, according to a survey“. I honestly do not get that. I have started (a few months ago) to get acquainted with the Quran. I have been looking at 5G opportunities (mostly) in Saudi Arabia and Saudi Arabia is a Muslim nation, a Muslim monarchy. As such I believe that it is important to be aware of the rules and events in such a nation. Even if I am still a Christian, I feel it is important to be aware of things so that we do not cause unintentional grief or friction in any place, which means that I will have to adjust to Muslim life. Anyone who is not willing to do that is better off staying at home. The same rules apply to many other nations (Pakistan, Egypt, Syria, Jordan, etc. etc.)

If we ‘expect’ an acceptance of ‘our’ values and culture in Australia, Germany, the Netherlands, Sweden and so on, should the reverse not apply as well?

In the article I particularly liked the quote: “When asked the same question about Christianity, 25% of people in Saudi Arabia and 22% of Algerians said there was a clash with the values of their country, but the proportions fell to 13% in the United Arab Emirates and 7% in Egypt“, it seems that acceptance increases in places with more international exposure, which was a nice thing to learn.

When we see he links to YouGov dot UK and we see: “YouGov was recently commissioned to conduct a multi-country study on attitudes to religion in the West and Middle East/North Africa region“, we see that Dr Joel Rogers de Waal has the goods for an interesting piece of publication in his hands. The article (at https://yougov.co.uk/topics/international/articles-reports/2019/02/03/westernmena-attitudes-religion-portray-lack-faith– ) is even more interesting when we see the issue of ‘fundamental clash’ where Christianity is a lot less ‘accepting’ than Muslims are, which is something that actually surprised me.

It also opened the issue of consideration we look at “Campaigners for religious freedom are highlighting the significance of the historic papal visit to the birthplace of Islam, and hope Francis’s message of peaceful coexistence will be heard in other countries in the region, where many Christians are denied rights or face persecution and death.” Here we see the link to an article from December 26th stating: “The foreign secretary, Jeremy Hunt, has ordered an independent, global review into the persecution of Christians of all nationalities amid claims that not enough is being done to defend the rights of nearly 200 million Christians at risk of persecution today“. Consider the following: “Saudi Arabia allows Christians to enter the country as foreign workers for temporary work, but does not allow them to practice their faith openly. Because of that Christians generally only worship within private homes” This is not a hidden event, this is not some made up rule, this is Islamic law, a person either abides or finds their fortune somewhere else, so Saudi Arabia (as well as the UAE, Qatar and Oman) could be a haven for wealth opportunities for the atheists and of course Muslims, this is not some hidden idea that you can flunk with, this is clear established Islamic law, so when Jeremy Hunt is making some case of persecuted Christians on boxing day, I have no idea where he is coming from. Islamic law is also really present in Pakistan and many other places, so why are non-born national Christian there is the first place, to convert people? There is clear Islamic law against it, it is strict and it can result in capital punishment.

These were not blatant forms of misdirection, this is known and clearly stated laws in these nations, so at times, I have no idea where some people come from.

Can there be adjustment?

I would go with yes, if there is a simple infraction that can be clearly be seen as an error by the person and it can be proven to be unintentional, the courts might be lenient (I cannot speak for Islamic courts). Yet, the diligence of a person should be clearly shown. As such the entire Anti-Mariah Carey part is also a little bit of a mystery. We can accept that people feel that there is a “poor human rights record in Saudi Arabia“, yet from what point of view? Saudi Arabia is an Islamic law nation, it is a monarchy where Islamic law is rule and everyone (even the royal family) adheres to Islamic law. Let’s not forget that Saudi Arabia had established high end culture and architecture in an age where the people mixed faeces and clay to make the walls of their houses in the larger area of Western Europe, so most houses did have a shitty smell to it, and those people thought it was OK. So as In Arabia and Babylonia there were sewers close to 15 centuries ago, whilst only 9 centuries ago, the western civilisation used shit in the building of the walls of their houses and for the most sewers were a non-issue, there were none. How is that for generics in civilised life?

And as we see: “human rights campaigners have urged the pope to use his landmark visit to address the war in Yemen. The UAE is part of the Saudi-led military coalition that has been accused of human rights violations in the country” we need to realise that these same people seem to lack the commitment to do the same against Hezbollah and Iran who are in the thick of it, is that not an interesting one sided part in all that? And it is not limited to the visit of El Papa Vaticano either. Even the UN has been accused of ignoring Iran’s role in all this, so there is a larger issue at play which is also fuelling the mistrust in the Arabian Peninsula nations. In addition to this I would tell people to start following Mohammed bin Rashid Al Maktoum on LinkedIn, Royalty and the current Vice President of the UAE, we can accept that he has people managing that account like any other big CEO or entrepreneur (like Bill Gates and Richard Branson), you will see that this man, this Vice President is actually really inspiring that alone should open the eyes of many to adjust the cultural glasses we wear now and learn more about Islam and Islamic law, for the simple reason that if a devout Muslim like Mohammed bin Rashid Al Maktoum can be inspiring, what other revelations are we denying ourselves?

I learned early in life that closing your eyes to other views is ALWAYS debilitating. I have been around the planet twice now, I was never rich, yet I have seen so much and I never regretted my choices (well, actually perhaps 3), which is a decent achievement to have.

So when I see the entire alleged issue regarding Saudi Arabia PR offices in London mentioned in a few places, I am at a loss why they do not get 50-200 open resume considerations a day (perhaps they do, I am merely phrasing the question out there).

So when we were told last October “British firms earning millions of pounds from efforts to improve the image of the kingdom and its regional allies in recent years, a Guardian investigation has found” I am wondering why their competitors are not fighting harder to offer to do a better job.

I digress

True, I was digressing, as I was moving towards the profits there, which is not incorrect, but it was not what the article was about. We can argue that the best opportunities are for those accepting the values of others and that is what is in play for now. You see, it is not about becoming Muslim, it never was about that; yet having a decent comprehension of Muslims and Islamic Law is merely a consideration to have, an essential consideration when you accept opportunities there, it is the only way to move forward. I reckon that I will never truly get accepted to the barrel of cream as I do not speak Arabic, yet those now about to no longer be a teenager, consider getting that skill. As economic growth in the Arabian nations is close to 500% of what America could present, as the same is pushed for China, having these skills in language and culture is an essential step in anyone’s future, even if you decide to not go there. When a place like Salini Impregilo is merely one of several companies growing multi-billion dollar contracts in that region, one after the other, when you are not a University engineer, do you think that they will offer contract work to any talented person, or to the talented person with at least a minimum knowledge of Arabian language and culture? When the option for a good future is understanding, as well as acceptance of others is the stepping stone to a bright future, why not consider that step?

So when you are confronted with: “In Germany, 53% of respondents were unfavourable towards Islam, compared with 10% to 22% who were unfavourable to other religions. In the US and Britain, smaller proportions (37% and 32%) were unfavourable towards Islam, with a similar range viewing other religions negatively“, are we accepting that 53% has ‘conservative’ values, or are we realising that 53% is throwing away a culturally driven well served lifestyle?  In the end money is always important (that pesky thing called rent comes around), yet what is your spiritual life missing out on by not knowing more about a cultural way of life that could be inspiring in several ways. When we merely a day ago:

نرحب بزيارة البابا فرانسيس لدولة الامارات  .. زيارة تاريخية هدفها تعميق قيم التسامح والتفاهم والحوار الديني … تجمعنا الإخوة الانسانية .. وتجمعنا الوصايا السماوية المشتركة .. وتجمعنا نوايانا من أجل مستقبل أفضل البشرية .. أهلا وسهلا بك في عام التسامح على أرض الإمارات

Which is translates by Google as: “We welcome the visit of Pope Francis to the UAE. A historic visit aimed at deepening the values of tolerance, understanding and religious dialogue… We are gathered by human brotherhood. We bring together the common Heavenly commandments. Our intentions are gathered for the future of the better mankind. Welcome to the year of tolerance on the land of the Emirates

So at that point, do you think there is any place left for the like of: ‘the anti-Islam party of Geert Wilders‘ (to coin but one example)? There will always be opposition to any view, both Christian and Muslim, yet opposition is not ‘anti’, the moment we learn that lesson too late is the day we realise that we wasted the life we had before that realisation. It is actually that simple most of the time. As such it is my personal view that the article by Harriet Sherwood in Abu Dhabi is a lot more important than most of us realise, to learn that simple part is an initial first step for many, be not afraid to take a step outside of your comfort zone, you might learn more than you bargained for, from others and also about yourself.

 

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Ceasing not firing

The mess in Yemen has not stopped escalating; it is a situation that is not even close to a surprise. Yet what is a surprise is the large level of denial that the media has on the matter. There are a few that do cover it, but the amount is way below what is to be expected from a humanitarian disaster like this one. The Guardian gave us two days ago: “Deadlines for a retreat of Houthi troops in Yemen, agreed in talks last month, have had to be delayed, the UN special envoy for Yemen, Martin Griffiths, has said. He also conceded plans for prisoner exchanges have not gone to plan.” In all this is it easy to point the finger at the Houthi side of it and for the most that would be correct. The entire matter follows “Al Jazeera’s Hashem Ahelbarra said there were doubts from the very beginning about the feasibility of the ceasefire agreement being implemented” and in all this Hashem Ahelbarra has been correct in that assessment. I will not make any consideration whether Major General Patrick Cammaert, a retired Dutch general who served as the United Nations Force Commander for the Eastern Democratic Republic of the Congo was the right call, I have no way of giving a good unbiased overview on that level, my mention is to make clear that I do not support that the media has been living with their shallow innuendo assessments, they are shallow as I personally see them, and I am personally convinced that they are utterly wrong on many fields. In all this I see the absurd absence of holding the Houthi forces to account. Even as it was a day ago, when some sources gave us ‘Seven killed in Yemen market bombing blamed on Houthi rebels‘, the rest of the media remained silent and that is definitely not OK.
So as we were treated to: “A bomb attack in a market killed seven Yemeni civilians including a photographer for a UAE television channel in the government-controlled town of Mokha“, as well as “A photographer for Abu Dhabi TV, Ziad al-Sharabi, was among the dead, the official Saba news agency quoted information minister Moammer al-Eryani as saying. A correspondent for the same network, Faisal Al-Zabhani, was among the wounded, he said. There was no immediate claim of responsibility for the attack, but Saba blamed it on the Iran-aligned Houthis. From my point of view, there is unlikely to be any claims coming. The Houthi forces are on the way out and they are trying to make sure that the death count, the logistical damage and the destruction of infrastructure is all that is left for them that is until we kill them and hold Iran directly accountable. Even as we were informed four days ago on ‘Mortar attack on the Red Sea Mills in Hodeidah started a fire in silos holding tonnes of wheat‘, most of the other media remained silent. So as we were informed (at that point) on “The sources said Houthi representatives on a joint committee to co-ordinate implementation of the truce were refusing to honour the agreement to open safe passages and allow mine-clearing operations along routes for distribution of relief“, we see just how sore the Houthi forces are when they lose, they were never realistically going to win, but to willingly leave millions to die of starvation shows just how soft we have become when it reflect on our willingness to protect the actual victims in all this. My view might not be completely helpful as (from my point of view) I would assess that the actions by the UN special envoy for Yemen, Martin Griffiths should be seen as cowardly ones. When I am treated to: “he said he “categorically rejected” calls to name the party obstructing the Stockholm agreement“, I personally do not consider ‘dealing with a complex situation on the ground‘ a valid excuse, even if it is an accurate one. The setting is simple, in all this we state that Hodeidah is simple, all armed events are off limits, an armed response is required to anyone breaking that cease fire and in addition, any proven involvement of Iran allows for additional sanctions, I would state that all 8 remaining parties are no longer allowed to get Iranian fuel, breaking that agreement will force economic sanctions on that front too.

You see, America will never go for that one. It is India that is their nightmare, not the cheap Iranian oil, but it is the pharmaceutical patent agreements that the US desperately needs, their own need of protectionism is in place and showing the larger impact is not what they want. Yet, we have no choice, if we are to salvage any lives currently on the edge of dying in Yemen; we have no choice but to set the grinder to the meat and bones of the transgressors in this.

Another truth comes from Salem Baobaid (coordinator Islamic relief) as he informed us of “Until now, little has changed for ordinary people. After the months and months of bombing, shelling and starvation, it will take much more than a ceasefire to start breathing life into people who have been living on the edge of death for so long. Things are so bad that large groups of people have started living in squalid, toxic conditions on the edge of the city’s main, highly contaminated garbage dump – just so they can forage for scraps“, he is absolutely correct and I feel that we passed that point already in October 2018, so as I am treated to: “He said members of his aid team had been killed by stray bullets and shelling was continuing” I am not overly surprised, I am surprised that the media is steering clear too much on these events. So even as we relish the fact that his team was able to save on child, the fact that there are 400,000 more that they have been unable to safe at present should be the largest reason to get the blue berets involved as soon as possible. In this regard I wonder if we need France to step in. From my point of view, the only ones truly properly trained for this is the French Legio Patria Nostra. The French foreign legion (or Étagère) is close to the only force on the planet that could set the stage to protect the people of Yemen against the Iranian backed Houthi forces. It might also be the first time that Iran gets the clear message that their lives are no longer regarded as valid at present. It will also be a clear message that the Houthi stall tactics should be cut short and be ended in any way that we can as the blood of millions of civilian Yemeni’s would be on our hands, inaction makes us not indifferent, we become complicit in the act of murder, that is a clear message that we have to accept, the inaction of us should have held us to account at least a year ago, but to some extent we were unaware, the media kept us in the dark for too long on too many issues.

The problem is not merely the manpower that is active, the problem is that Iran is funding too much there. The landmines, the missiles and the weapons show that Iran has a massive vested interest in all this, yet the media does not call them to account. The evidence should have upped the ante by every western nation against Iran, yet they are not acting. The fact that the Associated Press announced merely two days ago ‘Germany says EU soon to launch Iran funding scheme‘ (at https://apnews.com/d72d2d8b4ee0458b9c6acda9f7787eed) shows quite clearly that the EU is all about keeping the Iranian events in Yemen in denial. So whilst Iran is pumping tens of millions into Yemen and Hezbollah, we are treated to “The European Union is on the verge of launching an alternative channel to send money to Iran that would sidestep U.S. sanctions against the Islamic republic, Germany’s foreign minister said Monday” exactly how does that assist anyone, especially the starving Yemeni’s?

So as Heiko Maas is giving us “We don’t want Iran to leave this agreement and start the enrichment of uranium again,” whilst we accept that the likelihood of happening in some secret lab is close to 95% certain should not be considered? How is denial a reward for spending billions that goes straight to the war chests of terrorists?

Are these outlandish questions?

You see, it is not merely me in this. When we see: “We assess that Iran will attempt to translate battlefield gains in Iraq and Syria into long-term political, security, social, and economic influence while continuing to press Saudi Arabia and the UAE by supporting the Huthis in Yemen.” A report by Dan Coats, the Director of National security, released yesterday to the Senate Select committee on Intelligence, we see the clarity of the evidence given by several sources, and several verifiable sources. Yet the EU is adamant on their denial tactics regarding Iran, making issues worse s it allows Iran to continue its current path for a lot longer, optionally killing millions of Yemeni’s, blood that must be shown to be on the hands of the EU commissioners allowing for this, making Heiko Maas an optional complicit mass murderer.

Does it sound better now?

Does it sound better when the contributing politicians get the cloak of guilt added to their name, their career and their function? When the tactic continues of ‘ceasing not firing‘ on others, we need to see what contributed to that and we need to put it out in the open. We need to push for a stage where the people allowing for Hezbollah, Houthi and Iranian interests to be placed in the limelight and showing what they enabled to happen. No matter how complex it all is, tainting can oversimplify the solution and optionally show the world and many parties what they are privy and complicit towards, simplifying one element can have a much more powerful impact than some realise.

Even as we accept the words by Director Coats, he made one mistake with: “Iran’s regional ambitions and improved military capabilities almost certainly will threaten US interests in the coming year, driven by Tehran’s perception of increasing US, Saudi, and Israeli hostility, as well as continuing border insecurity, and the influence of hardliners“, you see from my point of view, the passage should read: “Iran’s regional ambitions and improved military capabilities almost certainly will threaten US interests in the coming year, driven by Tehran’s perception of increasing US, Saudi, and Israeli hostility, as well as continuing border insecurity, and the influence of hardliners, whilst we see documented events of continued financial support towards terrorist groups that is directed towards the US and its allies” reads mostly the same, yet the ‘missed’ events that is seen towards Hezbollah, Hamas and Houthi forces are evidence of that part. I found it slightly odd that this part was ‘missed’ in that report, especially as there has been documented evidence around since August 2018, so in that regard the US is also playing a game, not merely one founded on intelligence, but one that allows for conversation with smaller parties, and for the life of me I cannot fathom why, especially when we hear the US state again and again ‘we do not negotiate with terrorists

So when we get back to ‘ceasing not firing‘, whilst we know some of the elements are out in the open, why do we not openly attack those who do not abide by a cease fire? Every hour that we do not act, Yemeni civilians die and that is blood on our hands, all our hands at present.

 

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The Iranian escalation

We know that their nuclear accord is not worth the paper it got printed on. We also know that the involvement in Yemen is a lot larger than anyone has been able to illuminate on (especially the media). Yet the cupcake of the day goes to the Times of Israel (not the most neutral party in all this). they gave us mere hours ago ‘We bought spares for nuke equipment we agreed to destroy‘ (at https://www.timesofisrael.com/irans-nuclear-chief-we-bought-spares-for-nuke-equipment-we-agreed-to-destroy/). It is ‘supported’ with the by-line Ali Akbar Salehi says supreme leader was convinced West would renege on 2015 pact, so replacement tubes for nuclear reactor were secretly purchased‘. We get this part, whilst a mere 4 days ago the Financial Times give us: ‘EU seeks to keep Iran nuclear deal alive despite US pressure‘, a policy state of mind that I called reckless and not too bright close to 5 months ago. So now we see that not only did Iran have no intention to keep its word, it is actively setting the stage of being a danger to a lot more than merely Israel. Has anyone considered the dangers when one of the warheads goes missing, gets an added dirty load and both elements miraculously in the hands of Hezbollah?

This is not a fictive danger!

Consider the following ‘facts’:

  • Article 151 of the Constitution obliges the government to “provide a program of military training, with all requisite facilities, for all its citizens, in accordance with the Islamic criteria, in such a way that all citizens will always be able to engage in the armed defense of the Islamic Republic of Iran.
  • General Qasem Soleimani is in charge of the IRGC army, his direct inner core has direct control of the Basij and they protect and reinforce several locations where nuclear materials can be found. In addition there have been several pieces of evidence that the support of Hezbollah by the IRGC goes beyond simple funds and hardware, hence the danger I am illuminating is not the weirdest one, or the least likely one.

So when the Financial Times gives us: “We need to accept that the [nuclear deal] is important and it has been a signal achievement“, we also need to consider that this is merely what Iran wants you to think. It is a stage that is too dangerous for some ‘peace for our time‘ moment as the UK thought to have in 1939, it did not end well then and it will equally not end well this time either. The trouble here is not merely what is in store for Israel, the defeat that they currently face opposing Saudi Arabia in Yemen (via Hezbollah), it also implies that there is every indication that proxy strikes against Saudi Arabia are not out of the question. I am not talking about the two fired on Saudi Arabia 4 days ago (source: Al-Masdar Al-‘Arabi). The quote “According to the official media wing of the Houthi forces, their rocket battalion fired two Badr-1 ballistic missiles towards the Asir and Jizan provinces of southern Saudi Arabia. The Houthi forces said that one of their ballistic missiles managed to hit a Saudi military gathering near the Yemeni border with the Jizan province.” gives is that Houthi forces are upping the game. Whether Hezbollah is directly involved is unknown at present, yet the danger is that Hezbollah makes for a decent Iranian mule and as such a dirty payload is not out of the question at present. The part that none are giving is that both the Asir and Jizan areas are predominantly civilian and that with the lousy aiming abilities of both Houthi and Hezbollah forces we can speculate that the only way for these two to hit a military target was done by aiming for civilian targets. No matter how it turns out, Houthi (and optionally Hezbollah) forces are waging war on Saudi civilians which is a big no-no and as the Western media stays out of it (to a larger degree) the Saudi coalition will be forced to strike hard and harsh against the enemies of Saudi Arabia. The important part here is that this is no longer merely Yemen, at some point in the near future a meeting and decision will be made to actively engage Iran and that is when all bets are off for Tehran. the evidence shown in regards to the Nuclear deal as well as their involvement in Yemen, we see that both the EU and the US have no other option but to stand by Saudi Arabia in all this, decency would demand it from them and by not doing so, we will see a very different stage and Russia is only one step away from enabling themselves into a political stage of becoming best friends with Saudi Arabia. So as we saw three days ago the statement “Iran has not been invited to a global conference on the Middle East in Warsaw next month and Russia has declined the invitation“. The question in my mind becomes, is that truly the reason for declining, or is Russia playing a larger game? I will emphasize at this point that this is pure speculation from my side, yet if there is chance to get a much closer relationship with Saudi Arabia and get that achieved by ‘seemingly remaining friendly with Iran‘, we see a Russia that has plenty to win with this path. Unlocking the ties between Saudi Arabia and the USA would be one of the greatest wins of the decade for Russia and that danger should not be underestimated.

In the end Saudi Arabia and the Saudi coalition needs to do what is best for them and the events of the last two years give rise to the stage that America has merely been thinking of their own needs in the last 3 years and most allies have had enough of that.

What will happen in the end is not to clear, not whilst there are gaps in either path of allies and whilst Russia is playing its own cards close to their chest, the Americans have been too clumsy for close to two years. The Khashoggi and Yemeni events have clearly shown that part. The media gives us even more when we consider Al Arabiya. There we see: ‘Orchestrated media, political campaign to damage Saudi-US ties, says analyst‘. The quote “I strongly believe that Qatar, Turkey, and certain Muslim Brotherhood proxies in the West are involved in funding a media campaign and political operations to discredit Saudi reforms and the government in general” by Irina Tsukerman (at http://english.alarabiya.net/en/features/2019/01/10/Orchestrated-media-political-campaign-to-damage-Saudi-US-ties-says-analyst.html) is as I personally see it incomplete. She is looking at one part, but there is a second stage. Not unlike the UK actions in the 70’s against the Cairo-Tel Aviv attempts for a peace, we see another stage here too. You see, the events from Saudi Arabia regarding Neom City have been so overwhelmingly progressive that larger US industrials are now worried, they cannot live with the fact that they are soon to be less impressive than the Saudi advances in 5G, it goes further, large players like AT&T are now openly deceiving the people with their 5G Evolution, a product that has been heralded all over the media as a fake product. The Register, USA Today, Android Police, TechCrunch and many others are seeing this as deception. The idea that Saudi Arabia beat them to the punch was too unacceptable to these people. They are increasingly worried that every win towards Neom City will be regarded as a loss towards their own economy, which is the America the allies of America face. It also fuels the entire recession mess that is upcoming, merely because corporations can fund one place and whatever goes towards Saudi Arabia is not going towards other places and in all this, the UAE will benefit to some degree as well. As Saudi Arabia is facing down it’s not so hidden enemy Iran, Saudi Arabia will face opportunities as well as challenges and its allied neighbours will have positive waves of economy going their ways too.

Yet before there can be a positive outlook on it all, the global players will have little choice but to put down Hezbollah as soon as possible. No matter how they try to commit to peace, there is enough evidence that Hezbollah is still committed in wars against Israel and Saudi Arabia. Even as we see “Tens of millions of Iranian dollars have gone to Yemen“, we see that this image is also incomplete. That part is seen when we consider the BBC (at https://www.bbc.com/news/world-middle-east-46958455). When we consider the fact that ‘Pro-government forces removed 300,000 landmines laid by the Houthis between 2016 and 2018‘, the numbers do not add up. the value of the mines, the time required to place them as well as the manpower required to place them we get the clearer picture that the entire funding goes well beyond ‘Tens of millions of Iranian dollars‘. That part as well as the missile costs, the Hezbollah support and other goods imply a financial support that implies close to 1000% of the support that is claimed by some. The found number of mines implies that Yemen required placing 200+ mines a day every day. That require a much larger workforce and support engine (including some form of logistics and communication) than anyone could possible consider. That requires no less than two regiments placing mines 24:7. That is the number that does not make sense in all this and Yemen is not known for soft sands, there are plenty of rocky surfaces to content with. The numbers do not add up and it seems to me that the media has been ignoring those facts to a larger degree, making the Iranian involvement a lot larger than anyone expected, which also implies that the commitment by Hezbollah was a lot larger making them a more essential enemy to get rid of and that part is not limited to Israel and Saudi Arabia. Europe and America have every interest in dealing with Hezbollah with extreme prejudice. Well, that is if they ever want to see true peaceful balance in the Middle East, because with Hezbollah (and Hamas) that will never happen.

In all this Iran has been the catalyst to escalation and it is high time that the global media is taking a very serious look and openly reports on the actions that Iran has been an active participant in, do you not think so?

 

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Mining Rites

We all have these moments that we think we know, we are certain to know what we face, yet the truth is we do not. It happens to us all, you, me and those around us. This is not a new thing, this has been happening for the better part of 30 years. Most Americans ignore it and hide behind the ‘Fake it till you make it’ slogan, whilst they jump left, right and backwards to give the imaginative view that they know what they are doing. The setting is merely hilarious when we look at the events knowing that they do not know anything at all. That is the moment you can watch the train wreck move forwards whilst you relax and watch the collateral damage unfold. Weirdly enough it is not unlike Super 8 (at https://www.youtube.com/watch?v=AL_6gA_BVtA, from 04:00), one scene that sets the stage for the entire movie. I think it is the greatest train wreck ever produced and we are viewing what happens, knowing what happens, yet until the end, the actual reason why we faced it in the first place remains a question mark.

This all shows the stage that we have faced in the last 10 years in IT, as well as what the car makers face now in the stage of ‘Stricken car makers stall at the crossroads of a radical future‘. It is not merely the stage of cars, there is (what I personally would call) some case of delusion that people are actually waiting for 27 models. I agree that there are some who feel that way, but the bulk of people are clueless of what makes a good car, they merely want a car that looks really nice (and is safe, and is regarded as cool). Yes, most of us all want the Jaguar XF or the Maserati Gran Turismo, but it is not financially feasible. So some go the route of the Japanese model, some seek American and some go in another direction (there are so many), and still we see the fight by offering dozens of models, most will never ever be the great model we were all seeking. It does open doors and at times we do see a niche, like the Abarth, a modernised Fiat 500 (personal opinion) and for functional reasons it is a great choice to get quickly in the city and find a place to park, which is still the number one villain in the life of a car.

But it is not about cars, the jump will make sense a little later. You see last week we saw the escalations of some Saudi Teenager and the news was all over it, The Washington Post gives us the new life of escaped ‘Rahaf Mohammed’, with ‘For teen who fled Saudi Arabia, a new life in Canada starts with a new name‘, oh it is all over the news on how evil Saudi Arabia has lost a victim to freedom. We see the news with papers in nearly every country giving light to the plight of this poor young lady. She escaped! So, when the dust settles and we realise that she got on a plane to somewhere else, whilst I was not able to afford a plane ride until I was close to 23, in a place where I was never in danger, when you realise that and you also realise that the news is steering clear of Yemen, where we learned in the last week that “Houthi rebel and Yemeni government representatives did not meet face-to-face in the port city of Hodeidah over the past week“, and that the simplest part where we are notified of: “Since MASAM was launched in June, 2018, a total of 26,609 mines planted by the Iranian-backed Houthi militias in the territories, schools, and homes across Yemen were removed“, in addition sources inform us of: “the project – launched with an initial budget of $40 million with an aim to achieve a landmine-free Yemen – still has to tackle a total of 600,000 mines planted in liberated areas by the Houthi militias. This includes 130,000 internationally banned sea mines, 40,000 mines in Marib and 16,000 mines on the island of Mayon alone“. This is what we get from Dr. Abdullah Al-Rabeeah, the Supervisor General of KS Relief. So as we are seemingly all about bashing Saudi Arabia through misrepresentation, we seem to also bash people, without actual evidence mind you, the Crown Prince of Saudi Arabia regarding the events surrounding Jamal Khashoggi, even as no evidence has been presented to the people. The media has been hiding behind ‘seemingly‘, ‘inside sources told us‘ and ‘according to the latest information‘, the bulk of the matter does not hold up to scrutiny in any court of law, our laws mind you!

The media whoring like second hand car salesman (and sales woman) all voicing the news according to populist belief. It seems that the world is now afraid of Saudi Arabia. Not because of their might, or military options, but because in the first, Saudi Arabia is making moves to technological advances that is leaving the United Stated behind, and as US players are hiding behind fake 5G options (AT&T) as Forbes gives us: ‘CES 2019: AT&T CEO Hypes ‘Fake’ 5G Evolution Network Causing Confusion Among Consumers‘ (at https://www.forbes.com/sites/jeanbaptiste/2019/01/15/ces-2019-att-ceo-hypes-fake-5g-evolution-network-creating-confusion-among-consumers), where we are treated to more and more deception, Even as the article gives us “To make matters worse, AT&T is currently in the process of deploying two real 5G networks, branded “5G” and “5G+”, the latter being faster than 5G. Confused? Wait, there’s more. A little known regional wireless carrier, Redzone Wireless launched over a year ago “5Gx” (no, it’s not 5G, just branding like AT&T), a fixed wireless service in Maine” at the end, we need to realise that some parties are done for, stupidity got them there and that is where we see a different setting in Saudi Arabia (as well as the UAE). We see that the auctions of true 5G are in place, the market is growing and now we see that true 5G, not the AT&T or the Redzone version are set to technologically boom the stage in the Middle East, the nations that the Western European nations have been looking down on for generations, is now equaling and surpassing that so called free western world. This also is the fear of Iran, who seemingly has a deal with the western world to not be mentioned, to be given a clear pass, the entire landmine debacle and how the western media is avoiding covering it is clear evidence of that. Consider that Yemen is roughly the same size as Germany, when we are told that there are still ‘600,000 mines to tackle‘, when we see that, every newspaper in the world would be all over it, but no, it is Yemen, no one actually cares, especially now that Lady Diana Spencer is dead. The media cannot get a nice image of that, can they?

so now see the ‘plight’ of a Saudi Teenager versus the plight of King Salman Humanitarian Aid and Relief Centre, via the services of Doctor Abdullah bin Abdulaziz Al Rabeeah who is truly trying to make life in Yemen better by trying to remove another 600,000 mines, after they had already removed thousands of mines, making Yemen at least safe to walk in, mines planted by Iranian supported Houthi’s. Because the clear message is not that the Houthi forces planted the mines, the fact that they never had the resources or funds to get them in the first place, the Iranians were part of that entire mess, but the media is not asking those questions either, how is that acceptable? Has the world gone Anti-Saudi Arabia? What right do we have to be Anti-Saudi? So far they are proving to be more innovative, better prepared and more eager to be the main player in a technological world that is now based on deception and marketing in America. How should we accept a sliding scale of value of this size and nature? And should you doubt my news (always an option) then please Google ‘King Salman Humanitarian Aid and Relief Centre’ and see how many western publications have given any notion of the trucks filled with relief goods for the people of Yemen, aid to Jordanian refugee centres and heating fuel and gas cylinders for cooking distributed to ten thousand refugees, as well as 2100 tonnes of food for displaced Nigerian refugees. It seems to me that the western world as well as the Christian world is lagging in many places, on many levels, all this whilst the transgressors are not held to any account. So when was the last time that you considered the death of Jamal Khashoggi in a nation where that nation leads the world list in jailed journalists in the first place and let’s not forget that this is the nation that jailed Pelin Ünker for well over a year for looking into the Panama Papers, she was found guilty of ‘defamation and insult’ for writing about companies owned by former PM. Is that it? Were the allegations true, were the Panama Papers correct? Was Tax evasion proven, or was it merely illuminated tax avoidance?

We seem to give a clear path to the wrong people, the wrong ideals (like Tax Avoidance) and we see to be painting the wrong parties all whilst the western world is desperate to make a deal with Iran, a deal that could optionally be proven to be the worst investment in the history of the world soon thereafter.

A place that is making future history by building a city 32 times the size of New York, a feat never attempted before in history. So how do we react? Do we cheer these people for trying the impossible? No, we try to burn whatever relations Saudi Arabia has, so that it could never ever surpass the achievements of America, a place in lockdown over a bloody wall between America and Mexico, give me a break please!

Yet the EU still tries to keep some EU ties with Turkey, the EU still wants some nuclear deal with Iran, two bad ideas in a place where the evidence is showing us that these two are never to be trusted, that these two are all about breaking deals, and in all this the EU also slams Saudi Arabia every chance it gets whilst keeping Iran and Houthi connection under illuminated, just like they keep silent on Iranian and Hezbollah connections, Perhaps you have heard about Hezbollah, the terrorist organisation. So why keep that out of the news whenever they can? In that Rahaf Mohammed al-Qunun, a teenager who apparently still had the money to fly to Sydney Australia via Bangkok. Yes that news did reach the press in every newspaper. I do not judge Rahaf for her actions, I merely show you all that the media is using whatever they can to fill the space of media so that they can misrepresent the world for the needs of the large corporate needs, like bad second hand car salesman, they are voicing merely what they think that we want to hear and the actual news? That is a fairy tale for those who seemingly do not matter.

Also consider the final part of Ernest Moniz, who in October 2018 was quoted with: “Former U.S. Energy Secretary Ernest Moniz said on Wednesday he has suspended his role on the board of Saudi Arabia’s planned mega city NEOM until more is known about the journalist Jamal Khashoggi, who disappeared on Oct. 2 after visiting a Saudi consulate in Turkey“, an action that seemingly made sense at the time, whilst a mere three days ago we see: “Ali Akbar Salehi, head of Iran’s Atomic Energy Organization on Sunday highlighted his country had started taking initial measures to develop a 20%-enriched fuel for use in nuclear reactors, Tansim reported“, Ernest Moniz is happy to be part of a mining community like Iran who provided the 600,000+ mines that Saudi Arabia is trying to clear is evidence of that. Now also consider that ‘all HEU can be used to make nuclear weapons‘, and the threshold between LEU (Low enriched) and weapons grade starts at 20%, so in this we see a (what I would personally regard) as a hypocrite like Ernest Moniz (my personal view on the matter) who is willing to stand in Iran stating (in posture and theory) that there is no danger with 20% enriched Uranium, making him the new Prime Minister Neville Chamberlain, who in 1933 came back from a meeting with Adolf Hitler stating: ‘Peace for our time‘, do you remember how that ended?

We are focussing on fictive dangers and the real ones are at all of our doors, we need to consider the actions that we allow our politicians to make in our names, in an age of unemployment, in an age of technological impasse, we are listening to greed inclines car salesman who have no clue, merely the knowledge that they need their bonus, their bonus shares and personal profit and we all forget that there are real dangers and real people like Doctor Abdullah bin Abdulaziz Al Rabeeah trying to deal with those dangers, but the media won’t allow us to find out those truths to a larger degree.

You tell me who is right, you merely have to properly Google these searches and they are out in the open for anyone curious enough to learn more.

 

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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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Diànhuà X2 (Xīnchē xíng)

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

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

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

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

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

What was THAT about?

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

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

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

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

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

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

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

 

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