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Analyzing Intelligence

What is given to us is behind a veil, we accept that and at times we accept that the media does not give us everything. It is however weird when the change is slightly larger than we expected and in a direction we did not see coming.

This all started almost three days ago when Iran ended up with a tanker, the news (several sources) gave us: “Tracking data shows an oil tanker based in the United Arab Emirates traveling through the Strait of Hormuz drifted off into Iranian waters and stopped transmitting its location over two days ago, raising concerns Tuesday about its status amid heightened tensions between Iran and the U.S.” we all have issues and we all thought about the big bad Iranian doing things that are unacceptable. In light of everything that happened, this is a fair point of view to have (you know that Iranian tanker in Gibraltar).

Yet now, CNN gives us (at https://edition.cnn.com/2019/07/18/middleeast/iran-tanker-intl/index.html) “Iran has seized an oil tanker it claimed was carrying 1 million litres of “smuggled fuel,” state news agency Press TV said on Thursday, before later releasing a video purporting to show the tanker.” we all want to think the worst of Iran (still a valid point of thought), yet that premise changes when we also get the following quotes: “US intelligence have been investigating what happened to the Panamanian-flagged tanker M/T RIAH. The ship-tracking website Marine Vessel Traffic has not had a current location for the tanker since July 7“, as well as “It remains unclear who owns the ship. While the initial US intelligence suggested that the tanker was UAE-owned, the United Arab Emirates has said that the tanker in question was “neither owned nor operated by the UAE. It does not carry Emirati personnel, and did not emit a distress call,” according to state-run WAM

And now we have an actual problem

To begin with, with all the digital options, and registries we get: ‘It remains unclear who owns the ship‘ are you flipping kidding me? In a time when both the Sea of Dammam, as well as the Strait of Hormuz are an absolute tinderbox, you have no idea what is going in and out of that place, you cannot tell who owns a million litre tanker? This is not some $27,000 Glastron poaching lobsters, too small to be seen by radar, this is a piece of metal the size of 500 40 feet containers this puppy is really visible! So not only does it imply the incompetence of the CIA, it shows that there is a larger facilitation at play.

When we consider the political and intelligence pressures in the Middle East as they are presently presented; the quote: ‘The ship-tracking website Marine Vessel Traffic has not had a current location for the tanker since July 7‘ reads like an absolute joke. When we consider intelligence pressure, the CIA, DGSE, MI-6 and optionally Mossad should have had an alert within 24 hours that any tanker vanishes. More important depending on where that happened red flags should have been raised all over the place and now that we see: “US intelligence suggested that the tanker was UAE-owned, the United Arab Emirates has said that the tanker in question was “neither owned nor operated by the UAE. It does not carry Emirati personnel, and did not emit a distress call” we see a much larger failing. There are programs in place to check ships registries, there are systems that can check the moment any blip is added or removed on the website Marine Vessel Traffic (and several places alike), in addition the fact that the UAE now gives us that an apparent UAE ship is not and neither does it have UAE staff is a failing on several fronts. I personally wonder what excuse Lloyds registry gives us soon enough. We cannot fault them for not being aware of facts, but the fact that a ship of this size cannot be identified as being owned is a failing, it is a tactical one to a much larger degree.

Overreacting much?

Is it? when we see the attacks in Yemen and other places, we see a tanker that could do massive damage to any harbour and for 9 days we had no clue that something was wrong, perhaps we did not care, but consider that a tanker like this could destroy in several ways a harbour and the environment in either Iran, Saudi Arabia, Kuwait, Bahrain, Qatar or the UAE, yes that is a large issue. A floating fuel bomb (a slight exaggeration) with one million litres of oil is a large issue. At the top of my head, Dubai, Abu Dhabi, Doha, Riffa, Manama, Dammam, Kuwait city, as well as several Iranian villages, any of them could have been a target leaving any of these places in ruins for at least a decade. So yes, the intelligence community failed, moreover, at present with the presented awareness the IRGC did nothing wrong. The fact that in opposition the stage where US intelligence has nothing credible to offer is a larger failing still (yes more to come).

You are who?

When we consider that awareness of Panamanian-flagged oil tanker MT Riah could have been found in minutes is one part, the fact that the implied owner UAE is not gives us a larger doubt on intelligence data. Now data is dependent on vetting and checks and we cannot check it all, yet when we consider the registry, the owner was someone, who is not implies it was sold, so basically 40 hours ago, that part could have been verified and none of that seems to be the case (or it is classified beyond my eyes, which is weird, right?)

So for no less than 35 hours certain escalations seem to have been the case and CNN ignored that part, which might be a valid embargo, these things happen, yet the global news is propagating facts that are not and facts that are nowhere and none of it has any validation. This now sets a larger stage, in the eyes of the world Iran did nothing wrong (which does actually happen), but this floating tinderbox should have received a lot more visibility with credible and verified data, which is not the case and a lot of missing data in the last 24 hours ago implies that there is a path and that path is about something we are not informed on (which is still valid and credible) but in light of the fact that only 5 hours ago Reuters merely mulls data that has been known for well over 36 hours implies that there is a larger play and for whatever reason we see the absence of awareness by the news and those claiming to inform us leave us with the stage of “Iranian state TV aired footage of a vessel called “RIAH” that it said was seized by Iran’s elite Revolutionary Guards for smuggling fuel” and was all they gave us 5 hours ago, whilst I gave a dedicated list of actions that could have been followed up on by actual journalists in the three minutes it took me to digest the data available. Is that not weird?

It gets to be worse

That is seen when we look at UK Reuters. We search of all news gives us: ‘US demands Iran free seized ship, vows to protect Gulf oil lifeline, In-Depth-Reuters UK‘ a mere three hours ago, yet the article it links to is all about ‘U.S. says Navy ship ‘destroyed’ Iranian drone in Gulf‘, something here does not belong, this is not a simple error and Reuters does not usually make these kinds of blunders, this is about something more and even as we all want to point fingers at Iran, we now have a larger stage and the US loss of credibility (that famous silver suitcase) gives us more to worry about, this is a set stage of pushing awareness and whilst the Europeans are all about saving a nuclear deal and the fact that (what I predicted) the surpassed transgressions of Iran on nuclear terms are now trivialised imply that there is a theatre going on, I merely wonder who the players are an which government ends up playing the court jester.

We might think about trivialising the entire matter, but consider that the ship optionally was smuggling merely $250K in crude oil, someone is not really getting rich, not in the larger scheme of things, so what was this actually about? Is it not interesting on how the media is not all over this, especially as it could escalate gulf pressures to a much larger degree?

 

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Game of labels

Yes, we all have games on the mind, mind games, video games, war games, and not to forget political games and economic games. These are not games that we see on the console or computer. Games do not usually rename waters from Persian Gulf to the Saudi Straight, or perhaps we will name it the Sea of Dammam. When we see that the US is changing the stage at which they can operate, mind games is all that they are left with. They failed to political game, they bungled the economic game, they are blocking their ability to play War Games so what is left? Yup, you got it mind games is all they have left.

So see this stage we need to visit USA Today (at https://www.usatoday.com/story/news/world/2019/07/12/house-passes-bill-bar-trump-from-launching-iran-strike-and-end-us-support-saudi-arabia-war-in-yemen/1708612001/) where we are told ‘House approves measure to block Trump from launching military strike against Iran‘, so not only are politicians weak weasels they have now blocked their own commander in chief to do the responsible thing against Iran, it has dwindled to this. OK, let’s face it war is not a good thing, there needs to be a really good reason to start one, as wars are expensive and the house does seemingly need approval to spend large amounts of cash that is not directed at Wall Street.

And in fairness the text: “bar the Trump administration from using any federal funds for military force “in or against” the Islamic Republic, unless the president receives explicit congressional approval for a strike. It would not bar the president from responding to an attack on the U.S.“, yet it is also interesting that this is the cowardly act (as I personally see it) to cross swords with expectation and a lack of determination. Is it not funny that I quoted in ‘Be the bitch‘ (at https://lawlordtobe.com/2019/07/07/be-the-bitch/) on July 7th: “when we see: “that nuclear agreement prevented war“, it never stopped it, it merely delayed it so that Iran could get ready and that part has been shown in several ways over the last three years alone, now that the pressure is growing we need to consider that no one wants a war, but Iran made it impossible to avoid and as they make tally of all who are willing to become the bitch by not acting, that is how we might lose this upcoming war, not merely by inaction of them, but the mere fact that these politicians are willing to grab their ankles and let happen what would happen next. They will call it: “We have reached an immediate cease fire so that a diplomatic agreement can be drawn” that will be the second sign that the war was won by Iran“, we now see this very scenario unfold. It is seen with the additional text: “It would not bar the president from responding to an attack on the U.S.” We all know that a direct attack on America is most unlikely, but this also means that America will only come to the aid of the State of Israel and the Kingdom of Saudi Arabia AFTER Congress approves it and there is absolutely no guarantee that Wall Street will give approval at that point.

It is no longer a mere expectation, less than 12 hours ago Newsweek got us: ‘Iran launches strikes in Iraq and responds to Israel;s threat as it vows to defend itself against any attack‘, and here we see: “The Revolutionary Guards announced Friday that they conducted strikes against anti-Iranian government insurgents operating along the Iraqi border in the Kurdistan region“, Iran is lashing out, in this particular case to appease their Turkish ally (they always enjoy Kurdish slaughter). When we add the pressure of the Iranian tanker, as well as the threats between Iran and Israel, we see a much larger stage evolving, and the US, just like the stage of the Syrian war was unable to accomplish anything; they merely pulled support from the Kingdom of Saudi Arabia, a nation that they call an ally. The question is that we do not know who states it, who means it and who ignores it. That is the stage that the US Senate, the House of Representatives, the presidential administration and Wall Street are in, like it is an episode of Musical Chairs, and we cannot tell which party takes on which pose, they merely refer to it as: ‘an extremely complex situation‘.

Then we get to the Washington Post, who gives us: ‘Iran’s nuclear program seems to be accelerating. Will Saudi Arabia take a similar path?‘ (at https://www.washingtonpost.com/politics/2019/07/12/irans-nuclear-weapons-program-seems-be-accelerating-will-saudi-arabia-take-similar-path), here we see the escalation in another way. With the direct headline ‘In a multipolar world, curbing nuclear transfers becomes more difficult‘, we merely see one side. So even as we see: “Riyadh has vowed to match Iran’s nuclear capabilities, including the ability to enrich uranium and acquire nuclear weapons if Tehran gets the bomb. My research, recently published in International Security, explains how Riyadh’s ability to play nuclear suppliers off against one another can increase its chances of securing nuclear technology.” There is no denying this, and that is only when we look at that side. You merely have to look back towards 2004 and remember “Pakistani scientist Abdul Qadeer (A.Q.) Khan, then famous for his role in developing Pakistan’s nuclear arsenal, confessed on live television to having illegally proliferated nuclear weapons technology to Iran, Libya, and North Korea over the course of decades. Today Khan is enjoying a resurrection at home, where he is again touted as the “Mohsin e-Pakistan,” or the savior of Pakistan” to consider that this might already have happened. Pakistan has ties to Saudi Arabia. The fact that this is largely in a stage where we see: “Wouldn’t the United States and other countries interested in stopping proliferation block Riyadh’s access to sensitive nuclear transfers, such as enrichment technology?” We see the wrong question, the stage is that America is no longer a significant super power, it is too broke, it is too much bankrupt. That gave Russia an edge and more important, other players are no longer heeding America’s word, it becomes simple for them when the infighting in America is doing most of the work for them, so seemingly America has become really good at trivialising itself as a world power. In all this (from recent events) America failed twice, it did not act when the Syrian issues were playing, so as the world saw the Ghouta chemical attack unfold on 21st August 2013, the world saw the Obama Administration sit by and do nothing, even as there had been decades of messages that a chemical attack is a red line that was not to be passed, Someone in Syria passed it and nothing was done. Again we see failure now under the Trump administration that when the calls for Yemen were needed, the US pulled away and the media set the stage for this war to continue for at least 3 years more costing the lives of hundreds of thousands. Two direct failures in the last 7 years and when someone is asking others on why the USA is not taken seriously, did you actually expect a serious response?

So when the Washington Post gives us: “As Matthew Fuhrmann explained here in the Monkey Cage, there remains debate over whether peaceful nuclear technology transfers lead to proliferation — but the risk of proliferation is high in the Saudi case“, again the stage is miscommunicated. It is not about the Saudi case, it is about the not stopping Iran case. For over 2 years we have seen and heard spokespeople from the KSA state that they have no interest in nuclear technology as long as Iran does not move forward on where they are. So now that the nuclear pact has collapsed and as Europe and America do not do anything after 2+ violations by Iran, Saudi Arabia does not really have any options left.

In all these events Iran was clearly the powder keg and the two larger players are unwilling to act. As I personally see it, the US has benefit to a lack of stability in the Middle East (outside of Iran) and is now courting Qatar to keep in the game, we see all the threats by Iran and the media is always good to make sure that we all hear the threats made (but little else) and that is now pushing for a very different stage. With the UK sending a second warship into the Sea of Dammam, escalation risks go up, not down.

The third problem is not merely the players that are out and about, when this goes south the UAE, Qatar and Bahrain will have little options left, they will be caught in the middle, all because certain players are unwilling (or disallowed) to make the hard calls. Finally there is the last piece, there is Hezbollah. We see all kinds of statement in the last few hours and they are merely that, mere statements. Yet, when Iran does make a move how will Hezbollah act? The statement that they gave 6 hours ago with ‘Hezbollah can target all of Israel with it’s missiles‘, might be true, but is it Hezbollah or Iran doing the work? The missiles are all Iranian, the knowledge to strike more precise came from IRGC instructors, the (upgraded) hardware is also covered in Iranian fingerprints. So when Hezbollah does make a move, there will be consequences and at that point the US and Europe will have no cause, no call and no right to make some lame humanitarian statement. They left this mess unattended for too long, so whatever Israel decides should be regarded as acceptable.

I still believe that the strikes that come will be 79.5% against Israel, 19.5% against Saudi Arabia and 1% against both. The Houthis are losing more and more options, Hezbollah is nowhere near ready to face two armies and Iran needs to play the game very carefully, because even as the US and Europe are not acting, there is every chance that Israel and Saudi Arabia can make short work of Iran, the Iranian threats that we have seen over the last few hours (the usual) as well as mention of a special weapon give rise that they took a little too much on their for and striking now might be the only way to defuse a nasty situation.

It is time to push back to Iran and if the politicians can’t make it work then we must make it work, so my first action to diffuse the situation is not to strike with weapons (I only have a steak slicer and a cricket bat at home at present), is to make war through mind games. I call for a change on the map; we rename the Persian Gulf to the Sea of Dammam.

It trivialises Persia and therefor Iran, when we take away the old naming mistakes, we get to trivialise Iran to a lager degree, when they cannot counter they will need to push harder or fold the hand. I saw that they were only holding a two and a seven in this poker match and there is not a lot you can do with that, to win you need to get really lucky or bluff like a god and they are unable to do the second.

So I scored an easy victory over Iran with the greatest of ease and without firing a bullet in real life, but we can keep that option for later. So take a look at the city of Dammam, with the Sea of Dammam to the right, or consider my second option below, I did made a mention of video games in the beginning and we can all bluff, we can optionally argue that bluffing is all that Iran has left, but that is a story for another day. In my case of bluff I went up against my cold war adversary the Russians (always a decent opponent to cross, and we can’t have Alexander Bortnikov feeling too relaxed in all this, can we?)

 

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Lap Time

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

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

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

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

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

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

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

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

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

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

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

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

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

 

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When it becomes pointless

Have you ever considered the actions that you need to take, yet you already know that whatever you do, it is a pointless exercise from the very beginning? The problem is not that there is discrimination, it happens everywhere; the fact that the media is part of it to a much larger degree is becoming an increasing problem.

We merely have to look at Saudi Arabia to see that reality. First of the bat, I do not claim or think that Saudi Arabia is innocent, I cannot claim that they are because there is no evidence making them innocent, yet there is also no evidence of guilt and that is the part that matters. When we look at Jamal Khashoggi, a journalist no one actually cares about and we are given: “The report suggested that Khashoggi first struggled with his killers, after which he “could have been injected with a sedative and then suffocated using a plastic bag.”” we see our larger failing. when UN reports hide behind ‘could have been‘ as well as ‘report suggested‘ we see the failure called Agnes Callamard, the U.N. human rights agency’s special rapporteur on extrajudicial executions, places guilt for the murder squarely on the Kingdom of Saudi Arabia. When we see: “There was “credible evidence,”” Agnes Callamard is a failure, because the condition of murder (as well as manslaughter) fails as the court must acquit a defendant unless the state can prove beyond a reasonable doubt and that was never done there was no evidence and the UN knows this, the media know this, but they decided to ignore, so that they can blame the death of a nobody to a government. The difference between murder and manslaughter is intent, and even if we had some degree of certainty that there was intent, there is still no evidence of any kind, they all know it, they all ignore it.

Now, did I overstep my mark with the ‘nobody’ statement? Optionally! I use that word because for the most (exception of drug dealers, politicians and in many cases journalists) people matter. My issue is that there are real things happening and they need exposure, yet in one month finding 70 million articles on one person is rich, it is too rich and no one seems to notice that and the media will not tell you, so why not exactly?

Then we take another look at the arms deals, it is an important part not merely for the commerce needs, not merely because any sovereign nation has the right to defend itself, the fact that we stop ourselves and alienate optional strong allies through the banter of bullshit by politicians is just too weird. The UK and US are about to walk away from billions in revenue, billions that are legally fine, will give funds to their treasuries and these coffers fund all kinds of things; Yet some people think it is dirty money, as such it should not be touched. I have no qualms about it; I will take over and sell Saudi Arabia $5 billion at the drop of a hat, any hat. They are a sovereign nation and allowed to purchase materials for their military needs.

Yet the media will not report that, will they? They for the most need the people to live under the guise of emotion in this case. Why is that? When we see the Arab News (at https://www.aljazeera.com/news/2019/06/yemen-escalation-houthis-ramp-attacks-saudi-arabia-190622055136031.html) showing us the missiles that were fired on Saudi Arabia, as well as the fact that we see the UN allegations “In January, the United Nations’ experts concluded in an 85-page report to the Security Council that Tehran was illegally shipping fuel to Yemen to finance their war effort. A year earlier, a UN panel had criticised Iran for violating an arms embargo on Yemen by enabling Houthis obtain Iranian missiles“, and how was this proven? Well the missiles impacted, the images show that these weapons are Iranian in origin. In addition Yemen does not have the technology, the skills or the ability to make the drones or missiles, that constitutes evidence. Even as we cannot prove Hezbollah’s involvement here, Iranian involvement is clear, but the media will not give you that, will they? Why is that?

Now, I am not assigning blame left and right, yet we need to remember that the legitimate government of Yemen called for the help from the Saudi coalition, Saudi Arabia did not invade Yemen, they attacked the rebels who started a Yemeni civil war as per request of the legitimate Yemeni government, also a part the media remains silent on. In war there will always be blame on both sides, yet the entire Yemen issue is fuelled and funded by Ian and gets openly assisted by the terrorist organisation Hezbollah, a fact that many members of the media remain silent on. Now that things are escalating in the Middle East the media gets all touchy feely on how the US-Iran escalation goes, yet they still remain silent on the Iranian acts against Saudi Arabia, so how do you classify the media when it is seemingly actively discriminating others?

Yet in most media we see on how parties are being stated to be responsible for carnage, all that whilst the driving force in all this (Iran) is left out of consideration for the most of it. Why is that?

Even as we are all willing to accept Channel 4 airing an investigative documentary – Britain’s Hidden War – on the British role in the Saudi-led intervention and “the extent to which the war in Yemen is made in Britain“, the overall picture takes to a far too large an extent the involvement and activities by Iran and Hezbollah (Lebanon) out of consideration, we accept the story and the articles, yet the lack of balance as none of the other side gets the limelight is still an issue. It is not an attack on that investigative piece which was all above board, the lack of the other side is still to be noticed. And it does not end there. Even in Lebanon things as escalating. We are getting ‘Hezbollah Armed, Ready to Strike Israel, if Iran-US Tensions Grow‘ is speculative and unproven, yet the premise behind it: “The IDF estimates Hezbollah has hidden well over 100,000 rockets in these towns and villages in southern Lebanon. “All of them comfortably hidden behind Lebanese civilians, inside Lebanon.  All of them aimed at our civilians,” said IDF spokesman Lt. Col. Jonathan Conricus.” shows the same tactic that they (Hezbollah) employed in Yemen, that part is not out in the open is it? The problem we see in addition is that neither player has the funds of the infrastructure to have that much firepower, so the question becomes more than how is Iran fuelling it all? It becomes how do you get large shipments of weapons to destinations under watchful eyes? That part matters, as it impacts both the Yemeni and Hezbollah side of the matter and the media remains largely silent. Even the intelligence players remain silent on it as they cannot prove any of it, but the strikes on Saudi Arabia are evidence that it is happening and some are too afraid that it will open additional hot zones, an issue no one wants, yet the consideration is not given towards Saudi Arabia, who is under attack and that does not add up to any extent.

There is a large failing and the wider the newspaper net you look at, the more clarity is given on what I regard to be intentional miscommunication. Even as it all escalates towards US Senate blocking arms sales and it becomes vetoed by President Trump, the entire matter constitutes delays and I will optionally step in and sell them the hardware myself, we all need a hobby and my passions are linked to an 80 meter Yacht names Kore that is to be built at the CRN Shipyard at Via Enrico Mattei, Ancona Italy (we all need a passion that is slightly out of our reach).

To keep it, I will need the better part of $2 billion, so I will sell them the Chinese and Russian hardware if need be, it is after all their sovereign right to be armed and to be well defended, and that is besides the IP that is still up for grabs. Yup, they wanted commerce, now they can all have it at a price. If you want to fuel ethical boundaries and hide behind Humanitarian reasoning whilst leaving the Iranian and Hezbollah involvement completely out of the picture, than I can sell weapons and technology to anyone. The issue with discrimination is not merely the only part that it is wrong, it is that it opens up other venues as well, but then the media did not disclose that either.

When it becomes pointless we can decide to ignore it all and just fill our pockets to the largest degree, the media entitled us to do that. In the end there is a much larger failure and I feel that a humorous side is required and I found it in the shape of a new US candidate for the elections next year. I wonder if that is the person we need to rely on to make matters fair, although fair for who remains the open question, I accept that.

 

 

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There is a start

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

American 5G speed

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

In opposition

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

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

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

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

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

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

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

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

 

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Blackadder to the rescue

Yes, now for something completely different. Today only partially continues yesterday’s conversation. The article ‘Iranian puppets‘ gives us (at https://lawlordtobe.com/2019/06/14/iranian-puppets/) where I mention: “I will never proclaim myself towards Iran“, I also made mention of the 15 bitches and a serve of coffee (between the lines), yet I will always proclaim towards evidence. Evidence is everything and even whilst Iran is the most likely guilty party, I tend to follow the evidence. The evidence puts us with Houthi forces, optionally there is enough circumstantial evidence involving Hezbollah, however, this seemingly changes today as more than one now give us: ‘UK joins US in accusing Iran of tanker attacks as crew held‘, here I remain cautious. You see, the US had graphics in the Iraq WMD part and that got us in different waters, even as much better questions should have been asked with that clusterfuck in the making. The UN secretary general António Guterres called for an independent investigation, a part I very much support.

The intelligence suckers tend to be driven by EGO and whoever their Commander in Chief is and that tends to be needlessly politically driven and there the not guilty tends to be a target, this is not the same as the innocent, but you see the impact I am referring to. In the UK the Foreign Office is giving us: “It is almost certain that a branch of the Iranian military – the Islamic Revolutionary Guard Corps – attacked the two tankers on 13 June. No other state or non-state actor could plausibly have been responsible“, I am willing to agree with this, however we have seen decently clear evidence that in more than one case Iranian flag officers acted on their extreme self, not with the official support from the actual government. It is the consequence of the Iranian clerics having direct access to Iranian generals and acting on what they proclaim is the will of Allah. Those who do not grasp that part are out in the cold, pointing at the wrong party and creating escalations.

So whilst the world goes with: “Iran did do it. You know they did it because you saw the boat. I guess one of the mines didn’t explode and it’s probably got essentially Iran written all over it … You saw the boat at night, successfully trying to take the mine off – and that was exposed” that is one view to have and it might be the correct view, yet we already have two parts here. The fact that the mine did not work implies that Iranian hardware has additional issues (or optionally a non-trained individual had access to that hardware and did not set it up correctly, which is actually more likely). The second part is that the act was about deniability, giving more need to point at a state actor, but was it one with clearance or one deciding that they had to make their government look good? The issue around deniability is set not in stone, but it seems to be on a tablet where someone else has the erase function active. And in this the US and the UK have played similar games over the last 10 years. So let’s set this in a speculative example.

The Iranian Ministry of Roads and Transportation is run by Ali Nikzad. He decided that the boats were transgressing on Iranian sovereign waters and ships are transport, so Ali Nikzad decided to give these transgressors a lesson, he gets a hold of officers who are eager for promotion and he plays the ‘I need to test our equipment for transportation of dangerous goods’, he gets mines (plural) and he tests the mines with an engineer who is not really qualified to operate mines. The attack works, but one mine was not set properly. Now he has a problem, because even as he got the equipment, he was not allowed to operate in the way he did as that was a military action, and he is merely a lowly Minister of Roads, commercial shipping lanes and Transportation, he now has to resolve the issue before it taints him and he gets someone to remove it (most likely the engineer who wrongly set the mine).

In addition to this, when we see how Belgium defused a mine situation according to the Dutch, will we see more or less reliability? Was it the image that made for the change?

All this a speculation, but the play is not that speculative, several players have engages in similar games, optionally the IRGC knew of the operation, and they did not act because their fingers were not in the cookie jar; they all have a scapegoat and there is no physical evidence to support any story that anyone tells.

This is one of the intelligence games that are out there and now we have a state actor and everyone (led by the US) are now pointing at the wrong state actor and the evidence is out there proving some right as the involved person is seemingly Iranian, but wrong as this is a bogus action in the first place. Now we see Hamid Baeidinejad (Iranian ambassador to the UK) all huffy and puffy because he is doing what Tehran told him to do and the game he plays looks good, because he truly believes that he is playing the proper game as instructed by Tehran and let’s face it, the US does not have a great track record when it comes to Intelligence data and parsing intelligence data to create actual verifiable data, do they. When in doubt, call the NSA at +1-301-688-6311, ask for Deputy Director Barnes (General Nakasone is often too busy according to his personal aide).

In all this, there is a surprising realisation, you see, the opposite is also an option and I wonder why it is not actively investigated, there is an opposing solution that takes Iran out of the equation and it is a solid solution that stretches 74,967 meters in length and could change the game, in addition to that it could hinder Iran to the larger degree, basically to the degree where Bandar Abbas would financially be decimated, its economy would plummet to below basement levels.

I wonder how willing the UAE would be to change the game to benefit their economy. Oman could optionally benefit as well, so there is a solution that could propel two nations, whilst freezing the Iranian economy twice over. You see, as I look at the state of play, a proxy war can go in two directions; you can be in denial as there is no proof, or you can go into proclamation to set the stage of something that is legally allowed, people look at the first and then ignore number two. I let you work out the puzzle and let you figure out what some never considered.

A Monty Python solution presented by Blackadder gives us the second option in two ways (at https://www.youtube.com/watch?v=ZzXhLp2wLQo) we see the approach to a literal following of orders then (at https://www.youtube.com/watch?v=UBhN28eTuP8) we see the application of intelligence: “I beg leave to commence a private prosecution the accused for wasting the courts time“, and in all this, the stage is set and optionally correctly set, yet there is a range of issues that have not been addressed.

Some will go with the smoke and fire part and that is all good and fine, yet when did we get a proper investigation before pointing the finger (optionally through the slipping them the bird)? To let this sink in, let’s take a look at American accusations: “By labelling some of the high-level waste as low level, the US would save $40bn in cleanup costs across the nation’s entire nuclear weapons complex. The waste which has been stored in South Carolina, Washington and Idaho would be taken to low-level disposal facilities in Utah or Texas“, whilst the clear danger of radioactive waste has been out in the open for decades we are confronted with: “This administration is proposing a responsible, results-driven solution that will finally open potential avenues for the safe treatment and removal of the lower level waste. DOE is going to analyze each waste stream and manage it in accordance with Nuclear Regulatory Commission standards, with the goal of getting the lower-level waste out of these states without sacrificing public safety“. In this application of rules, we are not merely rephrasing the stage of what is regarded as ‘safe treatment‘, it changes the face of danger by diminishing risks on the need for cutting 40 billion. Now we can agree that 40 billion is serious cash, yet after it passed the facilities in Utah and Texas, what damage will be left behind because standards and definitions were changed by people who desperately need things to get cheaper? And when this backfires, how will the US afford the reparations that will be in excess of a trillion dollars easily? saving $40 with a decent certainty that it will cost you $1,000 around the corner is not clever, it does not save anyone anything and it decimates the quality and value of living in Utah and Texas, so how good is that step once the proper denials are in place?

The same can be said in the UK and their approach of Fracking, shale gas options. In a stage where the Netherlands has had: “A total of 127 damage reports were received after a fracking earthquake in Groningen on Sunday morning“, in addition “the TCMG receives around 200 damage reports per week. Over the past two weeks, the committee received at least 200 reports per day“. Also before I forget, when I was young and living in the Netherlands, Groningen was plenty of things, there was even a rare occurrence of an earthquake (once ever whilst I was in primary school), the entire stage of living in Groningen changed after Fracking, a clear change in values and cost of living as properties have diminished and the entire area is now a minefield of accusations and litigations, how much will that cost the government in addition to the claims they get? There is a second danger, if any of those chemicals ever make it into the groundwater; the Netherlands has some options, whilst the UK as an island does not. Dangers that we see give the rise towards people and politicians seem to regard the element of denial, a dangerous stage on two fronts, in the UK the danger for living expenses as it goes up by 1500% when UK tap water is no longer safe to drink; in the US where radiation contamination when found too late will have new long lasting disastrous effects.

Merely two elements that have the same stage; the stage of denial can be a very dangerous one and in Iran we see a stage where we cannot afford to give in to that danger. We need to be certain, an actual war, one that Iran will lose regardless will still impact and optionally disrupt crude oil paths for decades, consider the next decade when oil returns to prices like $163/barrel. The restoration of any economy becomes close to nil, unless you make money from the oil industry. That is why I want to make sure that Iran is properly dealt with and in all this, my plan B remains valid and an optional alternative path to increase pressure on Iran.

Nobody is saying, stating or implying that Iran is not involved, the issue is WHO placed the mine and there is where we get the issue. The US and the UK clearly know this. In case of the US we have Timothy James McVeigh. Now consider what would have happened if that attack was post 9/11? I am not stating that anything wrong was done by the FBI, I am however decently certain that the entire investigation would have had a dozen other turns and double turns. There is absolutely no guarantee that the same result would have been presented. I am not stating that the FBI did anything wrong, I am not stating that anything else happened.

To look at this setting we need to consider a quote by Counterpuch.org. Here we see: “The FBI suffered another debacle last Friday when an Orlando jury returned a not guilty verdict for the widow of Omar Mateen, who killed 49 people and wounded 53 in his attack on Orlando’s Pulse nightclub in June 2016. The biggest terrorism case of the year collapsed largely thanks to FBI misconduct and deceit” there are more sources. NPR Radio gives us: “the prosecution had withheld crucial information for the development of their argument. It was not until after the prosecution had rested its case, nearly two weeks after the trial opened, that prosecutors disclosed the information in an email last Saturday“, as well as “federal authorities had also opened an investigation of Seddique Mateen after the shooting, basing the probe on a series of money transfers he made to Turkey and Afghanistan not long before the massacre. The defense argued that without those details, the defense had been unfairly hamstrung — an assertion that Byron rejected. He denied the motion earlier this week and allowed the trial to proceed” denial of facts as well as denial access to facts, denial of due process in light of whatever reasoning was given and as denial of circumstances. At this point the widow of Omar Mateen was regarded as not guilty and there is no way of knowing whether this was just, correct or merely the consequence of stacking the deck knowingly and willingly.

When you consider that personal ego made these leaps of consideration, and we see the impact, the need for higher intelligence usage and the better investigation of what is happening in Iran and by which person becomes a lot more essential. When we see three players all in a stage to wage war on Iran (an idea that I do not oppose) lets at least do it for the right reasons. Doing the right thing based on flawed and incorrect intelligence corrupts the act and over time degrades the reasoning of the act. It is important to see that difference, and whilst there are optional paths to making the Iranian economy tanking it to the bottom of the Strait of Hormuz, I will remain in favour of doing that. You need to have seen war in all its majesty of cadavers and victims to appreciate alternative parts, only those who played call of duty might like a direct war, which will only last until you actually get to wash the blood out of your hands, that sweet smell of blood will follow your nose until the day you die.

Iran might be going into a wrong direction, yet we do not have to follow them like stupid lemmings, as I stated, I am not against setting a war against Iran, I merely want alternatives that gets us the same result. A proxy war goes both ways, we merely have to alter the signs on the entrance door; it is our door, so we get to do that.

 

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Call me

There is news, there is always news, yet now we have different news. The news that matters is not the direct given news, it is merely what we see here that becomes a consequence for a longer setting and it has happened before.

We start with Arab News who gives us: ‘Huawei’s US blacklisting row has little impact in Saudi Arabia‘ (at http://www.arabnews.com/node/1503431/saudi-arabia). Yes, there is little impact and that is not weird or amazing, it merely is. Yet the news is still important for other reasons. The quote “The US wants to remain a leading source of technology around the world, even though China is working hard to create a new leadership in (the sector)” by Majed Al-Hedayan is not that accurate, the intent to be a leading source is there, yet the patent applications from the last 5 year show that the US stopped being the leading entity in that regard in 2015, Asia (mainly China) surpassed them with a large and comfortable margin, a big chunk of the Asian patents are with Samsung, which is also important to note.

The issue is not seen here, merely the impact and the response from the consumers. What happens when we combine this with the Guardian (at https://www.theguardian.com/technology/2019/jun/06/chinas-huawei-signs-deal-to-develop-5g-network-in-russia) giving us: ‘China’s Huawei signs deal to develop 5G network in Russia‘, now it becomes a new stage. It is not easy to explain, however I will get you all there. The first instances of Russian pressures to gain new momentum in the Middle East were seen in March 2018 in ‘The Global Economic Switch‘ (at https://lawlordtobe.com/2018/03/06/the-global-economic-switch/), we see the first elements of a failing Trump tactic. My quote, which uses some of the source CNBC information gets us: “we are treated to “The partnership with OPEC, led by Saudi Arabia, allows Russia to strengthen its hand in the Middle East at the same time the U.S. role has been diminished“, the diminishing of the US as stated by other sources closes doors to the US on several shores, a dangerous change that comes at one of the least fortunate times” that shift grew as President Putin decided to rely on his favourite pit bull (Dmitry Utkin) to make waves in Syria, after which Russia stepped in and decided to ‘assist’ President Bashar Al-Assad. Russia has one advantage; the Syrian army is completely unable to properly wage war which was seen after rebels launched a surprise counter-attack on the village of Kafr Naboudeh. They were presented with well-equipped and troops that were dug in. Yet those were pushed into running like a jackrabbit, rearming the rebels with heavy weapons that they had left behind, weapons that found an eager target in more Syrian troops. Both the fact and the stage are important as it requires Syria to facilitate for Russia in more than one way. In addition I gave the readers initially: “Yevgeniy Prigozhin and Dmitry Utkin allegedly have been preparing to grow an ICT/Mobile infrastructure in Syria, that whilst construction fortunes would be coming their way too, the entire growth with Saudi Arabia as an optional side allows those two to split a few billions between the two of them, whilst at the same time growing the other fields they have access to and get a seat at the Saudi Arabian table at the same time“, several analysts laughed and sneered at me with the topic mention that I had no clue what was happening and it would never happen. So now we move to February 2019 (a year later) and we see (at http://scbc.sy/en/2019/02/20/russian-companies-plan-to-build-construction-projects-in-syria/) where the headline ‘Russian Companies Plan to Build Construction Projects in Syria‘ graced us all. So when I read: “Russian construction companies are planning to build three- or four-storey buildings at low prices, all delivered in record time, 37 days for construction“, I must be imagining things. The fact that it was a not a  no-man show, but we see: “In the presence of the Vice-President of the Chamber for International Affairs and Chairman of the Chamber’s Building Committee, Dr. Luai Yousef, Director General of the Russian-Syrian Business Council, discussed with the heads of Russian contracting and reconstruction companies the necessary mechanisms to start the work“, we see ego and profit in place for the right facilitation, so far I am 2-0 on those paid to know this, And I was a year ahead of them.

The second stage

It is here that the Guardian takes its entrance to ‘China’s Huawei signs deal to develop 5G network in Russia‘ (at https://www.theguardian.com/technology/2019/jun/06/chinas-huawei-signs-deal-to-develop-5g-network-in-russia). Now we see: “the development of 5G technologies and the pilot launch of fifth-generation networks in 2019-2020”, MTS said in a statement on Wednesday“. Now the game changes, especially ‘as this has happened before‘. Most might not know this, but in the early 90’s America tried to keep IP progress away from Russia, and as such it was close to impossible to find a decent PC in Russia. That changes when Toshiba decided to do business in Russia. Within 3 years everyone on the planet knew about Toshiba. Rugged laptops that were stern were seen all over Europe and with Russia being an exclusive client the power of Toshiba grew; within 5 years they were in the top 5 of laptops and there they would remain for a while. This situation now repeats itself with Huawei being in Russia and the Middle East (Saudi Arabia & UAE) as well as still growing in Europe. And even as the US will make fun of the fact that there are at least twice as many Americans than Russians, the fact that American companies cannot go to Russia and Huawei is set now in a similar exclusive stage (like Toshiba was) gives rise that the revenues of Huawei will go through the roof this year. It becomes a larger issue as Trump’s ban on Huawei is countered by British officials seeking answers (no real ones will be coming). Huawei has an advantage through Russia giving rise to even more business. The non-tactical option for America to remain the leading technologist was never going to happen, not in the state the US is; with AT&T settling out of court their 5G deceptive conduct. Even as we are told: “we have amicably settled this matter” by an AT&T spokesperson, no one is asking questions on who has an actual full powered 5G in America. That stage is not improving when we see only two months ago: “Trump said the U.S. will cut regulations and free up spectrum for 5G technology amid tight competition with China and other nations to develop the next generation of telecommunications infrastructure“, the fact that this still had to happen 2 months ago shows the lag and the delays that the US faces. The headline ‘FCC Vows 5G Networks Will Be a Private Sector Project‘ does not make matters speed up (source: Forbes). The part everyone (most of them) ignored is that Huawei holds a little over 15% of all the 5G patents that are out there, so anyone who wants to get ahead is either facilitating to Huawei or pretending to be their best friend, obviously the US cannot apply for that position. As I personally see it, America is bogged down on second grade equipment for now and that setback will bite. That was always the setting and now that the push is becoming more and more visible we will see that Russia met with the winning team and thought it was a good deal, for them it is as it opens up all kinds of partnerships with the Middle east in construction and optionally 5G deployment, so Halliburton eat your heart out!

Is it still a surprise why I gave Huawei first option (2nd place went to Google) to my IP?

Until three months ago there was close to little option for Russia to make headway into Saudi Arabia, now with US Senators trying to block arms deals that is no longer a given. If they succeed, the entire collaboration of Huawei and Russia could give more options to Russia down the road. In this American policy has staggered in a stage of ‘Think Local Act Global‘, whilst the world is in a stage of ‘Think Global Act Local‘ and so far American politics has not evolved to the degree that where need to contemplate that there was a price for a decade of complacency, the consequences of these actions is like watching a train called America stuck in Nowhere Town, whilst the express trains called Huawei, China and Russia are now passing them by at high speed towards the destination of a place some call Opportunity city.

Whilst everyone shrugs their shoulders and wonders if it matters, consider that the US has a $22 trillion debt do you think that the US will not feel the pinch of losing billion after billion in trade with Saudi Arabia and the UAE watching their options go to China and Russia? The fact that with every quality delivery Russia gets more and more contracts regarding 5G embedded construction; as well as more Saudi Construction offers for Neom City? When that seriously starts to shift, Saudi Arabia ends up holding one nice Trump card (pun intended), when it comes to Russia, we a nations that driven to pragmatism, so as these offers go their way, there is every chance that Russia will drop Iran like a bad habit, in the end Russia already refused Iran the S-400 solution, which would have struck a positive note in Riyadh, I am certain of that part. Iran is not merely a bad player, they are clueless how to play the game to begin with; their actions involving Hezbollah was evidence of that, now with Russia pushing towards alternative directions Iran will lose more, as does the US, so it would be a win-win for both Russia and China.

A lot of this could have been seen in advance, some of the events were foretold by me a year ago (not the Huawei mess though), with these pieces on the table, why push? I never opposed the view Alex Younger had, because that is a national policy that makes perfect sense (but not the best stage for the UK at present), the American pressure was founded on no evidence and now it could cost them a lot more. There is even a third danger, even as everyone depends on Qualcomm, the stage is now set where Huawei has to design its own version. The problem is that through limitations people find creativity, we saw that in the old 8-bit computer age, the 16 bit added to that and not because of resources. It’s when we are pushed into a box of limitations at that point we will truly focus on innovation. For example Disk Doubler was a direct result of the limitations that a 20MB hard drive had. When you consider that a 10Mb drive on an original PC was $1500, the solution started to make sense really fast. It did not come that early, but in an age where the norm of a drive was 20MB and these drives were $10-$20 per megabyte. So when Huawei gets pushed into a corner, there might be a little lag, but the makers of 5G will find a solution, when that happens Qualcomm will suddenly have a much larger competitor and they aren’t the only player. What most failed to see is that the latest growth of Qualcomm was not them, it was buying others. Since 2011 Qualcomm took over 21 companies. Rapid Bridge, Ubicom, Orb Networks, Stonestreet and CSR pls to name a few for amounts up to $2.5 Billion, that kind of knowledge left them with spillage (unflattering term for lost knowledge), it is corporate brain drain that spillage will find another player and to some degree it will do just that. Now that someone shut the door on them implies that they will need to find alternatives and Huawei is more likely than not doing just that.

Even if their mobile markets does take a temporary dip, their 5G technology does not and in the end Huawei has an advantage, now with the growing partnerships with Russia and the Middle East that advantage might actually grow, and at that point the game changes. The implied evidence is already there, but the actual evidence will have to wait. We should also consider that Qualcomm derives most of its revenue from chip making, whilst the bulk of their profit comes from patent licensing businesses. The fact that patents are the profit is the issue, Huawei has the jump to some degree and should they resolve the patent issue, Qualcomm will see a fast growing drop in revenue, shortening their profits even more, so now they will need to address their cost of doing business and that will bite them hard. No matter how their $22.73 billion revenue continues. The fact that patents are profit and should Huawei find any solution, Qualcomm will face hard hits in an area where being nice was the only option, and it will not be a smooth one, it will hit hard with every patent that Huawei files. Blacklisting Huawei will have a much larger impact than anyone expected. Qualcomm had a -$5 billion in net income last year, so if the patents are their profit and Huawei gets even one patent validated in the field of Qualcomm, how much do you think that impact will be?

Another side is seen through CNBC, where we are confronted with: “They’re making some power moves right now and the ultimate power move would be to ban iPhones. Now if that happens, this thing goes down to $130“. This threat is actually more real than some think and the impact is also larger. We could be faced with an Apple Inc. in dire need as it loses 30% value and that is nothing to be laughing at. The ramifications of that act will be a global one. Samsung as a Korean player will laugh on the side as people will have to make a choice, but damage to Apple to this degree was never considered. And that is not all, there is one more play for China, Business Insider informed us last week (at https://www.businessinsider.com.au/china-rare-earth-list-of-us-products-could-affected-2019-5) that ‘Here’s a list of American products that could be affected if China banned rare-earth metal exports to the US as a trade-war weapon’. The realisation that “Eighty per cent of US imports of rare-earth metals come from China, according to the US Geological Survey”, now consider the small fact that “Yttrium, europium, and terbium are used in LED screens, which you can find on most smartphones, tablets, laptops, and flat-screen TVs. Their red-green-blue phosphors help power the display screen, according to a 2014 US Geological Survey fact sheet. Those elements are also used in iPhone batteries and help make the phone vibrate when you get a text, Business Insider’s Jeremy Berke reported.” When you consider these parts and when you realise that Apple has no option to replace those parts at present, in Addition, consider all the other smart devices in circulation that rely on these materials, how infinitely stupid was this trade war to begin with? Oh and that is whilst we take Seagate out of the equation with their drives, which by the way relies heavily on the availability of Dysprosium, which according to Seagate’s CEO, Stephen Luczo gave them a margin issue of close to 20%, that much could be lost to Seagate, and when that material goes, what remains?

In the end, no matter how this plays out, when the Intelligence boffins figure out that they had several elements wrong for over a year, they should call me, they might learn something (which would be novel in its own right).

 

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