Tag Archives: Vodafone

December 11, 2018 · 12:50

The assumption of right

This happens, it happens almost every day and we all (including me) see that happen. My view was that oil prices would go up. It is a logic set to demand and supply, a basic principle. As OPEC cut production by 1.2 million barrels a day, we would have expected a rise, maybe not directly, but overall when you get less of a product, the prices rise. It is the basic foundation of commerce; shortage tends to drive prices up. Yet a Forbes article proves me wrong (at https://www.forbes.com/sites/gauravsharma/2018/12/10/opecs-output-cut-not-enough-to-provide-short-term-70-oil-price-floor/#668312a8d58d).

This is fine, I never proclaimed to have all the answers, yet it does seem odd that less oil still drops the price from $80 to $51 in one month, and the logic is gone at my end of the table, yet I also know that oil prices are a little more complex, so I took this moment to learn a little. Gaurav Sharma gives us: “oil price is not just a story of supply; it is also a story of demand“. That part makes sense, yet this part only gives rise to changes if demand dampens and dampens by a whole lot. We see that with: “It cannot be ignored that Eurozone growth continues to disappoint, global trade is decelerating and China’s slowdown is a visible fact, and not just a forecast. We haven’t even mentioned the words “trade wars” and a prospect of further U.S. interest rate hikes“. Yes, so far I am on board, yet does that dampen the need for oil to THAT degree? This is precisely the setting when we consider: “If anything OPEC’s move provides U.S. drillers with a further incentive to pump more, and they already are, having made America the world’s largest producer of crude oil.” This implies that the need is changing; America needs less as they become self-reliant more. This explains the setting in the short term, yet it also gives rise to other dilemmas. As the US is using its own stock to keep cheap oil, we also see the change in the dynamics. Less money in the treasury through cheap oil, more costs (and optionally more jobs mind you), yet the budget and shortages of America (like $21 trillion debt) now has another not so nice tail. The interest on 21 trillion can no longer be fuelled with fuel. With a downwards economy, the debt will rise a little faster and there will not be anything left for infrastructure. Now, in this case none of this is the fault of the US Administration, or the current administration to be a little more precise. There is a lot wrong as the Clinton administration left the nation with surplus. I am not ignoring that 9/11 changed the game, yet the Obama administration had a clear directive to do something and that was not done. We can argue whether they had the options or not, we know that the war on terror has had a long-lasting impact. And the downward fuel price does not help. Yet cheap fuel is good for all the non-petrochemical industries and the people requiring cheap oil for heating.

The writer also gives us: “As things stand, a sustainable $70 oil price doesn’t look certain at all for 2019“. OK, I can only support that for as long as the US can keep up with the reductions that OPEC and Russia implement, when that stops working prices will go up, just how fast is unknown. It depends on the current storage and demand and I am not certain that this will not bite in 2019. I cannot academically argue with Gaurav Sharma and his 20 years of experience. His point might be valid, yet the Economic Times gives us: “WTI is forming Doji candlestick pattern and also near its long term Fibonacci retracement. Both are positive signs for crude oil prices“, If this happens within the next two weeks, my predicted increase of 15% comes true. Yet how is that chance? Focussing on merely my point of view tends to be delusional, which is why I liked the view by Gaurav Sharma. He gave me something to think about. It is Mike Terwilliger, portfolio manager, at Resource Liquid Alternatives, in New York who gave us (last week): “It’s a stunning market backdrop where everything from the adjectives used by the Fed chairman to whom is appointed head of trade negotiations can roil the markets. While the macro backdrop remains firm, with strong earnings and historically low unemployment, sentiment is unquestionably vulnerable. That would, in my view, fit the definition of an opportunity – a disconnect between the underlying and perception.” (at https://economictimes.indiatimes.com/markets/stocks/news/us-wall-st-tumbles-growth-trade-unnerve-investors/articleshow/66946928.cms)

I have always considered and known about ‘the underlying‘ and or versus ‘perception‘, no mystery there, yet are there factors we see to forget about? Part we get from the Guardian (May 2018) when we were given: “Demand is expected to average 99.2mb/d this year.” I am adding the part where that demand is not going to diminish over at least part of 2019. Even as we see more and more drive towards sustainable energy, most players are still all about presenting and not completely in the realm of achieving, hence oil demand remains stable (as far as stable tends to be), in addition we need to look at the oil futures. S&P global (at https://www.spglobal.com/platts/en/market-insights/latest-news/oil/121018-crude-oil-futures-stable-to-higher-on-opec-production-cuts) gives us: “risk sentiment remained heightened after US Trade Representative Robert Lighthize Sunday said that he considers March 1 to be a hard deadline for a trade deal to be reached with China and that tariffs will be imposed otherwise“. So basically the futures are rolling towards the up side making me correct, yet as long as the US can keep up with demand and as long as we see this continue, oil will remain stable and not push beyond $60 per barrel in the short term. MatketWatch is actually more optimistic towards the consumers of fuel. With: “Oil futures fell Monday to settle at their lowest in about a week on growing concerns surrounding a slowdown in energy demand“.

Why do we care?

We care because the drop in demand as projected and given by several sources is also the economic indicator that not all is well. This is seen in several sources. Goldman Sachs, via CNBC gives us: “We expect the U.S. to slow down to less than 2 percent by the end of next year and as a result of that you could see the market getting quite scared“, yet would be an overly optimistic view. We saw last week that the US Economy gained 43,000 jobs less than last year giving us a much less optimistic view on that part of the equation. Apple is falling down, tension on the Economy (specifically the US economy) is on the rise, some might say sharply on the rise. In addition, the Financial Post gives us: “Wall Street ignored trouble signs for months. Now it sees risks everywhere Markets face stomach-churning swings as economic uncertainty grows“. Even when we stick to the headlines, it was nothing really breathtaking. The US trade deal with China, the growth fears in the EU, they all link into a negative setting of the economy. Not recession, yet a negative impact due to no growth (too little growth is more accurate) and the events in France do not help either. In addition, there is now a realistic chance that Italy is entering recession territory. Even as it is possible to avert it, it will means that the Italian economy will end at a standstill (which is not a recession), yet in all this, with the Two large EU economies at 0 (France and Italy), it falls to Germany to bring home the bacon and sausages, implying that they are all eager and desperate to sink any notion of Brexit as soon as possible. As we see the jesters giving us that the UK can exit Brexit, that whilst they are seemingly unable to get a handle on the ECB and their everlasting lack of transparency, so whilst we see (at https://www.euractiv.com/section/politics/news/ecb-chief-rejects-chance-to-adopt-eus-transparency-register/) the unsettling part “The European Central Bank’s President Mario Draghi has rejected calls from European lawmakers to have financiers who give advice and feedback to the ECB register as lobbyists, saying they merely provide “information”.” I merely see an extended reason to pursue Brexit stronger. I actually am in a state of mind to demand the right for targeted killing these so called ‘informers’, which is a massive overreaction, yet the need to get these information givers listed next to the lobbyists is becoming more and more essential. If any nepotism, or if any under the table deal is found within the EU, their exposure is essential. I believe that this will flush greed out into the open rather fast, but then I am merely one voice in all this.

It connects

You see, the QE is supposed to come to an end this Thursday, or at least the formal announcement to end it at the end of this month. However, when we consider Reuters: “the economy weakening, trade tensions darkening the outlook and headwinds still on the horizon in the shape of Italy and Brexit, financial markets are looking ahead to next year and just how the ECB will protect the bloc from a severe downturn“, not only does the rejection to officially end QE have an impact, it also means that suddenly demand for things like oil will suddenly spike, that means that reserves go down, oil prices go up and there the cost of living will impact harshly on Europe in winter and as such on American soil the need for a price hike will not really be one that people will cherish, and when we add to that the part that Germany also has a depressed economy to look forward to, we see the three great economic players all in a diminished form, implying that the economy will tank on the low side not merely in this year, it will have a depressed form of growth in 2019 as well. There will be all kinds of lessened good news, whilst the good news is not that great to begin with. It gives rise to the point that I might be wrong on the oil price as I expected it to grow by 15%, it might still go up yet not that much and it will come at a really high cost this time around.

Right or Wrong?

It does not matter in this case; the issues seen are openly visible and heralded throughout the net, magazines and newspapers. The issue of ‘the underlying‘ and or versus ‘perception‘ is at the heart of the matter. Even as energy and oil prices show certain paths in all of this, it does not make it a correct view (which is neither right not wrong), what we perceive in opposition to the underlying elements connected, that is the bigger picture of impact. It is also a new stage. As the politicians are fighting over the carcasses of opportunity and bonus structures, we see that Germany has a few other elements in play. It is not merely the manufacturing part of it all, it is infrastructure as well and that is where we get my earlier statement, a statement I gave 3 days ago in ‘Behind the facade‘ (at https://lawlordtobe.com/2018/12/08/behind-the-facade/), if Huawei (minus one arrested exec) shows their value in Germany with the given quote, which came well over a day after my article (at https://foreignpolicy.com/2018/12/09/germany-is-soft-on-chinese-spying/), where we see: “In the terms of reference published last week by the German Federal Network Agency for its 5G auction, security was not even included in the conditions for awarding the contract. In October, the government announced: “A concrete legal basis for the complete or partial exclusion of particular suppliers of 5G infrastructure in Germany does not exist and is not planned.”“, as well as “For Deutsche Telekom and other network operators, the situation is clear: Huawei offers innovative and reliable products at highly competitive prices. Legally, Deutsche Telekom does not bear any liability for the security risks associated with Huawei technology. And the company does not care about the fact that Huawei’s price advantage is the result of a highly skewed playing field in China. In the world’s largest market, domestic providers control 75 percent of the market, giving them unbeatable economies of scale“, we see the hidden trap that some people related to Mr S. Tupid are now in hot waters (optionally with the exception of Alex Younger). Not only have they not given any evidence regarding the security risk that Huawei is supposed to be. Foreign Policy also gives us: “Given the massive cybersecurity and national security risks, the only responsible decision is for Berlin to follow the Australian, New Zealand, and U.S. lead and ban Chinese providers from the German 5G network“, yet there is no evidence, that was always the problem and so far there is more and more indicators (especially in Australia) that the claim “In none of these three countries will domestic suppliers be the primary beneficiaries“, which I regard to be false, on paper it does not impact ‘primary beneficiaries’, but it does harshly (in Australia at least) negatively impacts the competitors of Telstra, which amounts to the same thing (TPG, Vodafone, Vodafail et al). And when we go back to my writing in ‘Behind the facade‘, where I give the reader: “You see, Huawei can afford to wait to some degree, as we see the perpetuated non truths of devices being pushed forward, the replacements better do a whole lot better and they are unlikely to do so. When we see another failure in 5G start and we see transgressions and those screaming that ‘Huawei’ was a danger, the moment they cannot prove it and their ‘friends’ give us a device that is malicious, the blowback will be enormous. There is already cause for concern if we go by CNBC. They give us a few points that show the additional fear that America has on Huawei“, when the intrusions are not proven and Huawei shows to be a strength for consumers and businesses, heads will roll, there will be a demand for blood by the people, which means that politicians will suddenly hide and become ‘on the principle of the matter‘ and transform their perspectives into in all kinds of lethargic versions of denial.

That too is impacting the economy, because those on track to start pushing out new innovations on 5G will have a clear advantage over the other players and that pushes for success even more, will it come to pass? I cannot tell as there are too many elements in motion and the policies now in place are off course under optional revised in the future as Annegret Kramp-Karrenbauer will replace Angela Merkel if her party is re-elected as the biggest one.

We are seeing a few versions in the assumption of right, and we need to realise that the assumption of right and speculative version of what will happen overlaps one another, but they are not the same thing. States of delusion tends to be an impacting factor. Am I delusional to think that big business gives away greed? Am I delusional to consider that Huawei is not a danger? If we go by ‘the underlying‘ and or versus ‘perception‘ I am correct. You see, would China endanger the true power of economy where Huawei would become the biggest brand on internet and 5G requirement, using it for espionage when there are dozens of other methods to get that data (including Facebook policies implemented by Mr S. Tupid and Mrs M. Oronic). As this sifting of data exists on many levels in several ways, not in the least that the overly abundance of TCP/IP layer 8 transgressions happening on a daily basis and at least twice on Sunday), when we realise that, why would any Chinese governmental (namely Chen Wenqing) endanger a Chinese technological powerhouse? The logic is absent in all this. This gives us the light of Alex Younger opposing the others. He gave a policy setting of national need, whilst the others merely voiced all this ‘national security‘ banter on risks that do not even exist yet. Especially when we saw the Australian version of: ”5G will carry communications we “rely on every day, from our health systems … to self-driving cars and through to the operation of our power and water supply.”” Perhaps anyone can tell me how many self-driving cars there are at present or within the next 10 years?

And none of these клоуны (or is that Sarmenti scurrae) considered the step to start with Huawei 5G and replace them at the earliest convenience whilst you work out the bugs of your currently incomplete 5G solutions, the few that are out there for now, a simple business decision that is at the heart of any daily event, including military ones. A nice example there is the ugliest dinghy in US history (aka the Zumwalt class) where we see: “Zumwalt-class destroyers are armed with 80 missiles in vertical-launch tubes and two 155-caliber long-range guns“, which is an awesome replacement from the previous version that was regarded as a Ammo less Gun edition, in the face of continuing budget shortfalls, personnel problems and of course the fact that the previous edition was $1 million per shell, for its smart (GPS) capability. The mere elements that some sources gave out that shooting straight was an ability it naturally acquired as well as the fact that a $440 million ship was not given the budget to get its unique, 155-millimeter-diameter cannon that can shoot GPS-guided shells as far as 60 miles the 600 rounds of ammo at a total cost of $600,000,000. And that is apart from the $10 billion the Navy spent on research and development for the class. So perhaps people still have questions why I considered this monstrosity to be regarded as a ‘sink on the spot‘ project. The fact that The Drive gave us a year ago: “the Navy has steadily hacked away at various requirements, stripping planned systems from the design, in no small part to try and control any further cost overruns and delays. Close-in protection, ballistic and air defense capabilities, and various other associated systems are no longer part of the base design, something The War Zone’s own Tyler Rogoway explained in detail in a past feature, leaving it with limited utility despite its size and cost” (and apart from some minor issue regarding stability and stealthablity which we shall ignore for now) in that light the entire 5G redeployment after the fact and the ability are acquired, tested and evaluated, at that point re-engineering away the advantage that Huawei had built, did that not make sense within 10 seconds?

It is common business practice in IT, and has been for over 2 decades, that is why ASUS and not IBM rules the lay of the desktop land nowadays. so getting even would not have been the dumbest idea either, but no, we see all kinds of unfounded accusations and that is where those people are most likely to lose and out in the sunlight, when they cannot prove that claim, that is when we see on how some elements will soon be disregarded. In this Huawei has a nice advantage in Germany and Saudi Arabia. When they prove the elements there, we will see a large driven technology shift and those making the claims at recent days better have their stories straight.

Yet again, I might be wrong, my assumption of right might get sunk on false premise and nepotism, I do recognise that this has happened before and will happen again.

The assumption of right is at times hindered on delusional thoughts, as well as the need that the other players are straight shooter, and that definitely applies to all politicians, does it not?

Leave a comment

Filed under Finance, IT, Media, Military, Politics, Science

Tagged as 5G UK, Alex Younger, Angela Merkel, Annegret Kramp-Karrenbauer, Asus, Australia, Australian, Brexit, Chen Wenqing, China, CNBC, Deutsche Telekom, Eu, European Central Bank, Eurozone, Forbes, France, Gaurav Sharma, German Federal Network Agency, Goldman Sachs, Huawei, IBM, Italy, Mario Draghi, Mike Terwilliger, New Zealand, Oil, oil price, OPEC, Resource Liquid Alternatives, Russia, Saudi Arabia, Telstra, The Drive, the Guardian, TPG, Tyler Rogoway, US, US Defense, US navy, Vodafone, WTI

September 23, 2018 · 14:59

As life becomes affordable

The US is not becoming affordable. It has been affordable for some time. The issue is that America is too focused on the larger places of fame. They want to be in a place where they can get notices. Places like New York, Los Angeles, San Francisco and Houston seem to get the attention (a few more then that), and it is all about the opportunity to grow business. Yet, what happens when your life is for the most online? What happens when you are not set in a stage of location, location, location? What happens when you are the analyst that can work equally easy in a cubicle or your own living room?

When you consider that this can be the stage of tomorrow, the US starts to open up by a lot in a few ways. There is however one limitation. This is a game for the young, merely because the health system of the US is decently screwed and is unlikely to resolve itself in the next two generations. Yet consider, when you have a few years of experience and you are confronted in a place like Lancaster Pennsylvania offering a townhouse, 200 m2, with a mortgage of $1,059 per month, whilst a place half the size in Sydney costs close to $450 per week, and whether the value increases or not. You are now in a setting growing your ‘wealth’. Now, if you are all about weekend parties and clubbing these are not the places for you, yet at some stage you need to consider that some places are non-events with a $1300 a week price tag. So be honest, have you considered to be anywhere else? And that is not the only place, the US is a place of opportunity for anyone with handy to upgrade the place they get. Also consider that a simple place in Boulder, Colorado where $722 a month gets you 110 M2 with 3 bedrooms. My rent in a similar place (in Australia) was $450 a week, so there is a clear setting of ‘oops!’, for me that is.

So why are we considering this?

When we look at some of the speakers in all this, we get to see the Deloitte report (at https://www2.deloitte.com/au/en/pages/economics/articles/5g-mobile-technology.html). Here we see the first number that impacts. After the first decade, we will see a production growth, not merely more per person, but optionally more per teams in play. It equates to: ‘around $50 billion in additional GDP‘. Do you still think that it was merely about ‘security’? The entire Huawei mess gave us quotes in several places and the SMH gives us: “He noted with “not many suppliers in the marketplace”, taking out a major player “puts pressure on prices”“, when we add we see: “That leaves the Finnish and Swedish multinationals Nokia and Ericsson as the most likely developers of 5G technologies adopted by Australian telcos, potentially raising concerns of higher costs“. Even as no evidence was ever shown in the entire Australian Huawei debacle, we need to consider that Australia could lose the ‘be first, or lose market share‘ options soon enough. When the brain drain starts and certain groups of players will seek the better income in a cheaper place, how will that serve the Australian interest? For Telstra it is not a problem, they can’t go anywhere and they will not care about the fallout that is likely to hit the Australian shores. As we see the growth of new mobile set work stages, so as the plate is ‘dammed’ in stages and we are exposed to “Businesses don’t want costly 5G, new research reveals. New research shows businesses won’t upgrade from 4G to 5G if it comes at a price” (source: The Australian), we need to consider Forbes who gives us: “this time around, something has changed. When it comes to the next generation, 5G, some telecom executives seem to have lost their faith in the power of technology. A survey of recent public statements by executives of the 19 largest mobile network operators worldwide shows that more than half (53%) see no near-term business case for 5G. In a 5G network, wireless data can travel at speeds of greater than 1 gigabit per second, more than 10 times faster than most 4G networks“, so there would be a case from the earlier quote, yet when we consider the Deloite report with the quoted: ‘around $50 billion in additional GDP‘, you tell me how long it will last until the doubters and the pussy footers will no longer be players, merely runners after the fact losing market share on a near daily basis, and that is my benefit. I can slice, and dice and dashboard data anywhere on the planet. I can do technical support and customer care equally anywhere on the planet. With my half a dozen languages the customer will not care where I am as long as I speak the local language. And the larger changes are still coming, when you consider what you can get in London at an affordable price, consider where you have to live in London for £174,950, whilst it gets you a decent 1 bedroom place in Birmingham, or a 2 bedroom bungalow at £369,995 for that matter, that will not get you anywhere in London, you need 100% more to get it in London (a smaller place too) and not the greatest location either. That is the setting we seem to have forgotten about. It is the one 5G element I equally forgot about. It is not merely about making more money, it is the new stage where you can live more affordable and the same income gets you a hell of a lot more. Whilst most stuff will remain the same, your groceries would be better prices and with the housing at a much better place we see that the appeal of the larger places like Sydney and London lose their appeal. So whilst we see and accept ‘around $50 billion in additional GDP‘, it is not going arrive anywhere when the people have moved to better shores and that is the setting that MacroBusiness reported on last year. There is a brain drain and it is not only in Sydney, or merely in Australia. As the quality of life remained stagnant for the longest of times, the 5G push will also give a shift in other jobs, and the companies not ready for that accommodation will find themselves too soon in a stage where they take hit upon hit and lose more than merely short term revenue. It will be the start of losing long terms contracts because the service level agreements can no longer be met. At that point, reconsider the issues I have raised for the longest of times, also reconsider the Telstra setting and the Australian government is suddenly required (read: demanded) to provide the evidence that Huawei was insecure, I wonder what happens at that point. When the business clauses fails and we see the stage of ‘infighting like bitches‘ and some people start pointing at each other, it will be great fun to see the damage and even more damage when some media channels start trivialising certain events with the causality of ‘it’ll be all right‘. At that point, when we are confronted not with: ‘around $50 billion in additional GDP‘, but with ‘Australia is set to grow its GDP by almost $3 billion through its amazing efforts in 5G‘, at that point will someone seriously ask what happened with the other 94%, or will we see gamers getting blamed again? Perhaps with a speculated: ‘As gamers have taken usage to a new level, businesses have been losing out for too much‘. Yes at that point we will see some flames flare in all directions. As we see that we are no longer limited to a city or a country, we see that opportunity will flare in every direction and those not merely embracing 5G, but those facilitating for the move towards quality of life will end up with a better and a much larger workforce gaining even more revenue momentum. When we realise that our workflow has become global we see the additional impact of businesses, where the nation facilitating for this will end up with a much better market share than ever before. So in that end it is not better to be merely fast and early, this is the one race where being first matters more than ever before, a very new setting. That was always the stage, but never seen a clearly as recently, and when we realise that the UK is actually racing the 5G path, we see that there will be additional options there too, so in the end as 5G does not care about Brexit, it merely handles data, we see that the UK recovery will still be fast and will take them further, especially when they realise that there is more to the UK than London, even Wales has its part to play. When we see: “Vodafone has said it will test 5G in Birmingham, Bristol, Cardiff, Glasgow, Liverpool, London and Manchester from October“, so even as it is Vodafail, it still required them to put 5G option in place, and whoever has that access has a distinct advantage. When you consider that Birmingham is a mere 75 minutes from London by train, does it really matter if you only see it in the weekends, there are over 140 trains taking that route each day, implying well over 5 trains an hour.

It is my personal belief that 5G is not merely changing the game; it will create personal opportunities for anyone flexible enough to make the larger changes, even if they are merely short term, a game for the young.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as 5G, Birmingham, Boulder, Bristol, Cardiff, Colorado, Deloitte, Ericsson, Glasgow, Houston, Huawei, Lancaster, Liverpool, London, Los Angeles, Manchester, New York, Nokia, Pennsylvania, San Francisco, Sydney Morning Herald, Telstra, Vodafone

September 15, 2018 · 13:49

The politics of 5G technology

I was watching the news and all the announcements of the new iPhone series and it dawned on me that even as they are not just the most expensive phone, they are close to 400% the price of the top Huawei P20. So why is this now a massive price jump? It is not merely that it is a 512 GB Phone, or that is has 4GB RAM, or that it is IP68 dust and water resistance (maximum depth of 2 metres for up to 30 minutes). I think that Apple is changing the game. It is realising something different, It is also why I designed the ‘dumb’ smart devices for 5G.

You see, for better or for worse, I ask you the question: ‘What is this?’ You swill respond with it is a phone (or variant of it), it is a connection to everything, it is your personal assistant. No, it is none of those. It is important that you realise that this is now becoming your personal data server. When 5G enters your life it will be the foundation of you. You must realise it now, or lose your personal value very very fast; even as we are shown the political ‘BS’ on Telstra regarding Huawei, US telecom companies and other players. This is the vault all the players want. This is the setting of the next generation. Apple is cashing in on mere then just the price of a product. They are setting a stage that Huawei is already walking (slower in some regards, faster in others). This is the future and the Apple version of that future arrives within the next 7 days.

Google is on that path too. Its mint flavoured (or is that coloured?) is arriving in 4 weeks, they too are on the path of the future. That path is you and your personal data server. You better get used to that very quickly, you better realise that you, you yourself enabled all this. So even as we will not know the specifics of the new Pixel 3 XL, we all know that this too will be the personal data server, just like the Huawei P20 series, the Apple Xs series, the Samsung Galaxy and the Google Pixel 3. No longer merely phones, no longer merely the Spotify point. You see, the steps we have had with 4G are closing down, and the marketing changes. It is no longer ‘Fastest Mobile Broadband Network‘, it is no longer ‘Live More Internet‘ (which might be Ogilvy’s worst slogan), and it was never ‘Rethink Possible‘. It will be ‘Whatever you need, anywhere you need it‘. That is the foundation of 5G, anywhere you need it is going to be your cornerstone. It is in that part, when you have transplanted yourself in that new dimension you will get exposed to the change and the need to protect your personal data server wherever you are, because your personal data server (the next mobile phone) will become to some extent: “Your Identity”. Now you will need to consider getting it properly protected, because your data value is you and you need to realise that your mobile phone will have more processing and collection power than any server that was out 10 years ago, facilitating for you and 49 other employees. This personal data server will work for you, on your behalf and to your needs. This was why I came up with the protection layer of ‘dumb’ smart devices. No matter whether you go for IOS or Android, you will be your own cornerstone to social life, to entertainment, to business ventures and to your financial pathway. Consider what you are doing now on your phone. Your banking needs, your radio, your TV, your games, your appointments, your insurances and your investment and retirement portfolio. You do it all from your mobile phone and soon with block chain added to the data stream we are now moving towards a point of non-repudiation. In non-repudiation it means that you and only you could have done this. It is the one step above authentication; it is your future of accountability. At that point you cannot go to the judge stating you lost everything, because your phone got stolen. The easy path is getting removed; that is the future of whatever you want, anywhere you need it. Because only you could have wanted it and the new phones are about setting the stage enabling you and protecting you and foremost keeping your data safe, as long as you realise what you are doing.

So that got me thinking of the old Re-Flex hit: ‘The Politics of Dancing‘

We got the message, I heard it on the airwaves
the politicians are now DJ’s
the broadcast was spreading, Station to station
like an infection, across the nation

We see and hear it all as these settings evolve; politicians are becoming evangelists for places like Telstra, Vodafone and T-Mobile (to coin an example). The speed and radius of influence increased with every technology jump, three times in the last 10 years alone. Forever growing, ignoring borders and natural obstacles.

When we look at the refrain we see:

The politics of dancing, the politics of ooh feeling good
the politics of moving, aha, If this message’s understood

The setting of movement, dance and self-gratification, the fastest way to move the population in the direction they needed you to go in. You better realise this now and not too late.

You see, In Australia Telstra is the best example to look at. In 2016 they themselves set the stage with: “The Connected Government Program is Telstra’s premier thought leadership program for the public sector“. You did not think this was some philanthropic society, did you? This was the initial culling of those good for the in-crowd and those who are not. And I will also include “Dramatic economic, political, cultural and technology changes are creating opportunities and risks for growth, inclusion and sustainability that are making new demands on government and the public sector which require the ability to lead for innovation in conditions of volatile change, ambiguity and fragile trust“. This is all about growing the status quo for Telstra against whatever threatens it (Huawei is a nice example). Whatever they consider to be ‘innovative‘, I personally view it to be, ‘innovative at whatever speed Telstra can manage in an optimised setting of ROI and profit from whatever was deployed before‘. That is not the same is it?

So here we see the setting of 5G, you all want it and your personal data server will be the first choice that either enables of limits you. This is why Apple has upped the ante by a lot and until the answer of Google is ready, I am unwilling to make any choice other than Huawei, especially as it is at merely 25% the price of the new iPhone. 5G is optionally 2 years away for consumers at the facilitated speed of the new apps and protections; we see that this system needs to be at full force when the City Gates of Neom opens, because that will be the first fully fledged setting of a 5G environment giving you whatever you need anywhere you need it. Interactive information posts, shops that inform you 24:7, giving you the data you needed and showing you the products and offer sales and interactivity even when the shop keeper is asleep. All setting the stage for the explosive data growth you will be faced with and your personal data server is your link to all that. In this Google has the advantage as they solved three elemental parts in that essential need, added to that the marketing agents who specialised and focused on actual engagement. That is where you see the benefit of the next generation of data and visibility at the speed it needed to be at. This is not marketing through the eyes of their clients, this is marketing through the eyes of the respondents and how they envisioned it to be. A flexible setting set to the owner of the owner of the personal data server, not the approach towards that server as players like Telstra thought it needed to be, based on their metrics and their perception. Two distinct different ways and many marketeers and self-professed evangelists never understood that part, or learned it too late.

So yes, Re-flex was partially correct when they stated: ‘The politicians are now DJ’s‘, yet they did not forgot it, it was merely in a time when that option did not yet exist. Now there is no lack of choice and the owner of that personal data server can switch channels in the blink of an eye, an engagement opportunity lost as the focus of the evangelist (read: marketeer) was set to the wrong party. The owner who gets whatever they want, whenever they want it also gains the power to decide on what they want, any time they need or desire something, so making sure that there is engagement also gives the strength of retaining that person for a much longer time and in this game in 5G time is close to absolutely everything. It is the one where we start to realise that time is the essential unit of measure. It was there in the old days. CPU time set the stage of costing; it was there in the old phones, where the duration of a call was the unit of costing. Down the road it was trivialised in most places and set to zero, but it was never zero. Now we get to the next stage, yet now it is in the hands of the consumer, because the time of engagement is the sales funnel, so engagement becomes the stage for success. It is close to the end of mass marketing. It will be the stage of smart marketing. In that setting phishing becomes the new skeleton key and there is the first clear need to protect your personal data server and to protect the data it holds. A setting of consideration in 3G and 4G becomes a setting that is essential for anyone that wants to remain in the game in the next generation with a setting of continued value.

#40800SecondsTillMondayMorning

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as Android, Apple, Apple Xs, Australia, google, Google Pixel 3, Huawei, Huawei P20, IOS, IP68, NEOM, Ogilvy, Samsung, Saudi Arabia, Spotify, Telstra, Vodafone

July 31, 2017 · 12:32

Knocking on the door of death

There is a time in anyone’s life when death comes knocking. For some it is in an early stage for others when the end of a long road has been reached and a few of the latter go that way after a rewarding life, being it material or spiritual. So when we see ‘The Greek government says the country has turned a corner, but that is not the experience of people on the ground‘ it is merely another step to an early grave for a lot of them. The Greek Debt is being disconnected, it is being misrepresented by government and media, and overall the people are only losing more and more at a steady pace. When we see the quote: “The worst is clearly behind us.” Panaghiota Mourtidou pondered the words with a gravity unusual for the jovial volunteer. Even now, several days after the Greek prime minister, Alexis Tsipras, saw fit to use the phrase, she still feels somewhat bewildered” (at https://www.theguardian.com/world/2017/jul/30/greek-debt-crisis-people-cant-see-any-light-at-the-end-of-any-tunnel), the people seem to realise that they are being played. In the end Tsipras delivered on being as shallow and as deceitful as all the administrations before him. When we see the mention of the French-trained hairdresser who had paid into a pension fund for almost 45 years, we see the initial fallout “At first it was a fairly good pension at €1,750 a month,” she recalled. “Then it was cut to €1,430 a month and now its €960 a month“, it is a 46% drain on quality of life, it is merely slightly more than Australian welfare, it implies that people get to live of $5 a day for their goods and groceries, which is utterly inhumane and I think that Panaghiota Mourtidou and Alexis Tsipras are insane to give any voice to ‘the worst is behind us‘, there is a realisation that this is merely the end of the beginning. With a debt of €325 billion, and according to one source an interest that is set to roughly €600 per second, we know that this is before the last bailout, so it gets to be a little less positive soon enough. We know the Greece didn’t have any options, they all know that this would happen, yet the injustice that there has been no prosecution of the previous administrations must hurt the people a lot too. So when she voices the fact “Hopes of spending their later years in Crete have been dashed“, I feel for her, because at some point, that was my dream too and for a lot it was a decently realistic dream. In all this we see “raise the sort of money it needs to refinance its debt,” said Kyriakos Pierrakakis, director of research at DiaNeosis. “It will almost certainly need a new financial credit line, a bailout light, and that will come with new conditions.”“, as the risk grows the refinancing of debt is so hollow, as more goes into interest it all falls away and nothing is left. Now, we can agree that Greece or a larger than smaller extent did it to themselves, they did it in either ignorance or in spite of, the reason does not matter; the outcome would remain the same. As they had the option to get out of the Euro and default on their loans there might have been an optional new start-up, now we see that there has been almost no actual support and the Greek population will need to live with the consequences of ending empty handed, generations washed away without the optional memory, it might be the first time in history that the financial institutions have taken their goods, their savings and their memories, the harshest of conditions.

In all this, Kathmiri shows another side (at http://www.ekathimerini.com/220517/article/ekathimerini/business/prices-remain-particularly-high-in-greece), the quote “Eurostat data show that Greek consumers pay more than all other European Union citizens for their telephony and postal services, with price levels standing almost 40 percent above the EU average rates, and even higher than the rates in Switzerland“, the question becomes: ‘who is pushing this?’ When we see options from Vaya, TataDocomo and Amaysim in places as outlandish as Australia (a large island with at some places miles of stretches between each house), the option from the Greek government to open the option to other players so that some of the quality of life is not lost is one part, the other is to invite players like Google, so that the Greeks have some level of ‘free’ internet is not out of the bounds of thinking. The mandate for the Greek politicians becomes less waiting for the credit houses to throw them scraps; it becomes an issue to offer the Greeks some additional levels of options that floats the quality of life to the smallest degree. It is a simpler process than merely hoping for the economy to get better and to hide behind the falsehood of ‘the worst is clearly behind us‘, a statement we all know (especially the Greeks) is not true.

All this whilst Victoria Hislop produces an article a day earlier on ‘Patra represents the extremes of Greece – sublime and mundane‘, it is her view and she shows some of the remarkable places in Greece, in that she gives her views, with images of Saint Andrew, a breathtaking place. She voices how Patra is elemental in all this as a given need when one sees Greece. It is all valid, you see, the darkness of the debt is an internal one, driving tourists forward towards Greece is clearly another part. I fell in love with Crete when I originally saw ‘Who pays the ferryman‘, in the end I went to the places where it was filmed, and many other places on the island. I saw the relaxed Elounda, the bar where some of the episodes were filmed, but that was merely the beginning, you see, Crete had so much more, Spinalonga was the true treasure of historic events, the Venetian fortifications as well as the impact that the other visitors had to the place. Greece is more than the debt it has, but has been equally reduced to the debt. Yet in all this, what have the greed driven corporations pushed towards Greece in an air of support? Did we see Vodafail giving a sweet deal to the Greeks and create a long term loyalty plan? Ah, no, because they still have a net debt of £29 billion, which was up by 31%, whilst the executive officer Vittorio Colao lives of £6 million, amounting to £500K per month. OK, to be clear, I am not having a go at him, he might have been well worth every penny. It is just that I have been confronted with the Vodafail PR for a little too long and when the times are hard, they ‘suddenly’ retrench. This is a valid step for any corporation mind you, yet, if these players are so much about one EU, and using their influence trying to thwart Brexit whenever they can. Is that suddenly small minded local thinking not an interesting non-EU mindset? When we consider (at http://www.politico.eu/article/digital-single-market-mid-term-report-card-tktkt-percent/) we see the fallout in the corporate sphere. The quote “Thirty years after the launch of the EU single market, 20 years after its first work on launching a telecoms single market and 10 years after then-Commissioner Viviane Reding launched the digital single market idea, the Juncker Commission has only got one of its 35 digital proposals signed off so far“, it is clear evidence of the utter uselessness of a single market, it is evidence on the need and greed of large corporations, the maximisation of profit. In all this, I have stated years ago that pushing some of the services to Greece could have had a positive impact, an actual sweet deal for some of the large players whilst they moved away from expensive western European places, yet none of that was done, because PR was all about the visibility in Dynamic London. So how EU is that? I am all in favour of growing London businesses, yet when you consider £3500 per square meter on average for a company spot, and Greece can get you a large building at 1000x in a one time off option (not an annual fee), how expensive is London (or Amsterdam for that matter). In all this, pushing several call-centres to Greece and Crete could have had an impressive impact on the Greek economy, yet the large players never considered that (or optionally intentionally steered away from that option), it was not sexy enough. So after 30 years we see “Presenting its half-time report card Wednesday, the Juncker Commission acknowledged things need to pick up speed. “The work is far from complete,” said the Commission’s Vice President for Digital Andrus Ansip. Estonia will put digital issues at the top of the agenda when it takes over the EU presidency in July; as its longest-serving prime minister, Ansip is well-placed to leverage that push“, which does not mean that any of it will get done, pushing the weight to the next person, that is the mere realisation that the EU with their so called one market, their 20 gravy trains and a cost of existence that has surpassed the Greek debt in tenfold is showing us that not only is the EU a redundant thing, the fact that Santa Mario ‘spends way too much‘ Draghi is even more evidence as his €60 billion a month is leaving Greece out of any easing options, an equation that should warrant a lot more questions, yet the Financial times (at https://www.ft.com/content/82c95514-707d-11e7-93ff-99f383b09ff9), is showing how apparently, the recovery is slow, but real. That might be to some degree correct, yet when we see “Debt sustainability in both Italy and Portugal is very sensitive to economic shocks“, which is true, especially with the massive debts Italy has, In that that their interest due has surpassed €2500 a second, Greece is not a consideration anywhere, Greece no longer counts. The one quote that we see and require to consider is “Five years later it is clear the head of the European Central Bank was true to his word, restoring financial confidence and ending a crisis of sovereign debt through a series of extraordinary measures to support the continent’s governments and banks“, the first is was he actually true to his word? Is there actual financial confidence or is there an environment of governmental abuse and pushing the risks of the games some play and dangers they bring onto the population of these nations as debts keep on rising, as governments have lost all abilities to keep a proper budget? When we see the local news in the Netherlands with ‘De Nederlandse bank‘, the additional mentioning on how the Brits are all getting into trouble because of Brexit, the Flemish where we see over valuated housing issues rising, in addition, the large banks in Belgium have invested well over €40 billion in fossil fuels, this is an issue and an important one when we consider “Naast de schade aan klimaat, mens en milieu, erkennen steeds meer experten ook het financiële risico van investeringen in fossiele energie. Zo wees BlackRock, ‘s werelds grootste vermogensbeheerder, op het gevaar van ‘stranded assets’: fossiele energiebronnen of -centrales die in de komende jaren meer zullen kosten dan ze opbrengen“, which paraphrased translates as “beside the climatological damage, an increasing amount of experts are pointing at the financial risks of these stranded assets, Blackrock being one of the voices state that fossil energy sources will cost more than they will bring in revenue wise“, so not only are we watching €40 billion in bad investment, the dangers are that there are long term considerations in costs as well. Now in the end, this might have been the least of the dangers for the Belgium government, yet in that light it means that certain matters can no longer be maintained in the overall image. This is a very disturbing issue. All this links back to the options for Greece, when we see European governments make bad and expensive decisions, in addition as the governments in question seem to be creative book keepers, yet when we look at the risks given to their populations, the long term damage is one that seems to be spiralling out of control and none of these governments are making their politicians criminally accountable for any of their actions, how is there any chance of a surplus within the next two generations? That is a reality that should have been enacted for the longest of times, so as we see the impact of Greece as (partially due to their own acts) we see large corporations move out, more and more exploiting individuals move in for the kill and we see Alexis Tsipras and Panaghiota Mourtidou state that ‘the worst is over‘, how delusional is that?

In Belgium the newspaper ‘Het Laatste Nieuws‘ (at http://www.hln.be/hln/nl/957/Binnenland/article/detail/3148452/2017/05/03/Belgische-staat-verkoopt-deel-aandelen-BNP-Paribas-Geen-onverstandige-zet.dhtml), gives us two parts. The first is “Belgische staat verkoopt deel aandelen BNP Paribas: “Geen onverstandige zet”“, The Belgium government is selling a stake (25% reduction) into the French group BNP Paribas. This international banking group employs over 180,000 employees in a little over 75 nations; they have assets close to €2 trillion and had a profit last year of €7 billion, so they are no small grocery on the corner of a village. This happened two days after “BNP Paribas Fortis zet parlementslid zonder uitleg op straat“, meaning that they ended the accounts with a member of parliament, this Member of Parliament has 60 days to push his accounts into another bank. Now the reasons are not linked as a given, yet when we see ‘what is the most upsetting is that neither the phone connections nor the office of the bank gives me any reason as to why this is done‘ (at https://www.demorgen.be/binnenland/bnp-paribas-fortis-zet-parlementslid-zonder-uitleg-op-straat-bc2612a0/). When we consider the other (translated quote “often it is about strict rules regarding ethics and battling fraud, e-Finance institutions are mandatory required to collect customer information and to report this. It depends on the type of customer and for politicians there are specific rules, they need to be updated more frequently“, now we can argue and speculate, yet the question becomes if there is a problem reporting within the bank, that tends to be not such a good thing and if this politician is not the wealthiest one, the juice might not be worth the squeeze, so in this age, as banks become more and more stringent into ‘adhering‘ to certain rules, it seems to me that this tends to be a first sign that the bank has certain stress issues it really prefers not to update too often. It is merely speculation from my side, yet when we consider that for the longest time, elected officials as customers were a positive impact on the PR of a bank, seeing the member of a Green party (usually the most innocent of political types) pushed away, I wonder what on earth is going on.

How these two relate?

That is not the actual question, but it is an important factor. The news (at https://www.febelfin.be/en/belgian-banks-are-doing-fine-first-sight-will-face-a-problem-profitability-near-future), gives rise to a KPMG report, which gives us “But the Belgian banks will have to take corrective measures to maintain this profitability while keeping solvability and liquidity at acceptable levels“, which in light of more frequent reporting might be an issue for these banks, as we see ‘higher costs due to increased regulation and tax burden‘, we need to realise that the banks are playing on ponds that are a lot more shallow than the people realise, even if the water looks clear and reflective as a mirror, it equally shows that beneath the surface there are optional hidden hurdles. I am not stating more options to get beached, more that the requirement to navigate a lot more to get into a forward placement; these two elements are not the same, but the return on investment is becoming a (much) larger effort. Now, as Belgium is economically in a better place than Greece is, it gives rise to the optional irresponsible dangers that Greece is willing to go to with the next selling of Bonds and with the dangers of added percentages on risk, the impediment of forward momentum is not an equal, but a more elevated risk for Greece (as they are all in one happy European Union), in the end the only thing it does is that it raises risk and debt for the mere depressing benefit of one mere interest payment to ignore, a mere 12 weeks of time. The KPMG report as mentioned earlier shows that so far the anticipated return on equity is falling to 6%, which is on par with the minimum requirements for 2017 at 8%, yet will fall another 2% over the next two years, meaning that the minimum required target will be off by 40% in 24 months, which is going to be a large impact on every bank who had set their targets accordingly. This leaves me to speculate that the banks will become a lot more creative by underplaying the dangers for now and as such, Greece will hit waters a lot rougher and more dangerous for the Greek people soon enough. Belgium is merely one example. Italy, the Netherlands and Germany will be facing similar issues. The last one (read: Deutsche Bank) with exists from Australian markets as it is transforming (read: or is that reinventing) itself. As players from the senior side are moving all over the world to other competitive players, we see that the Deutsche bank is moving in some direction. This is the explosive field we see and this is the market that Greece is trying to get into again in what I would call a far too dangerous time to play that desperate card. To me it seems irresponsible on several fronts, so the initial ‘the worst is over‘ could before the end of fiscal year 2017 become ‘we are hitting additional hard times, that could not have been foreseen and were outside of the scope of anything we could normally expect‘, when the Greek people see that statement come, I will happily remind you that this was not as unexpected and that I foresaw the dangers months before they played out, when that happens, the Greek population will need to ask themselves how they got played, how their quality of life was diminished by well over 50% and how it happened that none of the politicians involved ever got to face court and judges on any of that.

I do not pretend to know the markets or that I am some banker with the insight of ‘Nostradamus’. Merely a person applying common sense, 6 languages and the use of a spreadsheet, this is how I got there, with all of the degrees I do have, none of those are in economy. So when you see the ground fall away from you just wonder how the economists or the economic reporters did not see it coming as some of them move to other shores with their awesome savings, leaving the Greeks to fend for themselves, deprived of whatever they were supposed to have.

When death comes knocking, the type ‘A’ bankers, often viewed as impatient, ambitious and smitten with business aggressiveness, suddenly become the type ‘B’ individuals, all happily willing to step aside letting whomever are behind them take the plunge into purgatory first. This is how quaint the reality of life will end up being considered for all those who are watching it unfold from a distance (if they get to be lucky enough to watch it from a distance).

Leave a comment

Filed under Finance, Media, Politics

Tagged as Aghio Nikolaos, Alexis Tsipras, Amaysim, Andrus Ansip, Blackrock, BNP Paribas, Brexit, Commissioner Viviane Reding, Crete, De Nederlandse Bank, DiaNeosis, ECB, Elounda, European Central Bank, Financial Times, Greece, Greek bonds, Green Party, Juncker Commission, Kathmiri, KPMG, Kyriakos Pierrakakis, Mario Draghi, Panaghiota Mourtidou, Patra, Politico, Saint Andrew, Spinalonga, Switzerland, TataDocomo, the Guardian, UK, Vaya, Vice President for Digital, Victoria Hislop, Vittorio Colao, Vodafone, Who pays the ferryman

July 4, 2017 · 13:34

Confirmation on Arrival

Last week, I gave you some of the views I had in ‘Google is fine, not fined‘ (at https://lawlordtobe.com/2017/06/28/google-is-fine-not-fined/). I stated “This is not on how good one or the other is, this is how valid the EU regulator findings were and so far, I have several questions in that regard. Now, I will be the last one keeping governments from getting large corporations to pay taxation, yet that part is set in the tax laws, not in EU-antitrust. As mentioned the searchers before, I wonder whether the EU regulators are facilitating for players who seem more and more clueless in a field of technology that is passing them by on the left and the right side of the highway called, the ‘Internet Of Things’“, 5 days later we see that my views were correct, again and again I have shown that looking behind the scenes is adamant to see the levels of misinformation and betrayal. Now in ‘To tackle Google’s power, regulators have to go after its ownership of data‘ (at https://www.theguardian.com/technology/2017/jul/01/google-european-commission-fine-search-engines) we now see: “The Google workshop at the Viva Technology show last month in Paris, which brought together players who shape the internet’s transformation“, this is what it always has been about. Who owns the data? Evgeny Morozov gives us a good story on what should be and what should not be, he pictures a possible upcoming form of feudalism, all drenched in data. It is no longer just about merely data and applicability; it is more and more about governments becoming obsolete. The EU is the first evidence in this. The EU is regarded as something that is on top of governments, yet that is not the case. It seems to be replacing them through orchestration. Mario Draghi is spending massive amounts of funds none of them have, yet in all this, yesterday we see “The European Central Bank has been dealt a heavy blow after inflation in June tumbled further below target, despite extreme measures from policymakers to stoke the economic measure” as well as “Unless price rises are stronger, ECB chief Mario Draghi has signaled that he is unlikely to scale back the mammoth levels of support for the economy“, so it is he and the ECB who are now setting the precedence of spending, printing money without any value behind supporting it. So is it ‘wealth distribution‘ or ‘wealth abolishment‘?

If we agree that this economy has failed, if we believe that this way of life is no more, when we accept that ¼th of this planets population is dead in roughly 25 years, what would come next? I would not presume to know that answer, yet can we imagine that if the dollar stops, we would need something else, in that case is data not a currency?

Now, I am perfectly happy to be utterly wrong here, I am also weirdly unsettled with the notion that our money is dwindling in value day after day. Now let’s get back to the ‘view’ of Morozov. When we see “Alphabet has so much data on each of us that any new incoming email adds very little additional context. There are, after all, diminishing returns to adding extra pieces of information to the billions it already possesses. Second, it’s evident that Alphabet, due to competition from Microsoft and Amazon, sees its paying corporate clients as critical to its future. And it’s prepared to use whatever advantages it has in the realm of data to differentiate itself from the pack – for example, by deploying its formidable AI to continue scanning the messages for viruses and malware“, we see more than just an adjustment in strategy.

Yet, I do not completely agree, you see data is only truly valued when it is up to date, so as data rolls over for new data new patterns will emerge. That would be an essential need for anything towards an AI, in this Data in motion and evolving data is essential to the core of any AI. and that timeline is soon becoming more adamant than some realise.

When we consider a quote from a 2006 article relating to a 2004 occurrence “Google published a new version of its PageRank patent, Method for node ranking in a linked database. The PageRank patent is filed under its namesake, Lawrence Page, and assigned to The Board of Trustees of the Leland Stanford Junior University; US Patent 7,058,628“, we should consider that the value it has will diminish (read: be reduced) in 2024 (for Google that is). There is of course another sight that this was ‘version 2‘, so others would be able to get closer with their own version. In 6 years as the Patent ends it will be open to all to use. No matter what some have, you only need to switch to Bing for a few days to see how straggling and incomplete it is. When you realise that Microsoft has no way at present to offer anything close to it, you get the first inside of how high the current Google value is and how much it scares governments and large corporations alike.

Now we get to the ‘ground works’ of it. From this we can see that Google seems to have been the only one working on an actual long term strategy, an event that others have stopped doing for a long time. All we see from Microsoft and IBM has been short term, masquerading as long term goals with 70% of those goals falling into disrepair and become obsolete through iteration (mainly to please the stakeholders they report to), is it such a surprise that I or anyone else would want to be part of an actual visionary company like Google? If Google truly pulls of the AI bit (it has enough data) we would see a parsing of intelligence (read: Business Intelligence) on a scale never witnessed before. It would be like watching a Google Marine holding a 9mm, whilst the opposite is the IBM Neanderthal (read: an exaggeration, the IBM would be the Cro-Magnon, not Neanderthal) holding a pointy stick named Watson. The extreme difference would be that large. In all this governments are no longer mentioned. They have diminished into local governments organising streams of data and facilitating consumers, mere civil servants in service of the people in their district. Above that, those levels of workers would become obsolete; the AI would set structures and set resources for billions. We went from governments, to organisations, we left fair opportunity behind and moved to ‘those who have and those who have not‘, and they are soon to be replaced for the ‘enablers and obstructers‘ and those who are the latter would fall into the shadows and face away.

Am I Crazy?

Well, that is always a fair argument, yet in all this, we have Greece as an initial example. Greece is possibly the only European nation with a civilisation that would soon become extinct twice. So as we see reports of lagging tourism revenue, on top of high regarded rises in GDP, rises we know that are not happening as the revenues are down by a larger margin (source: GTP), Greek revenue is down by 6.8 percent, which is massive! This gives stronger notions that the ‘beckoning of Greek bonds‘ is nothing more than a façade of a nation in its final moments of life. The fact that the ECB is not giving it any consideration for its trillion spending could also be regarded as evidence that the ECB has written off Greece. So tell me, when was the last time that nations were written off? Some of the press is now considering the works of former ‘rock star’ Yanis Varoufakis. Yet in all this, when did they actually change the landscape by investigating and prosecuting those who got Greece in the state it is in now? In the end, only the journalist releasing a list of millionaires pulling their money out of Greece, only he went to prison. So, as such, Greece is a first step of evidence that governments are no longer the powers they once claimed they were, and as less and less government officials are being held to account when it comes to larger financial transgressions is also a factor as to why the people of those nations no longer give them any regard.

The second view is in the UK, here we see ‘U.K. to End Half Century of Fishing Rights in Brexit Slap to EU‘, in this Bloomberg gives us “Prime Minister Theresa May will pull Britain out of the 1964 London convention that allows European fishing vessels to access waters as close as six to twelve nautical miles from the U.K. coastline“, in here we also see “This is an historic first step towards building a new domestic fishing policy as we leave the European Union — one which leads to a more competitive, profitable and sustainable industry for the whole of the U.K.“, which is only partially true. You see, Michael Gove has only a partial point and it is seen with: “Britain’s fishing industry is worth 775 million pounds and in 2015 it employed 10,162 full-time fishermen, down from about 17,000 in 1990. In almost three decades, fleet numbers dropped a third to 6,200 vessels and the catch has shrunk 30 percent“, the part that is not given is that from 1930 onwards engineering made massive strides in the field of ship engines, not large strides but massive ones. A ship, and its crew can catch fish, yet it is the engines that allow for the nets to be bigger and for the winches to be stronger to hoist those filled nets. In the ‘old’ days 2000 horsepower was a really powerful vessel, which amounted to 1.5 megawatts. Nowadays, these boats start at well over 300% of what was, so not only are the ships larger, can hold more fish and pull more weight, these ships are also getting more efficient in finding fish. I personally witnessed one of the first colour screen fish radars in 1979. In this field technology has moved far beyond this, almost 4 decades beyond this. If there is one part clearly shown, than it is the simple fact that technology changed industries, which has been a given for the better part of three generations. Not merely because we got better at what we do or how we do it, but as fishing results show that catches has been down by 30%, there is the optional element that there is less to catch because we got too efficient. It is a dwindling resource and fishing is merely the first industry to see the actual effects that lack of restraint is leading to.

So when we see a collapsed industry, can we blame governments? Who can we blame and is blame an actual option? In this, is there any validity in the fact that this part of government has surpassed its date of usefulness? Perhaps yes and there is equal consideration that this is not the case, yet the amount of consumers remains growing and as available resources go down we see the need for other solutions.

This is merely a first part. As we now move into the US and their 4th of July part, I will now look at other sides as well, sides we stopped considering. You see, there is opposition and it is growing. CNBC gives us one side to this with ‘Google Deep Mind patient data deal with UK health service illegal, watchdog says‘ (at http://www.cnbc.com/2017/07/03/google-deepmind-nhs-deal-health-data-illegal-ico-says.html), three points were raised. “A data sharing deal between Google’s Deep Mind and the U.K.’s National Health Service “failed to comply with data protection law“, the U.K.’s Information Commissioner’s Office (ICO) said“, “The deal between the two parties was aimed at developing a new app called Streams that helped monitor patients with acute kidney disease” as well as “the ICO said that patients were not notified correctly about how their data was being used“. Now, we can agree that an optional situation could exist. So does Elisabeth Denham have a point? For now let’s agree that she does, I would reckon that there has been a communicative transgression (this is how she plays it), yet is she being over formal or is she trying to slice the cake in a different way? The strongest statement is seen with “For example, a patient presenting at accident and emergency within the last five years to receive treatment or a person who engages with radiology services and who has had little or no prior engagement with the Trust would not reasonably expect their data to be accessible to a third party for the testing of a new mobile application, however positive the aims of that application may be.” OK, I can go along with that, we need certain settings for any level of privacy to be contained, yet…..there is no yet! The issue is not Google, the issue is that the data protection laws are there for a reason and now, it will hinder progress as well. As health services and especially UK NHS will need to rely on other means to stay afloat as costs are weighing it more and more to the bottom of an ocean of shortage of funding, the NHS will need to seek other solutions that will set an upward movement whilst the costs are slowly being worked on, it will take a long time and plenty of cash to sort it out, Google is merely one player who might solve the partial issue. Yet, the news could go in other directions too. Google is the largest, yet not the only player in town, as people seem to focus on marketing and presentations, we see IBM and to the smaller extent Microsoft and we all forget that Huawei is moving up in this field and it is gaining momentum. The cloud data centre in Peru is only a first step. It is only the arrogance of Americans that seem to think that this field is an American field. With Peru, India and China, Huawei is now active on a global scale. It has hired the best of the best that China has to offer and that is pretty formidable, There is no way that Huawei could catch up with Google in the short term, yet there services are now in a stage that they can equal IBM. As we see a race for what is now at times called the IoT landscape, we see the larger players fight for the acceptance of ‘their IoT standard’, and even as we see IBM mentioned, we see clearly that Google has a large advantage in achievements here and is heading the number of patents in this field, as Huawei is pretty much accepting the Google IoT standard, we see that they can focus on growth surpassing IBM, Qualcomm and Intel. In this Huawei will remain behind Apple in size and revenue, but as it is not in that field in a true competitive way Huawei might not consider Apple a goal, yet as they grow in India, Huawei could surpass the Tata group within 2 years.

So how does this matter?

As we see the steps (the not incorrect steps) of Elisabeth Denham, the acts as we saw in the Guardian on how regulators are trying to muzzle and limit the growth and activities of Google, how much influence do they have with Huawei? Even as we see that Huawei is privately owned, there have been a few articles on Ren Zhengfei and his connection to the Chinese military. It has spooked the US in the past, and consider how spooked they will get when Huawei grows their service levels in places like Greece, Spain and Italy? What will the EU state? Something like “your money smells, we will not accept it“. No! The EU is in such deep debt that they will invite Huawei like the prodigal son being welcomed home. So whilst everyone is bitching on how Google needs to be neutered, those people allow serious opponents and threats to Google’s data future to catch up. Huawei is doing so, one carrier at a time and they are doing it in a global way.

So as we see all kind of confirmations from media outlets all over the world, we seem to forget that they are not the only player in town as their growth in EU nations like Spain with a new android base Set Top Box (STB), Huawei just now becomes the competitor for Telefonica, Vodafone and Orange, implying that it now has a growing beach head into Europe with decent technology for a really affordable price. In a place where they all complain on how there is no economy, Huawei is more than a contender and it is growing business where others had mere presence and sustainable levels of revenue. It is merely a contained view on how the EU regulators seem to be fumbling the ball for long term growth, whilst handing opportunity to China (read: Huawei), who will be eagerly exporting to Europe the products they can.

In all this, CoA can be seen as a mere confirmation, a Course of Action by regulators, the Court of Appeal for Google, the Cost of Application for Huawei, the Coming of Age for Business Intelligence and the Center of Attention that Google is calling on themselves, whether intentional or not does not matter. We are left with the question whether at this point, the limelight is the best for them, we will leave that to Mr. Alphabet to decide.

1 Comment

Filed under Finance, IT, Law, Media, Politics, Science

Tagged as 1964 London convention, Alphabet, Amazon, Bing, bloomberg, Brexit, China, CNBC, Deep Mind, ECB, Elisabeth Denham, Eu, European Central Bank, Evgeny Morozov, Fishing quota, fishing vessels, google, Greece, Huawei, IBM, India, INTEL, internet of things, IoT, Italy, Lawrence Page, Leland Stanford Junior University, Mario Draghi, Microsoft, Orange, PageRank, PageRank patent, Peru, Qualcomm, Ren Zhengfei, Spain, Telefonica, Theresa May, UK, UK NHS, USA, Vodafone, Yanis Varoufakis

November 3, 2015 · 23:51

Fail it until you nail it

Another day another moment I roll my eyes. You see the Guardian came with an interesting article, interesting and kind of useless (OK, useless is a bit of a stretch). Let’s explain that part. The title is interesting enough. When we see ‘World’s biggest tech companies get failing grade on data-privacy rights‘ (at http://www.theguardian.com/technology/2015/nov/03/data-protection-failure-google-facebook-ranking-digital-rights), many of us, me included get to be a little curious.

The first part is shown here: “Given a percentage grade on privacy, freedom of expression and their commitment to those value based on an exhaustive analysis of their user agreements, no single company scored an aggregate grade above 65%“, the quote by Rebecca MacKinnon might sound nice, but she should know better in more than one way.

In the first, some of these companies are so global that many rights tend to be an upper level aggregation of the nation with the least rights. If America wasn’t so Prudishly Hypocritical a lot less would be ‘censored’. In addition, a global internet sounds nice, but it is crossing borders with national legislation, the internet does not get to have rights above national legislation, even in nations that are as liberal as it gets, issues will rise and the largest tech companies are trying to surf those waves as Rebecca MacKinnon very well knows. I am even more worried when a company like Vodafone (aka Vodafail in Australia) scores better than Twitter.

As for the grades, the beginning of the methodology (at https://rankingdigitalrights.org/project-documents/2015-indicators/#TOTAL) rears its ugly head in an interesting way when we look at question C3.

Here we see:

C3. Internal implementation

Does the company have mechanisms in place to implement its commitment to freedom of expression and privacy?

Checklist elements (select all that apply):

The company provides employee training on freedom of expression and privacy issues.

The company maintains an employee whistle-blower program.

The items here are the fun part:

The company provides employee training on freedom of expression and privacy issues.

Let’s take a look at some of these ‘great’ techies. Orange, Vodafone and Axiata. All telecom companies. In order of mention: ???,92000,20000. So let’s say 125,000 staff members, so should employee training on freedom of expression be available to all? In Addition, Orange merged in several nations. These mergers include France Télécom and T-Mobile UK, whilst in addition Orange is being phased out by its parent company EE Ltd. (aka Everything Everywhere). And for the whistle-blower part. How often was this a ‘hidden’ option to commit gross and unacceptable industrial espionage? As a Journalist it might sound like a sexy article, but did she for one moment realise that tech corporations need to hold onto their IP on several levels? Her book might be regarded as ‘amazing’ (Consent of the Networked: The Worldwide Struggle for Internet Freedom), yet when I read: “Though the technology used for coordinating and organizing may be politically neutral, the context in which it is deployed is rarely so. Governments everywhere—whether they do business in the home government of companies or in the host government of markets—are demanding that Internet and telecommunications companies take sides, or at least stand back and avert their eyes while the government does what it needs to do, leaving the user or customer none the wiser.”, I worry!

Americans seldom comprehend that the right to be an utter idiot is not a god given right. In some places you get to be held accountable. I will go one step further, most of these self-proclaimed freedom fighters have excelled, through their train of thought, in protecting criminals and organised crime, which is some feather to put in your resume!

In addition, as people are crying for a free internet they also hold others accountable for their own stupidity.

Let’s show this with an example. If we change all global policies so that as per January 1st any hacked account who did not have a proper password will not be refunded, so the issue “Most banks will refund you your lost money after you sign some forms saying that you had nothing to do with the theft” will now include that not having proper quality passwords in place will be regarded as ‘assisted theft’. So you get no refund! I reckon it will take less than 1 day for the entire internet to go crazy regarding the injustice of that ruling. This is the issue, Rebecca MacKinnon doesn’t want a free internet; she wants an unaccountable internet. In her ‘netizenship’ she wants a free internet to hold governments to account, but in her virtual nation she has done nothing to hold those netizens accountable for Cyber bullying, harassment and assault on one’s devices. In that world there is no ‘Netfray’ (a made up crime definition), which might be freely seen as per adjusted version of the Crimes Act 1900 section 93C(2) “Netfray, a person who uses or threatens unlawful cyber violence towards another and whose conduct is such as would cause a person of reasonable user skills present at the scene to fear for his or her personal data and internet safety is guilty of netfray and liable to imprisonment for 10 years“.

That part we will not see!

This is what makes that report an issue. Tech companies need to protect themselves non-stop. So, even as we agree that the cyber joke (aka Ashley Madison) is one side, the other side is Sony, which has a massively higher level of protection. In the latter case it is still speculations from many sides (including one from me), but a real timeline, and an account of events that could be decently precise was never revealed. Now I would expect that both sides of the fence prefers to keep it a secret, but in my view that hack was never clearly solved.

In that environment Rebecca MacKinnon wants an open internet, who is she kidding?

Back to that report, because the mentioned items are connected to what comes next!

F11. Identity policy (Internet companies)

Does the company require users to verify their identity with government-issued identification, or with other forms of identification connected to their offline identity?

More important, the part that follows: “This indicator is only applicable to Internet companies. We expect companies to disclose whether they might ask users to verify their identities using government-issued ID or other forms of identification that could be connected to their offline identity. Evaluation: This indicator has two possible answers. A company will receive full credit if its answer is “No,” and a company will receive no credit if its answer is “Yes.””

So as hackers use dummy accounts, trolls use fake id’s and Identity thieves use your id to have ‘fun’ and profit from what is not theirs, finding ways to stop them loses you a credit. There are places where a person’s ID is not the issue, but in this day and age those places are quickly diminishing. If you doubt this (always an option) then perhaps you remember Caroline Criado-Perez, who did something truly British by petitioning for Jane Austen to be face of the Bank of England £10 note.

By the way, the amount of death threats she got, how many of those people got arrested, how many of those got convicted? Yes, an open internet would stop all that! (That’s my sarcasm for voicing ‘no it will not’).

Another issue with her quotes is seen here: “Part of the problem is that this is a new world with the internet, and we are so dependent on these companies that we really need them to get it right. And they have a lot of work to do.”, so how about hammering on proper legislation and better issues on prosecuting some of those offenders? When the internet gets cleaned up, a lot more leeway could be given to something like the internet. In this a nice example is given by herself as she answered a question on movie piracy (September 2012), “the fact they are kids and they’re doing stuff and they don’t even realize it is illegal, or it is not that big deal“, it is only part of the answer, but she makes a decent case, yet the issue here is that it is a BIG deal, these ‘kids’ are causing harm to the rightful revenue of the maker of that movie, so you want an open internet, but the transgressions there are far too often trivialised and for the most they end up not getting prosecuted, you want accountability on one side, but not on your side, that is too uneven a scale and for the most many nations have not caught up with the quality IP laws they need to protect their innovators.

Now, it is not all bad, reading the linked ‘2015 Indicators’ of the Ranking Digital Rights is actually a lot more interesting than the article. A few of the questions were an amazing topic for discussion by themselves and the people behind them had done an interesting job, yet overall how can you compare Malayan company Axiata against Vodafone, or Orange for that matter? Axiata which was only recently rebranded (2009), whilst Vodafone has had a global one-sided (and to some extent one-sided failure) in the industry. A brand that has its fingers in the national pies of Bangladesh, Cambodia, Indonesia, Malaysia, Pakistan and Sri Lanka. Places where you either adhere to the law or you get shut down. So how can they receive a fair weighted grade? If not than the article and the exercise are almost moot. Almost because there is one part of the article I wholeheartedly agree with: “MacKinnon said remained optimistic the industry would improve its privacy efforts over time. “This is the test you take at the beginning of the class where everybody fails, and then you get to work, and then everybody’s going to improve,” she said”

It is not a mere ‘Amen to that’ ending, there are several serious issues that come to light, especially when you consider players like Apple and Microsoft. In case of Apple (with whom I still have some beef), is the fact that from 1995 onwards I have had a few of their devices, the Performa 630, the MacBook Pro and the G5, all between 2100 and 3000, all affordable and all on the ‘above average’ end of the range when they were released. The iPad 1 (I still have it) at a price that is still good, because that that same price you now get the latest version with 128GB; in an open non-accountable internet that is no longer an option, the billions poured into a design will find itself cheaply reengineered making new innovations no longer an option. Microsoft has a similar part, the Xbox One now at almost 50% of what the initial Xbox360 costs and close to equal in price with the very first Xbox. Even though this sounds good, these firms have had their shares of ‘errors’ to deal with, but overall those consumers (for the most) have never received a sour deal, this is only possible with quality protection in place, protection that MacKinnon is not considering to the extent she should, in her view of ‘netizens and the open internet’ she should get an equal fail grade, both sides need to work on whatever future comes our way, McKinnon know this too!

You do not get to graduate Harvard and run CNN in Beijing and Tokyo without a clear realisation that national borders are a lot more than a mere line on a map, which is what she almost implies, almost!

Leave a comment

Filed under IT, Law, Media, Politics, Science

Tagged as Axiata, Bangladesh, Cambodia, Caroline Criado-Perez, CNN, Consent of the Networked: The Worldwide Struggle for Internet Freedom, Crimes Act 1900, EE, Everything Everywhere, France Télécom, Harvard, Indonesia, Jane Austen, Malaysia, Netfray, netizenship, Orange, Pakistan, rankingdigitalrights.org, Rebecca MacKinnon, Sri-Lanka, T-Mobile UK, the Guardian, Vodafone

February 12, 2015 · 21:30

Supporting exploitation

This time, there is a different issue in play, this time, I have felt the consequence of both crime and scheming, all in one nice package. Part of this is set in the article ‘Robbed of a mobile, but we have to pick up the thief’s phone bill. Why?‘ (at http://www.theguardian.com/money/2015/feb/11/robbed-mobile-thiefs-phone-bill).

Now, my mobiles has been stolen, it has been broken and a few other issues have gone my way. Now in the first, I have to admit that I was with Optus at the time, stolen mobile, we had a business account and to my surprise, a new mobile and no hassle (just a small fee). This was great, the doom feeling of what had happened was a feeling that some places are great to be connected to. Now in the article we see the following quote: “it’s worth pointing out that you are not liable for any charges once you’ve reported a phone lost or stolen. But there are often good reasons why this may not be immediately possible, and during the briefest of delays, thieves can run up catastrophic charges“. Yes, this is true, but there is also an initial solution. You see, no matter how important you are as a business person, your ego is getting in the way fast. You see, disabling International calls on day one, in addition to 1900 and 1902 numbers stops massive costs coming your way. There is also the embarrassment you have when your boss asks you which distributor had 1900-blow-my-mobile is also worth the day one blocking action.

The next paragraph is the kicker: “In 2012, Ofcom gave service providers until that summer to present plans to cap customers’ liabilities and declared they would face enforcement action if they failed. Nothing happened. In December 2013 the government announced that six of the big providers had finally agreed a cap, and that, from spring 2014, customers – like victims of bank card theft – would not have to pay more than around £50 for thieves’ phone calls. Nothing happened. A year on, only Three has introduced protection – customers are liable for only the first £100 before a phone is reported missing, provided they report it within 24 hours“, so when you are on holiday or on business abroad, and your phone gets stolen, the chance of you notifying your stolen phone in time is not an option.

The paragraph becomes even more interesting if you Google the following “Ofcom spineless useless“, you get 32,000 hits. So we can say that whatever Ofcom pretends to be, which by their own statements is “Independent regulator and competition authority for the UK communications industries” (at http://www.ofcom.org.uk/), we can state with some certainty that it has failed the British people close to 100%. This view does not evolve in any positive way when we look at http://stakeholders.ofcom.org.uk/enforcement/competition-bulletins/complaints-disputes/, where we see ‘Ofcom’s Approach to Complaints and Disputes‘, the text on that page is “This page provides links to guidance that Ofcom has produced setting out our powers and processes we will follow in conducting investigations into adherence with regulatory rules, consumer protection issues, competition issues and resolving regulatory disputes“, with a few PDF links, so how useful is Ofcom?

Well, the Guardian had this to say: “It would seem Ofcom is waiting for the government to do something and the government is waiting for the phone companies to find a solution“, which is not even close to the actual part, it seems that Ofcom is all about sort of regulating issues, but awaiting feedback from stakeholders in regards to these actions (which are likely to be phone companies and when we see the Telecoms Complaints Bulletin on Ofcom, we see a few charts on silent calls and unwanted marketing calls. So is Ofcom basically a report valve that gives the telecom companies a signal when marketeers and phone companies have to simmer down a little bit?

So when we see the claim “Ed Vaizey, the digital economy minister, met the big players last month. Once again they promised a code of practice, but, strangely, still haven’t agreed on the details. “We expect the networks to confirm shortly details of liability caps and when they will be introduced,” says the Department of Media, Culture and Sport“, we must wonder if Mr Vaizey is actually seriously looking into an issue that has played for many years now.

The next part involves Vodafone (or Vodafail as some call it) and opens up an entirely new can of worms, one that I myself have been privy to.

“Vodafone says it has agreed to “explore” a cap but the sticking point is how to do that without destroying the incentive to report a phone missing. “We do not want to create an environment where it is even more attractive for criminals to focus on theft,” it says“, you see, that is not the Vodafone I have been experiencing!

So, last year I had a heart attack, this happens, as it happens I had a sim for my iPad with Vodafone, which is a data only thing. Now, I admit, I was late with paying, which is my own fault and whilst in hospital, they had cut me off. With that I had no issue; I was late, my own fault, as I stated before. Now comes the kicker, whilst in hospital and after that in recovery, I learned that even though cut off, I am still liable for ALL COSTS, so that means that whilst cut off, I am still due all monthly expenses, even when disconnected. The fact that I had had a heart attack did not interest them. So I am still in a legal fight with Vodafone, I accept the initial costs, but the months after that I refuse, so it is due to go to court at some point. Vodafone might state it is exploring, yet its main need is to stay afloat, which makes them close to desperate. That part is seen with ‘Mobile users flee Vodafone Australia‘, which started in 2013. The quote “Vodafone Hutchison Group lost 600,000 customers in the three months ending September 30, even as its British parent first-half results showed a return to profit” is only the tip of the iceberg that will sink the ‘Vodafonic’ (that event filmed by James Cameron, where you see Leonardo DiCaprio drown in icy cold water at http://www.businessspectator.com.au/news/2013/11/13/technology/mobile-users-flee-vodafone-australia). The fact that Vodafone is still linked to a class action brought by Piper Alderman should indicate that Vodafone has a league of issues, capping is not even close to their essential need to solve.

But we go back to the issue at hand regarding phone bills. The article ends with the realisation that in an election year these issues will not be addressed, which means that this issue will stay around until at least 2016, which is odd as we consider the article ‘Bankrupted by a mobile phone bill‘ (at http://www.theguardian.com/money/2013/dec/07/mobile-phone-bill-cap-theft), which is 14 months old. The issue, that was raised and gave way for the quote “culture secretary Maria Miller told journalists in Beijing this week that a deal had been struck to introduce a bank card-style limit to a consumer’s liability – possibly as low as £50“. In my view as a Tory, both Maria Miller and Ed Vaizey need to wake up fast and start a few fires in the halls of telecom corporations. You see, it is after all an election year and should Labour or Ukip achieve that what the conservatives could not, the fallout will be, as I see it a conservative unpopular one (well over 80% of the population worries about their mobile bill), because governing from the opposition bench is not governing at all, it is merely spouting critique to those who govern. The first course of action, as I personally see it, is to shake up the Ofcom executive committee by replacing Steve Unger, Polly Weitzman and Jonathan Oxley. I reckon the signal that the chief executive, the general council and the group director for Competition are replaced by individuals with bite, who will hunt issues for the victims and the general audience, might give the signal to the Telecom companies to act now, or accept a much harsher deal soon after the elections are done. The reality is, that when that signal comes, they will all quickly agree with the Three policy, which means a £100 cap and possible a reporting extension to a max of 72 hours, which would be fair.

Yet, this is not even close to the only thing in play, you see, last month Google made an announcement to no longer support any Android version before KitKat (v4.4). This means that not only are people almost forced into new mobiles, the flaws, gaps and other issues that might pop up are at the heart of what follows and that what is already happening to the current mobile user base (including myself). First there are the iPhones. Apple is already experiencing the class action in that regard. The fact that IOS is taking up around 20% is just bizarre. Apple could have saved itself a lot of hassle by just having the 64Gb phone at a 16Gb price, I was told (from an unconfirmed source) that the parts involved costed no more than $49. So how ridiculous is the entire issue that Apple is forcing upon Apple? Let’s not forget they have around 170 billion in loose change. Now, I am not stating that they had to pay for it, but to just set the 64Gb edition at $799 would have saved them a boatload of hassles. In this Android is not without faults either. The new phones, with 2Gb ram and 16Gb storage drops down a lot in Android. There, of the 2Gb you are only left with 1Gb and you lose an easy 30% of your 16Gb. Now, that is still a decent amount, but to consider that my old smartphone, which was 1Gb with 4Gm storage has now dwindled to a 250Mb phone (so I can run 2 apps at the most), with just 2.4Gb storage is not what I signed up for. As Google became too clever for its own good, adding more and more trash I never want or need, setting dozens of updates which no longer let my phone work is now at the core of my problem. I cannot even deactivate most, it shows up at EVERY update, selecting what I actually need and not what Google thinks I might like is at the core of my growing resent of Android. And with every app pushed out, there is additional danger that the security of my phone gets compromised, especially as Jellybean is no longer supported.

Yet there is more. I am now looking at a new phone, whilst I know the limitations I face. The strongest was the Huawei Mate7 premium. Now, here is the kicker, the 3Gb phone with 32Gb storage will only get you 1.7Gb RAM and 25Gb from day one, Android takes the rest and this is close to the strongest phone that a limited budget can buy. In Australia the smallest iPhone starts at $1000, the 64Gb, which would be a minimum choice is 20% more expensive, whilst these phones only have 1Gb RAM. This all seems as short-sighted as the developers of Xbox One showed to have. Yet, it must also be said that 1Gb seems to suffice for Apple, that is shown in this small article (at http://www.phonearena.com/news/Why-Android-phones-need-3GB-of-RAM-and-iOS-gets-by-with-1GB-of-the-stuff_id62901), yes IOS is more efficient, but as IOS evolves, so will the need for RAM, which when it starts to be too little would of force us to upgrade again. Was it such a jump to set the iPhone RAM to 2Gb? When you become a penny pincher, you face class actions and that is exactly what Apple faces now. Although I remain (for now) Android minded, and When we compare the Nexus 6 (the very latest), we see that it only almost equals the Huawei Mate7 premium. The Nexus is however $100 more, whilst the screen resolution was a lot more impressive on the Huawei, but that could just be the Jazz screensaver. This shows that Huawei is not just the Android player, with the P7 and Mate7, Huawei is now the contender that makes Google sweat. Like Apple, Google could have saved themselves a lot of hassle by not skimping on resources, which could have pulled the customers in like a magnet, now in the margins they will see customers slip through their fingers, which will be an unsettling feeling for whomever misses out on commission.

All this as the providers supported exploitation; we see that the massive losses are now showing as the margins are not worth considering for some. The same could be said for the upcoming Samsung S6, it looks amazing, but as they fix one issue by being a 4Gb RAM player, they waste it on bringing a 32Gb version, which might suffice for now, but what in 2 years? Getting the 64Gb version makes sense, but then it becomes a $1240 millstone around your neck. So as I see it, Huawei is the budget choice, which still gives you a top of the line contender, iPhone and Nexus are slowly pricing themselves away by offering the entry option, which is a joke as we see space used.

All this now links back to the issue of phone theft and the inactions of Ofcom. If stolen bandwidth and phone time is all there is, than you are gravely mistaken, these smartphones are not just a connection, they are a link to your diary, your details, your credit, your access and your future. Soon, we will see that organised crime will not just call their mommy in Samarkand, Zhengzou, Davao or Vung Tao. Soon they will transfer your data and access and see what else is under the hood. That is the added danger of the smartphone, because you had one more mail to read, one more file to see or one more connection to make, all that in applications that were never closed and accessed be merely starting the application. You see, what we ‘need’ to have, came first, and we all seem to forget the consequences of such choices. Ofcom cannot be held responsible for this, but they should have set up several parameters a long time ago, as they remained inactive in the phone charges issue, they also did little to nothing into changing certain parameters in connection monitoring and non-repudiation, all that left to whomever else, that is the danger we will face in 2015 and 2016. Unless there is a drastic event that shakes up the media, there is every indication that nothing will be done until it is too late.

History taught us that there is nothing as effective as taking away someone’s cushy job to make the next person consider showing their teeth from day one, but that might just be my imagination.

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

Tagged as Android, Apple, Davao, Ed Miliband, Ed Vaizey, google, Huawei, IOS, iPhone, James Cameron, Jellybean, Kitkat, Labour, Maria Miller, Nexus, Nigel Farage, ofcom, ofcom.org.uk, Optus, Piper Alderman, Samarkand, Samsung S6, UKIP, Vodafail, Vodafone, Vodafone Hutchison Group, Vung Tao, Zhengzou

June 17, 2014 · 10:30

The real issue here!

Last night, just as I was about to break my own record in snoring, a message appeared on my screen. As I tend to be more curious then is good for me, I took a look. It was the article at http://advanced-television.com/2014/06/16/australian-media-chief-lambasts-google-over-movie-piracy/.

So this morning, as the dream of being with a ginger haired girl with a passion for playing Diablo 3 fades away, I decided to have a go at this article (we must keep a priority for interesting dreams first).

The title itself is interesting ‘Australian media chief lambasts Google over movie piracy‘, being honest here, using the word ‘criticising‘ instead of ‘lambasts‘ would have made the article every bit as ‘strong’ but would have implied less posturing, because that is what seems to be happening here.

The quote “Our Attorney-General George Brandis is attempting to reform our copyright law. Meanwhile Google, one of the multi-national companies attempting to avoid paying tax here, is lobbying in Canberra to stop this, by putting forward the following six fundamentally misconceived arguments” is also interesting, for reasons I will return to later.

The six points are given and the points made are to some regards highly hilarious. In point one we see: ‘piracy legislation would have little effect‘ and ‘they would no more illegally download than go into a department store and steal a book or a DVD‘. Is it really? Then why is Game of thrones the most pirated series in internet history? People can buy the series on DVD and Blu-Ray. Google’s point seems to be made by the comment ‘It may be the most pirated show, but it can break sales records too!‘ which was in a Yahoo article. Forbes gives us another part of this equation (at http://www.forbes.com/sites/insertcoin/2014/04/15/game-of-thrones-sets-piracy-world-record-but-does-hbo-care/). The episode in question was downloaded 1.5 million times (a number that will be important soon). What we can say for certain is that according to figures almost 200,000 copies of series three were sold in week one, breaking records for well over a decade in place. So, almost 20% end up buying the discs (implying 80% will not).

I think that the Google argument has been seriously debunked at this point.

The second point is about legislation being for big business. Not only is this incorrect as the response showed, more important, legislation would oppose big business as will be shown soon enough and it would also hurt Google. This is closely followed with statement three where we see a reference to impeding ‘new’ business models. Actually it is impeding a very old model, but I will get to that. The response using the quote from Steve Jobs ’from the earliest days at Apple, I realised that we thrived when we created intellectual property. If people copied or stole our software we’d be out of business‘ is indeed true, yet, the one part no one answers (only implies) is in regards to the application of the Intellectual Property.

The fourth issue is a strong one and as I see it both are dancing around the issue here. It is not as Google suggested ‘an availability and pricing problem’, but the reference towards the music industry is also not correct as I see it. For a long time it had been about ‘availability and pricing‘ as Google correctly stated, but more important it had been for a long time around overheads. The gaming industry in Australia is proof of that. In Australia we pay on average 60%-100% more than in the US and in return we also get a lot less for it. How often do we see games that truly offer exclusive options that are NOT available in the US? That list is a very long one for most of the NON-US nations and it used to be the same for music in non-US nations. So it was often not about pricing, but about a lack of global fairness in pricing.

Issue 5 is made by both sides; it is so moreover for the reasons we will see soon enough. It is not because of the hypocritical ‘US view’ that opposes certain issues and views we see too often and not because of, and I quote ‘advertising models that almost totally promote pornography, gambling and scams‘. It is however because these markets represent billions in dollars of revenue, and many of these places will pay their taxes as (and if) applicable. One does not bite the hand that feeds the IRS ever!

The last one is the bomb as they say it. The mention of ‘Google says the proposed three strikes policy is too Draconian‘. Is that really so? We should all take a look at the Google approach of people getting banned on AdSense. I can tell you now, there was no strike two (or three for that matter), the quote I read “I’m really disappointed on Google support on this matter, there are no email addresses or real people to talk to” shows an approach even more Draconian then their view of Draconian as one might say. There could be valid reasons on some banning, but the issues I saw were not in that direction and in this instance Google is preaching a ‘pot calling the kettle black approach’.

So six issues of fun and frolic, but where is this going to?

In my view both are dancing around the options. It is my view that Attorney-General George Brandis had put his hand in a Hornet’s nest to say the least and now he is dancing with other people in some version of musical chairs. The powers behind all this do not want the change that some legally want. It is my view that Graham Burke, Co-Chairman and Co-CEO of Australian media group Village Roadshow does know what is actually going on, but he is not willing to say it out loud, even though he is representing those artists and people behind the entertainment industry. I had raised similar issues before. I did so on January 3^rd 2014 in my article ‘FACT on piracy?‘ In my view going after certain groups was just plain stupid, for obvious reasons, yet there is another side to all this. You see, the Attorney-General realised that the consequences if pursued would be dire indeed. Even though Mr Burke does not want to hear this argument (for obvious reasons), but the people in charge do not care that The Castle, Red Dog and Muriel’s Wedding were downloaded 50,000 or even 100,000 times. Even if 10% would buy it (that is a strong if here), it amounts to $50K or even at the most $250K, which would be a decent part for the artists as they are entitled to part of this. You see, the Hornet’s nest is the consequence for companies like Telstra, Vodafone, iiNet and Optus. It is that part no one wants to touch. Australia has roughly a little over 80% online. If we use the numbers of the Australian Bureau of Statistics, then we are looking at a little over 12 million connections. Should we accept the statements at http://www.news.com.au/technology/third-of-australians-admits-they-download-movies-illegally/story-e6frfro0-1225786870239, which now seem to imply that 4 million people download movies illegally. If this is stopped then these 4 million people would decrease their broadband plan, by $40 and up to $80 a month. This is the real number! These Telco’s would now collectively miss out on $160,000,000 to $320,000,000 EVERY MONTH! If managers at some of these telco’s are rated on their value, how long until they are out on the street when they end up having to tell their stakeholders the following: “the good news: movie piracy is no more, the bad news: you miss out on a quarter of a billion in revenue every month from now on!”
It should be quite the show and I will sell tickets and popcorn when it happens.

This is at the centre of it all. From my point of view Mr Burke knows it, Mr Brandis knows it and Google, who has every profit with large broadband usage, knows it too. I think it is time for this sanctimonious posturing to stop. The internet is bandwidth and the more we need, the more we get charged. It is the cost of doing business and morality falters where profit takes a centre seat. Google has a vested interest in all this. If we look at http://www.forbes.com/sites/timworstall/2013/12/12/googles-youtube-ad-revenues-may-hit-5-6-billion-in-2013/, we see that Google is set at the centre of a large web of connections. If Google’s value is partially dependent on bandwidth usage (as it has been implied often enough), then laws that could cut down massively on usage are definitely not in Google’s best interest. Australia, is less likely any more than a blip on the global radar (which makes the current efforts shown by Google interesting as well). Yet, if Australian laws are successful, it could start a change in other common law nations and that would scare Google a lot.

So, we see the players, but in my view, the real issues are for now hidden from view by all players, because the loss for the collected companies in Australia is too large to contemplate and they do tell certain people what is not acceptable, those getting told tend to listen to the few that can destroy their future.

2 Comments

Filed under Finance, Law, Media, Politics

Tagged as ABS, AdSense, advanced television, Attorney-General George Brandis, Australian Bureau of Statistics, Australian media group Village Roadshow, Diablo 3, FACT, Game of thrones, George Brandis, google, Graham Burke, iiNet and Optus, movie piracy, news.com.au, Telstra, Village Roadshow, Vodafone

September 16, 2013 · 04:31

The marks of trade

Even as we look into an abyss of unsettling economic prospects, we notice that many of the gadgets providing entities are still playing the high game for now. The fact of the matter is that even though many places are in recession, some places seem to be getting through and only a few are on the path of former comfort, all of the people are looking at some light point in their life, whether it is for them personally, or for the entire family. However, in the US there are the upcoming Thanksgiving Day and Christmas. A large portion of the world relies on Christmas day with a few places having an added feast of Saint Nicholas. Basically three moments the retail industry relies on these days to stop them from turning into Lemmings and run of the nearest cliff (could be an excellent game).

The following players (some of them) are:

Sony is going for the Playstation 4
Microsoft is going for the Xbox One
Nokia (a Microsoft company) is aiming at the Lumia 1020
Apple has a league of ‘new’ options, with all kinds of letters (and/or numbers).

So if these places have trademarks, then are they about protecting their recognisable design or expression. Yet, is that true, or is that what they proclaim they do?

What if their recognisable design becomes:

Playstation 4 – An average renewed system where they forgot about harddrive space?
XBox One – The place where your privacy truly went lost forever
Lumia 1020 – Another model, now with 41Mp camera, but where to store all those pics?
iPhone – more of the same and additional ways to run out of battery power before lunch.

So whist the brand (Apple, Microsoft, Nokia, Sony) have the one story, their products are getting different labels, and it is likely that the junior marketeers as stated ‘Junior’ seem to be not on par with HQ as it goes for the mission of the brand, and drop the ball all over as it comes to the product. When I see the trade shows, as I saw the stories and the way they try to hype the concept, I do wonder whether some of these ‘soldiers’ are on proper par with the concepts of trademark and long term damage that they seem to invoke.

So let us go over these ‘Trademarks’ in that order.

Playstation 4 – This is the one system I have decent levels of faith in. It’s initially weaknesses has been dealt with. The too small hard drive can now be upgraded. Mind you the 500 Gb should last a while, however, as 500Gb to 1 Tb is a mere $25 extra, so I wonder why 500Gb was chosen. If you spend an additional $100, you can upgrade immediately to 2Tb. I agree it is overkill, however upgrading once at start could prevent a 1-2 day loss down the line. I did it with my PS3 and never regretted it. ‘Sony, where storage was left at Kennard’s!’

XBox One – There have been loads of messages about online all the time, or even once a day. This has now been ‘removed’ as an issue as Microsoft no longer requires it. You see, it is so much better to get these people connected with a carrot then with a shotgun, so now the console comes with a free digital copy of FIFA 14. Which still needs to be downloaded! Whether this is only once, or the start to get people online in a sneakier way is yours to debate or conclude. Gamers for the most (the multi-player group) need to be online; the rest could be if the game is good. Many of the issues are about digital privacy fears. Some are realistic, some are speculated rumours, but a large portion is just absurd conspiracy theory. There was a rumour that deliveries were down, but this was denied by two sources. So in case you heard the 1 million less consoles on launch day, be sure to check your sources. I personally believe that the invasion of privacy was the biggest blast this trademark took. The additional issue of online once a day did not help, especially knowing how irritating broadband has been in plenty of places outside of the US. It would be nice to just dump this on Don Mattrick, yet I feel that this was not just his call and those above him should start taking a long hard look at the population of gamers. Calling this an ‘entertainment system’ instead of a ‘gaming console’ might seem nice and claiming that it will make you win the war is also nice, but the reality is that this multi-billion dollar market is all about gamers, not knowing that population will turn out to be ultimately fatal to the Microsoft XB-1 brand, no matter what else it can do.

Lumia 1020 – This is a new contraption. It has two sides. One, it is really fun to use (I tried it) and the camera abilities blew me away. Yet, the other side is that it is linked to Microsoft and they will have a few issues to deal with down the line (not just that weird OS). The device itself is no longer a Nokia device, or not in the traditional sense. Nokia was always the number one brand for me and it lost appeal as it was too slow moving into the smart phone world. They are coming back strong, but a 2 Gb ram when you have a 41Mp camera? Seems a little short sighted. So, they added a free 7 Gb SkyDrive option. Oh, wait? Is that not the place from Microsoft who gave their access to the NSA? So what about your privacy, not to mention the data usage price?

As you see, we are getting more and more towards the new Microsoft Trademark ‘Microsoft, because privacy is just an illusion!’ Is that fair? Not sure! You see, in the end I do not care whether the NSA gets access to my data. My worry is that overall, cyber criminals have more resources and abilities then we see at federal places. You know those small, massively underfunded places where they try to stop cybercrime (read FBI). The fact that the NSA gets access means that there is external access, which means that criminals get to have a go too. To that part I do object.

iPhone – the device that truly revolutionised smartphone and mobile usage is now going towards mobile phones in the same way Russia showed diversity for the S-300 (22 letters added over 30 years). Apple seems to forget to truly move their battery forward and in other fields of smartphones the iPhone is no longer regarded as the heralded winner. The device wants to be too much of everything and ends up coming up short in many of the fields they are in. So will the new Apple Trademark read ‘Apple – Master of none, drowning in some?’

There are plenty more devices out and about for the expensive festive season, yet it seems to me that some of the players entered that field by using spokespeople with a golf handicap equalling their IQ, or is that the other way round? When the digital world is entering the field where more and more possible ‘new’ consumers are updated through the net, it seems that their marketing and party lines need to get a massive overhaul and it should all get a much better mentor system then it currently seems to have.

Trademarks!

They might be seen as great assets, yet when those trademarks get assigned by the audience (example: Vodafail, because Vodafone just doesn’t connect) and it gives your brand itself a twist moving its customers towards to competition, you know you have problems coming (and many of these from your own board of directors).

Leave a comment

Filed under IT, Media

Tagged as Apple, Christmas, FBI, feast of saint nicholas, FIFA 14, gaming, iPhone 5, Kennard, Lumia 1020, Microsoft, microsoft company, Nokia, NSA, PlayStation 4, Sinterklaas, Sony, St. Nicholas, technology, Thanksgiving, Vodafail, Vodafone, Xbox One

August 19, 2013 · 22:11

Tax evasion, copyrighted by Vodafone?

If we look at copyright in the UK, then according to the UK copyright service, which states that “In the case of business ideas, it is again the recorded work rather than an intangible idea that is protected. Copyright would apply to items such as written documents, artwork, etc. – i.e. a Business plan, promotional literature, website, logo, and such items could certainly be registered.”

From that point of view, the creative tax efforts by Vodafone could be seen as an original work of ‘art’ (by lack of a better word), yet are they alone and are they really the first?

Yes, there is so much frustration in voices of people all around me as I hear them complain about the too fast rising cost of living. The fact that I saw an article last week in a newspaper stating that the minimum income for getting a mortgage in London now exceeds a million pounds, which I reckon is some new record to fight. So as many, who dream of a place around Swiss Cottage or Bond street (to keep the Lord’s Cricket grounds within walking distance), we see that this new price tag makes London an affordable place, mainly for Bankers and dealers in amphetamine based chemicals and that is pretty much it. So when these realities hit us and we see that a deal is struck with Vodafone for hundreds of millions of revenue (for the goal of non-taxability) made by what was described as an empty office in Ireland, waves of anger hit many people. This could be seen as a sign that the rich will get richer, at the expense of everyone else.

But is that the actual truth? It seems more a sign of the time than anything else. Vodafone is in pretty good company. They are actually one of the smaller players when we consider grocery shop sized companies like Google and Amazon. It gets to be a lot more hilarious listening to MP Margaret Hodge complaining about it to Google (in May 2013), whilst she is directly connected through family to Stemcor who is having the very same artistic approach to the payment of taxation (or lack thereof). The Telegraph in November 2012 reported that Stemcor, which reported revenue around 2.1 billion with a reported profit of 65 million paid a mere 163,000 pounds in taxation.

Whoever came up with that idea was worth his weight in gold and gemstones in the eye of these corporations.

It does not end there and it goes far beyond the borders of the UK. Consider the following. A software company has an item prices at ‘X’ and then adds consultancy valued at ‘Y’ and the total being ‘Z’ is charged.

So let us take a basic approach. The customer wants the package which requires software and a consultant and is willing to pay 100, consultancy is set at the basic price of 80, which means if the disc could be valued at 20, the price is met, and as such the customer is a new and happy customer. Yet, the books would reveal that even though 100 is truly placed in the books (as a package deal), the disc value is now set at 70 and the consultants at 30, 100 remains the fixed set price. It is interesting that the 70 is set towards the foreign owner of the program and a value of 30 remains behind. Of course the consultant was more (a lot more) expensive, and as this is all within one corporation the consultant will get his monthly income. Yet, was there a case of tax evasion?

It becomes an interesting debate, more important, it becomes the environment of global corporations and even more interesting is where the revenue and taxable revenue should be placed. I would share the view that this is more than a sign of the times; it is now fast becoming THE sign of the future.

In the age of technology today, many government types (PM, MP’s and exchequers alike) might look at certain developments of ‘new technology’ moves, as corporations go to the cloud and digital distribution, yet there seems an apparent lack of ‘comprehension’ is not the right word, perhaps it is ‘realisation’ that all these revenues would no longer be taxable and Microsoft is not even close to being a frontrunner. At present Adobe is far in the lead there. Consider all these advertising and publications houses, they are in abundance in the UK and those houses have moved to some extent, or are largely moving to the Adobe creative cloud, software, that is no longer sold in the UK, costs that are paid for in the UK and are therefore tax deductable revenue, which is shrinking the UK government revenue pie chart by a lot, especially as revenue from the other side of that equation is no longer in the UK for any level of taxation.

Whether we realise it or not, the old tax deduction scheme was designed on some level of equilibrium. We had tax deductions on one side, because we bought certain items like hardware and software. Hardware is now no longer the expensive post it used to be and the software part that is still steep in some cases is no longer bought, it is leased. As such the equilibrium is gone and a nation cannot continue on one side to hand out deductions as the other side of the scale no longer exists. This gives us two dangers. The first is that certain parts would lose deductibility as the other side stops existing; this should be seen in the light that the cost of business is going up, whilst revenues will not get better. This approach is set by the bulk of cloud providing ‘solutions’ and that group is growing really fast. If the UK government (not just them) loses out on taxable revenues exceeding 15 billion pounds on software alone, where will they get the money from? When we consider the trillion pound debt, then we should worry about such changes and it is not just the UK who is facing them. These companies as mentioned before are doing this on a global scale, which means that Europe is getting hit hard all over the place and it is not unlikely that as cloud servers are placed all over the planet these companies will move into new group that could be labelled as ‘the global non-taxable core of corporations’.

In the past I proclaimed strongly that when we saw the information about Microsoft with their Xbox One approach and the cloud was not about gamers. Gamers do not warrant the implementations of over 300,000 servers. Yet, add the earlier mentioned events to the equation and we end up with a global customer base of software and as Microsoft stated it themselves, an entertainment provider of TV, Movies and Software, all in the cloud! As we see the situation now, likely less than one tenth of a percent might end up being taxable. In that same light should you wonder why NTT DoCoMo was so happy to get into the Indian market, then here is the evidence. Out of a very rough estimation (by me) of a total value of entertainment products that is cloud distributable which exceeds 350 billion (business and entertainment products), consider that these products would in future yield less than 0.5 billion in tax revenue on a global scale. This means that national infrastructures on a global scale are about to get hit really hard (unlikely before 2014). So as NTT DoCoMo starts streaming 4G based entertainment solutions, a massive amount of taxable revenue would no longer end up being taxable at all. So long Tax department of India!

It was exactly for these reasons that I advocated an approach where taxability of services are charged on the consumers side, to avoid the pitfall many governments are about to get faced with. That approach would end the dangers of Google, Amazon, Vodafone et al to walk away with a ‘non-taxability’ based commission solution.

Leave a comment

Filed under Finance, IT, Law, Media, Politics

Tagged as Adobe, Amazon, google, India, Margaret Hodge, Microsoft, NTT DoCoMo, Stemcor, Swiss Cottage, Tax department of India, Telegraph, UK copyright service, Vodafone, Xbox One

Tag Archives: Vodafone

Recent Posts

Archives