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Political, is it just me or is this the first time a USPOTUS has gone at war with a company of another country? The board is unhappy with politics, but friends the present political leader is engaged in a war with one of IDCC licensees, and happens to be a very BIG deal.....
Huawei calls US move to blacklist more affiliates ‘unjust’ and ‘politically motivated’
We do business with Huawei as so many other companies....
Agree, they take a very conservative revenue recognition model, which is good, it its complex and not the average financial to understand since revenues lag so many months and years , then audits can change the picture----
Read some of the earnings call transcripts, and some good , feel good statements, China a few inches and takes a long time, 2-3 inches Chairman Merritt says, slow process, time is on our side....
I read that , nice
yes, true Cynic is correct, and today I'm surrounded by them, isn't the market filled with an over abundance of Cynics? I mean when Kevin Kelly of Wired Magazine in 1992 or so went to McDonalds and suggested they register the domain mcdonalds.com , they laughed-----and then ABC Corporation, they laughed when he suggested they register abc.com---LOL
For our company, we are making money, we are cash positive, and they laugh
"Some people know the price of everything but the value of nothing" Oscar Wilde
the GE CEO is on target to ride his own stock down to $0, but he's getting paid well to do it---appears----
I recommend a book: The Value of Everything, the finacialzation of the US and western economies away from mfg goods is long left the dock---we are now 5 out of 10 people pushing money for fees and not producing anything with a generation setting in Starbucks and We Work offices working on Apps that do very little, but share photos of cats, dogs and a few squirrels----can Facebook sustain life ? it makes nothing, monetizes intentions for desperate brand builders and entices radicals of all stripes to find tribes of their own liking---
your welcome, China skipped the "wired world" and moved directly to the wireless world faster than anyone, visiting china its amazing how well wireless works and seamless in most area's, USA had/Has legacy systems, in my town in the center of town is a building where copper wire congregates to what was the mode of communication, it takes up 1/2 a city block.....10 people appear to work there...
Most have thrived off low cost goods , see wal mart others , deflationary ...bring those jobs back add us$ labor , insurance cost , etc and we are living in hyper inflation
I stand by my statement to ALL CAPS Jiff,
a war with China is un winable, we need them more than they need us---
and Trump trying to go alone is a spartan myth
The Walton’s will be cut to 50million per day , are u sure America can stand it ?
When she bottoms and runs out of sellers we go up
"trade wars are easy to win" we are in uncharted territory, do the Chinese respect our IP, they did, some did, some didn't, we are collateral damage in the trade war that is unncessary and unwinnable----
The world just got its first OS out of China, lets see if it works and the cloud that holds all data is secure--? HarmonyGO...
Time for “wack a short” new license deal will do
I find its hard to predict prices of stocks and racehorse winners..short term...book value is good, dividends being paid, we wait and see what happens, every dog has its day
We will chisel away at that 1.2 Trillion dollar market of 5G, many will pay us, or not pay us.....the size matters
They put a really big carrot out in front of these convertibles, so some nice icing on the cake---I like the way they think---
the return of capital in share purchases is getting bigly , we have a lot less float---and will we go private or will someone take us over, tune in .....
the price appreciation should follow
As usual the commoners are left out, the big pref-turds are all included, this is for the big guys to sort out the calculus kids in the big tall buildings.....
Some good fees
Many are gainfully employed writing these big contracts
best words I've heard
ALL DAY
Maybe tomorrow
We are in a swamp of sort, China damage control , and a Tweet off can sink us.....
Tax cut stimulus eaten up by insulin prices and ER visits
We ran to cheap equipment now they cut us off.....https://www.nytimes.com/2019/05/25/technology/huawei-rural-wireless-service.html?fbclid=IwAR3O0wXmpX_MI8GwziLJyowaEcRW-XWCbcyDWHHgBzQV8XAuhfjlzUbPy_U
Well put, and all these Car Dealerships would have been parking lots here in our great land had they not bailed out the automakers----now "they all Vote Republican and live in houses made of Ticky Tacky and they all look just the same----" What a forgetful bunch-----
We're entering the phase of More "makes no sense" Huawei, owns the 5g equipment business, they buy 110 billion in chips from USA....now we are picking out a company to war with---
yes, that's true, agree
Savers Vs Consumers , China/India save in Gold, we save little here, w store a lot....agree?
India they store gold, little confidence in Ruppee, in 2016, Modi
took 3 bank notes out of circulation ....why to cut down on gray/dark money....boom
FRAND revisited, I assume we have been playing more Frand-ly than QCOM with essentials....a patent is a 17 year mote , of course if its essential the idea of letting everyone use it at the same rate.....
I'm lifelong entrepreneur, China I believe exports to is De-flation, cheap goods to mass stores, all big box hardware comes from Yiwu China, small stuff capital of the globe, been there, the zipper building is 10 stories tall with nothing but zippers---fashion, licensed goods all China made and scale is there forte---
China will inflate currency to keep its exports going, at any cost----
Trump said China was a Currency manipulator, So big deal, all countries are---its the way they stay in the game---
Agree?
I've been in both countries and agree, India-software dominate, China-Micro components assembly , there's no putting genie back in box, China will dominate the world stage for centuries, as they did in centuries past, see Marco Polo....the shift of capital and mfg is in the east---we are not going to be the dominate player except in design---we graduate 300,000 lawyers they graduate 3million engineers, Lawyers deal with Human defects
Engineers do workarounds--
Exactly, the ravenous dogs of protectionism, nationalism are ignorant to the connected world we live in, we are not an island
your right on, a major disruption in mobile networks could happen of we keep throwing bans on companies, Google and Facebook collect and SELL more data than network companies.....they are banned in China....50 tornadoes throwing base stations all over the central US would need spare parts a plenty
$300billion , its a small price to pay for a $14 trillion dollar economy, and cloud based networks cut down on theft, notice today Google is bringing in its OS from Huawai, they are offering an open source version which is what I assumed they had given them?
MSFT and others used China as beta for its Os many times, what better way to spot bugs than to see it replicate via shareware.....
Do you reduce everything to All Caps and dollars? China feeds more people than Europe and USA and South America combined---
would China sacrifice 100million jobs to save a few million jobs in the USA? We are attempting to dictate to China how we will play, it and we have very little leverage...the ship has left the dock----
We can't roll out 5G with domestic suppliers, for years, this is a horrible idea,
BREAKING: Trump declares national emergency to protect U.S. networks from foreign espionage, a move that appears to be aimed at China
#45 just signed a emergency order banning foreign equipment sold here that posses a national security risk, imagine other countries will in kind do the same......the Internet posses a security risk when 45 lines of code can steal and election by diverting conspiracies to the opposition with no equal time for rebuttal ...."I love wiki leaks, where are you?"
Ip isn't as easy to steal as it used to be, with the interconnected cloud of things, I mean Windows new versions are all cloud authenticated, same with most OS systems on smart phones, sure out base station IP can be hacked but then there's work arounds on the next version, China is playing a key role in beta testing for the masses, lets see if it scales before we scale it....
I like your post and always do Jeffree, thought provoking and encrypted, thanks for the key code.....its my birthday, and I feel like less than I felt on Thursday but I shall not grow weary in holding out of the pay day coming----
I was on a flight to Southern China the man setting next to me worked for 3m, he designed and invented the machine that 3M leases to print circuit boards, he sold the company to 3m and now calls on clients who use them, 3M gets a click rate on all boards printed..... I asked how many are in the United States , 2 , I asked how many are in Southern China: 100's ......Korea as well many of these printers.........