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Cloud 4G
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Cloud 4G,
User Rank: Light Beer
5/23/2019 | 11:55:39 AM
Re: Huawei: Trump
The trade issue is not a Trump issue.  While I do not agree with how this has been pursued and think it is like kids in a closet playing with a box of matches and lighter fluid - it can burn down the house we all live in, the pressing for changes in the structure of our trade with China is long overdue.  The problem I see is that the brute-force methods being used by the Trump Administration are highly incendiary: we are pressing Xi to back down and for China's central committee to pursue changes within the country that are difficult and some of which take time.  

 

Often, America looks at China as if it is this monolithic thing that can change the policies that it has risen quickly on a whim. The US cannot change its own entrenched policies such as making the military-defense budget more efficient or reforming the state-socialist medical system after decades of political hacking.  Yet China should make its reforms in three months.

What we need to set in place with China are some current changes and a frame agreement that has mechanisms for revisiting substantive issues such as currency valuation and barriers to doing business within China on a scheduled basis.  The overriding theme is that China must assume its full and equal role on the world stage in good faith cooperation with developed nations, not as a state-run venture. The USA must also open up some of its sector-socialist enterprises to remove impediments to free enterprise competition and distortions in spending priorities.  

The attempt to beat the Chinese into submission has no better than 25% chance of working out in America's favor.  Even so, it may set the stage for the latter administrations to negotiate a more substantial trade reform deal.   This is like a 'Bad Cop, Good Cop' shakedown played out over the next several years. IMO. 
susancem
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susancem,
User Rank: Light Beer
5/23/2019 | 12:17:31 AM
Re: The impact runs deep because of cross-licensing and supply chain entanglements
Yes The US attack on Huawei may take years to resolve.  And that poses a big problem not just for Huawei but also the host of companies in the supply and customer base ecosystem they do business.  The final outcome may get resolved in the courts where mere innuendo and political grandstanding will fail to make the grade..
Cloud 4G
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Cloud 4G,
User Rank: Light Beer
5/19/2019 | 10:20:19 PM
The impact runs deep because of cross-licensing and supply chain entanglements
Huawei's business has developed, as every competitor with such a broad range of wired and wireless products must, a deep set of technology cross-licensing and supply relationships.  For example, Huawei supplies 3G, 4G, 5G circuit modules for IoT applications.  These can go into smart power meters, cars, washing machines, etc.  The security issues are easily isolated or non-existent because the circuits are can be torn down and evaluated. firmware source code is available. That may not prevent random politicians from denouncing the products as a matter of course, but that just shows the pathetic position the US has allowed itself to get into.

 

Besides buying chips from Qualcomm and other component suppliers, Huawei has cross-licensing agreements in place with Q, Ericsson, Samsung, etc. This may be assumed to be the case by people in the industry but appears to be news in the come-from-behind, lackadaisical world of politics. 

 

The US attack on Huawei may take years to resolve.  And that poses a big problem not just for Huawei but also the host of companies in the supply and customer base ecosystem they do business.  The final outcome may get resolved in the courts where mere innuendo and political grandstanding will fail to make the grade. 

As a strong-arm gutter tactic, the war on Huawei may seem to make sense.  It might but that is only because the US is so hapless at doing much of anything longer than a 3-month quarterly report period.  Central planning? Any planning?  Doh, de doh... looks like fumbling at the podium to me. 

 
bothandeach
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bothandeach,
User Rank: Light Beer
5/17/2019 | 4:10:47 PM
Huawei: Trump
Trump must go ASAP for the good of the USA and the World


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