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8/23/2019 | 11:49:07 PM
Excellent reporting, as usual, Mike Dano
Excellent, reporting, Mike Dano, on the fallout of the bans on exporting to Huawei. Quantifying what is known is excellent and well researched. But I am also impressed with the discussion of the fact that government restrictions on free trade encourages more companies to reinvent technologies and create new rivals in the global marketplace. The Huawei Harmony is an excellent example of a new competitor to Google’s Android product that will depress Google’s market even if the ban is later lifted. This adds to market inefficiencies. It also makes other nations (India? France? S. Korea?) fear buying from American companies that may one day ban exports into their supply chains. On the other hand, there have been reasons to be concerned with Huawei’s rising market dominance for many years, and efforts to deal with the security and market concentrations may have been way over due. But there will be pain all around, from this trade ware, pain that will last after any resolution is reached. Thanks again, Mike
Mike Dano
Mike Dano
8/16/2019 | 12:09:07 PM
I just corrected the name of Western Digital's CEO.

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