tmay

avon b7 said:

It's all basically nonsense and definitely has nothing to do with the blanket claim of 'national security'.

Even the Pentagon still relies on waivers to skirt 'obligations'. 

https://fortune.com/asia/2024/07/03/pentagon-huawei-ban-national-defense-authorization-act/

Much of the internet ends up running over vast networks of fibreoptic cables and Huawei has laid (and manages) thousands of km of underwater lines. 

The so called 'clean networks' that the US tries to promote (while trying to keep a straight face) are also nonsense.

Huawei offered to licence its entire 5G stack to a US consortium (just to allow it to have something of 'its own' to control) but the US refused.

The reality is (and always was) that the US sees China as being able to overtake it in key areas and instead of trying to compete with better products and technologies it chooses to try and bludgeon any rival out of the game. 

That includes 'allies' who used Chinese technology (5G for example) and who refused to play along. Just ask Boris. 

https://www.ft.com/content/a70f9506-48f1-11ea-aee2-9ddbdc86190d

https://frontierindia.com/cias-black-ops-led-the-uk-to-drop-huawei-5g-book-reveals/?srsltid=AfmBOopICiosJ_OrLJshH8Hvh5XsjrMdXnaWYFfPhtMlbJg6G-7Q_XcV&utm_content=cmp-true

The UK was a prime example, seeing its 5G capacity and performance crumple into one of the worst in the EU and costing billions in the process. 

As a result China has become more self sufficient and is on an accelerated path to further self sufficiency. 

Erradicating TP-Link from US systems will do nothing to enhance national security and using Cisco might even make things riskier! Maybe that's tongue in cheek.

The internet is what it is, and has to be, for what we expect of it even if the US (and China too) would like to see it split apart in order to gain more 'control'. 

I believe Trump once put forward the idea of an 'American 5G' and had to be 'informed' of reality. If that is true (and I believe he suggested Apple create it) I'm sure it wasn't tongue in cheek. 

The Chinese embassy has told the UK to "stop creating trouble", after a businessman accused of being a spy for China was banned from the country.

The revelations about Yang Tengbo, who denies wrongdoing, and his links to Prince Andrew, have sparked renewed calls for the UK to designate China a threat to national security. 

The issue poses a dilemma for the government, which is hoping to strengthen ties with China to help boost economic growth and tackle shared issues like climate change. 

In the House of Commons on Monday a number of senior Conservatives called for tougher measures to protect the UK against covert Chinese influence.

BERLIN 

Labor supply in the German auto industry is expected to fall 6.3% by 2035, according to a recent study by the research institute Prognos commissioned by the German Association of the Automotive Industry (VDA).

The fall is expected to stem from the transition to electric vehicles (EVs) and an unspecified amount of decline in demand for workers.

In the 2019-2023 period, a decline of 46,000 jobs in Germany was attributed to the transition to EVs, and if this downward trend continues, the study estimates that the number of jobs in the auto sector could decline by 190,000 by 2035 as Germany has lost its competitiveness due to high tax rates and rising energy prices.

“A competitive location with the right political framework is needed so that as much added value and employment as possible stays here and new jobs are created in Germany,” the study said.

The VDA reported on the study after automaker Volkswagen announced Monday that it plans to shut at least three factories in Germany in addition to massive layoffs, sending shockwaves through the German auto sector.

Inflationary pressures, high energy costs, slow economic growth in Europe, the rise of the far right and competition by China and Tesla plagued German carmakers, whose exports reach $302.6 billion annually, as they make up a large portion of German exports. The sector was put under severe pressure to cut costs to remain competitive while demand was low.

longfang said:

kiltedgreen said:

9secondkox2 said:

The EU is an extortion racket. Change my mind. 

The US is a violent force destabilising peace across the world to suit its own ends. Change my mind.

Both the US and EU are just a bunch of entitled post colonial descendants who are pushing everyone else around with their plundered wealth. Change my mind.

melgross said:

mpantone said:

melgross said:

I keep telling people to not listen to the negative analysts. Three predicted disappointing iPhone sales this quarter, while two reported very good iPhone sales.

This is like any other judgment from a panel, you toss the high and low scores out and average out the rest. This isn't specific to financial analysts, they do this during figure skating at the Olympics, surfing contests, etc.

No one analyst is always right all the time so it's best to take the middle chunk. It's okay to lean one direction or another if you see a particularly reliable analyst on one side of the fence.

For a while, amateur analysts (bloggers) were beating the pros on a regular basis.

Many analysts are rated by Starmine which tracks their accuracy over time. Any longtime follower of Apple's business will remember some horrifically inaccurate analysts that many Apple media sites LOVED to quote (*cough* Munster *cough*). Some were so consistently wrong that it was easier to best on the opposite of their take. Some were longtime bears who always came up short (Katy Huberty at Morgan Stanley was like this for years before she finally came around and saw the light).

Since the start of the pandemic Apple stopped providing their own guidance so it has forced analysts to actually use their brains instead of just picking up the Magic 8-Ball.

The era of Apple routinely smashing expectations is over. Apple is more of a value stock rather than a growth stock here in 2024. It's not 2009 anymore.

As I've said for a very long time, AppleInsider (and other tech media sites) really need to track the accuracy of the analysts they quote. Market researchers like CIPR are mostly pulling their numbers out of a body orifice (I'll give you three guesses but you'll only need one).

I’ve been following that for a long time as well. I’ve seen a lot of things over my time, but Apple is pulled down by a few of the same people every year.

9secondkox2 said:

AppleZulu said:

Now China is halting exports of certain rare earth metals and magnets. They have a monopoly on them, and the US needs them. I'm sure @9secondkox2 ; will tell us how this was all part of Trump's brilliant master plan as well. He has our best interests at heart, and has thought all this stuff through, you know. Don't you fret. Everything's fine.

Pretty sure the current admin is prepared for chin to pull every last one of their cards. The Chinese government is a lethal combination of petulant, proud, and evil. You don’t stir that up unless you’re prepared to do some serious stuff. China is not a free country and is not run by benevolent people. China has a public plan to reshape the world in its image. They need standing up to now more than ever. Tarriffs are small potatoes. 

“What the F-15EX brings that other F-15s do not is what you hear being talked about as the digital backbone of the aircraft,” adds Maj. Eshkenazi. “It has ethernet wiring running throughout the airframe and it’s linked to the weapon stations. This opens up future potential in terms of integrating weapons. We might have a separate computer or a tablet that can be linked [to the jet] that allows us to connect to the weapons stations while keeping our safety of flight elements [in the mission software] isolated. So we could run apps but not have them running through our main computer, which isolates this from the safety of flight things like the flight controls, for example. This means I’m not concerned about an app coming from a vendor that might affect my ability to fly the airplane.”

“One of the big capabilities that the F-15EX brings to the fight is the ability to rapidly put new weapons on it, because of its external carriage capacity and its ability to carry a lot of weight,” Col. Daniel Lehoski, 53rd Wing commander, further explained. “We have the independent ability to upgrade the jet’s Operational Flight Program [OFP] as well as actually working around the OFP to add some capabilities. I’ll give you an example; we have a jet that we’re using to push situational awareness and command and control [C2] capabilities to the leading edge of the fight. We’re doing that literally with an iPad hooked up to the jet in order to get information into it. That sits outside the OFP. It’s a little clunky because you have an iPad in the cockpit, but that is enabling us to add capability in conjunction with our agile OFP upgrades. The iPad is getting power from the jet and then using Link 16 datalink to communicate with the aircraft.”

danox said:

MassiveAttack said:

So..  a device which collects data and even if I use iPhone or MacBook, this device will absorb and collect data from all users when connecting it with Apple products which makes Apple‘s privacy obsolete. 

And this device gets smarter and smarter by learning with collected data. 

It will be a personal device while Apple makes generally purposed devices. 

I see that Apple stock is underperforming as the worst stock performer YTD among Magnificant 7.

Rotten Apple will feel the pressure. Better now than late: Tim Cook needs to step down as he can’t afford to doom Apple further and further since Vision Pro.

So Apple is in trouble because two clowns get on the stage a la Qualcomm/Microsoft last year and announce something (nothing) that requires software and hardware which preforms like vaporware but is far beyond anything Apple has done to date, and the hardware would be better than Apple Silicon and the OS driving it will be better than any of the five operating systems Apple has released in the last 25 years? Oh and at the end Apple is also doomed too.

Note: Microsoft’s effort came up so far short of Apples Rosetta one (let alone Rosetta two) and the CPU/SOC designed by Qualcomm also came up short of the M1 processor in overall actual performance in software/hardware, which is why Microsoft is now also doubling down on their AI efforts this year and downplaying the hardware aspects, Microsoft has even gone so far as canceled some of the Surface hardware recently. (Microsoft hardware solutions are so bad that many in the geek crowd are crying that Apple should emulate it with a touch screen MacOS on an M4 iPad).

The biggest difference is that Apple’s computers/devices actually sell at a profit from day one there are no giveaways. The Microsoft hardware solutions (over 12 years?) are all lost leader unprofitable Me-too products. 

https://www.youtube.com/watch?v=g9qHw7xcWN4 Yep but Apple is the one who’s doomed…..

https://arstechnica.com/gadgets/2025/05/report-microsofts-experimental-laptop-studio-is-vanishing-without-a-replacement/

Like the Microsoft/Qualcomm current mashup, which is a lost leader and is an unprofitable Me-too product this 6 billion dollar Bromance will end in tears. (but Johnny will be a billionaire). The OpenAI Sam/Jonnie show is just looking to hold on until the initial public offering.