Re <<how much do you figure china needs ericsson now?>>
... ericsson probably best to either sell out while it still has residual value
... huawei came out of nowhere and trumped ericsson per macro curves that crossed awhile ago
... for the next 15 years ericsson must somehow engage w/ the china 'useless' infrastructure rollout, take part in the digital companion to the one-belt-one-road that stitches together tier 2 & 3 nation-states
... else game over, as per whatever happened to motorola and is happening to nokia
... there are equivalent stories in the scripts for cisco, e-bay, facebook, etc etc etc and, oh, uber
... watch & brief, 2018 - 2026, and then i am guessing, 2026 - 2032 (depending on timing of the definitive bell-ring w/i 2018 - 2026)
Re <<Building cities in Egypt is not the way to become sophisticated investor
Money will go to heaven>>
... am guessing the net benefit to the planet would be slightly more weighty than regime-changing followed by return to stone age. what do you think?
Re <<Do for investments what China is doing with football.
buy the competence>>
... i saw during the early 90s how china gold inc tried to joint venture w/ the south african gencor for joint exploitation of suitable rocks by way of bio-leaching, as china had a lot of highly suitable tailings and less suitable low-grade ore.
the south africans decided to 'ring-fence' china and backed out of the proposed venture. team china hired the needed people directly and is now the leading developer and user of bio leaching, which helped china to become the largest gold producer on the planet
... i saw china being ring-fenced on capability to manufacture polysilicon (for solar cell fabrication), and by hiring roving teams of retired expertise and is now ...
... i saw china being denied intel xeon chips in 2015, and in 2016 come up w/ alternative to continue global #1 supercomputer rollout
... i saw ...
after awhile even i get it, that continental scale / separate universe / super-heated environment / diligence / learning / studying / organising / saving / investing ... works wonders, and big enough to matter
... now i am seeing what is happening in the private equity / venture capital space, the upstream of the innovation chain, and i see what shall happen and is starting to happen, and the shrivelling timing gaps involved ... and and and
... then uber got it
neither i nor you believe ericsson picked china to export out of ... ericsson picked china because it saw potential due to dynamic systemic reform by the people w/i per what wise rulers led, and ericsson hitched a ride in order to delay its own return to natural size, to put in language familiar to you.
kodak tried to hitch a ride but was too late, and not sincere enough.
you do see that, do you not?
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