GooFi, GooWi, GoofUS POTUS and the path to 5G CBRS: Herding Cats in 2018.
Dear Mr. President: Be careful what you wish for.
Drunken IronMan at the helm fails sobriety test, scores Genius Level on IQ test.
Gawd, it just gets weird, doesn't it? Back in the days of Gary Cooper and Fred Astaire he'd be called a cad, a boor, a lout, unwashed, a bully.
He's like an amalgam of Don King, Mohammed Ali, LaVar Ball, and Winston Churchill.
After 14 months of apparently unenlightened nonsensical outbursts, a pattern is forming: POTUS is herding cats.
And it's beginning to add up to a kind of blow-hard tactical brilliance that is entertainingly effective.
By getting wide of the target on any subject, he gets to 'scare it' back into the herd with: "Booo !"
But wait a second: Isn't POTUS up against the genius of 'Black Face, Cold Heart' this time?
If the goal is to gain 5G biz for USA tech suppliers into the Chinese market and protect the USA marketshare for USA brands, plus approval of the QCOM-NXP merger, all-the-while defending our security, is POTUS willing to outsource our security firewalls to Shenzen? Or will a new security protocol get included in the trade negotiations?
Time will tell.
There's a Bull in the China shop.
But the active observer will already recognize that in (PRC) China the Brand Wars have already put OPPO and CoolPad and LeEco into the top domestic brands. So Chinese State Owned Enterprise Party Leadership could just, uh, to use a line from Transformers- the movie: "Need parts. Kill ze little one."
ZTE brand could simply merge under another SOE name completing the consolidation that is inevitable anyway. ZTE R&D divisions could just separate into different existing R&D labs, again completing the consolidation that is inevitable anyway.
And the deal would effectively wash the books permitting greater debt conceilment and the appearance of financial health for the new combine.
And China could still kill the NXP deal and stop buying USA tech later. And under their on laws, they can legally seize foreign and domestic assets and 'merge' them with SOEs later. This is the source of contagion that can't be fixed by: "Booo !"
Non-(PRC)China suppliers to USA 5G have a momentary opportunity to seal new deals, it appears. These will provide needed revenue tides that may ebb later if a foothold fails to deliver SCALE.
Nothing guarantees the future of 5G.
This is a momentary victory masquerading as long-term diplomacy.
Dear Mr. President: Be careful what you wish for.
Gawd, this is entertaining.
more :popcorn:
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