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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (146131)	2/19/2019 5:11:46 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217851

am just having fun with the Huawei issue, as I remember there was an expert in telecom who was so sure that huawei was cooked goose, and was spouting off historically illiterate premises and mathematically incompetent conjectures, but as facts and alt-facts (1) in the mean time I am concerned, for valuation purpose, about the apparently bifurcating / forking of the technology world, between Ericsson / Nokia 5G and Huawei 5G, that which is championed by Potus and his minions and so I watch & brief on the developing situation around the issue of 5G until such time it is clearer which way the world turns. (2) I am also concerned that the world seems to want to make happen Cold War 2.0, as championed by the same Potus, at leas in name, and machinated by his minions, also in name. Such an iteration is also not priced-in, especially w/r to implications due to everything-changes currently I would give bifurcation of 5G a 50/50 and Cold War 2.0 80/20 not good (3) 2026 / 2032 would be impacted by above (1) and (2)