Apple Woes Continue

When a Chinese Court sided with Qualcomm last week in a patent dispute they are having with Apple, I thought perhaps it was a decision at the direction of the Chinese government in retaliation US tariffs as a result of President Trump’s trade policies but today we hear German Courts are also deciding in favor of Qualcomm.

After losing a battle in China, Apple has now lost in another court in its ongoing feud with Qualcomm. The firm has now been found to be infringing on Qualcomm’s power-saving patents in a court in Munich. The patent revolves around Qualcomm’s ‘envelope tracking’ technology which was allegedly infringed by Qorvo, one of Apple’s chip suppliers. A permanent injunction has been issued, stopping Apple from selling any infringing iPhones in Germany. Cupertino has also been found liable for any monetary damages suffered by Qualcomm, the amount of which has yet to be offered.
“Two respected courts in two different jurisdictions just in the past two weeks have now confirmed the value of Qualcomm’s patents and declared Apple an infringer, ordering a ban on iPhones in the important markets of Germany and China,” said Don Rosenberg, executive vice president and general counsel, Qualcomm Incorporated.
According to CNBC, Apple plans to appeal the judgement. It will continue to sell its newest iPhone X family of devices, but older phones like the iPhone & will no longer b sold in Apple’s own stores (but not carrier stores or third-party retailers) while the appeal process is ongoing.


Apple’s iPhone 7 and 8 are now banned from sale in Germany

Apple products being banned for sale in China and parts of Western Europe is a big deal. This news coupled with their unwillingness to release sales figures along with their financial reports from now on should really concern investors.

Apple will no longer report iPhone numbers after growth went to 0%, and analysts are now worried iPhone sales may decline

Also, remember that they will not be offering a 5G phone in 2019

Apple will skip 5G in 2019 report says

Apple already announced that they are dumping Intel processors in 2020.

Apple could dump Intel processors in 2020

By these and other actions, Apple has admitted that they are out of innovation and new ideas.

Wall Street Worries: Looming Tech Bubble

Really?

The big tech companies are collectively called FAANG

What are FAANG Stocks? 

FAANG is an acronym for the market’s five most popular and best-performing tech stocks, namely Facebook, Apple, Amazon, Netflix and Alphabet’s Google. FAANG was born out of the original acronym, FANG, which did not have Apple included when CNBC’s Jim Cramer coined the term.

BREAKING DOWN FAANG Stocks
Facebook (FB), Amazon (AMZN), Apple(AAPL), Netflix (NFLX), and Alphabet (GOOG) are the five technology giants trading publicly in the market today, as of 2017. Wall Street grouped these companies into one acronym to capture the collective impact that these companies have on the markets. As of Mar. 20, 2018, the market capitalization of these companies summed up to $472.38B + $760.36B + $888.66B + $136.92B +$757.54B = $3.015 trillion.


FAANG Stocks

Facebook no tangible value

Apple overvalued and in real trouble

Amazon has the most value of the five, partly due to diversity of products offered

Netflix is in trouble due to Disney, CBS All Access, and other competitors coming on line in 2019

Google no tangible value

Of the five FAANG members, Netflix is in the most immediate peril.


First, Disney has announced that it plans to acquire most of the assets of 21st Century Fox. If the Justice Department approves the $52 billion deal, Disney would gain possession of the20th Century Fox film studio, including Fox Searchlight (which has produced Best Picture Oscar winners such as Slumdog Millionaire, Birdman, 12 Years a Slave, and The Shape of Water), the X-Men franchise, the FX and National Geographic cable channels, several regional sports networks, and the television production company that makes Modern Family and The Simpsons. The resulting conglomerate would own as much as 40 percent of the U.S. movie and television industries.
 
Second, and more important, Disney is building a streaming product to deliver its content, old and newly acquired, directly to consumers—let’s call it Disneyflix. When it launches, in2019, it will include several exclusive series and every film in the Star Wars, Marvel Entertainment, Pixar Animation Studios, and Disney Animation universes.

Disneyflix Is Coming. And Netflix Should Be Scared

I have noticed a significant drop in content that I want to watch on Netflix in the last two years and much of its original content is brooding, dark, and often not suitable for watching with my family or purchased from overseas media companies—much of which is not available with English dubbed audio. At this point I would not miss it if we cancelled the streaming portion of their service.

Folks Facebook and Google have virtually no assets. Facebook is not the destination of youth anymore and their political correctness is driving away current users or causing them to use it less. Part of the reason I opened the Facebook page for this blog is to test the limits of their AI algorithm.

Folks, the danger facing tech companies is that in most cases they are one invention away from obsolescence. Facebook is a one note pony and the next big thing can relegate them to the dung heap of history. Can you say, “My Space”?

Curiously, Microsoft—which currently has more value thanApple—is not listed. Microsoft has more value in terms of assets and revenue stream due to subscriptions and licensing agreements with enterprise customers and a diversity of other products.

Besides the armchair analysis that I offer on this blog from my man-on-the-street perspective, professional observers are noting some cracks on the FAANG consortium. Forbes is asking if we are in the midst of another tech bubble. Forbes dives deep into the technical reasons that you should be concerned.

Very few on trading desks remember the Tech crash of 2000.  I remember it all too well after the partying of 1999: it was exhilarating (or painful if you were short) to watch the exponential rally in Tech and dotcom stocks in the last part of the 1990s.
 
Then sentiment switched from “buy everything”, to “sell everything” almost overnight. In a span of a few weeks in 2000 the Tech sector came crashing down, hard. From the peak in the NASDAQ in the middle of March 2000 to the low in December 2000 the sector lost 50% in a brutal selloff.

While it might be laughable to call for a correction of the same magnitude today, a few grey souls in the Tech industry who were around in 2000 and lost 80% of their net worth on paper have the following advice: don’t be greedy and take some gains off the table. So with an eye towards preserving capital let us look at some parallels between 2000 and today and see what rhymes and what doesn’t.

Tech Crash Echo: It’s Beginning To Feel A Bit Like 2000

Folks another thing of concern is that in the last few weeks short term interest rates (two year) have now gone higher than ten year rates. This is not normal and should cause apprehension.

 Lastly, governments are considering more regulatory intervention in the tech sector due to privacy, security, and content concerns. Due to the interconnectedness of these companies, concerns are not just in the United States but the European Union and Australia just to name a few. Compliance will lead to more overhead and less profit for information centric companies. The “wild west” nature and openness of the Internet is facing challenges on many fronts.

I do believe a correction is coming and in fact is long overdue. Generally I think the stock market is overvalued but where else can you put money and get a return on it? Buckle-up. The next two years will be volatile on more fronts than the political.

Apple Woes Continue

Apple iPhone Sales Blocked in China

Here are three recent stories documenting the further troubles of Apple.

 Qualcomm today announced that Fuzhou Intermediate People’s Court in China has granted its request for two preliminary injunctions against Apple. As part of the injunction, court has ordered Apple to immediately stop infringing upon two Qualcomm patents. The two patents involved in this case enable consumers to adjust and reformat the size and appearance of photographs, and to manage applications using a touch screen when viewing, navigating and dismissing applications on their phones. Because of this order, Apple cannot import and sell iPhone 6S,iPhone 6S Plus, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus and iPhone Xin China.

Chinese court orders immediate ban on sale of various Apple iPhone models in China

5G Someday

 As I have said in previous posts, Apple is purposely staying away from 5G technology. Unless Apple changes their minds, they will have no new phone offerings in 2019.

 Apple has been a pioneer as well asan early adopter of technology in the past but it looks like the Cupertino giant will sit out the 5G wave which is supposed to hit next year. We have already seen rumours about 5G supported devices from Samsung and Google while other companies like OnePlus have already confirmed 5G support coming next year.

 Apple, on the other hand, has decided that the company is not going to jump in and is rather going to wait before launching iPhones with 5G support. The reason which has been stated a couple of times is that Apple and Qualcomm are not on best of terms right now and this might interfere if the company decides to sign a deal for 5G modems. The other reason which has been cited a lot is that Apple doesn’t adopt newwireless technology unless the company is sure about it.

Apple is in no rush to launch 5G supported iPhones

No longer most valuable company

Microsoft is still the largest tech company in the world, after passing Apple in valuation several weeks ago.

 A week ago Microsoft ended the week for the first time in nearly 10 years with a higher valuation than Apple, and therefore also the most valued publicly traded company in the world.

 The question since then was whether this could be sustained or if it would be only a blip due to a down Apple day.

 Over the course of the week, the companies continued to trade position but their position solidified on Thursday and Friday, with Apple temporarily slipping to the 3rd position behind Amazon on Thursday.

 At the close of market the end of the week Microsoft was valued at $804.6 billion, with Apple being worth at$799.6 billion.

 In a down market, Microsoft ends another week more valuable than Apple

5G is Coming for You Barbara

Ok, that’s no quite the dialogue from George Romero’s movie but it makes my point. From the people that brought you the war against “smart meters” comes the sequel, the war against 5G wireless or as the X Files called it, Fight the Future.

However, before my take on the fight to kill 5G, I wish to briefly give some background on it and the implications of such technology.

5G technology has been in the planning stages from about ten years. Except for a few compatibility tweaks, the standard was finalized early in 2018. Various cellular providers are deploying proof of concept or test networks in various parts of the world. In the United States if you are in a top-twenty media market, you probably live in an area deploying 5G in limited regions.

5G has a theoretical limit of 20 gigabytes per second of data transfer. That is basically the same as transmitting the extended cut of one Lord of the Rings movie on Blu-ray disk with all additional features in one second! In comparison, that’s 28 compact disks or 13,888 3.5” floppy disks per second. This is wireless networking at speeds once only achievable by fiber optic cable.

Knowing that this was soon to happen, back in 2017, the telecommunication companies went to the California Legislature to get the blessing from State leadership to deploy 5G without having to deal with NIMBY (Not In My Backyard) folks and their complaints. The legislation sailed through the labyrinth of California’s infamous “bill mill” but surprisingly, Governor Brown euthanized it with his rarely used veto pen on 09/19/2017.

Here are the specifics for SB-649 Wireless Telecommunications Facilities

 

Samsung and other cell phone manufacturers will begin marketing 5G phones in 2019. The Samsung Galaxy Note 10 will be their first flagship 5G device.

AT&T announced via its online newsroom on Wednesday that it is working with Samsung to bring another 5G-ready device to the United States in the second half of 2019. The announcement comes a day after the carrier confirmed that it’s launching a 5G-capable smartphone with Samsung in the first half of next year.

Samsung Galaxy Note 10: 5G-Ready Flagship’s Rumored Specs, Features

 

Qualcomm has made several announcements this week about their next generation 5G chips including this:

Qualcomm today announced the Snapdragon 8cx, the world’s first 7-nm based processor for Always Connected PCs. The new 8cx compute platform is specifically designed for PCs and it will offer great performance, multi-day battery life and giga-bit LTE connectivity. Qualcomm mentioned that this new 8cx processor will not replace the existing Snapdragon 850 processor, instead it will be a premium tier processor for PCs.

The 8cx comes with Adreno 680 GPU that will offer 2x the graphics power and 60% more power efficient when compared to Snapdragon 850. And it will support dual 4K HDR external monitors natively. And the new Kryo 495 CPU will offer 2X the performance when compared to similar Intel Core processor. With respect to LTE, 8cx will support up to 2gbps speeds. Qualcomm is also bringing support for Quick Charge 4 and Aqstic audio technology to 8cx.

Qualcomm announces Snapdragon 8cx processor targeting Always Connected PCs

Apple is the only cell phone manufacturer in the world, yes I do mean anywhere on this planet, not planning to deploy a 5G device until 2020, but they always copy everyone else and then charge premium prices for lagging technology.

If 5G was only about cell phones that would be one thing but it’s not. Every technology company that uses or could use a network is spending money on research and development of 5G devices.

Microsoft’s XBOX Unit is planning a diskless gaming device in 2019. They are also working towards games that will be streamed to your home via Microsoft’s Azure cloud servers. In the next few years, all the heavy lifting will be done on a server and your gaming console will be a simple networked device. Connecting to the game severs will be via a monthly subscription.

Cortana, Siri, Alexa, and other Artificial Intelligence offering are like the modern-day version of Pong compared to what can be done with 5G.

Virtual reality will be mainstream technology. Do you remember the movie Paycheck where the guy created a computer display with no screen, just a 3D display? It’s possible now in some applications.

Self-driving cars and trucks will be possible in 5G coverage areas.

Have you heard about Smart Homes and Smart Appliances? 5G allows that to be the norm in the next decade.

5G plus another technology IPv6 will create new opportunities for a connected world that boggles the mind. IPv6 was first established in 1998. It has been part of your computer’s network settings since Windows XP. Typically it’s not used by many but that will change once 5G becomes commonplace. This Internet Protocol was designed to replace IPv4.

IPv4 is four groups of three numbers which make-up a network address. Perhaps you’ve seen 198.0.1.254 or something similar as your address on the home side of your Internet router at home. IPv6 allows for an incredible increase in the amount of network devices that can be connected. In fact every electronic device in the world could have a unique network address and still have plenty of room for more.

The main advantage of IPv6 over IPv4 is its larger address space. The length of an IPv6 address is 128 bits, compared with 32 bits in IPv4.[4] The address space therefore has 2128 or approximately 3.4×1038 addresses (340,282,366,920,938,463,463,374,607,431,768,211,456, which is approximately 340 undecillion addresses).

IPv6

Folks there’s plenty of wonderful things that this technology can do but much mischief also. I will save that discussion for another day but I want you to understand that many things that were once science fiction will be science fact in the next few years.

There is a small group of people that have decided to oppose 5G on the basis that is will kill you. This being California, I’m not surprised that somebody has risen to the challenge of opposing 5G. What is astonishing is that the group making the most noise to oppose 5G locally is not associated with environmental causes but a group that claims to support free market economics, entrepreneurship, and liberty. Yep the Elk Grove Tea Party.

Due to the age of its members, this is the most technologically challenged demographic in the city and thus the least likely to benefit from 5G. Cynics would describe this group as the buggy whip or dialup coalition. Nevertheless, the city council cancelled their regularly scheduled meeting to dedicate one to a public forum on 5G deployment in Elk Grove. The city fathers had an hour presentation on November 28th followed by a period of public comment. Due to the failure of SB-649, this dog and pony show was a CYA performance and not indicative of how the council feels about 5G.

…the special public meeting that the City of Elk Grove is holding to discuss the proposal from AT&T to place 5G cell towers within the city.  This technology affects the health and quality of life of some individuals so it is an important public policy discussion.  The meeting is scheduled for December 28th at 6pm at the City Council Chamber. –Elk Grove Tea Party

Please note that the meeting was held November 28th not December 28th. The city calendar for 12/28/18 is blank.

If the EG Tea Party can’t get the meeting date correct in their own announcement, how can they be trusted to be in command of the facts about 5G?

There is also a Facebook group opposed to 5G in Elk Grove.

The Elk Grove Citizen published an article on the meeting.

Multiple public speakers described their own health issues pertaining to radio frequencies.

Teresa Hansen mentioned that she suffers from a sensitivity syndrome that restricts her from functioning well in many areas that have a lot of cell activity.

City Council reviews proposed 5G wireless tech for Elk Grove

Folks, I have some comments on this article and the junk science employed by opponents.

First, in addition to the radio frequency spectrum used by cellular broadcasting now, 5G will be relying mostly on spectrum that is not currently used by cell service. To claim that someone is sensitive to radio frequencies used by cell providers today is ridiculous unless they have a medical device subject to RF interference or a Cold War era implant in their teeth.

Every electronic device emits radio frequencies so unless Teresa Hansen is Amish, I have doubts about her claim that cellular signals are attacking her. I did find a website that does agree with her and heartily recommends tinfoil as a preventative.

If you are constructing a new home or renovating one and the walls are being rebuilt you can install radiant barrier, which is a tough type of aluminum foil that will also very effectively screen out the EMF. This is what I did for my own bedroom.

Be aware that cell phones and WI-FI are not the only EMF sources you need to be cautious of. Essentially, most all electronics will generate EMFs, including the wiring in your home, electric alarm clocks, electric blankets, computers and lamps, just to mention a few.

Turn off all the fuses at night that supply your bedroom. You can install a ‘demand switch’ at your bedside to make this very convenient.

Radiation from Cell Phones and WiFi Are Making People Sick — Are You at Risk?

Such claims about EMF are the stuff of X-File lore. These claims are fringe science at best or snake oil at worst. It’s more likely a person’s problem with EMF is between their ears and not a result of something that can’t be seen, heard, felt, or otherwise experiences by our five senses.

Oh, if exposure to EMFs is too much for you, can look-up a wearable Faraday Cage on your favorite Internet search engine. Said search does require accessing an EMF emitting device so buyer beware. However, such outerwear makes quite an impression and is impermeable to any Electro-Magnet Interference (EMF)

Faraday cage dress shows how to get fashionably struck by lightning

 

Even the people living on the isolated island where they killed the missionary a few weeks ago using bows and arrows are exposed to electromagnetic radiation. You probably know it better by the name of sunlight.

Most EMFs cannot penetrate your skin.

Our society is built on EMF emitting devices; cars, electric mixers, televisions, dishwashers, dryers, traffic lights, most wrist watches, neon signs, and a host of other things. To suddenly decide to reject such things, not for yourself but for others, is contrary to the reality of our society.

In the article about the recent public meeting, I did have to comment on the quote from councilman, Steve Detrick.

Detrick added that he believes there is more to the story of cell antenna health issues than the Federal Communications Commission is willing to admit.

“They’re relying on some very conservative data that benefits their message and their mission,” he said. “We need to protect the businesses and residents here in Elk Grove.”

“I sure would hate to be the one to move this forward full speed ahead and then it comes back to haunt us.”

Detrick called for further study into the issue

Folks, talk about kissing-up to the audience; wow. Detrick works for PG&E, the epicenter of EMF emissions all across northern California. I would wager that any 12,000 volt transmission tower going thru your town emits a lot more EMF than any cell phone ever could.

As I was contemplating writing this post, I did get into an exchange on the stop 5G Facebook page. In response to other posts on their page, I chimed in with 5G being a necessity for competition in a global economy and that 5G would be necessary for jobs.

Given the content of one response to my post, it had to be from a Tea Party member.

Does that mean you’re all on favor of a “global” economy? A global government, global citizenship, no more boundaries, no more city, county, state elected representative government, private property rights, etc? I’m just curious.

My response was:

Samsung announced their first 5G phone today for Verizon. Other carriers are lining up their 5G devices also. (Except Apple and they are waiting until 2020) Microsoft is introducing a disk free X-box, Google’s self-driving car, I can keep going. 5G is coming whether you like it or not. I believe in private property but there are enough right of ways for utilities to allow 5G anywhere it’s needed. Fighting 5G is like opposing smart meters for utilities. If you really want to escape 5G then you need to live in a rural area not in the shadow of the State Capitol. Opposing 5G is like opposing electricity in the days of Thomas Edison. The city council will hear your complaints but vote for it anyways. The alternative is economic suicide. You can take comfort that in the future, the 5G technology will be able to broadcast at lower wattage. Cell phones were originally 3 or 5 watt transmitters but now they are a fraction of that power and much faster. Competition will make it more efficient not opposition. I believe in the power of the free market and competition.

Oh, today I did find the “California Wayto prohibit 5G in your area, tax the crap out of it.

San Jose, on the other hand, is far from number one in 5G investment. The city at the heart of the tech world ought to be among the 5G leaders, but its leadership chose to charge an annual fee of $3,500 per small cell.

As Carr, who is tasked with leading the FCC’s wireless effort, pointed out in a column in The Mercury News, San Jose saw the installation of exactly zero small cells prior to this year.

And to prove San Jose hasn’t learned its lesson, it’s suing the FCC for the order it passed last month establishing reasonable fees for 5G services.

Verizon was among the providers who are saying that city regulations over small cells are hindering its ability to deploy 5G.

San Jose is not attractive to any company that wants to support the buildout of the next generation of wireless and digital infrastructure. By trying to shake down providers, he is putting his constituents at the end of the line to receive the next generation of wireless innovation and access.

5G holds the key to smart cities, where the combination of lightning-fast wireless technology and sensors can be used to improve services for residents. But a city can only become smart if it stops being dumb with its regulatory policies first.

A Tale of Two 5G Cities: San Jose and Indianapolis

 

Lastly, this from the article on San Jose:

The implementation of 5G requires what are known as small cells that are about the size of a backpack. These small cells are installed on utility poles, buildings, and other structures, and relay signals over short distances across the network. The technology will require lots of them — perhaps thousands per major city — but it eliminates the need for massive cell towers required for 4G and older technology.

 

Conclusion, 5G is coming soon to your neighborhood. If you like that idea then embrace the future, if you don’t then find a fashionable way to wear tinfoil and/or get your local government to tax it out of existence.

Tesla Autopilot Breaks Law, Passenger Cited

PALO ALTO (CBS SF) – Authorities are trying to determine if a Tesla driver who was arrested for alleged DUI in Palo Alto early Friday morning had used the vehicle’s “Autopilot” feature to help him get to his destination.

The California Highway Patrol attempted a traffic stop on southbound Highway 101, south of Highway 92 around 3:30 a.m. After the driver refused to yield, they apparently found him asleep behind the wheel.

When the CHP had units in place minutes later, one patrol car got in front of the Tesla to slow down the vehicle. Officers said the driver then woke up after the car had slowed below 30 miles per hour.

He was taken into custody at a gas station in Palo Alto after allegedly failing a field sobriety test.

Tesla Driver Accused Of DUI On Peninsula May Have Used ‘Autopilot’

Folks, I’m mystified about this story. With the brains of Elon Musk navigating this vehicle, what did the car do that caused the California Highway Patrol to take an interest in it? While its creator may be subject to puffing on the illicit weed, I think silicon based lifeforms are immune to the effects of California’s largest cash crop.

Think about it. The vehicle is the one failing to yield for law enforcement not the sole passenger of the car. The man in the car engaged all the safety systems that money can buy in a modern vehicle and still it wasn’t enough.

Once the CHP communicated with the Tesla, it slowed as instructed. A musk apologist might even say it performed as expected. Clearly the flaw demonstrated by the vehicle is a reflection of its creator. Musk is a documented scofflaw (just ask the SEC, DEA, & FBI) so it would follow that his creation likewise reflects its maker; in temperament anyways.

Again the passenger is cited for the actions of the driver, clearly I have a problem blaming the victim and not the perpetrator. California’s Department of Motor Vehicles recognizes the rights of self-driving vehicles, why doesn’t the State Police (CHP)? This is clearly speciesism.

The other issue of note is where this traffic stop took place, Palo Alto, California. Yeah, the heart of Silicon Valley. Clearly this shows a bias for Google’s self-driving car. Again, this is discriminatory and selective use of the law.

Lastly, look at the humiliation that the Tesla was subjected to. The CHP forced the vehicle to stop in a gas station. Yes, the state-of-the-art pinnacle of electric vehicles was subjected to treatment that is clearly below its superior class.

Where is John Edwards or Johnny Cochran when we need a trial attorney? This is clearly cutting edge legal territory begging for its day in court.

Now Tesla is Spying on You

Tesla Charging Station in China

 

The Tech Industry is very cozy with the Chinese government and not just because iPhones are cheaper to make there. Tech companies willingly participate in Chinese government censorship and suppression of their citizens. Tech companies know that most laptops, cell phones, televisions, and other electronic devices that they sell all over the world regularly report user data back to their masters in China but have no problem with this as long as the get their financial cut.

Governments in the United States are tinkering with the idea of mileage taxes which have rightly raised the specter of government tracking your every movement—which my cell phone and health band already do.

Now this from China.

SHANGHAI (AP) — When Shan Junhua bought his white Tesla Model X, he knew it was a fast, beautiful car. What he didn’t know is that Tesla constantly sends information about the precise location of his car to the Chinese government.

Tesla is not alone. China has called upon all electric vehicle manufacturers in China to make the same kind of reports — potentially adding to the rich kit of surveillance tools available to the Chinese government as President Xi Jinping steps up the use of technology to track Chinese citizens.

More than 200 manufacturers, including Tesla, Volkswagen, BMW, Daimler, Ford, General Motors, Nissan, Mitsubishi and U.S.-listed electric vehicle start-up NIO, transmit position information and dozens of other data points to government-backed monitoring centers, The Associated Press has found. Generally, it happens without car owners’ knowledge.

And critics say the information collected in China is beyond what is needed to meet the country’s stated goals. It could be used not only to undermine foreign carmakers’ competitive position, but also for surveillance — particularly in China, where there are few protections on personal privacy. Under the leadership of Xi Jinping, China has unleashed a war on dissent, marshalling big data and artificial intelligence to create a more perfect kind of policing, capable of predicting and eliminating perceived threats to the stability of the ruling Communist Party.

China’s electric vehicle monitoring raises surveillance fear

Shanghai Data Center monitoring real-time data

Oh, remember all those self-driving cars the utopian folks here in California want to unleash on the public? The article addresses that too:

There is also concern about the precedent these rules set for sharing data from next-generation connected cars, which may soon transmit even more personal information.

Many vehicles in the U.S., Europe and Japan transmit position information back to automakers, who feed it to car-tracking apps, maps that pinpoint nearby amenities and emergency services providers. But the data stops there. Government or law enforcement agencies would generally only be able to access personal vehicle data in the context of a specific criminal investigation and in the U.S. would typically need a court order, lawyers said.

Automakers initially resisted sharing information with the Shanghai monitoring center; then the government made transmitting data a prerequisite for getting incentives.

“The automakers consider the data a precious resource,” said a government consultant who helped evaluate the policy and spoke on condition of anonymity to discuss sensitive issues. “They gave you dozens of reasons why they can’t give you the data. They give you dozens of excuses. Then we offer the incentives. Then they want to give us the data because it’s part of their profit.”

There was concern that data pulled from electric vehicles might reveal proprietary information about, for example, how hybrids switch between gas and battery power, and eventually set automakers up for commercial competition with a Chinese government entity. As cars become more connected, carmakers are looking to tap new revenue streams built on data — a market McKinsey estimated could be worth $750 billion by 2030.

The Chinese government’s ability to grab data as it flows from cars gives its academics and policymakers an edge over competing nations. China tends to view technology development as a key competitive resource. Though global automakers have received billions in incentives and subsidies from U.S., European and Japanese governments, they are contributing data to the Chinese government that ultimately serves Beijing’s strategic interests.

Global automakers stressed that they share data to comply with Chinese regulations. Nearly all have announced plans to aggressively expand their electric vehicle offerings in China, the world’s largest car market.

“There are real-time monitoring systems in China where we have to deliver car data to a government system,” Volkswagen Group China chief executive Jochem Heizmann said in an interview. He acknowledged that he could not guarantee the data would not be used for government surveillance, but stressed that Volkswagen keeps personal data, like the driver’s identity, secure within its own systems.

“It includes the location of the car, yes, but not who is sitting in it,” he said, adding that cars won’t reveal any more information than smart phones already do. “There is not a principle difference between sitting in a car and being in a shopping mall and having a smart phone with you.”

Jose Munoz, the head of Nissan’s China operations, said he was unaware of the monitoring system until the AP told him, but he stressed that the automaker operated according to the law. Asked by the AP about the potential for human rights abuses and commercial conflicts posed by the data sharing, Munoz smiled and shrugged.

If you read the American media, you’d think the real threat to our nation comes from Russia. Really?

In the 1980’s, Japan was famous for saying, “Business is war”. Almost 40 years later, China has raised the concept to an art form—with the support of likeminded people in America—and the stakes are not just commerce but the freedom of the world. We have never seen a global totalitarian regime rule the planet but China is positioning itself to be the first.

Those that see this as a possibility are considered nutjobs by the Liberal Elites. Donald Trump is concerned that America’s dependence on China is a problem but most folks don’t care as long as YouTube and Facebook are working on their cell phones.

Apple Foreshadows Correction?

The Luster is off the Apple brand.

Nobody would seriously argue that Tim Cook is anything other than a caretaker of the company. The brand that Steve Jobs built, is running out of steam. Jobs was good at looking at other people’s ideas and making refinements. Jobs then would market stuff as if Apple was the inventor of the gizmo. They have been successful in selling their products at double or triple what competitor products are sold for.

Until the bail-out by Microsoft many years ago, Apple was on the brink of collapse. Microsoft needed to prop-up Apple to defend themselves against accusations that they had a monopoly on PC operating systems. Following the cash infusion from Microsoft, Apple began marketing the iPod. Other folks sold MP3 players for a fraction of the cost but Apple created an exclusive ecosystem in conjunction with the introduction of the Apple Music Store.

This change from relying on revenue from Apple computers to other more profitable products, helped to diversify the company. The introduction of the iPhone was a game changer for Apple. Now, a decade after its introduction, the bloom is falling off the iPhone.

The smartphone market is mature, saturated, or whatever term you wish to use. Sales are declining and the phone industry is lacking innovation. Many companies are working with new technology and other form-factors but Apple, as usual, is lagging behind the competition. Five years after its introduction, Apple may finally be deploying USB-C connectors of their next generation of phones. They still don’t allow SD cards and are behind in a number of other ways in comparison to Android devices.

Android manufacturers are investing heavily in foldable smartphone screens, 5G technology, and platform independent technology but Apple’s name is not associated with any of these things which are already available for Android phones. These are among the product features that will be displayed by most phone manufacturers in the first quarter of 2019 if they haven’t already.

Strangely, Apple’s name is not associated with any patents or innovation in these areas. Apple says they would like to have a 5G phone in two years but again they appear to be lagging behind everyone else in these areas. Heck, Microsoft’s Andromeda device has a better paper trail than anything Apple may be tinkering with.

In conjunction with their earnings report a week ago, Apple declared that they will stop publishing any sales numbers on their iPhones.

Investors sold off Apple stock on Friday after the company gave weaker-than-expected holiday sales guidance and said it would no longer disclose unit sales of iPhones and other products.

Apple (AAPL) fell 6.6% to 207.48 on the stock market today. It was the steepest single-day drop for Apple stock in nearly three years.

Late Thursday, Apple reported fiscal fourth-quarter results that topped analyst estimates. The Cupertino, Calif.-based company earned $2.91 a share on sales of $62.9 billion in the quarter ended Sept. 29. Analysts expected it to earn $2.78 a share on sales of $61.57 billion. On a year-over-year basis, earnings per share rose 41% while sales climbed 20%.

But Apple predicted sales of $91 billion in the December quarter. That is short of Wall Street’s estimate of $92.91 billion.

But the news gets worse as you continue reading this article:

On a conference call with analysts, the consumer electronics giant announced it would stop providing unit sales figures for iPhones, iPads and Mac computers starting with its current fiscal first quarter.

Apple Chief Financial Officer Luca Maestri said hardware unit sales figures are no longer a good measure of the health of Apple’s business. This is largely because of the growth of Apple’s services business, he said.

The change in reporting is likely to fuel speculation that Apple’s iPhone unit sales will decline in the current fiscal year.

It is “typically not a good sign” when a company reduces its financial disclosures, BTIG analyst Walter Piecyk said in a report.

“Not reporting unit data effectively eliminates any discussion about rising and record ASPs (average selling prices),” Piecyk said. “This was a positive point for investors, but perhaps a risk to Apple, as press reports about squeezing more money out of its loyal customer base is not a good look for the company.”

Jefferies analyst Timothy O’Shea said the change is “fueling fears the company has something to hide.”

Apple Stock Dives On Light Outlook, Move To Hide iPhone Unit Sales

Today, this follow-up by the New York Post

Market research firm Strategy Analytics is out with new data showing a year-over-year decline of 360 million units, the equivalent to an 8 percent dip, in the third quarter, with Strategy Analytics director Linda Sui going so far as to declare the smartphone market “effectively in a recession.”

“The smartphone industry is struggling to come to terms with heavily diminished carrier subsidies, longer replacement rates, inventory buildup in several regions, and a lack of exciting hardware design innovation,” she said.

Samsung, no surprise, is still the king of the global smartphone hill. It’s got a 20 percent market share and shipped a little more than 72 million units during the third quarter — but that was 13 percent less than the third quarter of 2017. Huawei, meanwhile, is continuing to nip at Samsung’s heels, shipping almost 52 million smartphones during the quarter (a 32 percent gain). It only has a 14 percent global market share, in part because its phones have little to no presence in North America.

Apple, meanwhile, rounds out the top three, having shipped almost 47 million units during the quarter. That was basically flat with where Apple was a year ago and gives the Cupertino-based company a 13 percent global market share.

We’ve officially reached peak smartphone

Apple hiding their sales figures is not a good sign, especially for a company flirting with a valuation of one trillion dollars. They’ve been living off of goodwill for a while but maybe this is a signal that Tim Cook should be looking for a golden parachute and a graceful exit.

 

 

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Navy’s 13 Billion Dollar Cruise Ship

I don’t write too often about the Navy even though I spent six years of my life wearing the uniform but this story is so ridiculous that I can’t let it pass without comment. It concerns the contracting and construction of the aircraft carrier Gerald R. Ford. What you learn from reading the story is that the newest carrier in the fleet can’t launch aircraft, can’t safely land them, and can’t equip them with weapons; other than that, it’s a fine vessel.

The $13 billion Gerald R. Ford aircraft carrier, the U.S. Navy’s costliest warship, was delivered last year without elevators needed to lift bombs from below deck magazines for loading on fighter jets.

Previously undisclosed problems with the 11 elevators for the ship built by Huntington Ingalls Industries Inc. add to long-standing reliability and technical problems with two other core systems — the electromagnetic system to launch planes and the arresting gear to catch them when they land.

Costliest Carrier Was Delivered Without Elevators to Lift Bombs

The article continues

 

The Advanced Weapons Elevators, which are moved by magnets rather than cables, were supposed to be installed by the vessel’s original delivery date in May 2017. Instead, final installation was delayed by problems including four instances of unsafe “uncommanded movements” since 2015, according to the Navy.

While progress was being made on the carrier’s other flawed systems, the elevator is “our Achilles heel,” Navy Secretary Richard Spencer told reporters in August without providing details.

Technology Risk

The elevator system is “just another example of the Navy pushing technology risk into design and construction — without fully demonstrating it,” said Shelby Oakley, a director with the U.S. Government Accountability Office who monitors Navy shipbuilding.

 

In the above we learn two more facts, this ship design was the responsibility of Presidents not named Trump since construction takes years to accomplish and second and more importantly, the ship relies on untested technology. Sorry folks but that is not how the military; especially, the Navy did things in my era.

The Navy is in the unique position of traveling wherever they are needed without a traditional supply chain which for them can be stretched or even nonexistent for long periods of time. This forces them to be self-reliant and needing to improvise because parts could be thousands of miles away. Traditionally, they have used lower and more proven tech.

I was in the Naval Nuclear Power Program and the control systems that we used on the reactors were purposely not based on solid-state electronics. If you can believe it, there were zero transistors on any reactor protection systems! Hyman Rickover, who started the Navy’s nuclear powered ship program, did not believe in implementing this technology. I think it was both a supply chain issue and one to prevent propulsion from being crippled by EMP. Instead we used magamps. Magamps are something that was so old-school in the 1980’s that my friend with an electrical engineering degree had never even hear of them in any of his classes.

The only propulsion supply issue that we ever experienced was getting a replacement fuse for the reactor protection ABT (Automatic Bus Transfer). Reactor protection systems had two independent supplies of electrical power available and this switch was able to go from one to the other fast enough not to scram the reactor. The fuse for this switch blew during a routine test. It took ten days to get a replacement. The fuse was about eight inches long and over 3/8th of an inch in diameter; it’s not your typical off the shelf part from Ace Hardware.

Using unproven designs for the catapult system and weapons elevators is not something they should be deploying for all four Ford class carriers currently authorized for construction. As a result, the Navy owns a warship cruise ship ready to go anywhere in the world that can’t conduct war and has a capacity of 10,000 passengers. On many levels, the Ford sounds like the Democrat military model to me.

This is another in a long series of failures by the Navy in recent years. They can’t build ships that work and can’t drive ‘em once they set sail.

Google’s Car Gets S.F. Road Test

Total Recall‘s Johnny Cab

Before getting into this article just a quick reminder that Wham-O makes Frisbees and Waymo does other stuff related to hubcaps. Waymo is a subsidiary of Alphabet, the umbrella corporation that operates Google. Earlier this week they issued a press release which I shall quote in part:

We’re excited to announce that the California Department of Motor Vehicles (DMV) has just granted Waymo the first permit in the state to begin driverless testing on public roads.

This permit is the result of new DMV regulations that took effect in April, which allow companies to apply for fully driverless testing within carefully defined limits, and is the product of nearly ten years of testing in California by Waymo’s team. It’s the first time that California has allowed tests on public roads of fully driverless cars ― that is, without a test driver sitting in the driver’s seat.

 

 

Waymo’s permit includes day and night testing on city streets, rural roads and highways with posted speed limits of up to 65 miles per hour. Our vehicles can safely handle fog and light rain, and testing in those conditions is included in our permit. We will gradually begin driverless testing on city streets in a limited territory and, over time, expand the area that we drive in as we gain confidence and experience to expand.

A Green Light for Waymo’s Driverless Testing in California

 

So if you operate, Uber, Lyft, or Yellow Cab, they’re coming for your job. Uber was just getting ready to go public, darn. They probably will anyway, but…

Folks, I know that I scoffed recently that this would happen and I still do but let’s talk about why.

In a word, my issue is infrastructure. The system that Google seems to be employing is dependent on outside connectivity.

 

With fully self-driving technology, the car is designed to do all the work of driving and the person in the vehicle is never expected to take control of the vehicle at any time. The National Highway Traffic Safety Administration (NHTSA) calls this a fully automated vehicle. This is the type of technology we are working on.

Waymo FAQ

Cars driving without a driver is their goal. I submit to you that no vehicle can be equipped with the amount of technology needed to do everything that they are attempting. This is part of the reason they need to test in populated areas; this is not just a proof of concept by performing in traffic but a control and connectivity issue. They need to control the operating environment and have rock solid internet connectivity.

If you look under the hood, you will find that these vehicles operate just like your computer at work using a client-server model.  The car has the sensors which send data to the server, the server processes the data and then controls the car. Thus like Elon Musk’s Tesla, they are geographically limited to certain areas of operation.

Thus the vehicle is “automated” but not “autonomous”. It does not carry everything necessary to operate in traffic. You can’t go to the local AAA, pick-up a map, scan it into the car, and then tell it to drive to Grandma’s house in Montana.

Once 5G cellular data is deployed, you will see the Google car significantly expand its driving area on the above map but like electric vehicles, it is a limited technology.

Facebook’s Decline Among Teens

Mark Zuckerberg’s Facebook is losing popularity with teenagers. This is ironic since it was founded as a way for teens to keep in touch. Instead, Facebook has become the place to go for older people to see who had a baby or when the next class reunion will take place and stuff like that. Facebook is not bleeding users as quickly as Myspace did many years ago but the trend is not good.

Facebook will see a decline among teenagers in the U.S. this year, says market research firm eMarketer.

EMarketer predicts 14.5 million people ages 12 to 17 will use Facebook in 2017, a decline of 3.4% from the previous year, as they migrate to Snap’s Snapchat and Facebook’s Instagram.

Monthly Facebook usage among those under 12 and ages 18 to 24 will grow more slowly than previously forecast, too, according to eMarketer.

The forecast suggests young people are turning away from the world’s most populous social network, which reached 2 billion users this year.

It’s a grown-up problem for Facebook which needs young users to develop the habit of checking Facebook so it can show them ads well into adulthood.

EMarketer forecasting analyst Oscar Orozco says teens and tweens, seem less engaged on Facebook, logging in less frequently and spending less time there.

For years there have been warnings that Facebook was losing its cool with young people.

Facebook may have a grown-up problem: Young people leaving for Instagram and Snapchat

 

As if losing your cool with teens was not enough, there is this from U.K.’s Metro

Facebook ‘could collapse’ if it keeps being dogged by scandals over misinformation and election hacking, says the author of a 2010 book on the company. David Kirkpatrick says advertisers could start to shun the platform if the scandals don’t stop – after a year of seemingly endless controversy over misinformation, privacy and ‘fake news’.

Kirkpatrick said that if Facebook stops being a virtual watercooler for friendly conversation, but a lair for trolls and misinformation – advertisers might find the service too dangerous to showcase washing tablets and shoes.

Research earlier this summer suggested that young people are deserting Facebook.

Just 51% of teens are on Facebook, suggesting young people are turning away from a social network which was once a pivotal part of adolescent life.

Facebook ‘could collapse’ if election scandals keep coming, author warns

 

There has been a huge decline in teenage Facebook users over the past three years as youngsters ditch the social network in favour of platforms like Instagram and Snapchat, a new study reveals.

That’s according to the Pew Research Center, which reports that the number of teenage Facebook users (aged 13-17) had plummeted from 71% in 2015 to 51% in 2018.

Facebook’s popularity amongst teens is fading and fading fast

 

Censorship of conservatives is an issue that also is causing folks to look for friendlier alternatives to Facebook’s social platform. The evil algorithm gets the blame but really Facebook is intolerant of people that stray from liberal orthodoxy. They fail to realize that Silicon Valley’s values are not those of America’s Heartland.

 

The disconnect between the real value of companies like Facebook and their sky high stock prices is concerning. This “tech bubble” will eventually correct itself but whether that is the result of bleeding users or advertisers or something else remains to be seen.