Lots of Chinese people ask to have their picture taken with my daughter. No one asks for a picture with me.
Source: No country for old men
Lots of Chinese people ask to have their picture taken with my daughter. No one asks for a picture with me.
Source: No country for old men
Between 2015 and 2018 Huawei’s share rose from 24% to 28%; Nokia’s dipped from 20% to 17% and Ericsson’s from 15% to 13%. An escalation in the war on Huawei might prompt Beijing to retaliate by kicking Western firms out of China.
That would be a blow to the Nordic duo. China accounted for 10% of Ericsson’s 211bn krona ($24.2bn) in global sales last year. The company runs two research and development sites in China. Nokia derives a similar share of revenues from the Chinese mainland, Hong Kong and Taiwan. Extra sales in Europe in the event of a Huawei ban would not offset losses in China, argues Pierre Ferragu of New Street Research, not least because the Chinese will launch 5g a year or two earlier.
More important, worries Börje Ekholm, chief executive of Ericsson, a ban on Huawei would slow down the launch of 5g in Europe
Source: Are security concerns over Huawei a boon for its European rivals?
“The market has really heated up this year, and clearly that is what’s driving the acquisitions,” Williams said. “I’ve had a half-dozen customers tell me in the last month they see containerization and Kubernetes as the single most strategic project/platform in their company, and the future of their cloud strategy. It is certainly not surprising that companies are acquiring teams with strong container knowledge.”
Williams understandably passed on offering any insight into Rancher Labs’ own future. But he did note that Rancher Labs alone added 27 new customers during the third quarter, with nearly all part of the Fortune 500.
Original source: Rancher Labs Ropes Tencent, Alibaba, Huawei Support Into Containe
It’s hard to be Huawei in the US already, and under Trump it must be unbearable. Meanwhile, I hear they’re sucking up marketshare elsewhere.
Original source: HPE Denies It’s Partnering with Huawei, Taps Crisis Public Relati
Thus far, it seems like the large banks are fending off digital disruption, perhaps embracing some of it on their own. The Economist takes a look:
Distraction is a clever and useful strategy in information control in that an argument in almost any human discussion is rarely an effective way to put an end to an opposing argument. Letting an argument die, or changing the subject, usually works much better than picking an argument and getting someone’s back up…
From a summary of a study that looked into how China tries to control news flow on the web.
A single wide-body Boeing 747 can easily carry 150,000 iPhones tucked into its aluminum canisters.
From An iPhone’s Journey, From the Factory Floor to the Retail Store
smartphone-based transport services
As usual, TPM is extensive, starting with:
IBM is selling off the System x business, presumably because it is not profitable, but also because it is something it can sell while at the same time getting approximately 7,500 employees off its payrolls. Lenovo’s Peter Hortensius, who is president of the Think Business Group that sells servers and storage into enterprise accounts, said that buying the IBM System x business accelerated its plan to become a dominant system supplier by about five years, and would actually boost Lenovo’s profits once the deal is done. After thinking about it for a bit, I reckoned that IBM can’t get economies of scale in manufacturing and, because it doesn’t have a PC business, it lost volume pricing leverage with Intel and Advanced Micro Devices the minute it sold off the PC business to Lenovo. This had to be apparent many years ago, and the wonder is what took so long. My guess? The advent of vanity-free, custom or homemade servers have taken about a quarter of the systems market, and there went the last remains of juicy profits for IBM, which, unlike Dell and HP, does not have a play here. Those cheap servers put margin pressure on everyone in the X86 server business.
Also, check out this brief overview from 451’s M&A team, including a list of past IBM divestitures.
See here
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Why can’t you just pay attention to my main ideas and ignore the details?
The US may have Save the Earth campaigns to thank for the embrace of recycling. But more likely, it was made possibly by China’s emergence as a manufacturing powerhouse. The more China made, the more it needed used plastics, eventually sucking up around two-thirds of the US’s plastic scrap each year, worth several billion dollars.
A lot of US plastic isn’t actually being recycled since China put up its Green Fence
The buyers are typically a husband and wife who don’t speak English. They come in a brand-new BMW or Mercedes and visit the site for five minutes,“ Elliot Medoff, a broker in the real estate company Cushman Wakefield, told the Journal. "They don’t ask questions, there’s no due diligence, they pay cash.
…
The $8.2 billion Chinese buyers spent in the 12 months to March 2013 is 10% less than it was for the previous 12 months, even though US housing prices have since climbed. Plus, Chinese purchases represent less than 1% (link in Chinese) of the US’s total residential real-estate market, notes Caixin.