|The current U.S./China clash is about telecom supremacy.|
The U.S. has decided that it needs to contain China, and its great comparative advantage is technology. They’re going to take Huawei down. That could really turn around and—excuse my French—bite you in the ass. If Apple can’t produce in China, or can’t sell what it produces in China back to the U.S., or if China starts blockading its product, you’ve destroyed one of your biggest companies. Samsung Electronics [5930.Korea] will pick up the pieces. Technology is one of the biggest parts of the U.S. stock market.
Ok, that right there? I don't care who you are. That's funny.
a) Making as if Apple is a tech company upon whom telecom supremacy depends. (see "Nokia 1998)
b) Making as if telecom supremacy is fundamentally about things like consumer trinkets floating on top of a deep sea of telecom infrastructure.
But I could be missing something and laughing in ignorance. After all I still haven't grokked the import of Apples patent on the rectangle.