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   Technology StocksSequans, the investors board


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To: frmrVZguy who wrote (229)6/10/2019 1:36:01 PM
From: frmrVZguy
   of 252
 
Sequans introduces LTE modules for CBRS spectrum - going beyond current partners because SCALE demands more partners. This is a sign of aggressiveness and I applaud the BoD authorizing the push.

To all whose DD includes SQNS this seems like a refresh of an older and existing product that is well-proven and thus not very significant.

I would add that rollouts on fresh and updated formats are exactly what ODMs demand and are therefore Revenue Attractive. But it is clearly an admission that selling chips faces a smaller Market of ODMs willing to design the entire solution, versus the number of smaller ODMs willing to design and integrate a ready-to-integrate Solution.

Could this reintroduce us to the Hotspot and Laptop market?

REMINDER:
- Cat 4 is 150Mbps rating
- Cat 6 is 300Mbps rating
and
Mobile World Conference is in a few days.

GLTA
TY@BoD

businesswire.com
markets.businessinsider.com
Sequans Introduces Two New LTE Modules for CBRS Spectrum | Markets Insider
finanzen.net GmbH
Sequans Communications S.A. (NYSE: SQNS) announced the availability of two new modules optimized for the design of devices for LTE CBRS (Citizens Broadband Radio Service) networks. The two modules are the industry’s first cost-effective LCC (leadless chip carrier) modules designed from the ground up to enable easy and massive deployment of IoT devices on private LTE CBRS networks. The modules can support a wide range of medium data rate applications—including industrial IoT and M2M devices, gateways, and broadband consumer devices—and the very small form factor LCC package enables easy mounting into small and thin devices or mini-PCI or M.2 NGFF carriers.
According to Mobile Experts, leading wireless ecosystem research company, "Key building blocks for the CBRS market have been solidified, which means the market is ready for a commercial rollout beyond trials,” said Kyung Mun, analyst. "We expect a surge in small cell shipments between 2020 and 2023—an annual shipment of about 400,000 small cells and radio equipment revenue reaching over $900 million, and more than 550 million handsets, CPEs, and IoT devices cumulatively shipped during that time.”..
Sequans CBRS Modules Product Features
Available in two versions:
CB610L for LTE Cat 6
CB410L for LTE Cat 4
All-in-one standalone module solutions
Easy integration into IoT, M2M, and broadband devices
3GPP Release 10
Small LCC (leadless chip carrier) package, 32 x 29 mm
Supports CBRS networks in USA on LTE band 48, and MNO networks worldwide on LTE bands 42/43
Includes drivers for all major host operating systems
Includes comprehensive set of interfaces
The CB610L and CB41L modules are based on Sequans’ Cassiopeia LTE-Advanced platform, which is compliant with 3GPP Release 10 specifications. Cassiopeia supports a frequency range from 170 MHz up to 3.8 GHz and highly flexible dual-carrier aggregation that allows the combination of any two carriers of any size up to 20 MHz each, contiguous or non-contiguous, inter-band or intra-band. Cassiopeia also includes Sequans’ advanced receiver technology for improved performance...

telecompaper.com
Sequans introduces LTE modules for CBRS spectrum
Monday 10 June 2019 | 15:34 CET | News
Sequans Communications made availabile two new modules optimised for the design of devices for LTE CBRS (Citizens Broadband Radio Service) networks. These leadless chip carrier (LCC) modules are designed from the ground up to enable easy and massive deployment of IoT devices on private LTE CBRS networks, Sequans said. The modules can support a wide range of medium data rate applications and the very small form factor LCC package enables easy mounting into small and thin devices or mini-PCI or M.2 NGFF carriers
.

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From: frmrVZguy6/11/2019 8:43:14 PM
   of 252
 
Another day, another deal. AAPL signs Broadcom to exclusive 2-yr supply deal. That's 5 years exclusivity to date per news
IDK about prior years but call this a win for AVGO.

We were tipped bt CalCaListTech earlier (below)
SEQUANS holders care because it tips who is the LEADER in UNLICENSED radio and thus who we should be watching as LTE-over-unlicensed RAN gains new business.
This isn't growth in carrier TAM, this is a new TAM - unregulated private wireless.
Does this company need a partner?
YES, IMO

REFERENCE TODAY
marketwatch.com
Broadcom discloses new Apple deal, stock rises Jeremy C. Owens

2019-06-10 Broadcom Inc. AVGO, disclosed Monday afternoon that it has landed a two-year deal with Apple Inc. to provide some components, sending shares higher in after-hours trading. In a filing with the Securities and Exchange Commission, Broadcom said that it had agreed to supply radio-frequency components for smartphones, tablets and smartwatches, and that Apple said it intends to rely solely on Broadcom for the components as long as the company can meet commitments for quantity and quality...

OLDER REFERENCES
barrons.com
Broadcom Becoming More Valuable to Apple, With Caveats, Says RBC By Tiernan Ray March 23, 2016 Chip maker Broadcom (AVGO) is becoming a more valuable part of Apple’s (AAPL) supply chain for the company’s iPhone, according to a note this morning from Amit Daryanani with RBC Capital Markets... the 10-Q filing of Broadcom for the three months ended in January...: "We have entered into a three-year supply arrangement with Apple to supply them with RF components and modules for their smartphone and mobile devices which commits us to supply product to them on specified terms."...

Message 31692951

7/9/2018 9:50:57 AM



  • TAILWIND? CTech correction says: 'Ooops, we meant the 5G Unlicensed band chip'. Is this worse? mmWave is a recognized tech challenge but WFi and Bluetooth are undergoing enhancements for the 5G era that are just tweeks to existing radios and software.

    An important capability is handling LTE over WiFi as with LTE-U and LTE-LAA and multifire.
    Bluetooth has a couple enhancements for both super low power and at the other end, super high power and high bandwidth.

    With the possibilities increased, the story falls too short on details to know what happened, except that someone else's Unlicensed band chip won Apple's buisiness - think Broadcom of course.

    This could be tailwind for Sequans who already has a proven LTE-over-unlicensed solution in its CBRS solutions and could be invited to the party by someone who has a need for a proven tech provider.

    Hmmm, who might that be?

    Time for more :popcorn:

    REFERENCES
    Motley Fool and RCR both show retraction links to ctech

    rcrwireless.com
    Report: Intel iPhone components on shaky ground with Apple By Susan Rambo on JULY 6, 2018
    Intel has reportedly lost a slot in Apple’s 2020 mobile products
    Apple has informed Intel that Apple will not be using Intel’s Wi-Fi and Bluetooth products in its 2020 mobile devices, says a new report from Calcalist, a financial news website based in Israel. The report said Intel is dropping production of “Sunny Peak,” a component it was designing specifically for Apple, and putting the Sunny Peak team to work on other projects...

    calcalistech.com
    Apple Passes Over Intel in Search for Chips for a Future iPhone
    Update: Apple has notified Intel it will not use a Wi-Fi and Bluetooth component developed by the chipmaker in its next-generation mobile device Yoav Stoler Update, Friday, July 6, 2018: Intel will not provide Wi-Fi and Bluetooth components for Apple’s 2020 mobile devices, according to internal company communications reviewed by Calcalist, and people familiar with the matter. Apple has notified Intel it would not use a mobile communication component developed by the chipmaker in its next-generation mobile device, Intel executives said. Further development of the component internally called “Sunny Peak” has been halted and the Intel team that's working on the product will be redirected to other efforts, the executives said.
    A previous version of this article incorrectly stated that the Sunny Peak component also included 5G connectivity. ... (more)

---------------------------------------

MORE REFERENCES
https://www.siliconinvestor.com/readmsg.aspx?msgid=31688298

  • 9to5mac.com
  • Apple dropping Intel as radio chip supplier, killing off the product – report Ben Lovejoy - Jul. 5th 2018 4:03 am PT @benlovejoy A new report claims Apple has notified Intel that it will not use the chipmaker’s radio chips in its 2020 iPhones. It goes on to say that as Apple was the primary customer for the combined 5G, Wi-Fi and Bluetooth chip, Intel has now halted development of the product and disbanded the team working on it …
  • CTech cites both multiple sources and internal documents. "Intel will not provide 5G modems for Apple’s 2020 mobile devices, according to internal company communications reviewed by Calcalist, and people familiar with the matter. Apple has notified Intel it would not use a mobile modem developed by the chipmaker in its next-generation mobile device, Intel executives said in the communications. Further development of the modem component internally called “Sunny Peak” has been halted and the Intel team that’s working on the product will be redirected to other efforts, the executives said."

  • original article calcalistech.com
  • m.calcalistech.com
  • Opinion
  • No Payout Yet for Intel's 5G Gamble
  • If working with Apple is a benchmark of quality, the company’s decision to drop Intel as a provider is a warning sign and could influence other Intel customers
  • Omer Kabir 13:35 05.07.18....

  • engadget.com
  • Intel's PC concept 'hides' a 5G antenna in a plump kickstand The design is supposed to prevent signal interference, which is crucial with millimeter waves. Cherlynn Low, @cherlynnlow 02.28.18 in Personal Computing

  • Intel's 5G page iq.intel.com

  • blogs.intel.com
  • PAVING THE ROAD TO 5G MOBILE SERVICES Written by Asha Keddy | February 22, 2016...
  • ABOUT ASHA KEDDY Asha Keddy is a vice president in Intel's Mobile and Communications Group and General Manager of the company's Standards and Advanced Technology team. She is responsible for driving Intel?s innovation and industry standards around mobile communications, including the investigation and development of future technologies, ecosystem intelligence and collaborations, and translating these into Intel products... Ms. Keddy has more than 17 years? experience leading and managing wireless and mobile broadband technology and product areas, including the scaling of Intel's WiMAX products to multiple operators and Telcos... Keddy obtained a B.E. degree in Computer Engineering from Bombay University, India and a M.S. degree in Computer Science from Clemson University...

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From: frmrVZguy6/11/2019 9:24:00 PM
   of 252
 
Federated Wireless impatient for CBRS hints late July 'GO' for unlicensed GAA - where are the device orders?

fiercewireless.com
Federated Wireless submits report card to hasten final approval for CBRS by Monica Alleven Jun 11, 2019 ... Now it looks as though it might be mid- to late July or early August when the initial commercial deployment actually occurs using the General Authorized Access (GAA) portion of the band. The licensed portion, known as PALs, won’t get deployed until spectrum is auctioned and allocated...

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From: frmrVZguy6/18/2019 8:32:08 PM
   of 252
 
Does the DISH involvement with (S) and (TMUS) imply that "fragmentation" is truly over in USA? Here's why I say "YES"
posted on the Qualcomm thread
Message 32202942
Here's why the DISH / S / TMUS rumors suggest YeeeUP we go. Those hints suggest that Charlie is effectively buying out ALL the prior Clearwire assets

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From: frmrVZguy6/19/2019 2:13:53 PM
   of 252
 
Sequans wins a network in Florida for Private NB-IoT Utility devices - Small Vol and Revs but important for proving function and security.
Expect lots of scrutiny.
Do the Renner Plaintiffs now drop their case as their own backyard finally ripens?
Recall that SQNS isn't suffering from a technology error or shortcoming.
- They are leaders in the field and are getting "AMD'ed" by you-know-who
- Timing of announced projects faces BOTH macroeconomic headwind and Market Bully interference.

----------
TODAY'S PRESS RELEASE ON BUSINESSWIRE
businesswire.com
Puloli Taps Sequans and Pycom To Launch World’s First Private NB-IoT Network for Critical Infrastructure Industries PRESS RELEASE Businesswire Jun. 19, 2019, 08:00 AM
Sequans Communications S.A. (NYSE: SQNS) announced that Puloli, Inc., a provider of wide area IoT network connectivity services, has adopted Sequans’ Monarch technology and Pycom’s Monarch-based GPy module to provide NB-IoT connectivity to critical infrastructure industries. Puloli is providing full turnkey private IoT Network as a Service (NaaS) to its customers and is using Sequans and Pycom technology to connect the end user devices running on its network. Puloli’s network operates on a wide range of frequency bands, including licensed upper 700 MHz A-block spectrum. Puloli’s end-to-end solution benefits from the flexibility of Sequans’ Monarch technology to customize a band plan specific to this spectrum. The Puloli network is now live in northern Florida in partnership with a leading utility service provider in the region. Puloli’s network elements and devices have been granted certification by the FCC.
"We chose Sequans and Pycom technology because Sequans’ Monarch is a world-leading mobile IoT connectivity solution with proven performance and security and because Pycom’s GPy module is easily integrated into end user devices and open to third party applications,” said Kethees Ketheesan, CEO of Puloli. "Flexibility of Sequans’ Monarch platform enabled us to customize NB-IoT over the upper 700 MHz A-block. The open environment of the Pycom GPy module made it easy to program and as a result Puloli was able to very quickly have devices on our network up and running.”
"Puloli is addressing a very powerful trend in the US utility market and is enabling municipalities and utilities to provide smart energy services and develop new business models, benefitting utilities and their customers,” said Georges Karam, Sequans CEO. "The results of our work with Puloli and Pycom are now visible and we are very excited to see Puloli’s ground-breaking network operational.”
Together with Select Spectrum, a spectrum rights consulting company, and its utility partner in northern Florida, Puloli has launched the world’s first-ever, stand-alone, private NB-IoT network for a critical infrastructure industry. Remote Units based on Sequans/Pycom modules are being deployed to support various applications. At the UTC Telecom & Technology conference taking place this week in Fort Worth, Texas, Puloli and Select Spectrum are presenting details about the new network and the services offered, and will showcase the first FCC-certified product for this spectrum based on the Sequans-Pycom platform.
"The 20 utilities and other critical infrastructure companies that have already purchased upper 700 MHz A-Block licenses did so based on the availability of a range of industrial grade, high capacity and highly reliable radios,” said Robert Finch, president of Select Spectrum. "The addition of the NB-IoT low cost, long range, low power devices based on the Sequans-Pycom platform allows these license holders, and other similar companies, to consider additional applications for these frequencies.”
"For smart energy, Deloitte predicts a ‘period of transformation and profound change driven by technological and competitive forces’ and we can now see that starting to happen in our customer base,” said Fred de Haro, Pycom CEO. "We’re delighted that NB-IoT is gaining such momentum and that Puloli has chosen to work with Pycom and Sequans. It’s the first large-scale test case for Pycom’s utilities vertical using NB-IoT network technology and it’s exciting to be part of that journey.”
Pycom’s GPy was the first and is still the only IoT development platform that combines LTE-M and NB-IoT connectivity with MicroPython in one device. It is the perfect enterprise grade platform for connecting things to the Internet and offers a path to scale with a variety of easy-to-integrate OEM modules. Sequans’ Monarch is fully integrated into Pycom’s GPy module with a complete LTE software stack that is qualified for eNodeBs. Monarch is the world’s most highly optimized LTE-M/NB-IoT Platform, offering ultra-low power consumption for long battery life, accurate indoor and outdoor positioning, and global deployment capability in a Single-SKU™. Monarch is certified by operators worldwide.
The project with Puloli was undertaken by Sequans as part of its "Custom Technology Solutions” initiative where Sequans experts have addressed unusual communications challenges. In addition to this project with Puloli addressing utility markets, Sequans has also adapted its technology for other markets, including aviation, transportation, public safety, and satellite. For more information see CustomTech.

Forward Looking Statements

About Sequans Communications

Sequans Communications S.A. (NYSE: SQNS) is a 4G chipmaker and leading provider of single-mode LTE chipset solutions to wireless device manufacturers worldwide. Founded in 2003, Sequans has developed and delivered six generations of 4G technology and its chips are certified and shipping in 4G networks, both LTE and WiMAX, around the world. Today, Sequans offers two LTE product lines: StreamrichLTE™, optimized for feature-rich mobile computing and home/portable router devices, and StreamliteLTE™, optimized for M2M devices and other connected devices for the Internet of Things. Sequans is based in Paris, France with additional offices in the United States, United Kingdom, Israel, Hong Kong, Singapore, Sweden, Taiwan, South Korea, and China. Visit Sequans online at www.sequans.com, www.facebook.com/sequans, www.twitter.com/sequans

About Puloli

Puloli is an IoT Network-as-a-Service (NaaS) company providing private IoT network solutions. Using a software-defined end-to-end network, Puloli offers full turnkey IoT connectivity solutions. Puloli’s target customers are enterprises, critical infrastructure industries, and other verticals in need of a full turnkey private IoT solution. Puloli’s solutions support a wide range of frequency bands with the ability to customize channelization schemes and band plans to take advantage of unique and non-traditional spectrum availability. Puloli’s end-to-end system integration makes it a leading one-stop full turnkey service provider for the private IoT industry. Founded in 2016, Puloli is based in San Francisco, California. For more information, visit www.puloli.com or email info@puloli.com.

About Select Spectrum

Select Spectrum provides a wide range of marketing, consulting and analytic services to buyers and sellers of spectrum rights. The company offers licenses across 19 different FCC radio service types including narrowband, wideband and broadband frequencies from 150 MHz to 40.0 GHz. selectspectrum.com

About Pycom

Pycom is a global Internet of Things technology company with a vision to give all connected ideas an opportunity to succeed. The company has pioneered an innovative and highly scalable IoT platform - a unique suite of hardware and software products that connect developers, enterprises and consumers. This creates an ecosystem between connectable things that removes barriers and reduces time to market for everyone. Since its launch in 2015, Pycom has attracted more than 30,000 customers in 87 countries and has gathered more than 340,000 developers to its global community as it helps everyone GOINVENT attractive solutions for the Internet of Things. Visit Pycom online at www.pycom.io, on twitter with @pycomiot or linkedin with www.linkedin.com/company/pycom

View source version on businesswire.com: businesswire.com

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From: frmrVZguy6/19/2019 3:34:53 PM
   of 252
 
More Tailwind News and say 'Hello' to Bevin Fletcher @ fiercewireless.com handling DISH news.
Bevin has a total of two stories under her by-line.... hey grrrl You write'm we link'em.

Then, Sequans earned a headline on lightreading.com for its Kudelski tie-in. (link below)

Then, the 2.5Ghz spectrum is getting FCC expansion to make a wider 150Mhz section available for cellular voice and FWA/BWA. This is a similar action to that taken on CBRS so-called 3.5Ghz band which is actually 400Mhz wide but only 200Mhz opened to date for CBRS.

Anyway, this is tailwind because
- we are world leading experts on BOTH 2.5Ghz and 3.5Ghz dating back to WiMax on both 2.5Ghz here in USA as Clearwire and Italy's Linkem on 3.5Ghz AND NOW CONVERTED TO LTE.)
- the whole world knows Sequans expertise who was once a leading provider to Alcatel.
- DISH is maneuvering to gain ready-to-use spectrum, NOC facilities, and revenue stream in a deal that helps him and FCC as they both try to overcome obstacles
- FCC needs to become free of Huawei equipment ( see comment here Message 32202942 Those hints suggest that Charlie is effectively buying out ALL the prior Clearwire assets )
- DISH needs to beat an imposed deadline for utilizing his spectrum but is overwhelmed by the certification process.
- I expect there is a deal which satisfies everyone already stated and awaiting Congress and POTUS.
- DISH is already announced to be a pure M2M network for FWA/BWA and M2M Iot dumb industrial and Home&Office devices, but if true then they appear to accept some voice customers. I am not ready to believe these rumors are accurate regarding DISH operating voice - but maybe they are giving into pressure to be a voice MVNO to gain the other benefits. We shall see.

LAST, The question remains: Can Sequans convert from being a tech demonstration and certification entity to a genuine profitable revenue-generating entity? DISH could sure use GK's proven skills in that certification area.

FYI
FWIW
GLTA

REFERENCES
lightreading.com
Eurobites: Kudelski, Sequans Chip In on IoT Security 6/19/2019

fiercewireless.com
Dish could pay $6B for T-Mobile/Sprint assets - report by Bevin Fletcher | Jun 19, 2019
fiercewireless.com
FCC’s Pai plans to tee up 2.5 GHz auction for 5G by Bevin Fletcher | Jun 18, 2019
fiercewireless.com

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From: frmrVZguy6/22/2019 4:22:06 PM
   of 252
 
Dear Mr. President. Here's how to solve the Trade AND Security problem AND benefit USA citizens desiring financial gain in property ownership and equities both. And it enhances the business climate in cellular 4G-LTE-PRO and 5G development. All with a single act that injects cash into our Market that is currently leaking outward; wasted like a leaky faucet.

I had a lake home owned by Hong Kong's "Uncle". I leased it from the "Uncle's" Mercer Island-based property manager DCChan. I faintly recall looking up the true property owner and mortgage holder in County records and faintly recall the owner was the Great Chinese Laundry known as the Bank of California. Mr. Chan 'owned' several homes on that small lake.

While it is illegal in the simplest sense for Foreign institutions to buy up American homes - they must be individually owned - a front-man such as Chan can cover up ownership and represent himself as the stateside owner and escape scrutiny under a de facto policy of toleration.

China says 2019 is the Year of the Pig which is docile and friendly. But some of its citizens are here pretending to be docile and friendly while stealing and destroying. They are Smiling Tigers pretending. They are Tiger Pigs.

Well it's time to "cure" all those disloyal Chinese financial Tiger Pigs in America. It's time to remind them of the feel of a financial "butcher knife" rhetorically speaking.

They are the invaders conducting their own stylized version of an Opium War.
It's time for them and their Hong Kong Uncle to feel the reprisal for their "Opium War".

It's time to cure those disloyal Chinese Tiger Pigs laying in our countryside and send them back to China. "Cured".

It's time for Hong Kong and PRC and DRC to become part of the solution to today's financial and trade problem - beginning with the Bank of California.

When added to the loss of Honorary Consuls for conspiring to overthrow our Congress and steal technology, with and the end of easy student and work visas, then PRC will get the message.

It's time to send Chinese and Hong Kong Tiger Pigs home fully cured.

It's time to keep these USA generated dollars here at home. This is an instant LARGE injection of cash into our market similar to returning overseas troops homeward to buy hotdogs, hamburgers, and buy homes and clothing etc here. Spend USA dollars in USA, not overseas.

In the process, USA loyal citizens should have improved opportunity to own property and equity.
And our business market should benefit from an enhanced market in CAPEX projects, including cellular 4G-LTE-PRO deployment and 5G development.

Theoretically.
Godspeed Mr. President.

Best Regards,
frmrVZguy

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From: frmrVZguy6/24/2019 1:51:48 PM
   of 252
 
FCC listing hints approval of new Thales Gemalto division device and familty of products link here
Thanks to Gary M (GaryMi) on YAHOO for the finding.
Dunno why BING and GOOGLE are failing on my service........

Anyway, I say it hints Gemalto since the first letters of the device are typically related to the company as we have seen with the Verizon 'VZ' range of devices e.g. VZM20Q.
It also hints a product with global TAM.

That's progress.... in R&D.
Now about those sales............

fccid.io

reuters.com
April 1, 2019 / 11:02 PM French group Thales completes 4.8 billion euro takeover of Gemalto

europa.eu
European Commission - Press release
Mergers: Commission approves acquisition of Gemalto by Thales, subject to conditions
Brussels, 11 December 2018
The European Commission has approved under the EU Merger Regulation the proposed acquisition of Gemalto by Thales. The approval is conditional on the divestment of Thales' general purpose hardware security modules business.
Commissioner Margrethe Vestager, in charge of competition policy, said: “The importance of data security solutions to protect critical social, commercial or personal information is increasing. Today's decision allows the creation of a strong European player in this market, while still ensuring that the merger will not prevent customers from continuing to enjoy fair prices and innovative products. This is because we have approved the deal subject to Thales' offer of a strong remedy that will fully preserve competition on this important market.” ...
The proposed remedies
To address the Commission's competition concerns, Thales offered to divest its global general purpose HSM business, marketed under the nShield brand, to a suitable purchaser, who will continue to develop the product. The purchase should have significant experience in a field closely related to HSMs and a good reputation among EEA customers. ... (more)

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From: frmrVZguy6/28/2019 4:34:12 PM
   of 252
 
The Macroeconomics of Global Civil War: Investing strategies for SQNS holders and others who already know what a Global Bully is like and don't need convincing.
----
Call me Ishmael. And Captain Ahab is my POTUS.
Sigh...
If it were only that easy to plagiarize a metaphor.

Oh, there _IS_ a leviathan on the loose. But since whales are a subdued species found on our dining tables these days, Moby is no longer scary.

However, Godzilla and his Kaiju cousins as seen in theaters are the new not-yet defeated threat lurking in the deep places out of sight.

THAT is the metaphor of today. The hidden unnatural enemy 'other' that lurks and intrudes into our lives. And Jaegers are the mechanical giant robot human-driven heroic foil of Kaiju.
I introduced Jaegers as economic saviors as I introduced consolidation as defense against the threat of PRC SOE giants: kaijus. (here siliconinvestor.com

However, our POTUS is not the madman, self-destructive, delusional Ahab of Melville's creation fighting a Kaiju alone.
He is far more intelligent and calculated, with a Kabuki repertoire much broader than the media-created misogynist idiot-savant.

I came to recognize his tactics and have styled it as 'Herding Cats'.
Since then has has brulliantly bought time for Western consolidation to face the PRC Kaiju and trimmed mmWave expectations and has gotten tough with Regulators and competitors .
All of that enhances profits and Security simultaneously.

But the hydra of debauchery has too many limbs to stop by himself. He needs help.
Our help.
I'm calling for your help to slow or stop this attack with your own choices.

This second part of a series on Macroeconomics addresses the Global emergence of big cats, Kaiju, and the organized War they represent and how it affects investor choices.
Our POTUS faces a beast that is both real AND enters our world without invitation, while Melville's creation lived in a watery cage far away. ( See "Booo! isn't enough" siliconinvestor.com

SUMMARY
It's time to get big - scale up. Small cap firms are getting crushed without SCALE to compete with PRC

------

The doom we face today is the same as Netherlands's slide into debauchery post-Reformation as its citizens demanded freedoms Rome denied,... and then they overreached. Their King granted extremely liberal and hedonistic behavior in its far-flung colonies including drugs and unrestrained conjugal behavior. And those losses of personal integrity and freedom, not to forget the rampant medical scourge of STDs led to loss of Governance and State integrity designed to preserve rights and security both,
The Dutch fell hard and fast.

Our POTUS knows this History. And the Leviathan he faces is a multi-headed hydra from both outside and inside our borders. We are surrounded by an encroaching destruction and our own Politicians are inviting our own doom through encouragement and expansion of the industries of debauchery under the guise of freedom. All at the same time as physical and electronic invasions take our stuff.

Just one strong rebuttal is just observing manipulation of behavior and finances that result once a person is addicted. The Source of the addiction is manipulating the addictive results: corrupted drugs and Referees, gambling outcomes and more.

Melville described a person unreasonably vengeful, not defending anyone or thing except a wounded conscience and ego.

In the real world POTUS asks us to, and defends US from ourselves and outsiders. I wrote here Message 31692089

"SCALE: Taurus POTUS buys time for Western consolidation"
------
The East-West axis is well-described by news: spying, thieving, identity theft. It gets nearly uniform agreement.

The North-South axis is NOT well-described by news because the motives are not revealed.

The flood of illegal drugs and people isn't a simple gravitation to a border too open, to obtain a life of increased freedoms. It is a movement under construction for sixty or more years in SoAm, CentralAm and Mexico as the gospel of social justice Ministries were read from pulpits, and generations were taught to believe it is their right to make demands from World governments. It is a handout mentality without any personal or State integrity and support. A Socialist ministry and a Hegelian pressure cooker forced the corn to pop as desperation and opportunity mixed like gasoline and oxygen.

These aren't accidents.

I wrote here Message 32123103 in Part 1: Investing during Civil War/Unrest of the Manifesto I found printed in London 1952 declaring the 9/11 plan of attack. It used a term I had heard on late-night radio theater: The Quickening.

Back in the Spring of '96 I sat in a night school course on what I initially thought was a class on Spiritual Growth by a Franciscan Catholic teacher named Burrows only to discover in the 6th week that the Theosophical and Eastern Orthodox concepts devolved into a sudden and blunt statement of Racist White Supremacist Reincarnation theology. The described path to God was by evolving through Reincarnation and gaining increasingly Aryan traits each cycle. As you might expect I withdrew immediately without completing the lectures. Grace earned by a Savior who defeated Evil had no place in her Gospel. In fact, we were all living a lie of false Faith. Wow.

That teacher was appointed by a Franciscan Bishop of Rome named Szekely(sp?). And that Bishop's diocese were farming communities of Mexico. This TRUTH brings the debauchery of Entheology within the Roman church to light. And the current Bishop of Rome is leading the masses of Franciscan Entheology and Shamanic Theosophy devotees to march Northward.

They have to arrive illegally if they are going to 'body snatch' your SSN, identity and retirement as you age. We are already warned about SSN identity theft and false account creation to steal your benefits. They're here.

If you doubt all this can be, perhaps you will recall the era of gurus and Hindu influence brought by British pop stars of the sixties. Popular media has influence. You and I saw it happen.

My sister joined that circus and ended up in the inner circle of a cult having debauched herself entirely and demanding our family do the same - with limited success. And to this day she is proud of herself and her Indigo Baby.

It's sad that we must re-teach old lessons our Ancestors mastered in order to deliver to us our Rights. It's sad that we must fight for our Rights again in the onslaught of false freedoms that lead to a loss of Rights via debauchery of drugs and extremist Libertarian Hedonism.

What the H3LL does any of this have to do with investing?
Every dollar you invest is waging a kind of War in the Market of Life to gain root and blossom into a Garden of Eden. If your crop is getting burned and trampled by the Monsters of debauchery invading, then you starve literally and politically.

Our POTUS knows this History. He is well aware of the Fall of the Dutch and the occupations by Empire-seeking armies through the centuries. Their covert armies arrive first and establish domestic militias like our KKK. Our Civil War is just one. And the Armistice of 1865 has ended. Chechnya is another and the invaders are here.

But I wonder if POTUS knows the covert history of invasion in our country.
I wonder if private Yale societies organized as anti-Reformation, anti-Protestant societies of young deacons has come to his attention. You've heard of them and I met one who had a fat mouth. He talked about reports that were true and confirmed some rumors. Wow.

I wonder if Nazi-Hunting joint operations with UK established inside Langely by FDR, that have broadened their reach and purpose has come to his attention.
I wonder if he realizes Nixon looked delusional because he was a Protestant and not even made aware, much less 'read into' an operation strictly under his authority, and it was used against him.
I wonder if he realizes that operation continues with the assumption of POTUS approval even when POTUS is unaware.
I wonder if he realizes that the hydra has the head of a friend, or fellow officer. Sirens who cry out for his doom upon rocks.

Now come the masses from the South bringing Sacred Entheology rituals and Priests and Priestesses to teach this new wave of Entheology just as other cult leaders and gurus taught their Hindu or Buddhist debauchery. Their first message is that our Ancestors were gullible fools and idiots. And now the earlier arrivals have passed laws permitting those Sacred Entheology rituals by permitting widespread use of drugs like Native NorAm shamen have performed for centuries.

But Sacred Entheology rituals are being joined by designer drugs.

Can you defend your own integrity, property and Rights under these influences? Can you defend your children from this?

Our ancestors taught us: NO. What looks to some like Puritanism is actually a pragmatic acceptance of necessary defenses. Modesty inhibits excesses and invites respect for old lessons.

Do you still want to invest and develop the Drug Cult Industry?
Are Egyptians extinct?
Are Mayans extinct?
Are South China drug cults of the first millennium smashed by Chinese warriors to end the sociopolitical imprisonment extinct?
Did Rasputin overthrown a Nation with drug use in the Royal inner circle?
Did Netherlands lose their standing via drugs, debauchery and foolish investments into Lotus flowers?
Is that really so different from today?

My freshman year of college one roommate was a total stoner who arrived like a rat overboard carrying a mountaineering backpack filled: with a brownie pan of hashish (Moroccan Blond) on the bottom for ballast, the rest was Pot except for a couple articles of clothing on top. We had hellashus fights and I learned that Lutheran Church school had already abandoned morality and personal security. He dropped out and returned to Africa in pursuit of an indigenous hallucinogen undocumented in the West. He became an Ivy League Anthropologist and probably an aggressive ... ahem... Entheology devotee and evangelist. If he is honest he'll acknowledge that drug prevented its users for centuries from creeping
out of the jungle shadows and seeking betterment and solutions to problems.

Unreality interferes with reality and creates surreality. A weakened mind weakens personal defense and increases fear of the unknown.

If our Nation cannot stop the Dutch-like slide into debauchery, how do we invest securely?
If we are too stoned to care, how do we defend our country and ourselves?

Stay sober.
Avoid debauchery and don't support it in any way. Support the prohibitions of debauchery - at least to contain it with some kind of moat.
Invest in companies that support us FIRST. International business is not an objection.
Investing overseas ONLY is a concern. Joint Ventures gives respect to local control of local security.
Employing H1-B holders first and most is a red flag.
Foreign credentials are usually a fraud along with the character of the holder.
We deserve better than slum dogs and liars.

Our character is learned from long years of experience.
Transplants often object to our character and embrace the failed lessons of failed civilizations. Then they teach their B.S. to curious youth.

We all realize Southern Whites are afraid of angry Black employees - and for damn good reason. But importing labor because you never dun'em wrong and they ain't mad at'cha isn't a good reason.

The compound interest of Honor needs to start somewhere so that grandbabies have gandparents with honor.

Start today. Invest in jobs here at home. Support good education and especially work training and internships.
Support the Jaegers of industry and government. We need strength for our protection.

Our most valuable crop is our people who love and respect our Common Defense.
Find the servants who are competent and defend against debauchery and promote them.

Exporting jobs and importing debauchery is the wrong way to invest. It is Lotus Flowers.

Remember the Dutch failure. Debauchery is the downfall of nations.

This is what the Macroeconomics of Global Civil War looks like as outsiders tear away
at the fabric of a civilization.

Ask Russia if Rasputin was destructive.
Ask China if Opium was destructive.
Ask Netherlands if unbridled Liberalism and Hedonism was destructive.
These behavioral and personal and political matters can spill over to create the Macroeconomics of Civil War in a country.

What is so unique today is the concerted multi-national nature of the currant crisis making it Global: the Macroeconomics of _Global_ Civil War.
The Cats of Helsinki and the Ancienne Regime have joined the Kaiju to become a common enemy
Message 31700526

There has never been a time to be as conservative and cautious in USA. Oceans no longer protect us.

The contagion in PRC has trapped small unallied nations and the weaker of our own allies.

Financial and behavioral conservatism is needed.

Caveat Emptor.

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From: frmrVZguy7/4/2019 2:48:04 PM
   of 252
 
REUTERS: Tailwind? EU backs IP-based V2V, V2x Do WiFi firms add LTE now since it doesn't fallback to 2/3G?
Is this an opening to LTE-only?
TAM grows?

Dunno

FWIW

reuters.com
July 4, 2019 / 5:23 AM
EU opens road to 5G connected cars in boost to BMW, Qualcomm

Foo Yun Chee

BRUSSELS (Reuters) - European Union states opened the way to competing technologies for internet connected cars on Thursday, rejecting a European Commission push for a wifi-based standard backed by Volkswagen...

The result represents a win for BMW ( BMWG.DE) and Qualcomm ( QCOM.O) which support a rival 5G telecoms system....

This contrasted with EU lawmakers in April who endorsed the wifi plan over 5G technology. The auto and tech industries have been split over which technology works better and is safer...

EU ministers are due to meet on July 8 when they are expected to formally reject the wifi proposal.

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