There is a big drawback to this article, and it's not because Patel wrote it.
This time, it's kind of like not his fault, but at the same time, seems like he's too dumb to notice it.
The word is realism. The other word is narrative.
What we are talking about here, is two things, which are commerce and technology. Anything can happen. A pandemic could breakout, a war could happen, or breakthroughs be made, or someone gets stabbed in the back.
Business and tech, that tends to operate on probability and potential. And talent.
Narratives, are neither here nor there. The US government is presenting a narrative (their narrative) of Chinese IC. Patel is parroting that in his article.
They do not have a plan the US government. They will try this, just to see if it works. Their narrative says it will work.
But what is gong to decide this, is probability, potential, and talent. Notice there is not a word about that, on Chinese capability. Chinese capability has no function in these American narratives. In all American narratives, the Chinese are beaten back.
When that does not happen, another version of the same narrative comes out. ROTFLMAO!!!
Look at this chart, (somewhat different than what was posted the other day).
The US narrative is that Huawei is declining or on the ropes. According to evidence complied by a third party, of the four major Western firms in telecom gear, 3 have seen their market share decline during this US government sanctions against Huawei, whose market share is still actually above from the period when those US actions against it started.
Also, check out this article about Germany and Huawei.
Deutsche Telekom will not use Huawei in the core, but the radio access network gear from Huawei still is to be deployed. Since there will be more basestations and antenna than routers and switches, we can guess who will be selling more equipment and making more money out of it.
That remains unmentioned, because it goes against American narratives, the narrative of dealing with the Chinese from a position of strength.
Two things we can say about American narratives in regards to China.
1. the narrative has only loose connections to reality, if at all
2. the narrative rests on prejudices, and not on sound facts (pt.1) or proper understanding of commerce and technology (basically they making this shit up as the go along because they have no better idea since they are clueless.)
For Patel to regurgitate the clueless-ness, shows his lack of independent thinking, and blind spot to the party line.
A simple deconstruction attempt of the news, will lay bare these recent events and sanctions from the US government, as more bans to nowhere.
Let's not kid ourselves what is happening here this time.
The US government was presenting a narrative against Huawei, which is largely false, because other than the phones, it mostly failed. That was a narrative against a single Chinese company.
This time the US government narrative is against an entire Chinese industry, the whole mo-fo-ing stack.
Well, if the narrative did not succeed in derailing Huawei's strength, then we should be realistic about this current narrative.
Comrade Chang will probably confirm all of this in the next couple of days, to make sure everyone is on the same page, of the narrative!
