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Comment Re:Part of a trade negotiation. (Score 1) 356

No, because this has been applied to everyone, not just the US.

China changed it's rules to say that it would not import contaminated recycling waste as the environmental costs were too high. It had a massive impact on the recycling schemes in Australia as well. We solved it by putting the price up, because people had a massive meltdown when one city (Ipswich) said they were stopping recycling.

Comment Re:This is stupid (Score 1) 176

A close friend of mine owns a specialist telco. The hoops that they have to jump through for hardware compliance are significant.

The concern is less about whether a foreign country can snoop on data than a foreign country could bring down the network by changing settings in the core networking equipment. While it is possible to isolate an internal network device, a core switch has to have its management interface accessible, and it is there that the risk is perceived.

Comment Re:In before smug Apple fans (Score 2) 149

Reading the bulletin though it only works when the process that triggers it is privileged in the first place. So there is no privilege escalation. So there isn't a way that this exploit could root a phone.

I'm sure there are things that this could be used for. But it can't get out of the particular sandbox the application that views the PNG is sitting it.

Comment Re:Nothing to do with massive decline in apple sal (Score 1) 287

That is different to a tax break to which I was replying.

Tax credits are a different thing entirely, though usually you would expect them to be a non-refunding tax credit. It would allow them to be carried forward and for them to sit as an asset on a balance sheet, but not normally claim as cash.

If it is a refundable tax credit then whoever negotiated that deal from the government side is almost criminally negligent.

Comment Re:Nothing to do with massive decline in apple sal (Score 3, Informative) 287

I am aware of this.

I'm not suggesting the plant was for producing items for apple. My suggestion is that they are forecasting a significant reduction in revenue as a result of less orders from Apple. This reduction in revenue in one part of the business now means that capital investments will be reviewed across the whole business. If you have less money coming in you are going to be less bullish about expanding.

Comment Re:Dumb af unless they're shorting their own stock (Score 3, Interesting) 104

No not really.

The board had previously announced that it was seriously looking at private equity options and to change that without reason would cause serious questions in the boards judgement.

Announcing that the sale would not go ahead due to inability of a buyer to secure acceptable financing though is a genuine, rational reason not to proceed.

I also strongly suspect that a large part of the share price drop would be through speculators exiting the stock now that a sale is not happening. Looking at the historical share price it looks like the correction to ~$12 is very close the the june shareprice when the buyout noise started.

Comment Core networking makes sense. Cameras no (Score 2) 49

For core network devices the restriction on Huawei makes sense as there is the side band maintenance network that core network infrastructure has. It's not so much them reading the data passing through the network as it is the ability for them to bring the network down.

That said you would be crazy to think the US doesn't have exactly the same capabilities in the Cisco and other US brand equipment that is installed around the world.

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