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"Operators in China and South Korea are mainly using midband spectrum like 3.5GHz for their 5G buildouts, while operators in the US are using bands ranging from 600MHz to 28GHz because there isn't much available midband spectrum for 5G in the US." lightreading.com/mobile/5g/chin…
"Originally, China tried to launch 5G with a Standalone 5G New Radio core. “That didn’t happen,” said Roger Entner. fiercewireless.com/wireless/china… "non-standalone (NSA) version that uses LTE as an anchor ...provides faster internet, but not the bells and whistles that SA offers."
"In the USA, our estimate is roughly a 30:1 ratio between fixed (300 GB per month estimate) and mobile (10 GB per month estimate) data usage." fiercewireless.com/wireless/indus…
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Tren Griffin
@trengriffin
1/ When I eat at a restaurant like Momosan I'm immediately thinking about unit economics. What's the probability Morimoto will earn a financial return higher than his cost of capital? I do *love* food, but I'm thinking "How is he going to cover his nut?" seattletimes.com/life/food-drin…
2/ David Chang: "Razor-thin does not even begin to describe just how slender the margins are in the restaurant business, and that’s if you’re one of the fortunate few that don’t go under in the first year. If you’re lucky, small single digits." google.com/amp/s/25iq.com…
3/ A reviewer criticizing the choice of something like polished concrete floors used to lower build and operating costs is, well, clueless. The standard for ramen in Seattle is high. The competition is fierce. Write about the food and recognize Momosan is in a rough business.
Read 6 tweets
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Tren Griffin
@trengriffin
This is a great 25iQuiz: How would you apply the principles of strategy from my tweetstorm yesterday in assessing the Competitive Advantage Period (CAP) of Netflix? How does your expectation differ from the one implied by current price?

Ps, Go Sounders!

threader.app/thread/1193194…
What 25iQ posts might you read before answering the quiz on the Netflix CAP:

Reed Hastings:
25iq.com/2018/02/03/bus…

25iq.com/2018/02/10/bus…

Subscriptions:
25iq.com/2018/08/11/how…

The "movie" business:

25iq.com/2017/12/30/mov…

Michael Porter:

25iq.com/2013/08/26/a-d…
Have you dug deep into NFLX and OTT video unit economics? Have you run different assumptions through your model to determine sensitivities?

Some people will bury the assumptions by using P/E to assess value, which is like putting ketchup on a hot dog.

25iq.com/2016/12/31/a-h…
Read 5 tweets
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Tren Griffin
@trengriffin
This is why I like to keep a Waffle House hat in the back of my car. The hat creates optionality, but is about operational effectiveness rather than strategy. The nearest Waffle Houses location for me is in Colorado tho. Yahoo Lifestyle with the story! aol.com/article/news/2…
"Wait! What does Waffle House have to do with the 'strategy' theme this weekend on Twitter?"

Lesson 6 in this 25iQ post discusses Michael Porter's 3 generic strategies for achieving above average performance: cost leadership, differentiation and focus. 25iq.com/2017/10/28/a-d…
"'I sat down at my table and I was like, ‘I’m not getting my waffle,’ said Crispo, who observed there was just one employee in the restaurant to cook the food, serve it and wash the dishes." news.google.com/articles/CAIiE…

Waffle-man (AKA Alton Brown Season 9, Episode 9 )to the rescue?
Read 3 tweets

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IndoPacific_SCS_Info
@IndoPac_Info
Thread: #China's High-Speed WZ-8 Drone Is Rocket Powered & All About Doing What Satellites Can't Do - The aircraft is designed to rapidly gather intel in contested areas by surprise & especially when key satellites are no longer operational 👍Excellent👍thedrive.com/the-war-zone/3…
The WZ-8 is an air-launched, high-speed, high-altitude, unmanned reconnaissance aircraft that is recoverable via a runway. It also looks a lot like some of the high-speed shapes China had been testing via high-altitude balloon drops in recent years.
What's new is that we now know its propulsion method—rocket engines. In other words, it isn't an air breather. This isn't surprising considering China's struggles with advanced jet engine propulsion technology or how they would employ this aircraft operationally.
Read 37 tweets
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Trinh Nguyen
@Trinhnomics
China (SCHOMP & Shenzhen) & HSI (55% Mainland listing) down most today on this whole oil grinding higher story as we know that China is a massive net importer of oil (net deficit of 258bn in 2018). India is down too as it imports a lot of oil too (72bn). So is Singapore 13.4bn👇🏻
Asia and Oil 👇🏻👇🏻👇🏻

No one wins except Malaysia (and of course Brunei but not in my universe of coverage so I never really include it 🙎🏻‍♀️)
Asia and Oil, Gas and Food (all the essentials to fuel a modern life). Chart organized by biggest net importer of essentials

China, Japan, South Korea, India, and Taiwan are the biggest (Japan largest of GAS & FOOD!). Malaysia is the only country w/ total SURPLUS of essentials.
Read 7 tweets
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MissMAGA2016
@MissMaga2016
#China's Xi will meet with Kim Jong Un in #NorthKorea this Thursday & Friday (June 20 to 21).

South Korea stated that it'll involve denuclearization talks.

Of course this'll be right before the G20, where Trump might meet with Xi.
So, will China tell North Korea to completely denuclearize in exchange for removal of US tariffs?

Or will we soon see more long range missiles shooting out of North Korea?
Also don't forget that Xi just had meetings with Russia's Putin as well:

reuters.com/article/us-chi…
Read 6 tweets
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Shem Horne
@Shem_Infinite
lol I want to go to sleep, but I can't, because the President never ever sleeps either.

PRESS CONFERENCE LIVE:

Let's go lads! Remember these faces. Remember that #China is in the middle of a trade deal with President Trump.
lol she really let me down here
Read 45 tweets
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Mona
@Monaheart1229
THIS is what's been happening while we've all been so (rightfully) spun @ the Kavanaugh debacle. This is very, VERY serious stuff. #China #MondayMotivation
wapo.st/2C17OMx?tid=ss…
2/"BEIJING — Secretary of State Mike Pompeo got an earful from senior Chinese officials during a five-hour visit to Beijing on Monday, effectively becoming the whipping boy in the increasingly acrimonious relationship between the two governments. Pompeo is the most senior
3/"official to meet with his Chinese counterparts since President Trump accused Beijing of interfering in November’s midterm elections, and Vice President Pence gave a vitriolic speech charging Beijing with seeking to undermine U.S. interests across the globe. He felt the full
Read 30 tweets
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Numberonepal
@numberonepal
A thread on Kim Clement and prophecies concerning North Korea. #Korea #KoreanUnification #GreatAwakening #QAnon #WWG1WGA
God said a sign shall be this - two signs shall I give you: one shall be the death of a leader who shall rapidly deteriorate in Korea. For God said, I will take both North and South and make it one. Kim, your days are numbered, says the Lord...
I'm speaking of the Prime Minister of North Korea. God said enough is enough. I want a sound to come and God said I will do it. But the other shall be the stepping down of a Prime Minister of the Lion of the Nation of Great Britain.
Kim Clement 9/15/2006
Read 27 tweets

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