Likely it is that huawei will get those licenses and the department of commerce wouldnt say specifically they wont get any licenses, they said they will review those on a casebycase basis you can imagine given the administrations crackdown now its going to be difficult for huawei to get any of these licenses from the United States to use this type of technology back over to you. Eamon, its jon what this seems to me to be is something that introduces a lot of uncertainty into the Semiconductor Industry in general. I mean if you look at chip equipment suppliers, if they cant supply technology to one of their major customers, that has an impact on their ability to make money. It has lots of follow on implications down the line is it your sense that the administration is taking an initial stance and looking for room for flexibility and to negotiate or is this something theyre going to push forward in the Semiconductor Industry has to brace for well, we dont know for sure, jon. This is a pi
Really hasnt changed from 2019. It is about technology, Communication Services the difficult decisions im trying to make when looking at my portfolio is how do i get alphabet into the port toportfo. Do i take out apple no. Which large name do i take out. Facebook is pushing right now towards its july 2018 alltime high id like to try and get involved in that in some capacity only thing potentially i could do is in the options market. So you are fully invested, you are watching it and understanding it is a technology story, Communication Services. That was the story of 19 and the story of 20 and all the talk about rotations and value, it is mega cap, big tech, it is faang and helping this run sure is we knew the consumer electronic show would provide a boost insights in to 5g and how important that will be that is clearly one of the big drivers for even from amd to apple to marvel. All of these stocks that are basically apple is not at ces, so being clear on that, but they are a benefici
Also take a look at whats happening in the treasury market 10year is yielding 1. 816 counting zeros here four commons 12 zeros Google Parent Company alphabet now has 12 zeros, also four commas becoming the fourth u. S. Tech company to reach a 1 trillion valuation joining apple, microsoft and amazon, amazon has since dipped below that mark cramer last night talking about another member is microsoft. Weighing in on the controversy on apple and how much it should aid Law Enforcement by opening locked e locked iphones or maybe creating a backdoor for Law Enforcement you cannot be cool. You have to be cool on your own. You have to take pride on the digital capability you have built. No press release with us or anyone else will do it you will need to build your dig call capability and by the way trust. There is a conversation about privacy already. We have to engender the trust. You as retailers are the keepers of the most important data you have to build trust. Whether importance or privacy
That is the Golden Gate Bridge by the way. They have a huge following and they are coming to town. That is a good headliner to have. I went through that, too big i admitted come you like some things and i like others. You do like pop quizzes now and then. Here is Something Else big we do pop quizzes sometime. The chili peppers are coming to bottle rock. That is why. Good job. I put it all together. I have something for you. And now for something completely different. Impossible foods is adding pork and sausage to its lineup. The company aims to give consumers a more accessible alternative to pork. They are also working on impossible bacon but do not have a timeline for the release yet. Starbucks is adding nondairy drinks made with plantbased milk to its menu starting today. Customers can order the almond milk honey white or the coconut milk latte nationwide and in canada. This is the First Alternative since 2004. Soymilk seems like so, yes to soymilk. Do do alternatives . My wife has c
Have the energy ombudsman. The final port of call for complaints. In this instance, extra energy does not exist anymore as a company and the administrators of extra energy are pwc. If you want to complain about your bill, go to pwc and complain but afterwards you cannot go to the ombudsman, ofgem, because pwc is not an energy company. Ive had it described as a regulatory black hole in this. Has anyone from nc described as a regulatory black hole in this. Has anyone from m the company commented . They said they are looking at bills of 130,000 companies, they say they have done a sig can majority and anyone with a problem with their bill, pwc is encouraging them to get in touch. And how would you change things . Is it about changing regulations . At the moment, it has been described as a regulatory black hole, something needs to change to protect those customers once the supply has gone into administration. Thanks very much. You can listen to the full report on radio four at midday today