Quote from Ndubuisi Ekekwe on November 22, 2019, 1:06 PM

The U.S. ban on Huawei has started breaking apart, as expected. Microsoft has gotten its waiver. Expect Google Android to join. Then put Facebook. Just like that, everything will collapse. You cannot cut out a company that generates $100 billion revenue yearly. Most of those revenues are from U.S. firms.

Although Chinese telecom giant Huawei is legally barred from doing business with most American companies, the Trump administration has been granting waivers. Microsoft said on Thursday it was permitted to export mass market software to Huawei. (Fortune)

China is a huge market. In the wearables, it remains a good business.  Apple is projecting sales of 60 million AirPods (including all models) in 2019. Count China as part of that fan base and cutting out China is looking harder for U.S.

Yet, there is a warning - the Federal Communications Commission, the U.S. government's telecommunications regulator, voted 5-0 on Friday to designate Chinese telecom giants Huawei and ZTE as national security risks. Carrier customers in rural areas in the U.S., where inexpensive Huawei and ZTE equipment is widely used, will no longer be able to use government funds to purchase Huawei and ZTE products. Replacing the existing equipment may cost as much as $2 billion.