Communication security

5G Technology Arms Race Between US and China is the Real Deal – Security Expert

5G is a technology arms race between the US and China, and I think this is the real deal. Because this is something where you look at the China "2025 plan" and you look where 5G is going, now there definitely needs to be a line in the sand here in terms of 5G but remember we saw there were the Broadcom, Qualcomm [position] that ultimately got block for national security. So this is really about 5G and I think how the Trump administration handles this. They need to handle this whole situation with "kid gloves" especially as it leads to how it could potentially impact world rural carriers and it ultimately plays into the China-US negotiations. And this continues to be, in our opinion, the main risk for a lot of US tech stocks in terms of any type of reciprocal type of a situation where China maybe comes back at Apple.