This will be devastating to the company, given their reliance on U.S. products and software, it's certainly going to make it very difficult for them to produce and will have a potentially significant short- and long-term negative impact on the company.

Douglas Jacobson

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It seems like nobody has made up their mind as to what the policy is and, as a result, nothing's changing, there's even less change than we anticipated if we're still applying the presumption of denial.

Douglas Jacobson
business
While the intent is to punish Huawei, ultimately U.S. companies a... by Douglas Jacobson

While the intent is to punish Huawei, ultimately U.S. companies are also being penalized.

Douglas Jacobson
business

There's no legal mechanism for this. How this will play out remains to be seen. They are not simply going to be able to resume business as usual.

Douglas Jacobson
top-news