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Hard not to see just about every action by the Trump administration as just the politics of personal favors / personal loyalty rather than any thoughtful policy. Raise hell when speaking, collect bribes / personal favors and ultimately not do much else except pick winners and trash the market.
terrible mistake by China to allow this - H20 sales will wipe out Huawei Ascend growing market share, and put China back into supply chain dependency to a country which is a hostile adversary.