Category Archives: Finance

A new danger

There is a setting of dangers, the dangers are not merely setting, and for the US it is inequal discussion on how many allies they have left in the near future. It is not a new danger; the actions have been under scrutiny for some time. Yet last night something changed. We understand that electing the 45th president, a ‘former’ greed driven billionaire would always have consequences, yet the amount of consequences shown is now escalating.

The Washington Post gave uis 90 minutes ago ‘GOP fundraiser Broidy under investigation for alleged effort to sell government influence, people familiar with probe say‘, the article (at https://www.washingtonpost.com/politics/gop-fundraiser-broidy-under-investigation-for-alleged-effort-to-sell-government-influence-people-familiar-with-probe-say/2018/08/17/c9e55792-a185-11e8-8e87-c869fe70a721_story.html?utm_term=.774c7a3358da) a different setting. We always knew that there are two sides and the ‘less progressive’ republican side was always a little of a hot potato to some. Yet with “The Justice Department is investigating whether longtime Republican fundraiser Elliott Broidy sought to sell his influence with the Trump administration by offering to deliver U.S. government actions for foreign officials in exchange for tens of millions of dollars“, that hot potato has now turned into a handgranate. With the quote “As part of their efforts, prosecutors have subpoenaed casino magnate Steve Wynn, the former RNC finance chairman and longtime Trump friend, for copies of records and communications related to Broidy” we see that there is a much larger net being used. It is not merely about Broidy, with names like Steve Wynn we see that there are several names involved, all people with almost direct access to the President of the United States, and with names like Jho Low and Guo Wengui we see another side of ‘entrepreneurship’ hitting the limelight.

Yet how real is the setting?

Part of it is seen in the Wall Street Journal, and with “through June and into July, Mr. Low had been living freely in China, a person aware of his travels said”, as well as “Mr. Low had a close relationship with former Malaysian Prime Minister Najib Razak, who in turn was courted by China. Malaysia’s new government suspects Mr. Low helped arrange infrastructure projects, financed by China, from which funds were diverted to cover debts”, the second part now giving us that America as well as other players wanted access to Mr. Low, yet that in itself is not evidence against Elliott Broidy. What it does tell us that multiple players want access to this billionaire, all for their own reasons and with the US with a debt surpassing 21 trillion, we can only wonder what some people want Mr. Low for. The additional part is that Malaysia is now pulling all the plugs. This is seen as Channel NewsAsia is reprting that “The Bombardier Global 5000 aircraft, estimated to cost US$35 million was allegedly bought with money belonging to 1Malaysia Development Berhad (1MDB)” (at https://www.channelnewsasia.com/news/asia/malaysia-to-prove-jho-low-private-jet-bought-stolen-money-1mdb-10621726). It seems so flaky and weird to merely focus on one plane. The amounts are massively larger then the $35 million, so in that case, if that evidence falls over, will the case on that side against Jho Low collapse? When we look in that direction and look at Malaysian Prime Minister Mahathir Mohamad, we see that hsi platform is set upon anti-Chinese activities and when we see the accusation “critic on Chinese ventures in his home country for being too expensive and has suspended three China-backed projects worth around $22 billion that were signed under the previous administration”, we see that there might be  case in that part, yet why focus on $35 million in a $22,000 million setting? We also see an additional stage in “Explaining his decision at a news conference last month, the veteran politician said the contract and loan terms behind the deals were unfair, noting that the interest rates on China’s loans were much higher than the 3 percent figure at which the government normally borrowed, the Associate Press reported“, is this all about the money, or merely a way to set the stage for re-negotiation. In that setting, the sound strategy becomes that Elliott Broidy was setting the stage for the United States to poach the finance deals away from China and in that setting, getting Jho Low to give the goods would help the US pretty decent. In addition, when we look at the education of Jho Low, we see that he is an alumni of the Wharton School of the University of Pennsylvania, the same school that has President Trump, as well as the bulk of CEO’s that at one stage were the captains of the Fortune 500 lists, it includes dozens of airline CEO’s, so in that setting the Malaysian government goes looking for a $35 million plane?

So what is exactly the danger?

It is not on merely the setting of Elliott Broidy in all this, it is the setting where we all need to realise that there is a cost to doing business and it has transgressed borders for the longest of times that, whilst we accepted that in Europe to some degree, Americans never accepted or comprehended that. The media players used that part in all kinds of election setting and fear mongering for the longest of times. From my point of view (optionally a wrong one), we see how people like John Brennan is a danger to that setting. People dedicated to the protection of that their nation will not accept the global cost of doing business; they are in line with monarchists and devoted workers to their nations like we see in the Netherlands, the United Kingdom, Sweden, Denmark, as well as Canada. In republics, republicans are in a setting that this time is gone; it is the age of the corporate setting of common sense towards pragmatism. The problem as I see it is that those of no use to the needs of such a republic lose value overnight, that whilst the monarchist setting is to embrace all the citizens and protect them all. It is done at a cost, one that those people tend to accept. Yet in the republican view, these costs are counterproductive to corporate profit, the non-consumers are a cancer, needed to be cut out. When globalisation sets in to the business degree that will be a lot easier and that is where we see the stage. So when we see “In the 48 hours since President Trump revoked the security clearance of former CIA director John Brennan, over 70 former intelligence officers and leaders have come forward denouncing the president’s decision to revoke or threaten to take away security clearances from former government officials, including a list of 60 former CIA officers who signed a statement today, obtained by Axios“, we also see that America (or is that Wall Street) are confronted with a change no one was ready for, so the economy becomes a stagnant danger to them, one where they do not make profit.

When we see names like:

  • Jeremy Bash, former CIA and DoD chief of staff
  • Bob Flores, former CIA chief technology officer
  • Kent Harrington, former national intelligence officer for East Asia and CIA director of public affairs
  • George Little, former chief spokesman, CIA and DoD
  • Phillip Mudd, former CIA analyst
  • John Nixon, former CIA analyst
  • Greg Vogel, former CIA deputy director for operations

We see that the USA is in an upcoming setting of polarisation and that is just within the republican side of government and its administration. There is a change coming and the outcome is hoped for (on both sides) but the outcry gives us that this is a round that Wall Street is likely to lose this battle and that changes the game. In addition, when we see the required application of intelligence data and who gets access to it sets a new border, the fact that others (like France and UK) need to realise that shared intelligence data is no longer safe, because the data shared within corporations while used to set a very different stage of what is regarded as needed for security. The corporate side is already countering the advantage that a national intelligence system has. We see this in part when we look at Business Wire (at https://www.businesswire.com/news/home/20180806005526/en/Global-Database-Valuable-Italian-Business-Intelligence-Data), where we see ‘Global Database Makes Valuable Italian Business Intelligence Data Available – Completely Free‘, before you dismiss this, also consider that “Any registered user can now access key information about 7,564.575 registered companies in Italy“, registration is free and that is merely one of close to a dozen places where this is happening. All connected, it is an optional setting of open source intelligence that is merely a foundation pillar. You merely have to add LinkedIn and Facebook to have a dataset that will allow you to extrapolate data that will make plenty of intelligence groups envious. You see, this is not about finding the criminal, or the terrorist. They are either known or not an issue. This is the setting of finding economic opportunities, the setting to see who is connected and interacting with the alumni of places like the Wharton School of the University of Pennsylvania. A group of people with connection and access to funds totaling well over 157 trillion Euro, so whilst we wonder on the fear of where is the terrorist (whilst the danger of getting run over in the street is 20 times more likely, we forgot that our futures, any future is set in the stage where there is economic viability and availability.

That is the part that we see to forget, or even worse actively avoid contemplating. In the time when we are led to believe that there is economic upturn everywhere, we seem to forget that as the river of economy changes, we will either be in a place of plenty, or we are set into the next stage of drought and it will be the one view we have until the end of our lives. It is about ability to live with a level of expected comfort which is likely no longer set to national boundaries, it will be set to the boundary of the corporation or business group that we work for and facilitate for, it will be as cold as that, and until we get past this greying generation, which is optional until 2035, that is how it will be for those in this era. The man behind the Global Database, namely Nicolae Buldumac has figured parts of that out, so that is why he and 30 others in London are doing this. When we look at the article (at https://medium.com/@buldumak/cookie-audience-vs-data-audience-which-is-better-44971ad12ee4), we also see ‘Cookie Audience Vs Data Audience: Which is Better?‘, he found a way to not create the best of both worlds, he found out how he can make both work for him and that is where he created more than economic opportunity. He has found the stage where he can optionally get the facilitators work for him and that seems to be exactly what he is doing. When he is done he will have a similar setting for France, Germany, the UK and Spain. So basically the 5 largest European economies are opportunities where he has the keys and data to.

So when we get to look at the US again, do you think that this will be about Elliott Broidy or people like him in an outdated setting? No, they are the garnishing of economic times that surpassed them and it is the data makers and facilitators like Nicolae Buldumac where the republican mindset of corporations will rely on next, they are the future and their path for enablement is what sets the stage for Europe. This is not clever technology (well in a way it is), it is about the quality of data and what it allows for and that is where we see that the moment that data hits a critical point, it will equal the value of Facebook or more. Some will argue that most of that is all in any Chamber of Commerce and they would be right, but those entities do not talk to each other, they are founded on borders of a national level or lower and in the entire euro setting they for the most never aligned, so someone did it for them and on their own dime, optionally replacing them, or better stated, reducing those previous players to mere data entry points. Governments had to realign their data dimensionality a decade ago, but everyone was so busy keeping their own pond clean that they forgot that the pond is only important to the land surrounding it, when that floods, the ponds become merely crevices of a lake, Lake Europa, that is where Nicolae Buldumac it taking them, so soon others (like Asia and America) they will look at the parts of Lake Europa and see where fishing is the best, those land borders no longer matter and that is the stage we find ourselves in. A changing setting of what sets the identity.

Am I the first?

Hell no! This was all done before. Forbes in 2013 gave us an article by George Bradt. The article called ‘How Army Intelligence Techniques Apply to Business Leads‘. Here we see “Marketing may have a bias to giving sales people a large number of leads, while sales people seek potential customers they can engage with. The answer is to move from big, unstructured data sets to “finding that guy” that really cares. This was Mishor’s ah-ha moment, realizing that army intelligence techniques could be applied to business“, yet it goes further, when you consider one, and the other, you should also realise that the parameters are bidirectional with the proper data flags. So when we see the two streams lead to the same insight. “On the one hand, Mishor is creating value with a systemic, scalable way to connect seemingly unconnected data to identify the most valuable target customers. On the other hand, Mishor built his business by connecting seemingly unconnected hopes and needs of his prospects” we see the solution at both ends, and in addition we see that we can define the need much more precise. From my point of view we can see a third direction. That part is not easily seen, so I will give an alternative example.

In factor analyses we go from many to one. We get the setting that the numbers equate to a factor, it is basic statistics. When we go into the other direction we see the foundation of a discriminant analyses. The third part is seen in that the data setting when something is proven in a factor analyses, it should almost always fail as a discriminant analyses and vice versa. I tend to use humour on that and state ‘It is sarcasm, when it backfires it is merely irony‘. The intelligence data was always on finding the person, yet in a stage of lacking resources, being able to safely remove a person as a threat is equally valuable. If you cannot find that one person, reducing the 5,000,000 stack to a mere 5,000 with 99% certainty is just as valuable, because the one final link could reduce that to 50 whilst not having to revisit the previous 4,995,000 considerations. As I see it in this day and age, not only is the stage of military intelligence and business intelligence not mutually exclusive, they are more and more overlapping. The overlapping field becomes an insightful pool of data where it will no longer be about the one person, it will be more and more about a setting where the value of Analysis of covariance will be important.

In the intelligence it could be seen that it is not merely about the terrorist and its connections. It will be about the moneyman and who else links, both optionally to the mastermind. In business intelligence that setting is not merely see as to where a person studied. It is more and more important on where the patents are and who has them as well as the people creating those patents. In this economy the economic value of a patent over overwhelmingly important. That part is seen when we get back to the 5G race, we saw that last march when we were confronted with “U.S. President Donald Trump has blocked microchip maker Broadcom Ltd’s (AVGO.O) $117 billion takeover of rival Qualcomm (QCOM.O) amid concerns that it would give China the upper hand in the next generation of mobile communications, or 5G“, in addition Forbes gives us within the article ‘Ericsson Vs Huawei: Who’s Winning The 5G Race?‘ Yet there we see two parts. The first is “However, two of particularly significant scale and market presence are Ericsson and Huawei. Will one conquer overall?“, as well as “Financial strength matters. Ericsson will have to turn the ship towards profitability and growth waters, in order to continue the required investment in product development”, which relies on “Ericsson recently announced what seems on the surface to be an impressive 5G patent application. Calling it an “end-to-end” submission, the filing combines the work of 130 Ericsson inventors and promises to include everything needed to build a complete 5G network“, the ability to set 600 million will give the optional 60 billion in return and it will in addition set the stage for European growth to a recently unprecedented (or was that non-presidential?) scale and America wants slices of that pie, if not the whole pie. The stage of corporate setting versus national setting in direct exposure of what is to come and the 5G battle theatre will be a big one, because the winners there will be the next kingmakers and everyone will want parts of it; that was never in doubt. The evidence is all over the place.

Forbes also gives us the new danger setting with the question ‘Does a global geographic footprint matter?‘ It is close to everything in this game, if only that the global footprint lets corporations walk all over government. Amazon, Apple, IBM and Microsoft have been doing that for the longest of times.

There is one part with Forbes that I do not agree with. They state “I would give Ericsson the edge here, considering its global presence includes North America“, I believe that Europe is the much larger powerhouse. You see, America is a mere 325 million, whilst the EU represents 512 million with direct access to India, China and Russia. All stages that America denied itself; if the setting of data (amounts and quality) determines their value; which players and where would they be able to grow this path the fastest and longer? The fact that Ericsson is not merely in the US, but they are showboating in Saudi Arabia is also a sign that they realise that stronger growth everywhere matters, the presented quote “Saudi telecom operator Mobily and Ericsson held a 5G demo at the Mall of Arabia in Jeddah, Saudi Arabia, showcasing the functionalities of the next-generation mobile technology. Ericsson supplied Mobily with a standalone 5G system, including a prototype 3.5GHz radio, baseband, and prototype UE device for the 5G demo, which showcased 5G throughput, targeting speeds of up to 1Gbps. The demo is part of Mobily’s plan to highlight expected 5G benefits consumers and industries across Saudi Arabia“, is merely one of many.

The question now becomes: ‘is exponential growth, growing too fast in all directions not a danger all on itself?’

 

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A short sighted Senate?

This was always going to happen. Whenever there is a political setting, it will always be about the money. In this, I will be trying to have a field day. So, a paper will be drawn, demanding that the Australian psychiatrists and researchers will have to sign; they will not get a choice in the matter. They do not deserve a choice in the matter. It will be fun for them to openly condemn Telstra, Apple, Amazon, JB Hi-fi, David Jones and a few other places, because in the end they are all linked in this, even though they do not even realise that yet. It is as I see it, the consequence of a biased setting and we need to make sure that these people will not merely get the limelight, they will, in this setting be responsible for the economic fallout. That is as I personally see it the consequence of greed driven bias.

You see, it is clear that this is about money. The fact that we see the flock gather around a person, who is so stupid that I equally demand that this British person, who is clearly too stupid for his own thoughts must be barred from credit cards for life! If he cannot control himself to that degree, we must protect him from being that stupid ever again.

You see, you think that it is an emotional part, but it is not. Even as I accept “Video games have generally been considered games of skill rather than games of chance and thus are unregulated under most gambling laws, but researchers from New Zealand and Australia, writing in Nature Human Behaviour, concluded that “loot boxes are psychologically akin to gambling”“, a setting that I do not agree with (explanation to follow), the quote coming from Aaron Drummond and James D Sauer, which was published in ‘Nature human behaviour‘, I feel uncertain to comment on, or oppose that part as I lack the proper psychological education in this.

Why is it not gambling?

That is the important part. Yes, there is a setting of luck, but ever loot box has a similar setting. We see one rare element, 2-3 uncommon elements and the rest will be common elements. So how did this come to be? For that we need to look at the father of loot boxes, the game Magic the gathering. Consider that on a piece of paper (size A0) cards are printed. An A0 page (841 x 1189 mm) will fit 12 cards per row, and 12 rows. The cards (usually 63 x 88 mm) get 144 cards on one page. In this setting we work with 288 cards, and if printed on 4 pages, we get 576 cards. So here we see the initial setting where we see that on these pages, the rare cards would be printed once, for example, two columns of 12 per page, in total 96 cards, the uncommon would be there twice, which gets us 192 cards and the remaining cards three times getting us the 576 cards, a set of 288 cards. So we always know that we get a certain combination, but we merely cannot tell which one. So this Australian government that allegedly is ruled through law, sets the stage (at http://www.abc.net.au/news/2018-02-02/crown-casino-pokies-maker-aristocrat-court-decision/9387168), where pokies are not deceptive, whilst loot boxes are?

Am I digressing?

No, you see, in the CCG we see that there is a physical part to all the cards, with the virtual loot box it is not entirely the same setting. So even when we consider the ABC Quote “It argued the Dolphin Treasure machine, which is manufactured by Aristocrat and available to players at Crown, had been deceptively designed to give players the impression they had won, when they had in fact lost money“, yet in that same light, we see that a loot box, always gives a price, yet is it the price the buyer wanted? In this case I revert to the previous setting, now we add what is called a booster box. In a box are 35 packs (can be 30-36 depending on the CCG game), so we could argue that when we buy 3 boxes, we should have the complete set, yet with the 105 packs, we do get 105 rare items, but in that same setting, over the 96 rare items needed, if only 10% is double, we no longer get the complete set and we will have to swap with others. With physical cards that is an option, with virtual items that is not always possible. This is indeed the trap, yet is that gambling? When we know that we get a rare item, yet we cannot guarantee that item is that gambling? That is the question, yet in the case of the Crown Casino, the judges stated that that there was no deceptive conduct, and neither is there in this case. With Loot boxes you are ALWAYS a winner, but is winning and winning the price you want enough difference to warrant it gambling?

The economic setting

That is also part of this, because some power players are all about facilitating towards casino’s (go to Barangaroo if you doubt me), and we are also treated to “This is a win for 140,000 Australians who have jobs because of poker machines,“, as well as “Every year Victorians lose more than $2.6 billion on the state’s 27,000 poker machines that operate outside of Crown Casino“. This hypocritical setting is about money, plain and simple. This is a setting where the loot boxes are funds that go directly to the makers of those games and they are not in Australia. Unlike the other setting where we see “The State Government receives more than $1 billion in tax revenue from pokies every year“, yes all things are definitely not equal!

Are there issues?

Well, the quote “Games with loot box mechanics have long proven controversial” is actually true. There are two settings. Loot boxes you can earn and those you can buy. We will forever hear the argument of the game Mass Effect 3, for all, the golden standard. They could be bought, or won, the same loot box. Earn enough points in the game in multiplayer mode and you had the option to buy a golden box with earned points, instead of purchased credits. That was the best of all settings. Now we have these boxes that can be bought only, yet the foundation is that the game can be played and completed WITHOUT EVER buying a loot box, so those people are merely buying the boxes to get the insane chance of getting an over the top powerful item, which is weird in some ways. In support of some we must also acknowledge that EA Games as one of the players in all this decided to cut themselves in the finger and that is all on them. End Gadget gives u that (at https://www.engadget.com/2018/06/13/electronic-arts-loot-box-mea-culpa-e3/), so when we see ‘How EA talks about loot boxes depends on who’s listening‘, which might be good business practice, but it is really really stupid. You see, with “EA wants you to know that it has changed; that it isn’t the same company that put pay-to-win progression systems and loot boxes in two of its biggest games last fall. “We are always trying to learn and listen, and are striving to be better,” CEO Andrew Wilson said before closing out the keynote address“, we see one side, and with: “He thanked the investor for his question, saying that EA was working with “all the industry associations globally” and talking with regulators in territories where loot boxes had been deemed gambling, without naming any specific regions. He said that his company and the regulatory bodies concluded that Ultimate Team wasn’t gambling. Since players know they’ll get a certain amount of cards in each pack, and that the distribution of each pack is the same (i.e. one rare footballer, three uncommon, two common in each) it doesn’t break any laws“, here we see the part that I partially agree with, but it also shows that EA Games is all about the money and the ‘FIFA Ultimate Team‘ part of all this represents billions, billions that they do not want to lose.

There are two big parts in all of this, that is aside for that one person who could optionally be the most stupid person in the United Kingdom, especially when he ‘discovers’ he’s spent £7,500+ on FUT Ultimate Team cards (source: Daily Star 29th July 2018). The first is that FIFA is a game played by non-adults, so they will desire to optionally spend on these cards. The fact that there is no limit set is optionally an issue, if EA Games has set the stage where per month no more than £25 would be spend, that is close to half the cost of the full game, so it might need to be lowered. The second is the chance to swap any double won, so the fact that you are missing a Beckham, but have two Pele’s, you can seek someone who had the opposite setting. That could have saved a lot of issues, possibly all issues and EA Games merely made it harder by (as I personally see it) being stupid. That evidence is seen (at https://www.fifauteam.com/best-packs-fifa-18-ultimate-team/), Yet is also gives us that EA Games has free packs and they also give us “FREE PACKS. Not available to purchase on the store. They are assigned to you in the beginning of the game, as daily gifts and as draft, SBC, FUT Champions, objectives and seasons rewards“, so if free packs can be won, why is the entire matter still an issue? We also are given “Jumbo Premium Gold pack and Silver Upgrade pack both cost 15,000 coins but the first one may be purchased with 300 FIFA Points while for the second we only need 50 FIFA Points. Players should also pay attention to this aspect“, Yet I am also given “You can earn FUT Coins by playing FIFA Ultimate Team (FUT) and trading within the Transfer Market, but you can’t buy them. Buying coins from a third party, promoting coin buying, or coin distribution is against our rules“, so we can transfer? Then again, why is there an issue, when there are so many factors that are not funds driven?

There is an interesting video on this (at https://www.youtube.com/watch?time_continue=25&v=Igs5Ca9Nw4M), the man talks too fast for his own good, but it is very informative, giving us a clear view that there is a clear way to get items and players making it weird on how someone would have paid £7,500+ on FUT Ultimate Team cards. I do not doubt that this was done, yet it asks a few additional serious questions on the mental status of some video gamers. In all this I see several issues on both sides, but for the most, the entire setting is gambling and with the options for free packs and transfers, there is less and less a setting of gambling, merely the oversized need of greed by a government wanting non-taxable parts to stop. Yet at the bottom of the FIFA team page is also a comments section and we see the most interesting part that was also on the video.

Q: You say that we can buy coins directly?

A (Admin): My main suggestion is to trade. Buying low and selling higher is easier than most of the people think.

All given actions based on common sense, a part that someone paying £7,500+ for these cards is the setting of a person lacking common sense in spades, diamond and in clubs, basically the buyer was seemingly without hearts and common sense. Reverting to overspending and hiding behind gambling statements when there are trades and free options is overly unbalanced.

Yet I agree that this is all mostly based on FIFA, so how does that fare in other parts? With Overwatch (at http://overwatch.wikia.com/wiki/Loot_Box), we see that they are bought, yet they are also awarded.

  • One Loot Box is earned every time a player levels up.
  • One seasonal Loot Box is earned for the first time accessing the game in a seasonal event.
  • One Loot Box is earned for the first time winning some game modes in the Arcade, for example 1v1 Mystery Duel or 3v3 Elimination.
  • One Loot Box is earned for the 3rd, 6th, and 9th winning by playing Arcade game modes within the time between 2 resets. This cycle resets every week whether or not you win 9 games.

So these are options that do not require funds (yet can also be bought). It merely requires you to be a decent player. A decent player will have the option to three boxes a week by winning enough times, in all this, we see skill based progression.

This is the setting that we are faced with, and in this I wonder how thoroughly is the issue investigated, or will this merely be a senate exercise on lost (read: non-taxable) revenue?

In the end, when we move back to the Guardian (at https://www.theguardian.com/games/2018/aug/17/video-game-loot-boxes-addictive-and-a-form-of-simulated-gambling-senate-inquiry-told) and we see no mention whatsoever that loot boxes could be earned, or are optional (under the right setting free), what other parts is the writer Patrick Lum not informing us on? In addition, when I see “Australian psychiatrists and researchers have called for greater regulation of video games that encourage players to purchase chance-based items“, whilst there is no mention on the earning option, or the initial free options that pretty much every game seems to have offered. When that part is equally missing, how fair will this inquiry be?

The article has two additional issues. the first is seen with: “The Office of the eSafety Commissioner estimated that 34% of young people made in-game purchases in the 12 months before June 2017, while the Association of Heads of Independent Schools of Australia cited research finding that around 20% of simulated gambling players moved on to online commercial gambling and 5% of young Australians would develop gambling problems before they were 25 years old“. When we see ‘estimated‘, it should be made clear that this is not factual evidence, more important, what was the estimation based on? We are unlikely to get clearly informed on that part. In addition, the part ‘the Association of Heads of Independent Schools of Australia cited research finding that around 20% of simulated gambling players moved on to online commercial gambling‘, is under scrutiny, because in that regard, I would want those so called ‘Association of Heads of Independent Schools of Australia‘ to produce the evidence and the raw data on how the ”around 20%” was obtained.

The second issue is seen with “Dr Marcus Carter, a former president of the Digital Games Research Association of Australia, argued that “predatory” practices were “pervasive”, citing potential variable odds manipulation, push notifications about limited-time offers and other player retention mechanics“, although I find his setting a much better one, there are still issues with the use of ‘potential’ in that, without evidence it is merely highly speculative and even as I would accept the danger of ‘variable odds manipulation‘, that part can be addressed clearly enough. The requirement is that there needs to be evidence that this is happening and a pre-emptive setting of making the optional issue of ‘variable odds manipulation‘ unacceptable in legislation is not wrong, yet requires proof. In addition, the entire setting of ‘push notifications about limited-time offers and other player retention mechanics‘ is equally valid, but can be stopped by an opt-in setting, in addition if that is addressed, we need to accept that all ‘limited-time offers’ in advertisement on media and TV are to be equally banned, because we could optionally get a ‘buy a new pair of shoes’ addiction (for a limited time that is). If that is to be accepted (cheating small time businesses out of advertising as well as taxable advertisement funds go right ahead, Or perhaps make it illegal to have ‘limited-time mobile offers‘, and we leave Dr Marcus Carter to explain that change to mobile providers, who will be crying over lost revenue. You see, when all players are equal there is no setting of fair play at all, merely the setting of expedited needs, in this case the government. All that when it was made aware of lines like “EA earns $1.68 billion in micro transactions in FY2017“, that whilst Australia’s biggest super villain (read: Taxman) never got a cent of any of that.

That is the actual setting and that got all those trying to set this all to gambling. Including the Netherlands, the United Kingdom and now Australia, they are all about getting a slice of that micro transaction pie, all that could have been prevented 15-20 years ago by them using their brains. Yet at that time ego and greed got the better of them and they were unwilling to kick Apple, Microsoft, Amazon and all other e-store players where it would have hurt, they were in my personal view mere cowards letting actual physical shops fend for themselves, as their business was pushed online and away from them. Now we see patch upon patch, all players trying to get as much of the cream as possible whilst trying to hide the fact that they had no backbone in the first place, all merely equipped with paper backs ready for recycling.

The mere setting of ‘All online items are GST set and paid for in the country of the purchasing consume by that nations legal setting‘ would have sorted 98% of all this, but the politicians in those global nations were, in the end merely as ‘solid’ and morally strong as wet tissue paper.

So in all this there is a huge issue with the loot box and gambling setting, merely from the point of view that I have that this is not about gambling, it is about non-taxable income, a very different issue to say the least.

 

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Merely a starting point

There is an interesting article at the Guardian, which we were treated to mere 6 hours ago. The article ‘Virgin awarded almost £2bn of NHS contracts in the past five years‘ seems to be rubbing people the wrong way. We see (at https://www.theguardian.com/society/2018/aug/05/virgin-awarded-almost-2bn-of-nhs-contracts-in-the-past-five-years), the setting where in “one year alone, the company’s health arm, Virgin Care, won deals potentially worth £1bn to provide services around England, making it the biggest winner among private companies bidding for NHS work over the period“. In the end, the NHS either privatises to a much larger extent, or the service stops. It is basically that simple and it is only the beginning. Even when we give the right amount of empathy to Sara Gorton, the head of health at the trade union Unison, as she states: “The company has been so keen to get a foothold in healthcare, it’s even been prepared to go to court to win contracts, moves that have cost the NHS dearly. While the NHS remains dangerously short of funds, taxpayers’ money shouldn’t be wasted on these dangerous experiments in privatisation“, is that really the case? The fact that Virgin got the contract was mainly because it could be done cheaper. I warned for certain settings as early as 2014, that certain steps cannot continue that way, changes are essential. In addition, as late as January 2017, I mentioned (at https://lawlordtobe.com/2017/01/15/the-views-we-question/), in the article ‘The views we question‘, issues like: “the document, released in December, aims to address the need to bridge the local NHS funding gap of £267 million which will exist by 2020 if services stay the same in the region” gives rise to even more worry. Not only is the NHS a quarter of a billion short in roughly 1080 days in Coventry and Warwickshire, to survive they have to move? How will that aid the people in Coventry and Warwickshire? Will they end up with any health care at all, or will the local Romani Gypsies with oils and herbals need to be relied on? You think that I am exaggerating? If so, please feel free to inform me on how those two places Coventry and Warwickshire, with 340,000 and 550,000 people end up coming up short by £267,000,000 in three years? Well if advice comes at £343,000 on private consultants, that shortage might be reached rather quickly, but that is not the story is it? The story is how funding has failed and how much more it will fail over the next three years. So, as such, is my view as I personally see it of an essential judicial public inquiry that far-fetched?“, it refers to an article in the Coventry Telegraph, so with the question on how we can save money, which was billed at £343,000 , starting with common sense might have been a first solution. In addition (at https://lawlordtobe.com/2016/02/17/behind-the-smiling-numbers/), in ‘Behind the scenes‘, we get a few truths that really hurt and that was February 2016. The Guardian then gave us: ‘Income tax must rise 3p to stop NHS ‘staggering from year to year’‘, so, how much more taxation was captured for the NHS? Remember that was 2 years ago. In addition, I had issues (to some extent) on the path that Lord Kerslake took with his papers. And all these papers and consultancies (none of them free), the proper setting for mental health care was not properly set in the dimensions of cost and forecast, now add to that the setting of taxation delays and we see that the NHS is collapsing on itself, a collapse that is increasing in speed and that is merely the last two years. So in all this, someone at Virgin woke up and called Uncle Richard and asked if he was interested in making a few billion more. The setting was always falling in this direction, and most of it was not due to the tenacity of Richard Branson, but due to the political inaction and to an even larger extent the political follies seen (NHS-IT being the main one). Consider that it took me 8 hours to figure out a technological solution that could change the entire infrastructure of data, merely because I was willing to look at the larger picture and rearrange a few settings, the solution was printed in the History of Scotland, it was THAT simple. Yet none of those IT experts had a clue, or they did but the political engine would not consider adherence to change making it a bigger folly.

Now we see: “Precise details of all the contracts are difficult to establish because neither the Department of Health and Social Care or NHS England keep a centralised record. Virgin’s when it announced plans for six branded clinics offering a range of services. However, it was only in 2010 when it bought a stake in an existing provider, Assura, that it began to show greater ambition in the market“, which shows both the data folly as well of a massive lack of transparency on the health care part (optionally parts of the NHS as well), that shortcoming is the first setting into cost cutting and it is also a direct link to where services could be bettered. The second part was seen in January 2017 with ‘Dr Sarah Wollaston, chair of the Commons health select committee, criticised the government for blaming GPs for the crisis” as well as “She said in a tweet: “Pretty dismal stuff for govt to scapegoat GPs for very serious NHS pressures. Failure to understand the complexity or own responsibility.‘, the central setting was ‘Failure to understand the complexity‘, a part that was shown to a larger extent going back to 2016, even in 2015 and 2014, there were clear signs of non-comprehension in all this and the IT folly, which the Labour government was able to grow to £11.2 billion merely added to the pressures, whilst in addition to all that is also minimised options left for the NHS. all that squandering came at a price and it seems to me that both Sara Gorton and Paul Evans seem to steer in their lanes, but are equally ignoring the setting that the opportunity for Virgin grew due to a lack of flexibility in the organisations (slightly speculative) and the political branch merely added fuel to the squandering fires. Then finally the Lord Kerslake paper, which I opposed to some extent with the equations that they had in regards to the 20 OECD countries. Here I mentioned ‘Perhaps his Lordship could give a slightly more detailed explanation for the remark “Health spending needs to rise at least in line with GDP. Arguably, we may need to go faster if we want to match European funding“. Considering that the Netherlands and Belgium are next to one another and their budgets per person are apart by a mere 49.404%‘, I believe that it is not merely the stretch of the ‘holier than thou‘ GDP, I believe that there are additional elements making the comparison for the UK not merely dangerous, I believe them partially to be unusable (well a bit more than just partially). In all these settings there has been delay on delay and in the end Virgin had to step in. The funny part is that this also opens up data and reporting centres where Virgin has a much larger trove to work with. It would end up that a new VirginAnalytics could be what Dunnhummby was for Tesco, although with a data growth close to 500% of what Tesco allowed for, there is a decent setting where Virgin creates new levels of data cohesion giving the NHS an actual first time where there is a better level of reporting transparency as well as a better quality of Dashboard presentations, which will grow Virgin even more and also allows Virgin to skim the cream of the NHS sections that will be more profitable in the mid-term range of investments, opportunities grown from political complacency as well as political indecision.

So whilst people are going emotional with slogans like: ‘Not His to Seize‘, they all forget that the NHS and its political branch did this to themselves, Uncle Richard merely picked up the pieces and made it all work. This is getting even more traction when we consider the Lancashire Post where we saw almost a month ago “Opposition politicians have demanded an urgent inquiry into the way the authority awarded a £105m child health contract to Virgin Care, only for the decision to be blocked in the High Court. County Hall is continuing to consider its options after the ruling two weeks ago, one of which could be to re-run a part of the procurement process which the judge ruled fell short of the standards required

The article (at https://www.lep.co.uk/news/inquiry-call-over-lancashire-county-council-105m-virgin-care-health-contract-1-9241205) gives rise to questions not only on the awarding of contracts, but on the entire setting on investigating the amount and not to mention the fact that the contract was awarded whilst there were two NHS trusts on it, it shows that it not merely transparency. With ““We are in a real mess and the Government needs to intervene,” said Labour leader Coun Azhar Ali“, it implies that the NHS (as well as the local government) is to some degree riddled with incompetence. I cannot come to any other conclusion. The setting we see with “Coun Fillis added: “The Conservatives in Lancashire have been stopped once again from privatising public services, in this case our children’s health services“, is on Labour, not the Conservatives. The governing party decided to push for public health privatisation, and opposing it might be valid, but that legal invoice is still due, so crying over it with ‘tide of mounting legal costs, which the people of Lancashire will have to pay for‘, especially when you consider that “in view of the ridiculous comments from LCC’s Labour group, it should be borne in mind that the decision to seek tender for the provision of health services for Lancashire’s children and young people was actually taken by cabinet in February 2017, and both Couns Ali and Fillis were members of that cabinet“, so basically it was a decision that has suddenly hijacked by a minority and they are crying for the setting of cost? Go cry me a river, please!

It is in that setting, where politicians (especially labour) was lax with spending, squandered billions upon billions and they thought the Virgin train would pass them by. Now as this is not the case, not only do we see larger changes, there is the valid concern that mere niches are saved and a much larger setting still goes into the drink. If there is one setting that might change it is by taxing every person an additional £1 per payslip to save the NHS. It seems like a little, but with currently 32.2 million people working, that could add up to £65 million per fortnight. It might not be a lot, but it is a start and with that start you can begin to create momentum for the NHS that is by the way separate from all other funding due to the NHS. The question will people accept it? I reckon that when the NHS actually starts getting healthier, they will live with the loss of £1 each person, each payslip. It might have been pennies, initially, but that was 2 years ago, now we either act or lose a lot more and this is with VirginCare in place. Without it, and with the lack of restructuring the losses will be close to monumental, the simple impact of inaction, we can argue that the Conservative government is taking the easy way out, but is there any alternative? You merely need to look at what we can call a hijack by both Couns Ali and Fillis to realise that there are two in a setting that is much larger and those loses and those legal ramifications as well as the actions that followed is more than a sign of the times, it is a sign of high cost and zero impact desperation, that whilst actual working actions to get the NHS in a better place was ignored to one side and mismanaged on the other side by Labour in the 1997–2007 frame.

At present for Virgin, VirginCare is merely a starting point that can go a much larger route within the next 4 years, in the end, without an NHS, what will people do? I wonder how many remain in denial of that setting, yet it has been a more and more realistic setting. The simple setting is that almost two trillion in debt means that annually at present £68 billion is required for interest alone. Even as Net borrowing is down to almost 28% of what is was in 2010, the setting is that there is a massive debt and it is impacting everything (and the NHS not in the smallest setting). Only be diminishing that part can the UK move forward, which is a lot better than the EU is seeing at present, their debt will make them slaves to the banks for decades. You see, linked to all this is not merely what the government has, but the fact that “The 28 member states of the European Union (EU) have a total debt burden of €12.5 trillion, which could be even bigger, according to the latest figures from the EU statistics office, Eurostat“, in light of the UK being one of the big four, it implies that the rest of the EU will have to deal with the €10.7 trillion debt. How quick do you think they will be able to deal with that? That is why Brexit mattered, in light of the NHS being cut to a bare minimum, it is more and more a setting that Europe could more likely than not end up with not having any healthcare at all, so where would you prefer to be? In light of all that, Virgin might end up with a large gain, but at least there will be some healthcare, a part that too many are ignoring. Would it have been better to keep it all in the NHS? No doubt, but if you want to eat at the Ritz, you better have a fat wallet and the governments from 1997 onwards have all been part of blunders that ended the UK at minus 2 trillion, did you think that was going to go away because the news did not make mention of it? Consider Forbes who gave us not only that French and Italian health care is really good under normal conditions, in Italy (regarding the article), “I have never heard of a child waiting for surgery on his arm.  He would have been placed on the operating room list and he would have been fixed as soon as feasible. There are plenty of more serious surgeries, like cancer cases or even cardiac care, that are put on hold for months in these types of healthcare systems“, the article (at https://www.forbes.com/sites/benjamindavies/2018/08/05/a-broken-arm-in-italy-waiting-for-surgery/#20de8a1f29b6) shows the setting in Italy, in addition, in France we have a similar setting and all over Europe there are similar pressures.

Getting back to the corporation in question, is VirginCare a force for good, or the opposite? I believe that it can be a force for good, but we need to realise that the people can only be treated when we consider that flexibility is required. The lack of resources that is already in play is one part, the political games that we see, whilst relying on the emotion of others is the second part and when the people realise that they have been had by the likes of ‘both Couns Ali and Fillis‘, and many others like them, when it comes out on the waste of resources that they enabled for, will these angry people picket at the front doors of these politicians, or is that not sexy enough?

So when we see the Virgin setting with: “We welcomed inspectors back on 4 July and they were very positive at the further progress we’d made since January in implementing our improvement plan, and gave us positive feedback about the improvements to the practice. We are awaiting the publication of an updated report in the coming months which will reflect this most recent visit“, we see that there is positive change, that there is progress. It will take time, because those expecting this change to be overnight, they are truly looney tunes. If you wanted immediate change, you should have gone after certain politicians as early as 2013, so don’t cry now, not when the choice is now limited between a crewcut and decapitation. The NHS setting is close to that extreme, and has been for some time.

 

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Rocking the bullshit

There has been a massive issue with Huawei, the accusations by the US is the largest one, one of its sheep (aka Australia) has been on the same post on how Huawei is such a large danger to the safety and security of a nation. It gets ‘worse’ when we see ‘The DNC tells Democrats not to buy Huawei or ZTE devices ever’, (at https://www.theverge.com/2018/8/3/17649920/dnc-democrats-huawei-zte-devices-ban-china-hacking-threat). Here we see the quote “people shouldn’t be using devices from either Chinese company for work or personal use. The words echo what federal officials have already said about Huawei and ZTE posing possible security threats to the US. In February, CIA, NSA, and FBI chiefs testified in front of a Senate committee that the two companies were beholden to the Chinese government and the devices could become tools for undetected espionage“, my issue has always been: ‘show me the evidence!’ Basically EVERY phone can be used as a spying device, that is one clear thing we got out of the Cambridge Analytica part, in addition, the Fitness tracking app Strava was a great way to find CIA black ops bases, so even as Strava merely mapped ‘a regular jogging route’, using Google or Apple maps, you would be able to map out the base, the supply routes and so on, the Apple Fitbit would be there for the Russian government knowing where these specialists were and when the were there. So in all that, and all the security transgressions seen here, not of the were Huawei or ZTE, yet, how much noise have you heard from the CIA, NSA, or FBI on Apple? Even now, they are that one Trillion dollar company, are they too big to mention?

I wonder why?

Yet, Huawei is not out of the hot water yet, they are actually in deeper hot waters now but this time it is allegedly by their own actions. Reuters is giving u mere hours ago: ‘Huawei in British spotlight over use of U.S. firm’s software’, the news (at https://www.reuters.com/article/huawei-security-britain-usa/huawei-in-british-spotlight-over-use-of-us-firms-software-idUSL5N1US343) gives us: “One of those is due to Huawei’s use of the VxWorks operating system, which is made by California-based Wind River Systems, said three people with knowledge of the matter, all of whom spoke on condition of anonymity when discussing details which were not made public in the report“, which now leads me to the setting that the American accusations are set on the premise of American Software used? How dopey is that?

Then we get: “the version of VxWorks being used by Huawei will stop receiving security patches and updates from Wind River in 2020, even though some of the products it is embedded in will still be in service“. In all this, the fact that it is still serviced for another 2 years, how are we now in the stage of: “potentially leaving British telecoms networks vulnerable to attack“? Is that not equally a questioning setting? Do we not have enough issues out there with Microsoft which has been nearly forever a security concerns, at this point, 2 years early we get the security warning on Huawei, yet not on Microsoft or Apple for that matter, in all this Google is equally a place of patches, and in all this, Huawei is the one getting unbalanced and unfairly burned at the stake like a Catholic at an Elisabeth I barbecue gathering.

Yet the good stuff is “All three sources said there was no indication that the VxWorks mismatch was deliberate. There is also no suggestion that the software itself represents a security risk“, this now leads us to two parts. The first is if it is true that ‘no suggestion that the software itself represents a security risk‘, does this mean that Huawei never had a security risk and if that is incorrect, why not present that evidence so that every Huawei Owner can test for this transgressions ending whatever future Huawei had in the first place.

In the second part, if there is no proven security flaw in the Huawei on hardware, is the security flaw a software one, or better stated an American software one, and if so, why are these people only going after Huawei and not after a dozen American firms?

The one part that we see in Channel News Asia is “Consultant Edward Amoroso, a former chief security officer at AT&T, said Huawei’s experience in Britain showed the challenges of securing international supply chains. Although no one should dismiss Huawei as a supplier solely because of its geographical location, reliance on software that is going out of support is a legitimate concern, Amoroso said“, the news (at https://www.channelnewsasia.com/news/business/huawei-in-british-spotlight-over-use-of-us-firm-s-software-10590268) gives the part that does matter, in this Edward Amoroso is right, software at the end of its reign is often the true safety concern, not merely because of the time frame, but in extent the time required to properly update the software on all the devices, which is not always a smooth path and tends to open up additional security gaps. In that part of the equation Huawei does have a legitimate problem to address. The second part to all that is “In addition to the issue with VxWorks, this year’s report also cited technical issues which limited security researchers’ ability to check internal product code“, I believe it to be a minor part and the proper investigators could seek or test for the issues, not merely that, the limitations also remove whatever options there are for zero day breaches, which has a much larger legal frame to address. So even as we agree that the US setting of accusation without evidence (proper presented evidence is merely the stuff that makes the grass grow in Texas). We also get that the US is giving us: “In the United States, the Pentagon is working on a “do not buy” list to block vendors who use software code originating from Russia and China“, there is an actual thing called national security and as such, it is their right to implement that part, I do believe that in the end it might be somewhat counterproductive, but it is still within their rights to be in such a setting nor no other reasons.

In the end there are a few issues in the field and some are out there, but with a lack of technical details, some cannot be proven, yet the fact of what some have done in the past might give the setting of ‘is it more likely than not that some do not really have 5G‘ is a true setting, yet I prefer to have the actual evidence, that some are trying to keep buried, and the media is part of that chase, which is odd to say the least. Huawei is bouncing back and forth and their hold to grow fast via the UK will be there, but from my point of view, they will need to fix the VxWorks part a lot faster than they think they need. From my estimation a new software solution should be well beyond the Beta stage in Q1 2019 if they want to have any chance of keeping their lucrative growth contracts in place. In equal measure we need to look at Canada and Australia, as they are currently set to be nothing more than US tools in all this. In all respects no actual and factual evidence was thrown out in the open. If that was done Huawei would have lost pretty much every non-Chinese contract, the fact that the BS is spread even larger with absence of evidence gives more reliability that there is no real security danger and it is more a tool for some to get the slice of 5G pie, probably at the expense of a monthly data dump, nicely mailed via UPS to: N 11600 W, Saratoga Springs, UT 84045, USA. That alone should give us the goods on who to trust and who to be cautious of. In all this, no evidence has been presented to the public (and their right to know) on how Huawei is a threat to our security. The fact that I believe that this is all bogus in one thing, the issues seems to be blown up as everyone takes a queue from John Bolton, that whilst the setting “Five Eyes is an alliance between Canada, New Zealand, the United States, Australia, and the United Kingdom that facilitates collaboration in intelligence activities” gives us that there are three in the dark, the UK might be around with the knowledge and the rest merely takes a queue form the US, which has seemingly been whispering like they did in the WMD in Iraq phase, you do remember that in the end, they were never found and it was merely bad intel. So in that setting whilst Corporate America, Canada and Australia are all in fear of their gap against leading Huawei, in that setting we are supposed to have faith on the American gospel on what constitutes a danger from Huawei? And now that we are made aware that the software solution used is an American one?

Yup, we have all kinds of problems and some are valid issues of concern as Edward Amoroso phrases it. Yet between a setting of concern and an actual concern is a mile long gap and whilst we acknowledge that Huawei has some fixing to do, until actual evidence is shown that there is a security breach, the only thing that the US can do is to offer a $229 instant price match for the Apple, or an $100 instant price match for the Google Pixel 2, or a $400 instant price match for the Samsung 9, why would anyone in this day and age pay more for the same, actually, with the enhanced batteries of Huawei you will still miss out, but that might be the smallest cross to bear. All this because some players just didn’t get the pricing right, too many fingers on the margin pie, that alone seems to unbalance the entire equation, because all these players will miss out when Huawei is given free reign there. In this the equation is no longer about security, it will be merely about greed and those enabling for it. Is that not equally important an element to consider?

I’ll be honest, I am still happy with my Huawei P7, it was really affordable against anyone offering anything and after 3 years working 24:7, where would you think I would look first? The one who had proven himself, or the one overpricing its brand (OK, with the Pixel at a mere $100 more, that is still an awesome deal).

When we decide on pricing it is one, when unreliable players in the game force us away from the affordable option it becomes a different stage and so far, the US has proven to lose reliability again and again when it comes to their version of security. To emphasize on that, check on all the printing regarding the Landmines in Yemen placed by the Houthi and the amount of articles that we see in the NY Times, the LA Times and the Washington Post. Now consider the impact of mines and why Americans seem to be eager not to inform you. By the way, that setting was almost certain a setting that Iran enabled, if you questions that (which is fair) then answer the simple question, where did the Houthi forces get 1,000,000 mines from?

We are kept in the dark on the wrong topics and it is time to set the limelight on those people keeping us knowingly in the dark.

 

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Playing the player

It happens, we sometimes meet those players who have it all, and they also have the ego and naive approach, so basically stupidity in a neatly wrapped package. This is not about one of these people, this is about someone who got to be smart about it and even as my psyche is slightly vexed and upset on the game played, I have to admire the fact on someone making close to half a billion playing it. We get to the Australian Financial Review (at https://www.afr.com/business/banking-and-finance/hedge-funds/nintendo-trader-who-made-a-massive-short-bet-against-the-games-maker-revealed-20180730-h13cmo). the title gives the goods with ‘Nintendo trader who’s made a $540 million bet against the games maker revealed‘, the quote “Gabriel Plotkin, head of New York hedge fund Melvin Capital Management, has accumulated a $US400 million ($540 million) short bet against the Japanese game maker, according to regulatory filings” and in normal cases this is not an issue, the market is all about ups downs, I get that (I might not agree).

It is also part of the problem here. You see, the Nintendo Switch has been breaking records since the start and whilst it is about to push Microsoft down into a third position, it is equally breaking several other records. It has surpassed the historic global sales of the first Xbox, the GameCube, the Wii U the PS Vita, as well as the Nintendo 64. It is unlikely to surpass the Original Nintendo Entertainment System (over 61 million) for at least another year, but we see that the Switch has surpassed most of its own lifetime sales except for one console and 4 handhelds. It has done that great in less than two years. With the additional revenue from the software which is also breaking new records, one would think that there is no stopping Nintendo, so when I reported on the issue that I had with the Analyst making those brash announcements on being short by 10%, I was not sure on who is riding the ‘expected sales’ talk and why expectations are so high, were they inflated to be artificially high?

Well, it seems to me that someone made a truckload of money on the work of others. I am honestly unsure how to feel about that. I think I have to accept that this is how the Wall Street game is played; I merely accept that I do not have to like it.

So when I see “Nintendo will report first quarter earnings on Tuesday after the market close. Analysts estimate revenue will rise 21 per cent from a year earlier, while operating profit will jump 58 percent“, I wonder how that game was played. You see, two days ago, I wrote ‘The state of the gaming union‘ (at https://lawlordtobe.com/2018/07/29/the-state-of-the-gaming-union/), and when I was confronted with “even Jefferies’ Atul Goyal, widely considered to be the most optimistic of all analysts when it comes to Nintendo’s prospects on the market, has slashed his price target for the company by more than 10 percent, attributing his depressed outlook on a concern that Nintendo’s sales for the Switch in 2018 may not meet expectations“, which came from https://gamingbolt.com/jefferies-analyst-believes-switch-sales-will-see-a-slowdown-this-year. This is an issue I have raised before. Not in regards to Nintendo, or gaming though. So how come that we see, and merely take for granted the words of an analyst giving us ‘missed target for the company by more than 10 percent‘, that whilst we see the records broken and the forecast is: “revenue will rise 21 per cent from a year earlier, while operating profit will jump 58 percent“, at what point was there any validity on slashing the stock price? Is there an interaction between analysts like Atul Goyal and Hedge funds managers like Gabriel Plotkin?

Am I the only one asking that question?

If it was a bubble and someone shorted on that seeing the bubble is bursting like in the Big Short, I say ‘Yay!’ to the one doing it, or better those making money of stupid people deciding to make bubbles and hypes. People making money from stupid people relying on greed is a nice thing, it is like instant karma watching a Cobra seeing a nice snack, only realising too late that it is a Mongoose and the snake ends up not having any dinner and becoming a meal himself. Yet in this case, we need to accept that Wall Street seems to have its own view on natural selection and that the price of getting mentioned there is that you are merely the next meal for some. Still, when it is a faltering Microsoft, an error full of Facebook, Equifax breaches, they all happen and they will therefor take a few additional hits. In light of all Nintendo issues, apart from one solvable issue, the Switch has been doing stellar and now the issue rises more and more that what analysts predict is almost like selling fairy tales and in that setting pragmatism and realism will never ever win. This makes me wonder on the checks and balances on forecast analysts.

I might be jealous that Gabriel Plotkin made close to half a billion, but the setting does not make sense. Many who are actually in this field might laugh out loud, and that is fine. Still, logic no longer applies here, 3+3 is no longer 6 and that offends my logical way of thinking. Apart from me having been pro-Nintendo for the better part of two decades, the math does not add up on the Nintendo Switch. Consider the parts

  1. At Amazon recently, the top 10 sales chart for games was 90% for Nintendo
  2. Nintendo Switch is still breaking records, still on a firm route to be the second largest next gen console, surpassing another player, which it had not been able to do since they entered the market.
  3. Seven Switch games published by Nintendo have sold over 1 million copies each. And “Super Mario Odyssey” has sold nearly 10 million copies. For a system this short on the market, these are stellar achievements. In addition “Super Mario Odyssey” is bought by almost 60% of those owning a Switch that is nothing short of exceptional, it might not have been in the old days where everyone with a PlayStation had Tomb Raider, especially with the large game market nowadays, but it is still quite the achievement.

When we see the demand for Nintendo Switch continuing, the sales racking up and the records that are currently being broken, how unrealistic were the forecasts from analysts? That is where my mind is at. So whilst we saw the 10% drop given two days ago, where was the reality there? That is what makes the issue for me, so when we see someone walking away with half a billion at the expense of Nintendo, the question becomes

Was the Market played, were both played and how was this play possible?

My mind tends to go towards the inside job equation. I cannot say that this is an accusation, mainly because I do not know or comprehend that market. Yet, I do know games and consoles and in all this, the setting of Nintendo does not add up. So whatever Melvin Capital Management and Gabriel Plotkin did to make this play out the way they have shown that they are really intelligent, no one denies that. Yet, in light that Nintendo got slammed because of this, in light of all the gains they have made does not add up for one iota.

Yes, many graduate from the London School of Economics will have a laughing field day on this, I get that, but the sentiment form me stands, the numbers do not add up because the forecast is set in a too unrealistic way from my point of view and that is where the people behind the screens create turmoil that seems unacceptable to me.

In this, the funny part is that Yahoo Finance actually gave me something that I do not agree with, but the phrasing is actually important here. With ‘Massive Short Bet Against Nintendo After Shares Drop‘, we see (at https://finance.yahoo.com/news/sac-alum-plotkin-makes-massive-050808098.html). the quote “There’s a new villain in the world of Nintendo Co. Gabriel Plotkin, head of New York hedge fund Melvin Capital Management, has accumulated a $375 million short bet against the Japanese game maker, according to regulatory filings. The former star trader at SAC Capital Advisors accounted for as much as 7 percent of Nintendo’s daily volume in recent weeks, contributing to stock declines since May that have stunned analysts” starts funny, because I am not certain if Gabriel Plotkin is a (or even ‘the’) villain, or the new Warrio. You see the part that we see is ‘contributing to stock declines since May that have stunned analysts‘, that was not the case, analysts started the 10% drop that started it all, the question is whether this was an intentional play to decrease the value of Nintendo, and if there was intent, do any of those analysts have any connections to Microsoft? If there is a villain Microsoft is a much more likely one than the facilitator Gabriel Plotkin seems to be.

the other quote that seems to be important here is: “Many analysts were bewildered when shares began dropping sharply in May, leading to the biggest gap in a decade between brokerage targets and the actual stock price. Goyal called the declines “shocking” at the time“, the quote seems to be in opposition to “the most optimistic of all analysts when it comes to Nintendo’s prospects on the market, has slashed his price target for the company by more than 10 percent“, which I commented on two days ago. Something made him slash the prices, so there was no shock. Now we get to the part on how Atul Goyal got from one place to the other. Did Gabriel Plotkin play Atul Goyal, or did they play the market together?

I might not have noticed if they had played Microsoft with their bungles on the Xbox and Surface fields, I might not have noticed on the PlayStation reaching certain levels of saturation, or even IBM, who got the ‘tits up’ claim from the Register. There would be an impact, especially with the ‘troubling storage underperformance‘ that their cloud had. Yet in opposition the Nintendo setting did not add up and I wonder if it ever will add up, unless certain analysts are proven to have set the stage of (intentional or not) creating an anticipation bubble that was too unrealistic. That was merely my view and I believe that I am not the only one having certain questions in all this.

Merely ask yourself on how stock drops 10%, that whilst operating profits are set to be jumping 58 percent in the last year alone and more profits are clearly in the sights of all who see what Nintendo is doing, creating, as well as achieving.

#SwitchIsLife (or so they allegedly say at Nintendo)

 

 

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Oman’s neighbour

You might remember the state of Oman, capital Muscat. There are several reasons to remember Oman, the fact that they got into the news last March with: “The Central Bank of Iran has allowed lenders to issue guarantees for Iranian businesses planning to invest in Oman or those who seek to take out loans from Omani banks” is merely one reason. The fact that they are next to Yemen is the actual reason to mention them. You see, when you look at Amnesty International, you see (at https://www.amnesty.org/en/latest/news/2015/09/yemen-the-forgotten-war/) the quote “On 25 March 2015, an international coalition led by Saudi Arabia launched air strikes against the Huthi armed group in Yemen sparking a full-blown armed conflict. Over the following three years, the conflict in Yemen is showing no real signs of abating. Horrific human rights abuses, as well as war crimes, are being committed throughout the country by all parties to the conflict, causing unbearable suffering for civilians” is the issue. Now, let’s be clear, Amnesty International is not lying to you, but the setting that led to it is equally important. The missing part is: “Houthi forces controlling the capital Sana’a and allied with forces loyal to the former president Ali Abdullah Saleh have clashed with forces loyal to the government of Abdrabbuh Mansur Hadi, based in Aden“, the setting is ‘former president Ali Abdullah Saleh‘ versus ‘deposed president Abdrabbuh Mansur Hadi‘, deposed by the Houthi’s who had instigated a Coup d’état. I will admit that it is more complex than that (or better stated there are additional unmentioned facts here), yet the forced deposing of the then president Abdrabbuh Mansur Hadi is still an issue; he went for help towards his allies.

That part is an important part that is missing. After that things went from bad to worse with on the frontlines Iran using Hezbollah enabling the deniable launching of missiles on Saudi Arabia, that is a clear setting and this escalation has no sign of letting up or slowing down.

Now we get the setting that Bloomberg is giving us. the setting (at https://www.bloomberg.com/news/articles/2018-07-26/yemen-rebels-say-they-attacked-abu-dhabi-airport-with-drones), with the headline ‘Yemen Rebels Say They Attacked Abu Dhabi Airport With Drones‘, the issue is not merely that they have access to drones, the setting of the Iranian missiles and the fact that the Houthi’s are attacking both Saudi Arabia and the UAE (which is denied by the UAE) gives rise to other parts. with the quote “The source confirmed that the drone, Sammad 3, begun its operations by targeting Abu Dhabi International Airport with several raids, in response to the UAE crimes against Yemen” gives rise to the setting that this is no longer merely a Houthi versus the world setting, the entire premise that not only was there a new Drone developed, the Sammad 3 is also actively attacking the UAE, the question becomes is this done via Saudi Arabia, or via Oman, not merely transgressing on their sovereign land, but is it done whilst some in either government was aware? The direct path via Saudi Arabia makes more sense as there is a whole lot of nothing in that region. The second question becomes: why strategically deploy in this way? We might accept that whatever the Yemeni have is nowhere near what the US has, so it will be less than $12M per drone, but how much less is it?

In addition, what is the operational ability of the Sammad 3 (the speculated drone in question)? When you look into the timeline that one announcement comes after the announcement of the Sammad 2, whilst increasing the operational support 10 fold is also suspicious on a few levels. You see, every system increases as becomes better, but 1000% increase is a little much by any standard. Even as we accept that some strategies are better than others, Middle East Eye gives us: “Since the Saudi-led coalition launched its war in Yemen in March 2015, the UAE has been a key player. Yet, while Riyadh’s goal has been to restore President Abd Rabbuh Mansour Hadi to power and crush the Houthi uprising, Abu Dhabi has focused more on the south, training security forces to secure its own geopolitical ambitions“, in this we might question some actions, and they are to some extent, yet the overbearing issue is that there is an Iranian finger in this pie. Only 14 weeks ago we were treated to: “The Yemeni government says that Iran supplied the Houthi rebels with drones used to attack Saudi Arabia. On Wednesday, Riyadh said it shot down two drones in the south of the country and intercepted ballistic missiles launched by the Houthi forces in Yemen. The drones are “made in Iran”, said Yemen’s internationally-recognised government on Saturday. It added that the country’s military did not possess such aircraft and it was “impossible to manufacture them locally””, this not directly contradicts the Bloomberg news by Mohammed Hatem. You cannot erect a drone solution in this short a time span, not even if you had all the Viagra in the world, so the tool erected setting of Iran trying new tools in the political and escalating statement arena regarding ‘drone strikes’ is more than an issue. When we see the news given from Almasirah Media Network with ‘Air Force Unveils New Drone, Sammad 3‘, are they the tool or, was the statement by The National who by their own words are ‘committed to serving the local UAE community‘ misled and they are misleading the UAE community? You see one of the two is true, not both. No matter which path is the real one, it is my personal opinion that none of this existed without Iran, they are in the middle of this and the other media sources are trying to steer clear as some are trying to ‘save’ an illusionary deal with Iran that was never a real prospect to begin with. No matter which one is true, the Yemeni population remains in the middle of it all. there is a second side to this, the events in the red Sea where a tanker was hit is now stopping transfer of oil via the Bab el-Mandeb strait, potentially upping oil prices. It is a clear intentional push for the US to get involved, especially after we were told “A huge tanker with a shipment of oil from Saudi Arabia bound for Egypt was damaged by a missile attack from the northern Bab el-Mandeb strait in the Red Sea. The Houthi rebels in Yemen, armed and financed by Iran, were responsible for the attack. It happened in the wake of the renewed exchange of threats between the United States and Iran, which could also hurt the oil market” (source: Haaretz), in addition we got “Iran’s Quds force chief Qassem Soleimani said on Thursday that the Red Sea was not secure with the presence of American troops in the area”, so there is a much louder setting that Iran is willing to escalate towards direct outspoken war. I reckon that as Europe is becoming meaningless, the direct involvement of Iran will turn defeat to victory. That is not only not given, there is every chance that the UAE and Saudi Arabia will make a united front, in addition, the naval actions could be bad times for Egypt, so there would be additional support for Saudi Arabia and the UAE. The questions will soon become, where does Qatar stand in all this and what are their options. They have their own worries as accusations more and more ridiculous are hitting the media. It seems that the Sydney Morning Herald is becoming the joke of independent journalism, whilst merely parroting that idiot Martin Ivens (as I personally see him in all this) on “In article published by The Sunday Times alleges the Qatar bid team used a PR agency and former CIA operatives to disseminate fake propaganda about its main competitors, the United States and Australia“, whilst the Sunday Times still has not given the people the millions of documents he stated he had with the previous accusations, so we can all optionally agree that Nine Networks is now wearing the pants in the new merger. That matters, because some are not merely tailoring to the needs of places like (censored name of sponsor), they are setting the stage for unsolicited change and through these events they are adding needlessly to pressures in the Middle East.

Pressures that need avoidance because the expression ‘If you have to fight, fight like a cornered cat‘ is a role that Qatar could be pushed into. I actually prefer the Dutch version of that expression which is ‘A cornered cat can move very unpredictable‘, that is more worrying, because the unsubstantiated accusation are an actual issue on a few levels now. so when we see “the alleged smear campaign included paying a professor $US 9,000 to write a damning report on the economic cost of a US World Cup, recruiting journalists and bloggers to promote negative stories in the US, Australian and international media, and organising grassroots protests at rugby matches in Australia“, we demand to see that report, as well as all other evidence; we need to be shown clearly where the lies in that report were as well as the other evidence. Is that not simple? Show us the ACTUAL evidence!

All these settings are important. We can vocally set the stage against Iran (like I am doing with both evidence as well as a comic look at the two images earlier), and I can look at the presented and i am using the published details available to me with all the settings that are open to the audience at large. I never proclaim to have all the wisdom in the world, yet hiding behind ‘unnamed sources’ and ‘unpublished evidence’ like the Sunday Times, whilst I regard them because of that as nothing more than a mere courtesan to sponsors, that is how I see their actions, when the need to investigate FIFA was there, these media buffs were all about the hooker in the bookcase, the entire setting of the media had become questionable. The setting of the Garcia report, whilst the newspapers and media failed to hammer down on Hans-Joachim Eckert, so when we got the ‘refused to publish on various legal grounds‘, who went after Hans-Joachim Eckert? the entire matter also involved the Qatar 2022 cup bids, so as it stands, we need to make sure that places like the Sunday Times and the SMH are now also optionally the spreaders of Fake News, but that is apparently not the case when they have their unnamed sources.

Even as I spoke out in the end against Qatar 2022, it is only because of the stage that Qatar found itself in. It is not up to me who got them there, some was all their own doing, but a larger part was the act of smear campaigns that we see now. Almost four years of smear campaigns. If we are to actually do something about it, then EVERY newspaper is to offer the 350-page report of Michael J. Garcia from September 2014 on their website with a full page 3 summary of the report. That is the first moment that we can start taking journalists serious again (possibly with the Sun as the one exception). It is my view that anyone who was part of misleading regarding Qatar, or in the other direction supporting in falsehood the Qatar bid should be barred for life from every official sport event. It is the only way and that is merely the one side-track that the Yemen situation now calls for. With Iran upping the stakes in Yemen and with alleged drone strikes on UAE and actual attacks on Saudi Arabia, how long until one of them sees a reason to lash out against Qatar? You see, the plot is also thickening when we see the Iran increasing non-oil trade with Oman by 136% in the last quarter alone. That is half a billion in value, now we can agree that every nation has and needs trade, so I would be the last one to state against it, yet there is every indication that Iran is trying to set the mood fir additional change. Some will remember the setting last year when we were offered “Bank Melli Iran and Bank Saderat Iran will resume their operations in the Omani capital Muscat which had halted during the sanctions that cut off Iran from the international financial network“, this is now seen against the news from March when we saw ‘Iran, Oman resolute to grow banking relations’ with the additional quote “Drafting an operational and practical program with opening joint accounts based on the national currencies of Iran and Oman, independent from foreign currencies, should be considered as one of the requirements of developing banking relations“, so what happens, when the setting of the national currencies becomes the foundation of a credit swap where oil is the determined value? It is merely one step away and the US crying for cheap oil is that one element that could make it happen. The US not acting against Oman, whilst knowingly allowing for the swapping of Iranian originated oil based CDO’s is not that far stretched, is it?

Now we have billions in funds, an operational drone team and additional Hezbollah populists trying to set the stage in Yemen. there is support for that view (to the smallest extent), Arab News two weeks ago gave us: “Yemen’s foreign minister has called on Lebanon’s caretaker government to “rein in” Hezbollah and its aggressive tactics in support of the Iranian-backed Houthi militia“, whilst in addition, whilst the National gave us last week: “The UAE Embassy in Beirut has denied claims made by Lebanon’s pro-Hezbollah Al Akhbar newspaper regarding an “Emirates Leaks” report that says Abu Dhabi is applying pressure on Muscat over the Qatar crisis. The embassy has called the leaked diplomatic correspondence from the UAE Embassy in Muscat “false” and said that it was aimed at creating tension with Oman“. We need to realise that the two are unrelated articles are merely that. One has apples, the other pears and the fact that they both represent pieces of fruit is no evidence, changing one of them into oranges does not behold additional truth that should be clear. Yet the stage where Iran decided to increase trade by 136% is a shown fact and Iran has been doing something similar with Turkey which has not given Turkey an additional amount close to $5 billion in the last 6 months alone. Iran is setting a trade stage where in the end, in light of their devaluation and monetary value can soon (or already) only be honoured with oil, how quaint!

It is not merely the plans in place, it is the funding that these projects require, that is where it seems to make sense, but it is not a given that those are the only paths that are being trodden. You see, there is still the Uranium enrichment program that is worked on. With those in the works, we see the need for serious amounts of cash, skills and equipment, all that from a setting where the infrastructure was no longer able to meet the financial needs and the commitment from Iran towards Yemen by the Iranian commander in chief shows that the next step is not that far away, they will need resources and there is now at least a partial setting in place where the facilitation is close to complete. From my point of view, lowering the pressures on Qatar allows Qatar to walk away from Iran as far as possible limiting the options that Iran has, and that is an essential requirement at present.

Even as we see several sources give us lines like: ‘Oman and Kuwait has taken a neutral position in the dispute involving Qatar‘, I am actually less and less convinced that Oman is completely neutral in all this. Is the trade merely growing sympathy in Oman, or is news from places like Sarfayt and Dhalkut changing the sentiment that the people in Oman have? I actually do not know, but something seems to be stirring in Oman, perhaps it is not a pro-Iran feeling, merely a lessened anti-Iran sentiment, they are not the same. What does matter is that all this is escalating giving Iran more options in Yemen, to counter that outside of a full scale event in Yemen is to take away the available fuel that Iran has and I think that removing pressure from Qatar is a first step in all this. Should this be successful, we might see a setting where Oman feels less comfortable having strong ties with Iran, which seems to serve everyone’s purpose (except Iran of course).

 

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The state of the gaming union

We see that there is a lot to rejoice about, yet there is in equal measure the need to take a moment, to stand still and realise that we have come to the crossroads. Some might realise that crossroads aren’t merely places where you take decisions, it is also a place where an 18-wheeler drives over you and that driver will not even notice the minimalized bump in the road that you at that point represent.

For Nintendo the initial ‘bad news’ moment is seen (at https://gamingbolt.com/jefferies-analyst-believes-switch-sales-will-see-a-slowdown-this-year), where we get: “even Jefferies’ Atul Goyal, widely considered to be the most optimistic of all analysts when it comes to Nintendo’s prospects on the market, has slashed his price target for the company by more than 10 percent, attributing his depressed outlook on a concern that Nintendo’s sales for the Switch in 2018 may not meet expectations“, which is an interesting way to put the setting, where we see that in two years, even with diminished sales, it implies that in March 2019, 38 million Nintendo Switch consoles are to be sold. Reconsider the number; by March 2019 Nintendo will crush the total lifetime sales of the Xbox One. So when I hear the utter BS approach on the ‘not the metrics of success‘, I wonder if they actually had an overwhelming presence, if they would be in the same stack of those in denial.

So as Variety gives us (at https://variety.com/2018/gaming/news/xbox-one-sales-1202796674/) the quote “Microsoft reiterated that it still doesn’t share the number of Xbox One sold, but this time explained why, noting that it’s using a different “key metric for success.” “We are continuing to look at engagement as our key metric for success and are no longer reporting on total console sales,” a spokesperson told Variety“, which is nice in a pigs eye. You see it is only 25 years ago when we were drowned in facts like: “The number of licensed users of Windows now totals more than 25 million, making Windows the most popular graphical operating system in the world“. That was nice, we agree that they did some good in those days, or should I say that this does not the reflection of a winner when they are left to announce that ‘the most powerful console in the world‘, is about to become the worst selling one. The fact that they always thought themselves so much better than Nintendo, with what some insiders hinted at was technologically not as powerful (that was a statement on the Nintendo GameCube against the first Xbox). Now that this so called overpowered console is merely number three is what I expected they were heading, the moment the world presentation of the Nintendo Switch was on everyone’s YouTube screen.

Now that the realisation is here (well almost) on their retinas, now they change the metrics. Its fair enough, they are allowed to do this. It is how you present a failure, one that could have been prevented 5 years ago. Now that the second tier of opposition could move against Microsoft, they need to realise that implied settings are up. With the need for new directions, we see that Microsoft now goes into other directions on marketing a new setting. Wired gives us this (at https://www.wired.co.uk/article/xbox-scarlett-game-streaming-xbox-two), with “However, the Project Scarlett rumour suggests that rather than its tried and tested business model of releasing a high-powered console to sit under your TV, the potential successor to the Xbox One will instead be a bespoke unit to stream games from the cloud” we see an optional path that could optionally backfire even more. You see, the shift that is speculated on with: “The prevailing rumour, spotted by Thurrott, is that Microsoft will release both a traditional console for high-end enthusiasts – likely building on the powerful Xbox One X, released in 2017 – as well as a cheaper model that will be streaming-only“, so how long until we see congestion on a new system, whilst the previous developed system is just too shallow? That and the overbearing marketing that every console shows are in equal measure showing to be aggravating to too many gamers at present. So when we see “Although Game Pass titles are downloaded to your local console, it could show Microsoft is developing a server structure to support streaming games to players in future. The Xbox Game Pass payment model would also be easily transferrable to a hypothetical ‘Xbox Cloud’ subscription for owners of the proposed streaming box“, we do see a solution that works from the Microsoft point of view, yet as games get bigger, and when we consider the recent blunder by intellectually challenged Bill Morrow of NBN when we were treated to “Morrow “didn’t ‘blame’ online gamers for congestion on the fixed wireless network”, because the real culprit is “concurrency” (that is, too many users hitting the network at once with bandwidth-hungry applications. Like video streaming. Or gaming), “in addition to higher-than-expected take-up and consumption”“, so he rephrased him blaming the gamers, yet with ‘Like video streaming. Or gaming‘, that whilst the clear evidence was that this was clearly the wrong statement to make. Two replies give us “Online gaming requires hardly any bandwidth ~10+ megabytes per hour. A 720p video file requires ~ 500+ megabytes per hour. One user watching a YouTube video occupies the same bandwidth as ~50 video gamers. The NBN chief might not be suitably qualified for this role.” So as non-qualified as Bill Morrow is expected to be, the second part is “The NBN is unable to cope with current demands, so projected increase in demands points to a crippled system in the near future. Billions wasted and potential destroyed“, this now reflects back on part of the speculated Xbox Johansson, nay Scarlett. You see, when those on a small budget are forced to stream, apart from the internet connection that they might no longer be able to afford, gives us that the Australian NBN congestion is pressured by an expected few millions of Scarlett users. Yup! That should solve it and even as we see an increasing amount of congestion articles pop their heads up; we see Microsoft moving into a cloud set streaming solution. So instead of fixing the flaws they had, they merely push their heads in the sand and give us another path to frustration. So as Network World gives us: “As enterprises accelerate their move to cloud, including the growing trend toward cloud office suites, such as Office 365 and Google Suite, where users expect LAN-like performance, challenges are mounting. According to Microsoft, Office 365 is growing at 43 percent, and as of the end of 2017 was boasting 120 million active users. A 2017 survey by TechValidate noted that despite increasing both firewall and network bandwidth capacity, nearly 70 percent of companies experienced weekly network-related performance issues after deploying Office 365. Gartner’s 2018 Strategic Roadmap for Networking, released earlier this year, noted that nearly all enterprises will need to look beyond MPLS and at re-architecting the WAN to optimize for cloud“, Microsoft is now ready to push as many gamers as possible in the setting where minimum packet settings are stretched to the age of 8-bit gaming. Yes, that was always going to be a good idea. Oh, and if you think that this is harsh, consider those providers taking the cheap way out initially in offering 5G like services on their 4G systems. Yes, these are different systems, yet the WAN is still used to push data across and now add 10 million players all downloading the speculated size of an 85 GB 4K game, so how long until that starts backfiring?

Now, we understand that Microsoft had to act and over time, the cloud would actually be for some a solution, that whilst we need to store the games somewhere, so what happens when up to 30 million Xbox gamers have to download amounts like that on a weekly foundation? How long until the pricing setting of the internet changes? How long until gamers are pushed into a corner on usage? When those gamers actually need the bandwidth of those watching 4K movies via a YouTube solution? This goes a lot wider than merely Australia and the UK, when we look at current congestion in New York, New Jersey, California and Texas, when those points get a setting that is no longer YouTube to gaming as 50:1, now it shifts to 4:1. How long until systems start to buckle?

Lets all be realistic, we do not know what the Xbox Scarlett is exactly, but the setting that the lifespan of the Xbox One X is to be less than 2 years, that is still a setting that is worrying for anyone who bought the Xbox One X this year. In the end, Wired speaks about the ‘genius step’ and gives us “Those who favour a physical collection, lack sufficient internet speeds, or simply want the bragging rights of having an incredibly powerful console can get the latter, while more casual or progressive – depending on how you view it – players can opt for a streaming device with an ever-evolving backend. With Sony and Nintendo investigating streaming, too, it might not only be Microsoft betting its future on the clouds“, we need to realise that the setting of ‘lack sufficient internet speeds‘, is partial denial. It is the setting of congestion that comes with the setting that gamers are likely to face as everyone is downloading the Netflix and subscription fee software solutions. All this did not require the New Xbox Scarlett; it merely required the Xbox One to have decent storage, something many have thrown into the faces of Microsoft. And there is nothing against the Scarlett, over time (2021-2023) that need would have optionally been clear, but in this stage where bandwidth is a bottleneck in many places, now it is about lousy timing, whilst we see the lack of care towards the gaming community by Microsoft. So even as they are in a stage where they look at ‘different metrics‘, the chances of many more future ‘former Microsoft fans‘ are moving to another platform.

In all this Sony has been on a similar step, we saw that with “Sony has been experimenting with cloud gaming through its PlayStation Now service since 2015, which allows players to stream classic and contemporary PlayStation titles to both PS4 and PC“. We see that there is in part a path here, but the setting that we need to see is ‘classic and contemporary PlayStation titles‘, games that tend to not go beyond 5GB, just like the Xbox 360 Games, and it is a perfect and as Microsoft is re-enabling those games on the Xbox ne, their gamers rejoice, no one denies that, yet try that with AC Origin 4K at 105 GB, or Assassin’s Creed Odyssey 4K 110 GB (speculated). Now stream that to all those users. There are no clear sales numbers for AC Origin (over all systems), but it goes into the millions, AC Origin was able to recapture many lost fans and that is likely to press towards even better sales of AC Odyssey. So when those are all cramping the networks, how long will it take to get it all on the systems and more important, is there even space for that game on non-PC systems?

This is the state of gaming. We are faced with more needs, better connection and more bandwidth. Some of it will be felt no later than the end of the year. The question becomes is it mere folly from some?

Is it folly or foiled folly?

With Microsoft that is hard to say, the steps are not outlined, so we need to take care not to rely on rumours until the official unveiling is done. Even the more reliable places (GamesRadar and Wired) are full of speculation and ‘expectations’, which is a dangerous setting to have. Even I am in a dangerous place, because my speculations are based on several settings, but not on the official word from Microsoft (which has been a lot less reliable lately). I personally believe that the hardware and OS fixes could give the Xbox One X at least 2-3 years, whilst we see the optional maturity of GamePass and other streaming solutions. No one denies that these paths will give options and opportunities, but remain sceptical on the setting that is relying on an infrastructure that is showing fatigue and dangers of buckling in several places, angering Microsoft gamers even more, in a time that Microsoft really cannot afford angering their gaming population.

All this is about to be the second round in the console wars, we have seen the equally speculated setting of the PS5, and there are already the speculated articles on how one is better and more optional in versatility then the other. Yet in all this Microsoft never stopped harassing the users, even after it had to back paddle on ‘always online‘, this is a setting that is still fresh in the mind of players, so there is that issue to consider, in addition, all this comes to light AFTER the Nintendo Switch will have surpassed the Xbox One total sales within 2 years, so there is that stinging pain for Microsoft to consider. In addition, the Nintendo Switch hit Sony equally hard, even as Nintendo cannot surpass total sales of the PS4, the monthly sales has set Sony to the number two spot behind Nintendo, so they too need to up their game. Even as we see that the Sony following is massive, the next generation will not be about total consoles, it will be about software sales and at present Nintendo Switch is breaking all the records.

I also predict that there will be a shift in gaming on another level. As we see the records that Fortnite is breaking, we need to realise that the indie developers are going to be a lot larger next time around. We have seen great work from some of them and even as we will not deny that Ubisoft and Bethesda take the lead, the Gran Turismo of outer space (Elite Dangerous) has now surpassed 2.75 million copies sold, in a multi-billion dollar industry that mile stone gets noticed by everyone. Add to that Subnautica, one of the most original RPG survival games this decade, which is now at the 2 million copies market, all three makers realise that as software sales is king in the next round, the indie developers will take a much more central role in gaming than ever before. I still have high hopes for the slightly delayed remastered masterpiece called System Shock. Nightdive is showing to up the ante by a fair bit and even as some have played the game before (close to 100% of all kick-starters), the setting that we forget is that some titles are even grander then the original was, because the remastered edition gets to enjoy 20 decades of gaming evolution, whilst the gamer was unaware of that shift. The same is seen with the new Resident Evil 2, so when it comes to gaming, some of the amazing works in the past are likely to be even more overwhelming in the new jacket, so as consoles are given new opportunity to create engagement, both Sony and Microsoft have forgotten to adhere to those levels of engagement in almost equal measure. There are other opportunities here, but that lies with some of the visionaries that also heeded the calls I made last week, making me correct in all this one additional time.

Even as the future of gaming might be uncomfortable to some degree for one of the players, it seems clear that overall gaming remains gaining forward momentum, that is, unless some will rely on congestion not to become an issue ever, at that point all bets are off.

Yet, for the Switch, their prospects are actually better than ever before, even as some claim that the targets will fall short by 10%, the selling for games in Japan alone surpassed the 5 million mark this year, which is actually excluding all the sales in the eShop, so they are already making quite the leap forward. In equality, Microsoft with GamePass is seeing large gains there too, giving us the clarity that the gaming future will be about the software sales to a much larger extent than ever before.

 

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