Tag Archives: Microsoft

That sinking console feeling

I stated it in the past, I was even going to be cautious on the numbers, yet the banging buck that the Nintendo Switch is bringing, is now completely bringing down the house. Last November, numbers were given out by certain sources (not Microsoft) that the total Xbox One sales had surpassed the 31 million mark. It had taken well over 3 years to get to that number, yet Nintendo has now clearly surpassed the 14 million mark in less than a year and the sales numbers are still rising, rising a lot faster than even Nintendo expected, the forecast now is that in two months the 17 million mark will be reached, meaning that in a little over 1 year the 50% mark against Microsoft is reached. Even a Microsoft marketing is still hiding behind ‘the most powerful console‘, other publications, especially in the UK are now getting on the bandwagon I proclaimed six months before the very first Xbox One was released and the technical flaw is only getting worse, especially with the space that 4K games need. This is not a David versus Goliath, this is now becoming a fight between one that is trying to be the coolest (and apparently the most powerful one) against one that is about having the most fun. So when you consider the price your ego is trying to cost you, what would you do?

Now, there is no way they get close to the Sony numbers any day soon, but the long term view for the Switch is that this console could potentially equal the total sales over time. This is becoming more and more realistic as the list of PS4 players who want a Switch on the side, that group is actually growing rapidly, and it as massively surpassed the group of people who had a PS2 and any kind of Nintendo on the side. So even as there is no threat for the PS4/PS4pro, there is now a clear indication on where Sony would need to grow its software arsenal, mainly because from the past as it was, Nintendo is re-establishing itself as the family fun system that the GameCube and Wii used to be, in this Nintendo is getting more attention from parents at present, a dilemma that Sony would want to fix fast and with quality fun based games.

There is an additional jump, with some of the more power pounding games like the original Dark Souls, Skyrim and their unique label with a new Pokémon RPG, there will be less and less reasons not to get the Switch, or optionally a Nintendo Switch on the side. I saw the winner it would be when the Switch was presented in the world premiere, but even I am amazed at the rush to sales it became. I knew that Microsoft would take a rating loss, but that the Switch console is now optionally closing in on the current total sales of PS4 over time is something that I did not see coming, of course the fun part will also be on how Microsoft moves into third place on the console market around 2019, at that point I wonder what excuse they will use. Perhaps they will blame the Azure Cloud resources, let’s face it, the Xbox One is uploading Gigabytes of console data to it, whilst Microsoft support stated that this issue is with our internet provider. So as we can see that it will take Nintendo a while to get there, the vibe is that they will actually pull that off. If they add and re-master Metroid Prime 1, 2 and 3, this closing gap is almost a certainty, because over time none of the consoles ever got a game franchise like that produced. As Nintendo is now starting to embrace remastered games and is also looking into the PS2 range, whilst the makers are potentially upgrading those games, other developers will see options and larger fortunes by remastering some of those golden oldies (Dark Souls is already announced). I will go one step further, if Nintendo gets their fingers on some of the Dreamcast titles, for example Soulcalibur and Fur Fighters (which has always been a personal favourite, but not the PS2 edition, that one was mucho yuck), they could increase their market share and increase it faster. So there are over 600 games on the Dreamcast and over 1800 PS2 games. So, if only some of the 95%+ games are remastered, the Switch owners could end up with a decent amount of games from the ‘totally addictive‘ and ‘blowing my game mind on fun‘ category and that is before the older PC game makers consider what an opportunity the Switch is for them as well. Not to mention all the IOS and Android developers, who would be able to add a large chunk of players. They could also gain speed by offering the cross platform choice like Minecraft did. So Owners of one platform could buy the new platform version for a mere $4. I updated from PS3 to Xbox One and Xb360 to PS4, for $8 instead of $24, that is a real saving!

With the Switch, Nintendo did not just break the mould in gaming, it could potentially replace it with a titanic sized golden statue named ‘opportunity‘, because the events as given now don’t just show just how Microsoft missed the calling, it in equal measure could potentially show that Sony needs to up its game high to not fall victim to closing gap of gaming fun aimed populous, a fight that we have not seen before. The first PlayStation became well established before Nintendo could grow to a better placement, now that people are realising that it is about the quality of the game. Even as I found it hilarious that the Switch supports up to 2TB, whilst the ‘most’ powerful console with 4K gaming cannot get past 1TB. How you like your Xbox One X console now? We clearly see that Nintendo is laying down the gauntlet for both Sony and Microsoft, we can see that in numbers Microsoft is pretty much done for, but the fact that that little Mario will in the future get closer to what Sony has (closer not catch up) is something the markers could not have foreseen.

So where is the evidence?

Well, most of it has been reported by the Guardian, IGN and a few other gaming sites, some of the numbers are from Statistica and VZCharts. It is my personal view that gaming is about fun (challenging fun at times), it is not about 4K gaming, although we all agree that the identical game on 4K and Switch will look better on the 4K system, there is no denying it. Yet that is where Microsoft marketing is hiding, and whilst we can all agree that Assassins Creed Origin in 4K is an amazing feat, which it is without any reservations, the issue that the Xbox One will support in 1TB around a dozen games in total before it runs out of space, there are already articles out where gamers ran out after 14 games. Considering that Forza, Gears of War 4 and Halo 5 are around 100Gb, whilst several other AAA games are somewhere between 70 and 85 GB, I am surprised they got to 14. The utter stupidity of saving on a drive twice the size for a mere $15 is shown in the most gruesome way. If only Microsoft had done what Sony does and let the gamers upgrade the drive themselves, this issue would be close to non-existing, but now it is and it is happening whilst Nintendo is moving in, and it is moving in with the optional storage that is twice their size, it gives the gamer and the consumer confidence in that brand, something Microsoft should have realised a long time ago. I foresaw this and wrote about it (at https://lawlordtobe.com/2013/05/24/spin-dryers-by-microsoft/) almost 5 years ago, that was long before there was a 4K option, the issue was already clear at that point. That point alone gives clear evidence that Microsoft does not really care about its gamers, merely about their revenue and their Azure cloud, that alone should anger people and that is why Nintendo is catching up so much faster than anticipated (this is a personal assumption). You see, you might have the most powerful console in the world, but when its management team ignores its user base, that contraption will end up on the side of the road like an Ford Edsel, catching dust, rust and leaving the gamer without trust.

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Insights or Assumptions?

Yesterday’s article in the Washington Post (at https://www.washingtonpost.com/news/global-opinions/wp/2018/01/22/the-rise-of-saudi-arabias-crown-prince-reveals-a-harsh-truth) is an interesting one. In this article Professor Bernard Haykel gives a view on the issues we are optionally likely to see in Saudi Arabia. I am not sure I can agree. You see, he might be the professor of the ‘Near Eastern Studies and the director of the Institute for Transregional Study of the Contemporary Middle East, North Africa and Central Asia’ at a prestigious place like Princeton, but my pupils tend to shape like question marks when someone’s title requires 13 words to be merely one part. We see in the article “depict him as power-hungry and corrupt, and cite these two impulses for his behavior and policies. When King Salman designated MBS as his heir in June 2017, MBS effectively became the most powerful man in the kingdom. And despite ill-advised purchases (including a yacht and a French chateau, which have cemented the impression of the crown prince’s greed)“, so how does that work? You see Prince Mohammed bin Salman is wealthy, his family is very wealthy, and as such is a yacht a splurge? It would depend on the price. Second there is the mention on a French Chateau. Well, I have taken a look and I fell in love with a house in France too, in Cognac (my favourite drink). The house (at http://www.rightmove.co.uk/overseas-property/property-58209296.html), has 7 bedrooms, is amazing in looks and in a nice village. The amount comes down to a little over a million dollars (money I obviously do not have), but consider that the same amount will only get you a decent 2 bedroom apartment in the outskirts of Sydney, within some suburbs and in the city, those prices will go up from 250%-1500%, depending on how outlandish your view needs to be, in a measly 2-3 bedroom apartment. So how does that make the Crown Prince greedy? Now his choice is a chateau 50 times that price and a family that owns billions can splurge a little. His place is west of Paris. And let’s face it, as some economies are going, having your money in something substantial is not the worst idea. His second splurge, linking him to greed and power hunger is a yacht. So how does that leap rhyme? I have no idea and I find the professors view slightly too speculative. Yet, the man is not done. He then gives us: “MBS is trying to deal with a harsh truth about Saudi Arabia: The kingdom is economically and politically unsustainable, and is headed toward a disaster“. There is a truth in that. As Saudi Arabia is dependent on oil, there will be a lull in their lives, as the need for oil exists, with prices going down, there is no real prospect of fixing it, but wait that is exactly what the crown prince is doing. He is setting forth his 2030 view, a growing move away from oil dependency, which is actually a really good thing to do. It does not make him greedy, merely a visionary that technological evolution is essential to the continuing future of Saudi Arabia. We then get two quotes that matter. The first I already gave light on with “a sclerotic state with limited administrative capacity and an economy that is largely reliant on declining oil revenues“, yet sclerotic? That means “losing the ability to adapt“, which is exactly what the crown prince is trying to achieve, adapt the nation to other options and new ways. The second is a lot harsher, but requires additional focus. With: “a venal elite comprised of thousands of royals and hangers-on who operate with impunity and are a huge drain on the economy. It is saddled with a bloated public sector which employs 70 percent of working Saudis, and its military is incapable of defending the homeland despite billions spent on armaments“, so we can argue on the wisdom of ‘employs 70 percent of working Saudis‘, I am not stating that it is true, but when we see Walmart in the US, who employs 1% of Americans pumping billions of profit into that one Walton family, we should wonder how wrong the Saudi actions are. So we might not see corporate greed like in the US, but is one method better than the other? I am not sure that this is the case. The other part I need to comment on is: “its military is incapable of defending the homeland“, what evidence is there (it is not in the article at all)? Let’s not forget that Iran has been a warmongering nation for DECADES! How many wars did Saudi Arabia get into? There was the Saudi -Yemeni war of 1934, The Gulf War, where Saudi Arabia was a member of the allied forces, the Saudi intervention in Yemen and the current upcoming conflict with Iran. So, regarding the inability to defend the homeland? Is that perhaps merely gesture towards the incoming missiles from Yemen? Well, we can bomb the bejezus out of Yemen, but it would imply thousands of civilian casualties as these people are hiding in the civilian masses. Something they learned from groups like Hamas and Hezbollah I would reckon, but that this is merely an assumption from my side. I found the restraint that Saudi Arabia has shown so far quite refreshing.

I am not stating that Saudi Arabia is holier than thou. Like any nation, it makes mistakes; it has views and a set infrastructure. It is moving at a pace that they want, not the pace Wall Street wants, which is equally refreshing.

The article gives us truths, but from a polarised setting as I see it. Yes, there is acknowledgement on the achievements too, in both the directions of the USA and Russia, and we can agree that just like 86% of all other nations (including the USA) that the economy is a weak point. So how is America dealing with a 20 trillion in debt? From my point of view, the USA has not done anything in that direction for over a decade. Instead of lowering the corporate tax to the degree it did, it could have left it 5% higher and let that part be reserved of paying of the debt and interest, oh right, the 5% will not even take care of the interest at present, so as such the USA is in a much worse place at present, which is not what the article is about, but we should take that into consideration, and the end of the article? With “Ultimately, MBS wants to base his family’s legitimacy on the economic transformation of the country and its prosperity. He is not a political liberal. Rather, he is an authoritarian, and one who sees his consolidation of power as a necessary condition for the changes he wants to make in Saudi Arabia“, is that true? The facts are likely true and when you employ 70% of a nation, economic transformations are the legitimacy of that nation. There is the one side Americans never understood. In the end, Saudi Arabia is a monarchy; their duty is the welfare of that nation. So it does not make him authoritarian (even as he might be seen as much), he is the upcoming new monarch of Saudi Arabia, a simple truth. Within any monarchy there is one voice, the King/Queen of that nation. So it is in theory consolidation of power, in actuality it is a monarch who wants all voices and looks to be towards an area of focus, what that is, the future will tell, but in the end, until the Iran-Saudi Arabia issue is solved, there will be plenty of space for chaos.

In this his path is clear and that is the part the professor did illuminate too. With: “MBS is trying to appeal to young Saudis, who form the majority of the population. His message is one of authoritarian nationalism, mixed with populism that seeks to displace a traditional Islamic hyper-conservatism — which the crown prince believes has choked the country and sapped its people of all dynamism and creativity“, it is his need to create a population that is nationalistic, that sees Saudi Arabia as a place of pride, which is not a bad thing. In a setting where the end of hyper-conservatism, as it can no longer reflect any nation in a global economy, is an essential path. He is merely conservative in not handing out all those large benefits and multi-billion dollar revenue in the hands of opportunists who are eager to take those billions over the border, out of Saudi Arabia at the drop of a hat, any hat. That will drag down the Arabian economy with absolute certainty. A dynamic and creative nation, especially fuelled by youth and enthusiasm could spell several wells of innovation and profit that could benefit Saudi Arabia. I think that the path from hyper-conservatism towards where it needs to be in 2023 is so far well played. He is not there yet, but the path is starting and that is in the end a good thing. The only thing that the US needs to fear now is that the creative and innovation path that Saudi Arabia is on, could spell long term problems for a nation that has been fixated on a iterative technology path where the US is no longer the front runner, they were surpassed by Asia some time ago, the US merely has Apple and Google. Oh no, they do not, because those are proclaimed global corporations. So where does that leave the US?

So as we see Bloomberg (at https://www.bloomberg.com/news/articles/2018-01-22/imf-sees-global-growth-picking-up-as-u-s-tax-cuts-gain-traction) gives us ‘IMF Says Global Growth Picking Up as U.S. Tax Cuts Take Hold‘, which is a number I find overly optimistic, Global growth is set to 3.9%, yet the bad news cycle has not started yet, so I reckon that if the global economy ends at 2.45% it would not be a bad achievement. In that light I find the mention “The IMF also predicted that the tax plan will reduce U.S. growth after 2022, offsetting earlier gains, as some of the individual cuts expire and the U.S. tries to curb its budget deficit“. I believe that the US economy takes a hard hit no later than 2020 and the idea of ‘curb its budget deficit‘ is equally amusing, they have not been able to do that for 15 years and as there is at present every chance that President Trump is a one term president only, the Democrats are now likely to win by large margin and the entire budget curbing would be immediately off the table, because spending is the one thing the democrats have proven to be utter experts in, they merely leave the invoices for others to deal with, which is equally unhealthy for any economy.

And in that article we see exactly the fears that are mounting towards Saudi Arabia too. With “the IMF flagged protectionism, geopolitical tensions and extreme weather as risks to the global economy” we see a new frontal attack starting on protectionism. Mentions like “A reduction of Germany’s surplus would help reduce global imbalances” and it is not one source, hundreds of articles over the last 16 hours alone, all hammering the protectionism word in a bad light. It is now becoming all about trade protectionism, even under the terms of Brexit, we saw on how people were stating that it was a disadvantage, the single market falls away and as such the UK cannot benefit. Now that Brexit is still pushing forward, the IMF is changing their tune and it is now on protectionism and trade protectionism. Another way to state that tariffs and import fees are now a problem, it is the final straw in giving large corporation the push for benefit they need and many are in the States (IBM, Microsoft, 3M and so on), they would benefit and even as I mention Brexit, it also affects Saudi Arabia. As we saw last July: “Being a WTO member, Saudi Arabia is expected to bind its tariffs on over three-fourths of U.S. exports of industrial goods at an average rate of 3.2 percent, while tariffs on over 90 percent of agricultural products will be set at 15 percent or lower“, so the IMF is not merely voicing the fear of the US, it is equally scared that the stimulus backlash is about to his impeding presented global growth, the protectionism and trade protectionism are set to plead for open doors, I wonder if that also means that patent protectionism would have to end. I doubt that because pharmacy is what keeps the US afloat in more than one way, and is not a subject that is allowed to be tinkered in.

So were these insights or speculations?

I believe both the professor and myself were doing both, I admit to that upfront, whilst the professor set it in a text that is acceptable yet should have been raising a few more questions that the Washington Post is bargaining for. We can argue that this is a good thing, but it is my personal belief that even as it was a good and insightful article, in the end all the mention of power hungry and corrupt, in the end he showed no real evidence that this was a move of a power hungry person, especially as the person in question (Prince Mohammed bin Salman) is set to be the future king of Saudi Arabia, the crown prince is at the tip of the pyramid, so he needs not be power hungry. That can only be shown if he starts expansion wars with his neighbours. In addition no evidence is shown of corruption, I do not state that this is not the case, but if you accuse a person of being corrupt it would be nice to add actual evidence of that, which is merely my point of view.

In the end, through insight and speculation, I hope that you got some insights of that and feel free to google ‘IMF protectionism‘ and see how many articles were added in the last week alone. It is clear that Davos is about removing limitations, not actually growing a true economy. Which implies from my point of view is that Davos is about big business and what they need, not what the people desperately require. Consider that when you read about the ‘World Economic Forum Annual Meeting’ and when you see who is present. My mind wonders on how many informal meetings there will be and how Theresa May is likely to get hammered on Brexit issues as Emmanuel Macron, Jean-Claude Juncker, Angela Merkel and perhaps even Donald Trump unite against Brexit. It is an assumption from my side, but at the end of the week, will I be proven wrong?

 

 

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Overpricing or Segregation?

What is enough in a PC? That is the question many have asked in the past. Some state that for gaming you need the max hardware possible; for those using a word processor, a spreadsheet, email and browse the internet, the minimum often suffices.

I have been in the middle of that equation for a long time; I was for well over a decade in the high end of it, as gaming was my life. Yet, the realisation became more and more that high end gaming is a game for those with high paying jobs was a reality we all had to face. Now we see the NVIDIA GeForce GTX Titan Xp 12GB GDDR5X Video Card at $1950, whilst we can do 4K gaming and that one card is a 4K 65″ TV with either the Xbox X or the PS4 pro. Now consider that this is merely the graphics card and that the high end PC requires an additional $2K that is where the PC with 4K gaming requires 4 thousand dollars. It is a little stretch, because you can get there with a little less, but then also the less requires the hardware to be replaced quicker. So I moved to console gaming and I never regretted it. We all agree that I have lost out, but I can live with that. I can truly enjoy gaming without the price. So in this situation, can someone explain to me how the new iMac Pro will cost you in its maximum setting $20,743? Is there any justification to need such an overpowered device? I reckon that those into professional video editing might need it, but when we consider those 43 people in Australia (on that high level) who else does it benefit?

In comparison, a maximised Mac Pro costs you $11,617, so it is almost 50% cheaper. Now the comparison is not fair because the iMac Pro has an optional 4TB SSD drive, and that is not a cheap item, but the issue is that the overpowering of hardware might seem cool and nice, but let’s be fair, when we compare this through MS Word, we see the issue. The bulk of all people will never use more than 20% of that text editor, which is a reality we face yet at $200 we do not care, take the price a hundred fold, with $20,000 in the balance it adds up and even as MS Word has one version the computers do have options, and a lesser option is available, in this, that new iMac Pro is in minimum configuration $7K and at twice the price of a 4K gaming machine, with no real option for gaming, is that not a system that is over the top?

Now, some might think it is, some will state it is not and it is really in the eyes of the beholder. Yet in this day and age, when we have been thrusted into a stage where mobiles and most computer environments are set to a 2-4 year stage at best, how should we see the iMac pro? In addition, where the base model of the pro is 100% more expensive than the upgraded iMac 27″, is there a level of disjointed presentation?

Well, some do not think in that way and they are right to see it as such. One source (ZDNet) gives us: “The iMac Pro is aimed at professionals working with video (a lot of video), those into VR, 3D modeling, simulations, animation, audio engineers and such“, a view I wholeheartedly agree with, yet that view and that image has not been given when we see the marketing, the Apple site and even the apple stores. Now, first off, the apple stores have not been misleading, most have kept to some strict version of ‘party line’ and that is not a wrong stance. Also the view that ZDNet gives us at the end is spot on. With “It’s Mac for the 1 percent of Mac users, not the 99 percent. For the 99 percent, yes, the iMac Pro is overpriced and just throwing away money, but for the 1 percent who need the sort of power that a system like that can generate, it’s very reasonably priced” and that is where we see the issue, Mac is now segregating the markets trying to get the elite back into the Mac fold. Their timing is impeccable. Microsoft made a mess of things and with the gaming industry in the chaotic view of hardware the PC industry has become a mess. It moved towards the gamers who now represent $100 billion plus already we see that others went on the games routine whilst to some extent ignoring the high end graphical industry. It is something that I have heard a few times and to be honest, I ignored it. I grew there whilst being completely aware of all the hardware, which was 15-25 years ago. The graphical hardware market grew close to 1000%, so when I needed to dig into the PC hardware for another reason, I was amazed just how much there was and how affordable some stuff was, but in the highest gaming tier, the one tier where the gamer and high end video editing need overlaps, we see a lag, because selling to 99 gamers and one video editor means that most will not give a toss about the one video editor. Most will know what they need, but that market is not well managed. Issues like video drivers and Photoshop CC 2017 against Windows 10 are just a few of the dozens upon dozens of issues that seems to plague these users. Important is that this is not just some Adobe issue; it seems that the issues are still in a stage of flux. With “Microsoft warned that the April 2017 security update package has a known issue that could affect users’ computers and which the company is seeking to fix” a few months ago, we are starting to see more and more that Windows forgot that its core was not merely the gamer, it was an elite user group that it had slowly snagged away from Apple and now Apple is striking back in the best way possible, by giving them that niche again, by pushing these people with money away, they might soon see that the cutting edge Azure targets for high end graphic applications become a pool of enjoyment for the core Microsoft Office users. A market that they are targeting just as Apple gets its ducks in a row and snatches that population away from them.

That is indeed a clever move, because that was the market that made Apple great in the first place. So as we read on how Azure is aiming for the ArcGIS Pro population, we see that Apple has them outgunned and outclassed and not by a small amount either. Here the iMac Pro could be the difference between real time prototyping and anticipated results awaiting aggregation. That would instantly make the difference between a shoddy $5K-$8K gaming system used for data and the iMac Pro at $20K that can crunch data like a famished piranha, you can wait and watch those results become reality before you finish your first coffee.

In addition, as soon as Apple makes the second step we will see them getting a decent chunk out of the Business Intelligence, forecasting and even the Enterprise sized dash boarding market, because with 18 cores, you can do it all at the same time. This is not the first, not the second and not even the third case where Microsoft dropped the ball. They went wide, and forgot about the core business needs (or so you would think). Yet, the question remains how many can or are willing to pay the $20K question, even as we know that there are options in the $8K and $13K setting in that same device, because there is room for change between 8 and 18 cores. It seems that for a lot the system is overpriced, we can all agree on that, but for those who are in the segregated markets, it is not about a new player, it is more that the windows driven PC market, they just lost a massively sized niche, it is the price we pay for catering to the largest denominator, the question then becomes: ‘Can Microsoft and will it hit back?

Time will tell, what is the case is that the waiting is over and 2018 could potentially see a massive shift of high end users towards Apple, a change we have not seen for the longest of times, I wish them well, because in the end many average users will benefit from such a shift as well, because in confusion there is profit and Microsoft is optionally becoming one of the larger confused places in 2018.

So why should I care?

Apple started something that will soon be copied by A-brands like ASUS. It will remain a PC, but they now see that the high end users they do have, they want to keep it. This makes it almost exactly 20 years after I learned this lesson the hard way. There was a Dutch sales shop who had a special deal, the deal was the Apple Performa, maxed (as far as that was possible) for almost $2750, I was happy as hell. My apple (My first 100% owned by my own self) and I had a great time. I never regretted buying it, but there was a snatch, 3 months later that same shop had the Power-Mac on special, the difference was well over 300%, the difference $1000 (a lot in those days), but still 300% more power and new software that would no longer support the Performa system and older models, a system outdated before the warranty ran out. We are about to see a similar shift. We know multi-core systems, they have been around for a while, yet the shift is larger, so as we see new technologies, new solutions pushed on us whilst the actual current solutions as still broken to some extent, we will be pushed into a choice, will we follow the core or fall behind? Even as we see the marketing babble now on how it is upper tier, merely for the 1% and we feel to be in agreement (for now) we see a first wave of segregation. As the followers will emphasise on the high end computers, we will see a new wave of segregation.

And? So what? I do not want to pay too much!

This is the valid response for many players, for many users, they do not have the needs IT people have, many merely see the need they have now and that is not wrong, not in this life as the economy is not coming back the way it needs to be. Yet two elements are taking over, the first is Microsoft, we can’t get around them for the most and as e-commerce and corporate industry is moving, shows to be both their option and their flaw. As we see more push where 90% of the Fortune 500 is now stated to be on the Microsoft cloud, we see the need for multi-core systems more and more. Even as some might remember the quote form early 2017 “Find out why it’s the most complete #cloud solution“, the rest is only now catching on that the Azure cloud is dangerous in several ways. Chip Childers, the fearless leader of the Cloud Foundry Foundation gives us “We are shifting to a “cloud-first” world more and more. Even with private data centres, the use of cloud technologies is changing how we think about infrastructure, application platforms and software development“, yet the danger is also there yet not mentioned. This danger is slowly pushed onto us through the change that the US gave yesterday. As Net Neutrality is being abolished, there is a real danger that certain blocks could grow on a global scale. So as we see trillions in market value shift, how long until other players will set up barriers and set minimum business needs and cater to them above all others?

Core Cloud Solutions become a danger, because it forces the contemplation that it is no longer about bandwidth and strength of your internet connection, the high end of business is moving back to the Mainframe standards that existed strongly before the 90’s started. It will be about CPU Time Used. So at that point it is not about the amount of data, but the reception of CPU channels, as such the user with a multi core system will have a massive advantage, and the rest is segregated back towards second level, decreased options. It does not change consumer use of places like Netflix, but when you require the power of your value to be in Azure, the multicore systems are the key to enable you and disable connection huggers and non-revenue connected users, consumers at a price for limited access.

This is the future we push for; it is not created by or instigated by Apple. It merely sees what will be needed in 4 years when 5G is the foundation of our lives. I saw part of this as I designed part of a solution that will solve the NHS issues in the UK, the Netherlands, Sweden and Germany, but I was slow to see that the lesson I was handed the hard way in 1997 is also around the corner. As Netflix and others (Google in part) is regressing towards the mean in some of their services and options that they will offer the global audience at large. The outliers (Google, Amazon, IBM, Microsoft and SAP) will soon be facilitators to the Expression Dataset of the next model of usage that comes. There will be a shift and it will go on until 2022, as 5G will enable some players like NTT Data and Tata Communications to get an elevated seat, perhaps even a seat at that very table.

They will decide over the coming years that there is a shift and as people decide the level of access that they are getting they will soon learn that they are not merely deciding for themselves, because the earlier their children get full access, the more options they will get beyond their tertiary education. Soon we will learn that access is almost everything, but we will not learn that lesson the way we thought we would. Even I have no idea how this will play out, but such a shift beyond the iteration IT world we see now is exciting beyond belief. I hope I will end up being part of that world, I have been part of the IT/BI Industry since 1980 and I am about to see a new universe of skills unfold before my very eyes. I wonder how far I am able to get into that part, because these players will all need facilitation of services and most of them have been commission driven for too long, meaning that they are already falling behind.

What a world we are about to need to live in!

 

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Another opinion

Today is about something I read yesterday. It was an opinion piece in the Guardian. The title ‘How to stop Google and Facebook from becoming even more powerful‘ sounds all nice and sexy, but is that what we want? The subtitle ‘Banning these tech giants from buying any more companies would prevent them from entrenching their monopoly position – and help protect our freedom‘ is nothing that I am taking too seriously. The ‘freedom’ of people is too often being hindered by other means. The fact that IBM and Microsoft have had such places of power for decades shows me to be right to a larger extent. Freedom is a dangerous ploy to use to get things your way, but the players (not merely the writers of the opinion piece) have played this game before and they played it well. He has played the fear mongering card often and he knows how to play it. When it came to the new tax reform bill we hear “Kennedy believes reducing taxes on businesses could allow them the funding to hire more people and raise wages“, yet in equal measure it does not stop companies to pour it all into the bonus of the members of those boards of directors. So getting back to the Guardian, it is the part “a fundamental problem that Facebook and Google cannot solve on their own; these institutions are designed to gather vast amounts of information about every American, but they are not built to manage that information in the interest of those individuals or the public as a whole, such as by preventing Russian hackers from targeting propaganda at specific voters“, he mixes up a few elements and hopes that fear and anti-communism does the rest. When we see ‘not built to manage that information‘, we are forgetting the fact that they do not need to do this to the degree he proclaims, because if that is so, Facebook could have just given the data dump to the NSA, couldn’t they? The systems are more and more automated and the people decide what to like and what or who to follow. You see, Facebook has become more and more granular into finding populations on whom to advertise to, who to address and who to invite towards the groups that some seek. It was their version to counter Google AdWords, a freedom of speech that is protected in the USA in the first amendment and as such free speech goes overboard (like on steroids). The US did this to set up the failed dominos against Brexit, they went so far that the former President of the United States was stupid enough to speak out the political issues of another nation, whilst everyone knew that this was largely about corporate greed, the benefit of large corporations, their status quo now endangered in Europe. So how long until that same freedom is used by everyone else to push whatever agenda they had? That is the danger (or is that the consequence of free speech), because those liberals wanted to take accountability out of the equation, the people became entangled into a stream of feeble minded needs and rights in moving towards the waterfalls of too much data and information, call it death by spam drowning us in every device we have. It gets worse as we can often no longer tell between real information and sponsored words, they all use the same template and they all use Facebook to get their view across, merely because it is the largest player.

In this we get to the next part, because the story gets a nice twist, one that can be used against the corporations and against the US. You see with “how to ensure Google, Facebook and the other giant platform monopolists truly serve the political and commercial interests of the American people“, in this we see the countering by 96% of the population of this planet, because the US is only 4% in all this (this planets population that is) and as such any move could be used as evidence to remove all tax breaks from those corporations outside of America because discriminating for one nations will take them away from global consideration for all others. That was a stupid move in all this by those working for John Kennedy. As I see it there should never be a political interest, because you will always oppose 50% of that one consideration. The laws of no accountability took care of that part. There can be no political interest; there can merely be the option and opportunity to facilitate to any and all political needs and political information, in this digital age is there another way? Perhaps there is one but I am pretty sure that I cannot think of any that stops others in one way or another, which is the foundation of discrimination. So, by giving all the players in this a chance to show their case, and getting their interests across, we cater to some level of fairness. In this, there is no actual fairness and no real political catering, there will be merely political discrimination in one form or another and such forms of discrimination will merely hinder a much larger group of people to find the facts and to decide for themselves where they stand. This is the entrenched future of non-accountable free speech, and as for the commercial interest of the American people? In my view that is a group that is even more hollow than any other group. The commercial interest of the American people changes with almost every voice you hear. The bulk not in greed, but in support to feed and give their family a future, but they do not get to have a real voice. The voices that decide on it are merely greed driven and it is about their personal greed, not that of their nation. So by catering to ‘the commercial interests of the American people‘ they are merely catering to greed, unchecked, unregulated and outside of many legal settings that limits greed. That makes the entire opinion piece interesting because the piece in my mind seems to oppose what is good for the people. Now, we can argue that Google is slightly greedy by the prices they set with their Pixel 2, yet they are still decently cheaper than both Samsung and Apple, for what the people get they get it for hundreds of dollars cheaper than the new Apple X, so it seems that Google is catering to the American people by offering a top range device for a lot less than its competitor. How is that a bad business model? As it comes to data, the people of the world have been offered most of all of it at no charge, for 2 decades the people were able to search what we needed to find, in opposition, we see Bing (by Microsoft) to offer some limited version of this. A version made by someone who was better off being brain-dead at birth. By catering to the people by filtering through assumption we never get what we needed. So as I see it, the continuation of Google is a lot more essential than American politicians are comfortable with. For Facebook there is another part that the piece illuminates. The view of “For one thing, there is no doubt these corporations qualify for antitrust regulation. Facebook, for instance, has 77% of mobile social networking traffic in the United States, with just over half of all American adults using Facebook every day” is part of it. Now I get it that these people are merely looking at the American side. Yet Facebook has a lot more. When we accept: “Facebook has more than a billion active users: The platform has 1.71 billion monthly active users and 1.13 billion daily active users, on average. Facebook boasts 1.57 billion mobile monthly active users and 1.03 million mobile daily active users, on average” we see that the American population is below 15% of all Facebook users. America has become part of a global community and that is scaring the politicians in America a lot more than anything else. You see the people are starting to learn on how they were sold some cheap package and their quality of life has gone out the window.
Now everyone is out in arms and as Google and Facebook are largely truly independent the politicians and certain ‘captains of industry‘ can’t push for their personal needs. Now they are trying to take off the gloves and see if they can punch their way upwards. Their desperation shows even better with “Nearly all new online advertising spending goes to just Facebook and Google, and those two companies refer over half of all traffic to news websites“. You see until the early 2000’s the advertisement space was a joke, a few people has ludicrous prices and the papers lived of advertisements. People were often unable to promote their business because the prices were ridiculous, hundreds of dollars for a small image and a few words. Hoping someone would read it. Google decided that they could do better and they decided to make something affordable, suddenly everyone could afford to show their place and/or product for mere dollars, not for hundreds of dollars to a specific larger audience than ever before. In less than 8 years the print advertisement has become almost a wash, the advertisers are targeting THEIR audience and those others, who wanted to milk their systems for the maximum time are now out of a job, out of a business because they were all about the Status Quo. So now we see the writers of this opinion piece “Barry Lynn is the Executive Director of the Open Markets Institute. Matt Stoller is a fellow at the Open Markets Institute” advocating opposition to a world they and their peers created. You see the corporate world is a lot larger than these two players. Apple, Amazon, Walmart, Verizon and Cardinal Health. None of them are mentioned. This gives a more and more critical view that these two players are trying to get global visibility because their tune is getting old and tired in the US, or is that New America as they call it? And none are mentioning General Electric in all this. There are true boogeymen in America who are wrestling in on the American Quality of Life; the weird this is that is the one element that Google and Facebook are not inhibiting. So if it is truly about growing America, would having a go at the other players be more important? Well we can argue against that with the quote “Seven years ago, Google paid $700m for a company called ITA that provides software for the travel industry. The Department of Justice approved the deal on the condition that Google keep access to the software open to other businesses for at least 5 years. This year, Google closed that access“, so as I read it, the industry had 5 years to make something equal or better to the ITA software. So where is that software now? We have seen for decades that software can be vultured on for a lot less, but that always comes with an end date. So as there is no alternative, no new software those people will just have to go to Google. This is a simple world. You either have the product we need, or we get it somewhere else. Yet in the end you still need to bring a product to the table. We saw this as WordPerfect was pushed out of the world and MS Word remained. It was done to Lotus by Excel and the least said about the predecessors of PowerPoint the Better (although some were impressively cool and better than what we have now). Even in Databases, Access was the most inferior product. Now who remembers dBase, SuperBase or FoxBase? So this is not the first time it happens, so why cry now? In my view it is not about the people writing it, it is about the businesses who are now being pushed out of the market because the Status Quo days are over and the people want to know what is actually happening and they are more likely to hear that from Google and Facebook that they will from Bing and friends. Now I agree that there are issues on several levels and improvements are needed, but we know that this is work in progress. In my view it started a long time ago. When we allowed the glossy news from certain publishers go forth with innuendo and advertisements go through, whilst not having to pay GST (read: VAT) on their product, they saw a nice little loophole to gain a lot more. This is how some people like Rupert Murdoch really made a bundle. Newspapers, magazines and other printed issues. Now it is going Digital at 0.1% of the cost, so the numbers of players in this field are growing almost exponentially and fake news is becoming a problem. Not just for the people bringing the news, but in equal measure any support player connected to it and it is the first and most visible play on ‘free speech’ going over the edge. All because no one in America wanted to entertain the actual need for accountability.

This is merely another opinion in all this and you will need to decide for yourself if my view is valid or not. And before you lash out against Google and Facebook (something I have done in the past and will do so again in the future), consider, did they cost you money, did they ask you to pay or did they give you options at $0? Now we know they get their money in other ways, but it has not cost us anything. So why cry? It seems to me that the Open Markets Institute has its own agenda, I am merely wondering if it was about open markets or about markets for friends who are losing their markets because they were unwilling to move forward. It is merely a view I am considering. It is up to you to decide what you think is actually going in. And when you pay $650 (+$299 for Apple care in addition) more for your new iPhone , $650 (or $949) more than its competitor, what that because it was really that much better, was it because of some proclaimed open market or was it because of something else?

It’s your opinion (read: your point of view) and you get to decide!

 

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Retaining stupidity

This is the very first thought I had when I saw “Artificial intelligence commission needed to predict impact says CBI“. Within half a second my mind went into time travel mode. Back to the late 70’s where all the unions were up in arms on computers. The computers would end labour, all those jobs lost. This is not a new subject as the magazine Elsevier showed un in 2015 with “Angst voor nieuwe technologie is zo oud als de industriële revolutie zelf. Diverse commentatoren refereerden de afgelopen tijd aan de luddieten, genoemd naar een Engelse wever die eind achttiende eeuw machines zou hebben gesaboteerd omdat die banen vernietigden“. “Fear for new technology is as old as the industrial revolution itself. Several commentaries referred to the luddites, named after an English weaver who allegedly sabotaged machines at the end of the 18th century because it destroyed jobs“. There is a partial truth here, you see, it is not about the loss of jobs. It is the mere fact that some of these Business group will soon truly show to be obsolete. In this they rely on a firm whose largest achievement is (as I personally see it) to remain silent on overstated profits whilst not having to go to court, or to jail for that matter (read: PriceWaterhouse Coopers). So by engaging this party they have already lost their case as I personally see it. So when we see “Accountancy firm PwC warned in March that more than 10 million workers may be at risk of being replaced by automation“, with the offset we needed in the past (read: Tesco) the damage might merely be a few hundred people. So I do not deny that some jobs will go, yet like the automation sequence that computers brought from the 80’s onwards. That same industry would give jobs and infrastructure to thousands, livening up an industry we could not consider at that time. The same happened in the 18th century when the looms and weavers grew, the blossoming of a textile industry on a global setting. So when you see “The business lobby group said almost half of firms were planning to devote resources to AI, while one in five had already invested in the technology in the past year“, you are looking at what I would call a flim flam statement. You see, perhaps the more accurate statements might be: “The business lobby group stated that 50% of the firms are moving away from the facilitation that the business groups provides for“, so these firms are pushing in another direction, why give credence to their flawed way of thinking? You see, this is the consequence of the greed driven executives who rely on status quo, they ran out of time and they need extra time to get their upgraded pensions in play. Why should we allow for them to continue at all?

I am willing to give the TUC a small consideration because of their heritage. Yet, when we see in the Financial Times (September 11th) “Frances O’Grady, the general secretary of the Trades Union Congress, said the government was hurtling towards a “kamikaze Brexit” and should keep open the option of remaining in the single market” (at https://www.ft.com/content/c5f7afb8-9641-11e7-b83c-9588e51488a0), yet there is overwhelming presented evidence from all sides both positive and negative mind you that the single market only benefits the large corporations, the small companies are merely disadvantaged by the single market as such we must wonder where the loyalty lies of the TUC, by that notion if the TUC is there for large corporations, or to serve them first, we see another piece of evidence that shows the TUC to be redundant, and as they merely vie for the large corporations as their main priority, the fear of those companies would become the fear of the TUC and as such, they are becoming equally obsolete. The Trades Union Congress (TUC) is a national trade union centre should show clear cause with all the data, not merely the aggregated data results of a data scientist at PwC. So when I see “the CBI is urging Theresa May to launch the commission from early 2018. It said companies and trade unions should be involved and the commission should help to set out ways to increase productivity and economic growth as well looking into the impact of AI.” Who is going to pay for all that? I submit that the Trade Unions pay their own way and ask their members for the needed funds. What are the chances of that? The poisoners part is seen in ‘set out ways to increase productivity and economic growth‘. You see, AI will do that to some extent on several paths, yet it is not up to the government to figure that out or to set debilitating fences there. It is up to the business sector to figure out where that profit is. That is why they are in business! You see, as I see it, the drive to remain in some level of Status Quo was nice until it ended, these companies have driven away the people who wanted to innovate and now they are in start-ups, or in companies that embraced innovation, the older larger players are now without skills to a larger extent, without drive through misdirected use of funds and lacking ambition, so they are going to get hit in all three ways when the driver comes. 5G will be a first and when it does happen AI (it is still years away from being anything truly practical), these two paths will drive new methods of automation and data gathering. But the larger players wanted to milk their 4G base as much as possible, setting up side channels with smaller players like Orange, DODO, TPG, Tesco and giffgaff. Now that they are learning that 5G will be a larger wave then some academics presented (likely at the expense of some placement), now we see the panic wave that follows. Now we see the need for commissions to slow things down so that the milkers can catch up. In my view there are clear reasons that such paths should be allowed to exist.

That is my supported view, it has been supported by other articles and I have written about these events for close to two years now. Now that the party is over, we see players trying to change the game so that they can continue just a little longer. We allowed for these matters in 2004 and 2008, it is time for the governments to give a clear signal that change will come and stopping it should not be allowed, not until they alter the tax laws, the laws on accountability and the powers of prosecution to have a better grasp at these players, a change that must happen before we allow any level of catering to their needs.

By the way, when we consider ‘PwC placed under investigation following BT accountancy scandal‘ (at http://www.independent.co.uk/news/business/news/pwc-investigation-bt-accountancy-scandal-italian-operations-pricewaterhousecoopers-a7813726.html), as well as the Fortune.com issue (at http://fortune.com/2017/02/28/pricewaterhousecoopers-pwc-scandals-oscars/), where we see the five larger issues at PwC, which includes the previous mentioned Tesco, but now has an added Tyco, Taylor Bean & Whitaker, Bank of Tokyo – Mitsubishi and MF Global. So as I have been on the prosecuting tank, ready to roll it over the board of directors of PwC regarding Tesco, having any faith in whatever they want to report on now, unless it comes with all the data for the public at large to scrutinise, they should not get close to any commission and even less be part of the reporting. Now we can irresponsibly use 5 bad apples to identify someone who ships containers of fruit and that would be a valid response and defence. Yet overall the players asking for the commission seem to have their own needs first in all this. There would have been a consideration if there was any given that Google or the Alphabet group to be part in all this, yet that mention is missing and therefor the setting is void. Now, there are more players in the AI field, but it seems that the Google headway is the strongest, the largest and at present the fastest. And with a sense of humour I will add that you merely have to ‘Bing‘ the search ‘AI Commission‘ to see that Microsoft is in no danger of getting anywhere near an AI this upcoming decade. Perhaps the mention of ‘Australian Securities and Investments Commission – Official Site‘ on position 2 and ‘Fair Work Commission | Australia’s national workplace …‘ in position 5 to realise that their AI could be sunk in 13 keystrokes. The power of assumption will kill anything, including ones sense of humour and that same persons appetite.

Yet is there more?

Yes, there most certainly is. You see with “Investment in technology could help bolster Britain’s sputtering record on labour productivity, which is among the worst in the G7 and is failing to improve in line with expectations since the financial crisis” we see part of the fear being spread. The ‘milkers’ as I prefer to call some of them are realising that having space and capital for growth was essential to remain in the game. Some of the milkers are ending up being too visible and plenty of consumers are moving to a place where they can get a better deal. That was seen in Australia in June as ABC news gave the bad news that Telstra had to shed 1400 jobs. We see all kinds of excuses, yet the reality was that for well over 5 years they were too expensive, not by a margin, but by being up to 300% more expensive than a decent alternative. I have had personal experience whilst in a Telstra Shop because I was not an optional business account he had no time for me. Do you think that a company like that can remain in existence? Over the last 3 years, the shares dropped from $6.61 to $3.52, that is pain that a company feels and they remains ignorant and blind to the consequences. That view is enhanced even further by the statements given in the Sydney Morning Herald. With “Our approach [to 5G] is to get in earlier and try to have it modified so it’s more suitable to Australia when it arrives, rather than us have to try to modify it when it gets here,” Mr Wright told BusinessDay.“, so basically there is every chance that Australian 5G will be undercut by some level of standard that is not as given in the 5G handbook. As I personally see it is Telstra’s approach to setting a standard that is no standard at all. A ‘get in first so that we can tell others what the standard is‘, or better stated, what the standard is that you are not adhering to; 3.5G for your mobile anyone?

This Australian view translates to the UK as well. With “Despite the potential for technology to increase productivity, firms are cautious about investing owing to uncertainty over Brexit. Growth in business investment was flat in the three months to June, the latest official figures show“, so these business types are not willing to invest, they merely want the one market side to go on and in light of the delays needed, they want a commission, so that they can force government investment and delays. So they can get the best out of both worlds. The (as I personally see it) exploitative model is continued in every venue we see come and as I see it, it will be much better for us if those business models and business players go, they should go now before they become the detrimental force on UK industries. 5G will be a new beacon of industry and progress, it will open up additional venues for many telecom players and as such we are all better to get on board now and think of that one idea we had that could work for us all. It equally holds the solutions the NHS desperately needs and the fact that 3 larger players still haven’t seen that light is a larger worry than anything else. It merely shows them to be obsolete, dinosaurs in a modern age. As one person told me, the reason the T-Rex is such an angry creature is because its arms are too short to take a selfie. That does make sense, especially when you consider what some of these players think when they think 5G, they merely look at speed, whilst 5G opens up so much more than merely a quick download of a movie, in all this AI could be breaking the moulds and give us something that even I cannot envision, which is actually a really good thing. You see, the new waves will come from people that are different from me; they are the dreamers like the game designers in the early 80’s. They will show vision and give us something we never considered before. That is true progress and the people who bring us weighted predictions and tell us of fear of 20% of all jobs lost need to do what they were meant to do, die and become extinct just like the dinosaurs before them and soon thereafter I will become extinct too. That is the nature of future evolution. Just like my grandfather who could not comprehend the electronic calculator. I am clever enough to comprehend quantum computing, yet I hope I cannot comprehend what comes after, because if I can remain on board at that point we have all become technologically stagnant and we merely move backwards, that too is a personal view I have.

 

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The tail of a prophet

I spoke on all kinds of matters, and I also gave some upcoming predictions. So, on June 17th of 2017 I predicted: “So by the end of 2018 the console offset ‘Sony:Nintendo:Microsoft’ could end up being ‘13:9:2’. This would show Microsoft on how they truly bet on the wrong marketing horses. So I admit, it is a speculative prediction, yet the sales numbers are not that far off and my expected Nintendo growth is not unrealistic“. It was (at https://lawlordtobe.com/2017/06/17/after-the-e3/) where I decided to introduce the audience to some of the massive bungles that upper management at Microsoft is involved in. Now, if they replied (read: if, if is good), it would be along the way of ‘it is not our core business‘, or ‘we have all out vestment set to the Azure solution‘. Yet in that view options like Hadoop are already mentioned on the way out, getting replaced by a new flavour of Big Data. Microsoft has Blockchain as a Service (BaaS), but there the adaption is not on the curve they need it to be, so as we see other places become contenders, we realise that Microsoft is too big to just fall over, but as they wanted to be in the generic ‘let’s be there for everyone‘, I see (a personal believe) that those focusing on one part of a business that they are excelling and they are taking away customers left right and centre. Now, this is not a tidal wave, it is a slow process. Yet, in all, the quote I gave now has a serious side. Only last night did I get the news that the Nintendo Switch has hit the 5 million sales mark Compare this to PlayStation 4 Total Sales: 63.4 million and Xbox One Total Sales: 26.5 million (not entirely accurate as clear numbers are hard to find), both released in November 2013. So in 6 months Nintendo closed the gap by a lot. Nintendo is currently committed to get production up towards 2 million consoles a month and this is showing as some analysts (not the group I have the most faith in) have predicted that by March 2018 Nintendo will be expected to be seen in over 13 million homes. So in one year the Nintendo Switch will close the gap with the Microsoft Xbox. My predictions are still on speed to become a reality, yet the given by December 2018 might not be the case. If Nintendo releases the games they have planned on time, the curve will increase and whilst the Microsoft business analysts will bedazzle the people with Scorpio, 4K gaming and other things, the consumers are starting to realise that the people at Microsoft are less clued in on the gamers needs, a thing I clearly stated for close to 2 years (or was that 3 years) and now my predictions are slowly moving into the sunlight for all to see. At present my 13:9:2 is likely to be 12:5:3 no more than, yet Nintendo remains in 3rd place, which was the larger part that mattered. Still this is based on two players with 6 years and Nintendo with less than 2 years by the end of 2018, so even as consoles would have been sold, the Microsoft growth will stagnate as a larger population from their camp will switch to Nintendo and the family friendly games that Ubisoft produces are not helping the plight of Microsoft in any way.

You see, there are two groups and as Microsoft does not care about one of them, it is that group that will drive the dagger home so to speak. It is my personal believe that Microsoft is ignoring the people who bought one and they are realise that to some degree they ended with a lemon. Now these people are not going to jump to Sony, but with the Nintendo wave and the good pricing of that console they will consider the Switch for Thanksgiving and Christmas, so there is a 95% chance that Nintendo will have a great Christmas on a near global level. You see, the group Microsoft neglected is now showing a dusty Xbox One, these people are not going to Scorpio and depending on their gaming prowess, not only will they advocate non-Microsoft solutions and buy a Switch, they will in theory prevent 2-3 other players getting an Xbox as well. So not only will Microsoft be fighting an uphill battle from the day they launch, their new system will be buried by the sales achievements that Nintendo is bringing to the ‘Just Dance’ floor, which will be a growing and is likely to be a Nintendo dominant dance floor. A nice little positive event (read: impressive achievement) for Ubisoft as well. A game that has hit the 25 million mark is showing to be as successful as the Xbox One console at present ever was. The fact that some Microsoft executives are not contemplating suicide is a small miracle to say the least. Perhaps they should have actually listened to the gaming community and not revere the spreadsheet they adhere to.

We see at present more and more news in both camps. One showing that Microsoft is more and more successful for the Scorpio, some show that Microsoft remains stagnant and are now setting $50 price drops and one source gives us “Only 13% Of Hardcore Gamers Plan On Buying An Xbox Scorpio“, which is a number I feel uncomfortable with as I expect that number to be at least twice as high. Yet between the expected buyer and the actual buyer there will be a gap and the results of Nintendo show that gap to likely be widening on a nearly daily basis. In other news, a few months ago we saw (at https://mspoweruser.com/project-scorpio-fails-impress-american-gamers-according-nielsen/) the title “Project Scorpio fails to impress American gamers according to Nielsen“. This fact is a lot more interesting were it not for one given part. When we consider the quote “Phil Spencer has to prove to gamers that they need to upgrade. The only way to do this is to show mind-blowing graphical upgrades and flood the internet and television with advertisements of the device” we need to wonder about the job Nielsen has in this. You see, ‘mind-blowing graphical upgrades‘ might seem nice, but in the end it is about good gaming and that has not been delivered by many games, not to the degree it needed to be. In the second, the part ‘flood the internet and television‘ might be to appease their other customers, but it does nothing for the gamers, only the badly informed consumers and that market has shifted a lot. It has shifted because people bought the WiiU and some of them are now hurting by the Xbox One, not in the smallest part because of unwanted and non-consensual uploads by the Xbox One into the Azure cloud. We are becoming more and more data savvy and the Microsoft helpdesk telling me (read: they really did) that this lies solely with the internet provider is a party line so stupid, it makes me want to vomit. So from the side of Microsoft, we see their hardware, their policies and their shortcomings, they sold out the gamer three times in a row with one console. that and the ignored part by Nielsen on how much of a blasting success the Switch was gives us more and more light that properly informing an audience is a loaded canon to say the least.

Now, I am willing to say that my data is not completely up to scrap. When we consider that several sources who give clear Sony sales records need to guess and get other data sources to compile the Microsoft numbers. The fact that Microsoft has been remiss (or pushing dates of publishing numbers) is one tactic to keep the diminishing group of Scorpio pre orders in the dark. The first set will be immediately sold out, that was never in question, but the three subsequent pushes are the ones that are in play. The war for Christmas is on and even as I have illusions regarding Nintendo winning that, there will be loads of Ps4pro’s and Scorpios on the list of plenty of kids. The A$650 might seem nice, but in the end, as people realise that storage remains an issue, having the A$675 2TB edition would have been the smarter move. Oh wait, that one does not exist because Microsoft did not consider the gamer in any of this, just their Teraflop speech laced with 4K resolution. That evidence is shown by Microsoft when we see “While Forza Motorsport 7 hasn’t been released yet and it won’t be out until October 3rd, the official Microsoft Windows store has listed the download size for the game and it is a gigantic 100 GB” (source: gearnuke.com), a factor I mentioned before, so as the 1TB drive loses around 300Mb for the operating system and store parts and so on, the gamer soon realises that there will only be space for 7 games in 4K. So how long was Microsoft going to hide that disaster? When you have to reinstall 3 games within 6 months and get the patches, how long until you get to be in an aggravated state of irritation? A clear issue that the Xbox One had and even as Microsoft had the ability to diffuse the situation, they decided to not do anything, which is another battle they lost to Sony and one that might drive more gamers towards the additional Nintendo pile of those who want to enjoy a game. This now also fuels the previous blog on digital rights (one that Euro gamer made me start after their video), because in that setting a physical copy on disc becomes more and more important to every gamer. Yet this is not all, it is the largest factor in gaming that is now starting to push the envelope to the degree that Microsoft will not be happy about. With the announcement of ‘a Nintendo Switch version for Fear Effect Sedna‘ just today will be coming to Switch pushes the bar as Microsoft is losing their exclusive range of games faster and faster. This is a known bar that both Sony and Microsoft pushed as much as possible, now that some iconic titles are also coming to Switch; the results will have an impact on all consoles (it will impact Sony to a much lesser extent). Even as I personally believe that some titles will not make a person not buy a game, but could push a gamer to get the Nintendo Switch on the side. This action results in more and more hazard points for the continuation of Microsoft consoles as a growing group of people are now cancelling pre-orders. Now, that is not an entirely accurate statement. Let me give you the ‘down low‘ on it. Last month has given more and more forums the issue where people came with the same issue “my Xbox One X pre-order was cancelled for no explainable reason by Target“. There seems to be a separate play going on. Some players never cancelled their pre-order, it seems that some players who wanted to make quick solid revenue are now confronted that their infrastructure cannot deal with the sudden ‘need’ of thousands of players and their systems seem to be unable to keep score to coin a phrase. So here Microsoft is wrongfully set in a bad light as other systems cannot deal with the infrastructure of some consumer chains and Target does not seem to be the only one. I believe that there are people having second thoughts, which will always happen. I believe that the ‘converted’ curve of Microsoft is a lot lower when we consider actual ‘converted’ gamers. So there are those numbers to consider as well. The backup in all this is that as cancellations happen, sales numbers might regionally shift and this is happening in the height of Thanksgiving and Christmas, so there will be a larger lash back to consider in January, but that will be a story for another day.

So as my tail is considering the tale of a console that was designed not fore gamers, but for players. Microsoft needs to sit down and make some clear considerations on where they went wrong and how they moved from second place to a possible degradation to initially position three, all because three factors that could have been directly avoided were ignored for (as I personally see it) other business needs.

A harsh situation that again, as I personally see it, is all the doing of Microsoft self and they only have themselves to blame, a market shift in merely 2 years. I wonder who they’ll blame when the numbers become crystal clear at the end of the next financial year. Perhaps it will give us a new console in 2018, the Microsoft EOFYbox, free with every Microsoft Surface Pro IV.

 

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In case of your death

I was surprised to see a Eurogamer article on the steam account of dead people (at https://www.youtube.com/watch?v=kHLFUbU5ceI). The article is interesting and puzzling all at the same time. You see a view that is interesting, mainly because Eurogamer is merely voicing issues that the audience bring to their attention. Now, let’s be fair, the maker Chris Bratt also mentions the bulk of other users of this approach.

It is puzzling because I reckoned that people should have known better. You can leave your physical products behind, but digital products will not transfer. That part has been a clear issue for decades (yes, not years, but decades) it comes with clarity that certain services, especially digital services are services, not goods with a clear setting of ownership. Digital ownership tends to remain with the maker of the product and you the gamer, or user are merely ‘leasing’ that product for the length of your life and in plenty of cases not even that long (read: annual fee).

That is a clear situation in the sight of the worrying owner (the maker) of the product. So in case of software products like Adobe, Microsoft and other players, the digital arena is granting access to, to the person that paid for these services. So when that person dies, the service will be gone, because the service is no longer required for the person who bought it. In my view it is simple and clear, because this is how it has always been. Now that people are actually thinking for the first time on what happens ‘afterwards’, only now are they considering the consequences of their initial forward thinking part to embrace Steam (as a first example). So, even as their might have seemed to be an advantage, having the physical copy will always be better. So now we see that people are catching on. Yet in light of a growing nagging population, do they have a case? You see they purchased a service, not a product, the difference is not what they do, but it is the stage of physicality, the lack of a media carrier. Even then it is not a given that you have any options. The history of software products has had the setting for the longest of time that the purchased products were not transferable. Ashton Tate with dBase 3 and 3 plus (1979) is one of the earlier examples in Software, the bulk of all Microsoft products, although Windows was usually not linked to a person, but a computer. So the phenomenon is not new or unique. So why is it now getting more and more limelight? Well, people are now starting to catch on that their thousands of dollars of games are linked to their identity, to their account and when that is gone, what has been bought is gone too. We can argue on it and also argue on how valid any discussion is on the products that do come with a physical element. What is a given is that as time progresses, the option to own for life a product will fail too. You see, there is a valid case that a product bought is set to the original buyer and no further. The greedy players like Electronic Arts, Microsoft and Ubisoft have been playing with that setting for the longest time. And let’s face it; they do have a point (to some degree). They promised to service your gaming needs, not those of your children and grandchildren. Now, when this is a single player game, a case could be made to transfer the disc to whomever it ends up with, yet there is also a clear case that the services and support are set to the original buyer and without it the game cannot continue. It might be regarded as an open and shut case, but is that truly the case?

We have seen it be done for decades, but was that a legally acceptable reason? I am merely leaving the point of view open to debate. Should a game be allowed to be transferred? Is it fair on the makers of the software products for this to happen? Nowadays we are waiting for the maximised utilisation, the greed driven makers on the minimum option and to some extent the truth tends to be in the middle. This is not because it is fair, but because it is expected. We grew into the expectation of ownership from books and gramophones. Only when the time of digital installation began, only at that point did we see the change towards the expectations that the makers had on ownership and with the age of parchment and gramophones behind us, the consideration of set service terms were not truly on the scale it needed to be. Yet now, with the cloud, with digital ownerships and with downloadable content we are seeing the shift where we are no longer the owner, but the authorised user of the digital product. Now we have the shift that the industry wanted and perhaps in the view of some was entitled to.

In all this we need to realise that the power of creation is not merely remastering of older versions it is the need of revenue for the makers to continue their development and is it fair or unfair to allow for this path? It is at times depending on the point of view that the person has, and n that setting the software industry and the user are unlikely to see thins eye to eye. Some like Sony have the option to link one account to all the devices, so three people could be playing at the same time (each on a different system), some give options for multiple users for a few dollars more and some will try to fetch cash from every user. It is as I personally see it linked to where our expectations are and through history they have been set in favour of the user, now with the cloud and with digital versions that ‘advantage’ is lost to the users and it is largely depending on the others on how they allow us to set this in motion.

Eurogamer is all set towards the need of a champion with references towards Bruce Willis, but is that fair? The best setting is one that Microsoft tried (best for them that is). They wanted to disable the option of pre-owned players and that got buried real fast. Now, I am on the gamer’s side when it comes to a physical product. But in case of Mass Effect, can we truly expect that multiplayer accounts are transferred? Is it fair to continue digital server service ‘ad infinitum’? I personally do not believe that to be fair. Yet in that same push, I think that a physical copy should not be linked to one person, to one owner, but in that as the future comes pushing us, the wrong stance to have. I believe that the intertwining of services, physical and non-physical will stop or enhance the push for limited authorised access.

It is merely my view and perhaps a wrong one, but I am willing to consider that we as users must accept this shift. In this it will become more and more important to have a full physical game. We see the setting of patents in the requirement of manufacturing and physicality, yet now with the cloud and distributed usage (including cloud gaming) we see that every unit is part of the whole, so as such person X with license Y will become part of the whole implying that person X2 with license Y is another entity altogether, I will go one step further that as each player becomes a mere key of the machine, we see that physicality is set in hardware and software and as such, the combination becomes its own dimension, meaning that transfer of ownership becomes a thing of the past. Yet this also spells dangers in other ways, because as non-repudiation becomes a larger issue, any element (like email address) becomes an absolute setting, so that we are in danger of stopping ourselves to move forward with a second email address, a thing we saw with Ubisoft in the past. So once we lose our e-mail address through hackers we could in theory lose whatever we purchased through that medium. Now, most have their own registration system, yet what happens when that depository is lost, damages or altered? That is the part that is not fixed and is unlikely to be properly addressed for some time. It is even more conceivable that our children will in their lifetime see the need and growth of identity implants. Perhaps even more than one and it is at that point that the digital age of ownership takes another leap, perhaps a much larger leap than we have seen in the last 25 years. It opens up whole new ranges of opportunities and dangers. The question will sooner become, which one tips the scales of balance and how will it affect all?

So in case of your death you might be confronted with the implants of your parents, the implants of peers and siblings. In this the law is actually not ready and it is not as simple as what will happen with your games. Because as the setting is fixed it will be about bank accounts, available funds and set funding of growth and wealth. In all this we will see shifts and we will ponder where the rights of services will be set. In this it will go beyond commercial versus NGO, it will be about the shift that identity enables us to hold and that will shift the movements that we are able to do. It will be a new level of hindrance and perhaps even a step towards global discrimination, because when you realise that the age of implants is already here, consider the impairment that some people will have by allowing these changes to the body and to the external extremities.

For those in IP it is a great time to get involved with block chains and non-repudiation, because the game of games, gaming and software will be changed to much larger degrees than people realise and the initial changes as some realise them to be at present are only the tip of the iceberg.

Enjoy the weekend.

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