Tag Archives: Microsoft

May 15, 2019 · 14:43

The political winds

It all started nice and slow this morning. I had one task that is due in 4 hours and 34.3 minutes (roughly), so the unnatural act (for me) of sleeping in commenced and it was nice. So there I was morning ritual all shot to smithereens and it was 2 hours until zero hour. My ritual of checking breaking news gives me the BBC and the Saudi Tankers, an interesting part, but the intelligence on the events are missing, even in open source intelligence it is too much on ‘decent confidence’ and ‘statistical probability of certain parties’. One source gives an implied presence of Hezbollah in Shinas (Oman), yet there is zero reliability as well as the fact that any attack would have required different tools as well as location does not add up, as it is at that point that Israel Hayom gives me ‘Saudi Arabia retaliates hours after Houthis attack oil facilities‘, the fact that we see “Houthi rebels in Yemen, who are backed by Saudi Arabia’s arch-rival Iran, claim attack on Saudi oil pipelines“, this is indeed a different status and I will dig into this when i get more data, this event could escalate matters fast. As such the defence needs of Saudi Arabia will explode (pardon the pun) soon enough.

Yet this is about UK politics and the issues will relate soon enough. The Independent (at https://www.independent.co.uk/news/uk/politics/jeremy-hunt-conservative-party-wall-street-journal-london-a8914171.html) gives us ‘Jeremy Hunt appears to struggle for an answer when asked why people should vote Tory‘, you see as a conservative (yes, I am a Tory) I struggle too. There is no shame in this, we need to walk a tightrope and keeping balance is actually a lot harder than you might imagine. So when we see Jeremy Hunt give us: “Because we are not going to solve this problem by retreating to populist extremes” he has a point, it is clear and he is correct, yet the problem is that we are looking at the wrong extreme. Nigel Farage is not the populist extreme, the European Central Bank is the populist extreme, just not a populist extreme for the people, they are the populist solution for the IMF, Wall Street and American commerce, three that they were never supposed to cater for and the European ignorance is just amazing. Also, the view that the media remains silent on many issues involving the ECB, Mario Draghi and their acts of non-accountability have become too staggering. And as the media is in denial in one side and then bashes Nigel Farage at every opportunity gives additional light to the fact that the media botched plenty of issues.

The people have been misled to a much larger degree and now they are willing to try Farage and the Brexit party, not because they like him, but because they largely mistrust all other parties including my own conservative party. That is the realistic stage, so why vote Tory?

The problem is not easy but the biggest issue is the debt, both sides (mainly the Labor party) have pushed again and again and left the British nation with 2 trillion pounds of debt. Even in the most optimal stage it will take well over a generation, it is passed in two parts. The first is no less than £20 billion in interest payment and an optimal £20-£50 billion in annual debt decline; if this is not done soon it will be too late for everyone. The benefit is that the UK without the Euro can steer shallow and deep waters, all having their own risk (and rewards), all having options, but the drag of the Euro 27 nations and their bad choices as well as the ECB and their unacceptable acts will no longer be part of it. It will be the first clear stage of resolving the issues that politicians are too hard to solve. Still, it will take a generation, perhaps two to resolve it and when there is momentum in the first 5 years that will signal economic improvements as well as economic opportunities.

Immigration

If that was not the case, do you think that the refugees would be racing and running to make it to the UK as fast as they possibly can? No, the people in the lower tier are actually seeing the lack of progress for the people all over Europe, and for now the UK is in a similar stage, but it could improve, the UK is in a stage where it could improve faster and better than anywhere else in Europe. Do you think I would sit on billions of IP if any official in the EU27 could be trusted? The EU27 and America are all in the stage to fill their pockets as much as possible before it is too late, I would rather make all my IP public domain and watch them all fight each other on claims that they were first and not giving actual evidence. That is why Google, Huawei and optional Saudi Arabia are seemingly the few parties worth talking to at present.

Google and Huawei have shown to be pushing innovation, not iteration. In addition, the acts we see in Saudi Arabia on renewal and Neom City are showing a push for larger changes, changes that the US and the European Economic Union is no longer able to make, they are stuck with a mountain of debt making everything a discussion, and no resolutions. The fact that for the most tax laws have NEVER been properly been adjusted so that the large corporations (FAANG group) make proper payment has never been addressed, it is a failing on both sides of the Isle, both Tories and Labour have fault at that. the BBC news in March 2018 gave us ‘Google’s tax bill rises to £50m‘, and we get two parts in addition: “The technology giant’s annual accounts show that the company will pay corporation taxes of £49.3m on UK profits of £202.4m” and “The total value of Google’s sales in the UK is about £5.7bn a year“, now I have nothing against google, as a matter of fact, I love Google (platonically mind you). Yet the numbers do not add up. When we consider that google is making 202 million out of 5,700 million, it amounts to a profit margin of 3.54%, considering that the Google Pixel 3 is well over £700 makes me wonder. Yet let’s not forget that Google is not alone here, Microsoft, IBM, Oracle, SAP, Facebook, Amazon all have profits that go into the billions (well the FAANG group players at least). So the tax image is wrong and the people get to pay for the cost of commerce, not exactly fair, is it?

This is the realisation that has been sweeping through the lower tiers of the population and they have had enough, and I get it. We see all these utter BS approaches on what we can sell to the government of Saudi Arabia and we cannot even sort out proper taxation to big business? Small businesses have been driven out of shops through large corporations working from abroad, the Britons have been dealt a raw deal and it bites, the Tories did way too little to deal with it (opposing the Labour party who did nothing at all when they were in charge). So the people have gotten to the point where they will try anything, especially give Nigel Farage and his Brexit party a chance.

Yes, how would I vote? Well, I am all for Brexit, yet I remain a Conservative. The issue is not Brexit, it will happen (read: it should), the issue will be about what happens after that, it will be a mess for close to two years and issues need to be resolved and it will take time and it will take serious discussions, Nigel Farage has charisma, he has knowledge yet what about his team? The players like David Coburn, Julia Reid, Nathan Gill, or Raymond Finch? I am not sure any of those people can hold proper seats like Home office, Foreign office, Defence, or Treasury. That is the problem the UK faces. Getting a proper government in place, Labor was never trustworthy and even as Tony Blair did a lot of good, he bungled plenty too. In that regard whatever came after Harold Wilson (1976) was pretty bollocks by the view of some (a view I only partially support).

These parts matter, the failings form the past are now part of the current battlefield and the failings are important to consider with a debt of 2 trillion, that is why the Brexit party is likely to be the biggest player, yet I remain a conservative, the mess needs to be cleaned up and whilst labour will indiscriminately spend money that they do not have, the Nigel Farage side lacks the true experience that the people need to clean the overall mess up, Brexit is an essential first, but the Brexit party is in my humble opinion not ready to properly deal with the 20 steps that follow.

Was there not a Saudi side?

Yup and we are getting to that now. You see the economy is only one side. Military hardware is only one part of optional commerce, the national growth of 5G will benefit the UK, yet these parts can also be sold to Saudi Arabia, there is more than Huawei and even as the UK needs to catch up, and catch up fast, the sorted problem is not merely military hardware, that part needs services and whilst the UK can be a push forward there, they are up against American Giants and it is a fight worth fighting. The infrastructure for Neom City and even beyond that all the way to Riyadh represents an initial £350 billion, with more on the horizon. When I set the stage for my £2,000,000,000 IP, one part was that I did look beyond one side and since then found four more avenues where people merely accepted certain solutions and never looked at what else was possible. From Marketing, Awareness creation, communication, applied applications on the setting of streaming (yes, that was a pun and a puzzle all at once). And the biggest parts are not big business, it is a small business approach with global ramifications, and the nice part is that Huawei was nice enough to implement part of it in their 5G prospective and not look further, so happy, happy me (for now that is).

This is not merely one part, all the players (and the FAANG group) all want access to Saudi Arabia, so who do you think they will hand options too? These hypocrites who decided to suddenly revoke export to Saudi Arabia whilst ignoring the activities of Hezbollah and Iran, or those who stood by Saudi Arabia and their right for defence? Let’s not forget that the aid of Saudi Arabia was called on by the legitimate government of Yemen, a part most seem to ignore again and again.

Saudi Arabia is trailing in technology on several ides and they are trying to address this and those who facilitate for the progress of that will find themselves with the sweetest deals. More importantly, the UK will need proper trade partners to a larger degree. The US is all about export and the fact that export needs to exceed import, several nations are in that stage. The list that place true value to import to goods and services is small, so having the proper foreign office in place is going to be essential in the next 5 years, the Brexit party cannot deliver on that and that will make matters much worse down the Brexit trail. The Conservative need is easily shown when you look a few degrees beyond the current point of exposure. It is when you look towards the applied stage of the long game, that is where you see that the bulk of all politicians fall short. They will merely tell you: ‘We will solve it when we get there‘, or ‘We have a plan and we will present it at the proper time‘ and it is way too late to take that approach, it is well over a decade too late for that.

If they cannot clearly show you a plan, they are extremely unlikely to have one, which is not a stage the UK (and many other nations) can survive on at present. As such the political winds are blowing, top some degree those who we are willing to trust lack the power and know-how to make it work long term, most of the others are no longer trusted to the degree that they need to. I remain conservative inclined, yet they too need to realise that not only is the party over, facilitating in that direction is no longer an option, making that heard loud and clear is essential.

 

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May 10, 2019 · 15:03

Electronic Entertainment Expo 2019

After last year there were issues, several on all fronts, and as Sony announced not to attend, we see the larger question, is there a need for E3? From my personal point of view, Microsoft will not be trustworthy (after their choices between the Xbox 360 and now), making it a Nintendo & Indie show, now, I am all for that and it could be awesome, but that is no longer an actual E3. Also, we will see the front carried by a few titles, yet they did so too last year and the blip verts show many images of what we saw last year too.

So as I use GamesRadar (at https://www.youtube.com/watch?v=xNCFmrkqQuY) as a handhold, let’s take a look at what we could optionally consider not watching in person there.

  1. Cyberpunk 2077. Yes, we saw a lot, we saw a lot before and for the most, we have blind trust in CD Project Red, they gave us the goods from the very start ‘You’ll see it when it is ready’ and with the Witcher III as evidence, we have all the confidence that it will be a smash winner when it is finished, the problem is that everyone is speculating or giving ‘I know a guy and it comes at …….‘, but the truth is CD Project RED has not giving a final date, if there is one, it will most likely be given at the E3 2019.
  2. Gears of War 5, it seems to be more of the same, it was never my cup of tea and as such, I hope people will love it, I truly do, but I see it as too much of the same, just like the next HALO which has number 3 and even as 4 player part might be nice, yet after Anthem, and every version connected to it (exception of Fortnite and Overwatch) I have seen enough to last me a lifetime, so the orchestra part was definitely overkill
  3. Another Star Wars game? Likely an absolute must for every Star Wars fan, I am not judging here, merely awaiting to see real game play.
  4. Session, a skateboarding game. It comes from Microsoft, so we will have to await the actual game footage and YouTube video to see what the actuality of that game is, personally I am kind of over all the Microsoft marketing, and we will likely see more on Crackdown 3, the game that was announced in 2014, coming in 2016, and has had delay after delay and is still not out. A game that is years too late, supposed to be AAA and gets a mere 57% from Metacritic, I think it was PC Gamer that gave us “It’s an OK game that could’ve been exciting a decade ago“, so as we were given presentation after presentation on the of Cloudgine for cloud computing support, we see the entire part blown out of the water. This now interacts with my article ‘At the end of a journey‘ (at https://lawlordtobe.com/2019/04/14/at-the-end-of-a-journey/) where we see the issue of Tim Stuart, Microsoft CFO giving us: “Xbox CFO on Google Stadia: “Cloud Won’t Match Local Experience”“, yes we said that for decades, making Crackdown 3 a joke at the very least and the years of delay a questionable side in what Microsoft regards as game design.

There are a few more games, some definitely interesting of checking out and a few to race for to the release date shop. Bethesda will be present with another Doom, for the lovers of that type of game a decent must. Ubisoft will try to wet the appetite with more ‘Beyond good and evil 2‘ yet there is no indication that there will be anything playable and GamesRadar as well as a few others have been whispering NextGen, so this might be a PS5 and whatever Microsoft puts on the market with an expected optional ‘always online‘ push by badly facilitating, and lets not forget the massive amount of space reserved for advertisement on your Xbox screen.

Nintendo will be killing the show, the next Pokémon is already making waves at present, so the impact will only increase, and that is merely the beginning, there will be an animal crossing, an exclusive Marvel Ultimate Alliance for Nintendo Switch, which must anger all the other consoles, as the previous two had quite the impact on gaming. And no matter how others slice it, the Nintendo Store with Switch version of CBM-64 golden games is only increasing the desire to own a Nintendo Switch, the idea to replay the Epyx great ‘Impossible Mission’ is just too fantastic to ignore.

We will get another call to Dying Light 2, yet at present no actual reliable release date as well as third installments of Luigi’s mansion and Borderland, both a reason to watch, both have a following and both have creatively emphasized on fun. There are more and more titles that are looking good (also on the Xbox), the makers of Fallout New Vegas and now part of Microsoft will be bringing the Outer Worlds. For those who remember Fallout New Vegas, consider an RPG, a lot larger, with more options, more challenges and more choices, there is zero chance that this game is not on the wish list of anyone who loves RPG’s, which is fair enough, Microsoft can’t get everything wrong. For Ubisoft it will be an important moment, Watchdogs 3 is on the list and according to rumours it will now be based in London. It is important because the first game became a massive letdown, yet Watchdogs repaired it to a decent degree in number two, not in the least because of the cast of Ruffin Prentiss who did an amazing job. So for Ubisoft the stakes are nothing short of monumental, they cannot afford to mess this one up. As I personally see it the Quality department better have their marbles in a row on this one. Ubisoft will have more if some of the leaks are to be believed. So their show, as well as the Bethesda one are the shows to be in the top ones both seasoned with the anticipation from viewers and gaming fanatics alike.

Gaming is more and more true mainstream, but it is also splintering gamers to a larger degree, in part we can blame people like Fortnite. It is not really their fault, they made genuine innovations, and more and more people nowadays expect that the system is no longer an issue when you are playing with your friends, which is actually no longer a given. With newbies Apple and Google, the interaction of games across platforms becomes a larger issue and no longer a given. Yet the audience is pushing and setting for a stage that remains debatable. Is it fair to expect PC’s and next generation consoles to group play?

The option that Microsoft consoles will interact with PC’s is to be expected, but is that stage equal for PS5 other solutions (Mac systems)? I am not claiming a yes or no, merely asking the question. If anything happens in the 5G stage, it will be that those interactions will find a larger footing, whether it will happen gets a TBA (to be announced) flag for now.

As I said Ubisoft has Watchdogs 3 nearly on ready is a large issue, on the plus side, if they pull it off, the value of the Watchdogs Franchise will skyrocket, mainly because the second in San Francisco was a large step forward from the first. The idea of London is appealing to many in other ways, the American population that needs to adjust to driving on the left lane is going to set the stage of many hilarious moments and the open world of London could be breathtaking. They gave us a great experience in San Francisco, so I expect nothing less than spectacular. It also implies that my idea for Watchdogs 3 could be an optional Watchdogs 4, so let’s just hope that game 3 knocks it out of the park. The only larger question will be Bethesda, they have confirmed that there will be no Elder Scrolls 6 or Starfield, which is nice to know, but Bethesda has a lot more IP so there is likely to be plenty to watch, and to be honest after all the slicing and dicing of Fallout 76, they need a win, a big win would be better.

In all this we see more of the same, the IP has stagnated to some degree, Minecraft (2009), Skyrim (2011), Grand Theft Auto V (2013), Elite Dangerous (2014), Witcher III (2015), No Mans Sky (2016), Fortnite (2017), all great moments of IP. I now distinguish between IP and a great game; they often go hand in hand, but not always. I believe that sandbox games, RPG games and tactical games will overlap more and more and will for the growing population of new gamers to be more and more important as well. We saw what could have been possible to some degree in Ghost Recon Wildlands, but not to the degree that could have been achieved. I believe that this is the IP that Google Stadia can build on.

Say What?

To see this, we need to look at the two stages of gaming. For the most, the games have a combined approach (the image is an analogy), so there are parts in the game that are used and in the core of the game, accessed when it is applicable. Yet another way is to take the Covert Action (an old Microprose game) approach, but now a next generation version. In this version in any sandbox, as we add a new element, the world would actually become bigger, or there would be more to do in that same world.

It was the foundation when I started the design of a game called: ‘Equilibrium, nature versus the machine‘. The biggest elements were finding a large enough play field (in my case Amsterdam), and set the stage where replayability would be more fun, so the stage required a very different approach, so that people could not chase from one point to the other to get a quickest time finale. In addition, I needed to set a stage where it would not merely be some kind of a ‘seek’ game (which is too much of a given when you finish the game more than once). In addition, there is the eye candy bit, so making sure it looks appealing and not repetitive was equally a challenge. For the most Amsterdam filled that bill. Yet, as I was contemplating the foundations for Elder Scrolls 7 and Watchdogs 4 I knew that they all had their hang-ups (not in a bad way), in every case it was what the player (in my case me) relied on, I wanted to change that concept, and in all honesty after hundreds of hours of Diablo 3 it felt an essential first to solve.

No man’s sky gave me additional idea’s. We look at it as some kind of failure, but the game is an achievement in many ways. If we accept that the worlds were set to a formula, what happens if we change this world into a formula and let the NoManSky IP recreate that world again and again? Then I considered what could one day be another Watchdog game, in this I wanted to push the envelope in another way. Hence I considered the stage where Kyoto was completely set to the game map, and I mean EVERY street. The game would now be large enough to keep a person busy for hundreds of hours and in the gender setting the game would have 4 versions two for each gender and each gender could get through the game as a criminal or a non-criminal, so the city had a light and a dark side. The interesting part about Japan is the lack of guns (and super strict gun laws) forcing stealth and forcing unarmed combat. As the monkey fist was a brilliant choice in the second Watchdogs, there was the option to keep it in, but also to make other weapons, weapons not to bleed, but to knock out. The nice part is that Japan has about 4 centuries of weapons in their history, so plenty of options. Technology (read: applied technology) is also more advanced (in many cases), so letting the game revolve not merely on the smartphone, but also Google glasses and the fact that in the hard setting there will be no English, gives light to a much bigger challenge. Having to rely on you wearing Google glasses (in the game that is) to read signs and to read instructions in the game to get your local language was appealing for a few reasons. It makes the game a much larger part of you. Adding weather and time constraints adds to the challenge and excitement. We forgot that the ‘you’ in your character was neglected more and more is also a consideration, having to eat and sleep on a regular basis could translate into a larger experience.

Finally the part where the elements come to shine; as we look at the coloured balls, we can see that mixing blue and red would create purple and between blue and dark yellow we would get a moss green. Now consider replacing the colour for a level, in normal mode hacking is one version, yet when we tweak that it is not pressing a button, we could replace the button with code segments that need to be found (and chosen), drastically increasing the challenge of the game, so what is a joy and still a challenge as well as an achievement on normal could be a mind boggling experience on hard and higher. So the smartphone could be upgraded, other versions of the (in game) app, also gives more options and buying an up scaled phone (more expensive) would give the player more destinations where he/she could strike it rich. Yet giving merely more and more is not enticing either, the added plus needs to be balanced with the drag in the negative.

It is what I envisioned in a new Elder Scrolls, adding the old limits. For example a person could not be fighter guild and mercenary (Blackwood company), a Mages Guild member could not be a member of the Thieves Guild and so on, so that at the most 3 guilds could be joined and until one guild had been completed some guilds could not be started. In this setting the game becomes more fulfilling, even in replay, as you start the second game with the Mages guild or the guild of Necromancy would impact your character to a much larger degree. To keep it appealing the setting of what used to be called the red wire challenge, a challenge that is not part of any main quest and happens over the entire stage of the game, so I came up with another challenge, to get there you needed masons, as well as special books (to be found) you could influence the look of the outcome with an Elvish, a Dwemer, the Imperial and the Ayleid version, all having distinct different looks and as the books are to be found in a different locations in every game, the hunt could be on for quite a while. With the introduction of new elements, reverting to an applied extra from Oblivion, So in the game there would be the option for Strength, Intelligence, Willpower, Agility, Speed, Endurance, Personality and Luck to be increased in other ways. Mining would result in additional strength, trading gives additional Personality, and Luck would grow with trade deals, finding mythic loot and so on, so even as the Skyrim approach of Illusion, Conjuration, Restoration, Alteration, Enchanting, Smithing and so on remains, with certain levels of Smithing and/or Mining surpassed the player would also gain additional strength, which gives added value to the carry and stamina numbers, whilst sickness and wounds have a much stronger negative impact. So a stealth master remains with attributes in the same area, any stealth master would have much higher agility giving the player an additional bonus. In addition, the stage of the game as I considered it had additional choices making for a much higher desire to replay the game in other ways and options. And as I went through it, it was the idea of changing the map in another way, As Oblivion was stated to be 40 KM2, Skyrim was stated to be 37 KM2 (this is clearly a: I thought it was bigger moment) ESVII (Restoration) would be no less than 780 KM2, adding to the game in a massive way, yet that also gave the stage where the current approach to a game map would no longer work (assumption on my side), so another approach would be essential. Optionally a two disc solution where the first disc is the install and map disc, the second one would be the actual game disc, yet in that stage the game would require a reserved space of no less than 150 GB (very loose estimate), as such the game would require other checks and balances as well. Whether it ever happens or not does not matter, the entire part is important in another way. When we consider the images I gave where the play world grows with the added segments, that approach would work very well for Google Stadia, so it opens up a new area we have almost never seen before, true open source gaming, a collective of gamers that could add to the game (with permission from the maker) not unlike some kind of a creation club, but in the foundation (the small balls), as a new enhancement is accepted by the game owner, we see that the entire gaming map and experience would grow as well, so over time, we get a largely enhanced game. Consider the merging of Elite Dangerous and No Man’s Sky, so not only do you play Elite Dangerous and travel from planet to planet, each planet could end up having an algorithm that allows to planetary exploration on every planet for the size of the planet, it would make it a game that takes a lifetime to play even in part. Yet what happens when someone created the module to add your own space station in an unexplored location? Consider the option for the gamer to have their own small station, grow it so that the station itself becomes an economic mark on the game as a larger whole. The nice part is that Google Stadia is in a much better position to bring that reality in gaming in the short term, so as the elements of IP are created and offered, we see the optional short term reality that Google Stadia could take sandbox gaming to an entirely new level and that would create the interest of millions of casual and recreational gamers overnight. That is not all, the stated lack of latency and the larger balance (implied) between latency and quality (much higher quality with less latency) only rises the level of opportunity for the Google players in the immediate future. I am not certain how active Google will be at the next E3, yet I believe that every eye will be on what Google can deliver, at that point the game changes for players on a global scale, so when I stated “we do hope that Sony is not stupid enough to follow the short-sighted path that Microsoft is on, they are now merely console number three and optionally before 2021 number 4 out of 5“, in ‘Lifting the Veil‘ (at https://lawlordtobe.com/2019/04/17/lifting-the-veil/) I did know what I was talking about and I knew what could optionally happen. Microsoft forgot what the power of true dreamers was (and optionally clueless on what they can still do), that is why Google could be the number 3 choice for a global gaming community soon thereafter, how far they rise depends on how innovative they continue to be, they are up against two titans that actively shaped the world of gaming for well over 5 console generations. So when these new technologies come, we will see a much more driven need for these players to be the best innovator in gaming, at that point it does not matter who leads, the gamer wins and that is just fine by me.

 

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May 2, 2019 · 11:55

Epee and quarterstaff

It is an old riddle that goes back to the renaissance: ‘What do the Epee and quarterstaff have in common?’ The answer is that they extent reach. The lesson is that everything has its reach and the power remains when you do not exceed the 90% of it until you are either forced, or if you have a 100% certainty of causing a fatal hit. Making the mistake in those days meant certain death. Those days were not about points, it was not about bragging on besting a person, it was kill or be killed, plain and simple. A lesson that is 500 years old and Apple apparently never learned it. So in the Guardian (at https://www.theguardian.com/technology/2019/apr/30/apple-iphone-sales-first-quarter-earnings) we see ‘Apple’s iPhone sales fall 17% in first quarter as flagship product struggles‘, what was interesting was: “The company made a profit of $11.6bn – ahead of expectations. But this quarter marked another quarterly decline in profit and revenue as the company struggled to move beyond the iPhone“, even as Apple is in a buyback phase to regain its heralded one trillion dollar company, there are still clouds in the background. It starts with the iPhone, an iPhone Xr 128GB is $1299, the not most powerful version of the iPhone Xs is $2049. Yet the competing Androids are $1499 (Google Pixel 3), $1599 (Huawei P30 pro) and $1699 (Samsung S10), those are all on the same, or in some regards on a more superior level; if we are concerned consumers and we are willing to step down a little we can get decently competitive phones for $449, that is what Apple is up against, you can shout all you want on how refined, elitist and top range your phone is, but the amount of people with that kind of cash available is dwindling down and Apple is realising that buying back stock and take control of the smacking they are about to get is indeed a wise choice, but so far my prediction remains that Apple is heading towards a 30% decline of net value is not unrealistic at all. Then there are the issues on the computer side of apple too. What Digital Trends called ‘Flexgate’ last January is still on the mind of many, and as they gave us the quote: “the stage light effect is caused by flaws with a cabling system that Apple uses to attach each MacBook display to the internals of the laptop. In MacBook models from 2016 and newer, Apple switched to a new flexible and thin ribbon cable, which over a long period of time can face fatigue and eventually tear as the lid is repeatedly opened and closed on the laptop” with additional information (at https://www.digitaltrends.com/computing/flexgate-issue-plaguing-some-macbook-pro-owners/) we see that Apple has played the ‘presentation innovation’ card slightly too visible, so now there is a backlash. Then there is bendgate (iPad Pro bending), then we get in addition the May 2018 class-action lawsuit that alleges that Apple has “failed and continues to fail to disclose” problems with its butterfly keyboard. It says Apple’s actions are violating several competition and regulatory laws, including California’s Unfair Competition Law and the Magnuson-Moss Warranty Act. The lawsuit is seeking damages for the class, as well as an acknowledgement by Apple that there’s a problem with its keyboard design. This case is not over and done with, because it will be a global problem soon enough, so the steps that Apple has to take will take a massive chunk on their value and profit reporting within the coming year. Al these actions whilst they have plenty more issues coming their way. Now in their defence, the entire Flexgate could have happened to anyone, but proper testing does give light to these dangers, it is interesting to note that IKEA might have a better quality testing department than Apple does, which shows that Scandinavians optionally have a better idea towards exceeding customer service and keeping proper tabs on quality. This all before you realise that Tech Insider reported ‘Apple is squirrelling away money to pay for lawsuits related to its iPhone ‘batterygate’ throttling scandal‘ (at https://www.businessinsider.com.au/iphone-batterygate-lawsuits-cause-apple-to-set-aside-money-2019-2) an issue that is still not done with and might not be done with until 2020. So when you see that list costing them optional billions, do you think that my view was unrealistic?

As they give us: “previous class-action suits have resulted in $US450 million judgments against the iPhone maker“, I feel certain that this will not get it done in this case and if they are really really lucky, it might only cost them $45 billion, you forget that the Euro courts are snapping at the heels of Apple as well, 27 nations all with a score of angry customers, we realise that there is always a cost to doing business and there is premium to pay when the limelight is set on what might call ‘intentional deceptive conduct’ and ‘batterygate’ fits that bill and then some. This is not the end; there is also indirect damage to come. This was given by Apple Insider with ‘Latest Facebook-related security breach finds millions of records exposed on Amazon servers‘, there we see (at https://appleinsider.com/articles/19/04/03/latest-facebook-related-security-breach-finds-millions-of-records-exposed-on-amazon-servers) that Apple was connected: “These include data sharing deals with companies like Apple, Amazon, Microsoft, and Sony, plus people being able to look up strangers based on phone numbers submitted for two-factor authentication“, so when we see data-sharing, we think it is only Facebook, but sharing goes in many directions and what did Apple share? the entire ‘people being able to look up strangers based on phone numbers submitted for two-factor authentication‘ implies that Apple optionally has a decent amount to answer for, or perhaps better stated, there is plenty of issues brought to light that the Apple legal teams need to ignore, deny or carefully phrase into another direction, there is only so many fines any company can live with before the larger population bails and if that happens before December 2019 than my prediction of 30% could end up being way too optimistic, but I keep a conservative view on the matters for now. Consider the steps that Apple has been making, their ‘new’ iMac Pro, it is a computer that starts at $7,299, whilst the normal new iMac, a computer that would satisfy 95% of all Apple users is a mere $2,799. Now, I am not opposed to an overpowered computer, but consider the cost of creating it, redesigning parts and making it look more expensive, do the amount of buyers rectify for that? Is the ROI curve not massively overstated and when we realise that, is a company where its marketing is insisting on annual innovation not out of control? What is the price tag of that you reckon? It becomes even more laughable when we consider a review (at https://www.youtube.com/watch?v=6YwYZvmYecI) where we see the MacRumors channel giving us at 5:30 that the iMac Pro (2017 model) exports 4K video in 2:44, whilst the normal iMac (2019 model) does the same thing in 2:31, it seems trivial, yet remember that there is a $7,299 versus $2,799 in play and within 2 years the value of $4,500 was lost to the user, as such the life time value of an iMac has pretty much gone into the basement taking out customer loyalty overnight. the last time I looked, looking cool for a year at the price of $4,500 was decently overrated for most people, and it makes for a business case that the iMac pro could be regarded as wasted investment for its consumers soon thereafter (in some places they refer to that as: ‘warranty until you exit the premises‘.

These are some of the issues that Apple is facing and there are a lot more issues (yet most of those are actually trivial). It is there that we return to the Guardian with: ‘the company struggled to move beyond the iPhone‘, that and the 2018 iPad Pro Bendgate issue does not help any and that is where we see that quality assessment has failed miserably. The need to look innovative, lighter and thinner means that testing becomes more and more important. So when the consumer was treated to ‘Apple releases an official statement on reports that some iPad Pros have come bent right out of the box’ on January 2019 with: “Relative to the issue you referenced regarding the new iPad Pro, its unibody design meets or exceeds all of Apple’s high quality standards of design and precision manufacturing.”, and as such the consumer feels duped to say the least. One source also gives us: “Apple claims that the bending can’t exceed more than 400 micron–“the width of fewer than four sheets of paper at most,” which is a “tighter specification for flatness than previous generations,” the note says.

The tech note further states that the antenna splits “may make subtle deviations in flatness more visible only from certain viewing angles that are imperceptible during normal use.”“, whilst the image from MacRumors (at https://www.macrumors.com/guide/ipad-pro-2018-bending-issue/) shows a bending issue close to 1,000% of what they claim, making the issue rise to the surface and also gives a much larger light of additional class actions that might be filed later this year if Apple does not change policy immediately, so is my 30% drop still off? I already gave some visibility to that (at https://lawlordtobe.com/2019/02/24/future-through-the-sub-line/) almost 3 months ago, and I have not noticed any clear loud actions by Apple Marketing to counter the damage that this issue was bringing.

It is not what Apple claims to do, it is the failing on a few levels, the marketing on several product lines and the neglect of services that shows that not only is it struggling to move beyond the iPhone, at present they have very few options left to them in any of the product lines to set any stage of ‘moving beyond’ and that too will suppress growth to a much larger degree, and optionally for a much longer time. All that whilst they should have known when they started the Pro and high priced iPhone series that they are selling to people who demand perfection and high end quality especially at the prices that they are selling it at, at that point your QA department is the most important department you have, not your marketing department.

It is the direct visibility when you extent beyond your reach, you get hammered down and you get hammered down hard, in the renaissance that apple individual would not be defeated, that person would merely be dead and forgotten, I hope that this is the lessons that apple takes to heart because the treasures of 5G are looming and Apple might be out in the cold soon enough. I reckon that the $4.5 billion payment to Qualcomm is making that obvious and clear to all, which is news that was released only hours ago with: “As pointed out by Axios, Qualcomm will record $4.5 to $4.7 billion in revenue from the Apple settlement, which includes a “cash payment from Apple and the release of related liabilities.”” (Source: MacRumors).

Apple still has a long way to go to get back on top, I wonder if they ever will.

 

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May 1, 2019 · 10:56

A little pain to Huawei

Yes, there is finally a moment where we need to ask Huawei questions. Bloomberg reported (at https://www.bloomberg.com/news/articles/2019-04-30/vodafone-found-hidden-backdoors-in-huawei-equipment) that backdoors have been found. More accurately: “Vodafone asked Huawei to remove backdoors in home internet routers in 2011 and received assurances from the supplier that the issues were fixed, but further testing revealed that the security vulnerabilities remained, the documents show“, yet knowing the track record of Vodafone, that is not the whole story. Is there an issue? Seemingly not, as the headline gives us: ‘While the carrier says the issues found in 2011 and 2012 were resolved at the time‘, so an issue found 7 years ago was resolved at the time. Is that issue there now? Bloomberg does not really give us that do they? It gets to be a larger issue of what is seemingly called reporting when we see the ZDNet report from 2017 (5 years after the Bloomberg reported issue: “Thousands of routers, many of which belong to AT&T U-verse customers, can be easily and remotely hacked through several critical security vulnerabilities“. that as well as: “Among the vulnerabilities are hardcoded credentials, which can allow “root” remote access to an affected device, giving an attacker full control over the router. An attacker can connect to an affected router and log-in with a publicly-disclosed username and password, granting access to the modem’s menu-driven shell. An attacker can view and change the Wi-Fi router name and password, and alter the network’s setup, such as rerouting internet traffic to a malicious server“, these are much larger issues and were they resolved? We would think yes, but the article did not give us that. They did give us: “The report said Arris NVG589 and NVG599 modems with the latest 9.2.2 firmware are affected, but it’s not clear who’s responsible for the bugs“. The small fact that this constituted 5 flaws as well as a reported statement of: ‘the vulnerabilities are not limited to the hard-coded credentials flaw‘ give rise to a whole range of issues. So even as we might think that this one flaw is a stitch in the high regard for Huawei, the fact that an American solution has well over 500% the amount of vulnerabilities and as stated on several levels give rise to the reliability of Huawei. Moreover, the length of the issue is also a given at times as well as the need for better 5G equipment. Yet in all this, how much actual damage has either caused, Bloomberg was willing not to disclose that either. Yet Huawei is not out of the woods yet. The article gives us ‘further testing revealed that the security vulnerabilities remained, the documents show‘ and that is indeed a larger problem, yet these documents were from 2012, when was it actually resolved? The fact that we do not see that it was never ‘not resolved’ implies that it was, in addition, the 2012 issues in Italy were resolved that year. Then there is the quote ‘it couldn’t find evidence of historical vulnerabilities in routers or broadband network gateways beyond Italy‘ making it a localised temporary issue.

In all this Huawei has an issue to deal with and even as we see the lack of comparison flaws (I added the AT&T issue so you can be aware), the unbalanced reporting, as well as the clarity that there is to some extent an issue remains. The fact that the huge AT&T disaster was never called to answer questions might be equally a consideration to make. All computers and most software have bugs and security flaws. When I looked this morning, I found a list of 845 vulnerabilities in Windows 10, some of them critical. So when we compare these issues, we should consider that your Huawei router is not the largest problem and that is merely the beginning of the issue. Historically speaking, from 1999 we see that Windows have had 113,811 vulnerabilities; 4911 vulnerabilities regarding the ability to gain privileges, 10377 on getting information and 6001 on bypassing options. So in all we need to consider that your choice of Windows is a much bigger concern than your Router is, if the Chinese government wants to get access to your data they merely need to wait for you to switch on your windows machine, there are plenty of options to get to the stuff no matter which router you buy and if you got the Arris NVG589 or NVG599 modem it would have seemingly been easy as pie to just copy whatever you had, so in the end can you see that the entire Huawei mess is merely an American mess to project the notion that you should not buy Chinese, but consider the optionally more flawed American solutions?

And whilst I got to AT&T, the news (three days ago) was ‘AT&T claims title as first U.S. carrier to hit 2Gbps on 5G network‘, yet when we consider the quote by VentureBeat: “It’s great in the abstract that some businesses in Atlanta may be able to get 2Gbps speeds on a 5G device regular consumers can’t buy. But what really matters is the actual speed normal 5G users across multiple cities will see on actual consumer devices. Verizon has provided a sub-1Gbps sense of what to expect, but AT&T hasn’t.”

We see that what is regarded as reliable in America is a bit of a stretch at some point, for the most I was most disappointed with is the fact that the Bloomberg article should be regarded as an attack on Huawei whilst there is no comparison given as to how that flaw related to the flaws others had, more important the fact that there were larger flaws from others much more recent is a missed part. Still Bloomberg did raise a really valid point on a flaw that Huawei seemingly has, with the perception that the news could have been given in 450 words, the rest was a lot of smoke around an issue that dwarves against some of the other issues, issues where there is actual fire, not merely smoke.

But that is merely my $0.02 on the situation.

 

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April 17, 2019 · 10:46

Lifting the veil

Keith Stuart (the Guardian) gave the first reliable light less than 8 hours ago when he treats us to: ‘PlayStation 5: Sony gives the first details of its next generation console‘. We see a lot of digital techno babble (for the non-technical readers), what is important in first light is a positive and a negative. The positive is seen with “a custom graphics processor based on the forthcoming AMD Navi family, which will be capable of real-time ray tracing“, implying that the new PS5 is only inches behind today’s top graphics cards and on part what the PC could maximise in 2020, that is indeed a graphical leap that has not been seen before. Then we see “an eight-core CPU based on the third generation of AMD’s Ryzen processors“. This is good in a number of ways but let’s not blindly focus on the 8 cores. In the end gaming is about good games. What does seem to be implied is that Ubisoft has a unique option at present, it could get ahead of the crowd with a massive leap if they do their homework and if they focus on the result and not listen to whatever idiot is the voice of the shareholders and/or marketing, because that will end them right quick.

They have the option for a truly new Watchdog and optionally a few more of their franchises, but only if they focus, the next AAA rated at 65% could end them if they lose focus; the fans have become weary of Ubisoft and what they market and subsequently not produce. A similar stage is there for Bethesda, even as they have a lot more credibility. They have the products, but they need to have a much better QA team. They will not survive a second Fallout 76 that much is showing to be the gospel of gaming. When we see the specs of the PS5 we cannot even imagine what FromSoftware will be able to pull off, but we cannot wait to see. There are more players, especially with the implied God of War 5, even if they merely get an equal to god of War 4, people will sleep in front of gaming shops to get the game at first light, and so far we know that these makers always surpassed the previous versions, so we cannot wait.

Yet this gets us to the other place, the one negative one. You see, we might hype behind “a solid state drive“, yet the ugly truth is that space is expensive in solid state mode. Even as the current price of $975 for a 4TB drive is a lot and that price will be 30% down in 2020, the truth remains that 2TB will not cut it and we do hope that Sony is not stupid enough to follow the short-sighted path that Microsoft is on, they are now merely console number three and optionally before 2021 a number 4 out of 5. We get that we might start at 1-2TB, yet as long as the space is there to upgrade to 4TB the fans will be OK with it, selling that item short is the most dangerous path one could be on and 3mm makes all the difference. Even as Microsoft Marketing is trying to launch hypes around Xbox Two, they have already lost the faith of so many gamers that the stage now is set to them trying to repair damage in the first year of console release; this is totally difference form both Nintendo and Sony who are now steaming ahead at full throttle. Even as we get the Sci-Fi versions of what the Xbox Two might be, too many people are no longer willing to trust Microsoft at present and that is hurting them at the starting bell for a lot more than they are willing to admit to. I only they had actually listened to the gamers, we are not willing to trust them with their words: ‘We listened to gamer and this is what we came up with‘, they will bully always online, they will bully their Microsoft Azure needs. This is the consequence of doing what shareholders tell you and disregard the customer, it is a failed model and I have seen the fallout of that for well over two decades in the field.

So whilst others need to worry about the market share they lose against Nintendo and Google Stadia (optionally against Apple too), Sony has decided on the path that gamers desire and with one optional flaw they are on track to surpass themselves. It gets to be even larger if initial social media plans come to fruition, yet there is no evidence that this is in any way happening. what is interesting is that the winning path of Sony is pushed to a much higher level whilst Microsoft is still clinging to “Securely store player data, dynamically scale your gaming experiences to more than 50 regions, and save money as your game grows with Azure” and even as some give us: “Google may have stolen the show at this year’s Game Developer Conference with its Stadia cloud gaming reveal, but Microsoft is hard at work on its own service, xCloud, that it’s already testing now. At a GDC developer session yesterday, Microsoft representatives from the xCloud team gave us a little more detail into how games designed for Xbox consoles will translate over to mobile devices, where players might be used to either a Bluetooth controller or on-screen touch controls“, some need to see a reality, not only are they outgunned against Google (Stadia), the fact that the fact that I do not accept any Xbox game to be played on a mere 6” mobile, we now see that the entire concept of ‘gaming’ is seemingly slightly alien to Microsoft. This is all about stored player data; this is about data and facilitating for the capture of it.

Do you really think that I could ever enjoy Forza Horizons IV on a 6″ screen? That game is the reason why people buy a 75″ 4K TV in the first place. So not only is Microsoft failing its gamers, their own marketing department is failing both. Don’t get me wrong, there are plenty of games that play nicely on a Mobile, some games can be played at any place and screen (Fallout Shelter, Gems of War), but the premise to make it all go to a mobile display is almost insulting to the people who went all out and created Forza Horizons IV for the big 4K screens.

This matters!

This matters as it shows the people that both Sony and Nintendo have been on the right track all along, the Nintendo sales figures show that, the head start of Sony shows it and now the top two will vie for their audience and even as Sony is ahead, it cannot relax one moment, Nintendo is too good at what they do and it is what the gamers want, Sony knows that too.

for now we see the PS5 for what it is, an optional beauty to replace our PS4 with, the fact that it is still a year away (optionally 17 months) is not something we are sorry about. The PS4 gives loads of entertainment to all its users and is highly likely to do so until the PS4 hands over the baton to the PS5, that is how it works and even then the PS4 will keep gamers happy for the longest of times, just like the Nintendo GameCube did whilst people were buying the Nintendo Wii in force. For that too is gaming, it is like our favourite pair of shoes or wallet, we hang onto it a little longer than we should, we grew attached to the device that brought so much joy, something Nintendo accepted and Sony forgot just a little too easy.

 

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April 14, 2019 · 14:40

At the end of a journey

Today is not for the faint of heart, or those who are hindered by emotional parts, today is not merely about gaming, it is about the game. We are currently confronted with a few issues, the first one is given by the Guardian, was for two weeks. My initial issues with ‘Apple Arcade v Google Stadia: which is the future for video games?‘ is a simple stage. Why can’t we have both? I was never anti one or pro the other ever. I was not about Atari ST versus Amiga, I was not about CBM-64 vs Atari 800, I was also not about N64 vs PS1. My issue with Microsoft was their stupidity, as well as their refusal to listen to their gamers, that is the mere reason why the Nintendo Switch is now on par with the total Xbox lifetime sold consoles, it took Nintendo less than 2 years to get there and they got there, the most powerful console is now actively being surpassed by the weakest of the three consoles, that is the impact of stupidity (optionally ignoring Karma was partially a reason too).

So I believe that there is space for both, a case can be made for either console and even as we are most likely to get one of them first, there is a decent case for getting them both down the track. We will have to wait what is in store for us, yet the Google controller clearly looks like something we have seen before. Yet wait; only two days ago we see Microsoft Stupidity strike again. This time in the shape of the Microsoft CFO giving us: ‘Xbox CFO on Google Stadia: “Cloud Won’t Match Local Experience”‘, so thank you Tim Stuart (apparently he is the Xbox CFO), thank you for confirming this, the entire push of Cloud and always online is proven to be a bad choice, as I stated for the last 6 years. Too bad that you never considered the stupidity of your console choices years ago, you might not have become the underdog, defeated by the weakest of all next gen consoles.

I particularly enjoyed the passage (at https://mspoweruser.com/xbox-cfo-on-google-stadia-cloud-wont-match-local-experience/) “Microsoft believes that it will struggle in providing gamers enough content as the company doesn’t have strong ties to Game developers and publishers.“, it is merely a temporary delay at best, you see, when it came to exclusive games, Microsoft was nowhere to be found for almost two years, and when we see on how the magnificent growth through indie developers is seen on the Nintendo Switch (which surprised me too), we see that new players giving free value like (Gems of War) on IOS, android, PS4, XB1 and Switch is showing to be an amazing journey and for those who have all the consoles 500% more joy than ever expected. By having micro transactions, but not pushing them, we see a much larger market that will also benefit Google Stadia, then there is Fallout Shelter and there is a whole range of games that will find a happy audience on the Google Stadia (and its Apple adversary). So when it comes to Microsoft, they gambled and lost, they have remained short sighted as I expected them to be and they (as I personally see it) openly forsake their gamers for illusionary short term goals end their loss against their competitors is not done yet, not by a long shot.

So when I see “In an interview with The Telegraph, Microsoft’s Chief Marketing Officer for Xbox, Mike Nichols said, “Emerging competitors like Google have a cloud infrastructure, a community with YouTube, but they don’t have the content.”” I see a new level of shortsightedness. I see the failing from Mike Nichols. I designed three ideas in gaming in under a week and I am not even the visionary that some are, content can be corrected for; indie developers can make up the difference much faster than the barricades that Microsoft erected long ago.

Google has an optional trump card that none of the others used and as such has the open advantage much sooner than expected. The article has more laughable statements, but let’s move on for now. You see, Techradar had the right idea last week when it gave us ‘Google Stadia may be the first good use for 5G phones‘, the entire setting of 4G ‘Wherever I am’ and 5G ‘whenever I want it’ will find unification in Google Stadia and it will grow close to exponentially soon thereafter. Techradar also gives us: “Google executive Phil Harrison, meanwhile, confirmed that Stadia has already started gaining momentum and that Google received strong support from developers the game streaming platform which in theory solves one of the major concern regarding Stadia“, I do remain critical on the need to measure and keep in check those who are in it for the micro transactions and short term gain for themselves, they are not a joy, they are the Achilles heel of gaming soon enough, but the momentum counts and must not be ignored. Apple Arcade has a larger issue, Apple lost well over 450 billion in value and even as close to 50% of the loss has been regained, Apple cannot afford to be casual, there are 2 billion gamers in the world and if Apple does not play its cards right, they merely become another short term player in a game setting that they might not comprehend. Microsoft didn’t, that much is clear and they got hit and they got hit hard.

The other side

You see, the moment I ‘feared’ has come to town, there have been two games over the last year, two games that changed it all. The first is God of War 4; a game so amazing, so large and so perfect in almost every way that is boggles the mind. Even now, watching the total cut scenes on YouTube is a journey that is close to 6 hours. 6 hours that is a story supporting a game with graphic perfection that was unseen until that day. Now we see ‘Sekiro: Shadows Die Twice‘, a game with graphic and gaming perfection. Both games are PS4 exclusives, both are singular reasons to upgrade to the PS4 pro and both are challenges of the largest degree. It sounds morbid, but at the end of my life, I am finally seeing what should be regarded as the apogee of gaming. Finally I see something that equals and surpasses on what my imagination could perceive, after 40 years of gaming, we are finally getting the games that are the top in its field. Both for the Sony console. That is what Apple and Google are up against, yet they are not. With their solutions they are much more a trump solution for the 1 billion mobile gamers wanting a little more. Nintendo Switch with their docking station is proving the switch between on the road and the large TV screen, both regarded in equal measure on one system and with 5G google can do the same thing, Google Stadia could be a growth system (optionally much more than Apple) in the stage where systems are vying for a billion gamers. So even as Microsoft was (in my personal view) deceptive to hide behind “We’re developing Project xCloud not as a replacement for game consoles, but as a way to provide the same choice and versatility that lovers of music and video enjoy today,” they are eager to avoid the entire online only and pushing us towards their Azure desk. They opened that door and they are now learning that Google is much better in applying that very same portal, another battle lost for Microsoft (and they were never that ready to begin with). A game lost in one generation, what the Xbox360 build form the strong setting of the very first Xbox, the Xbox One pretty much lost and at present they have no options to regain that market any day soon, they wasted too much options on that road.

Google has an additional advantage, the bulk of all gamers have a modern TV, so form that part we see more than the Guardian gave us (at https://www.theguardian.com/games/2019/mar/27/apple-arcade-v-google-stadia-which-is-the-future-for-video-games) two weeks ago. With: “streaming would open games up to millions – if not billions – of people who don’t want or can’t afford to buy pricey equipment“, take that consideration with a $59 Chromecast to stream to your TV, at that point a person’s Mobile is going to be the centre for gaming, stream to TV with merely a mobile and a controller. That is the true growth for Google and even those who have a console; it will be enriching to take a turn to the options Google offers, any gamer would want to take that path. As I see the gaming solutions that the CBM-64, the Atari ST and the Amiga offered, a mere high resolution upgrade will make hundreds if not thousands of games, none of them IP protected, all offering the original designers a stream of additional wealth, all there for the taking and all there for the streaming. Some of the most original games, even now still regarded as awesome passing of time, all ready for the next few years. So there we see just how the statement “Microsoft believes that it will struggle in providing gamers enough content as the company doesn’t have strong ties to Game developers and publishers” is not just a weak one, it is one that can be overcome close to overnight, a mere state of denial by what was once great and is optionally now soon forgotten, the mere application of not listening to gamers and keeping the focal point of greed and dependency got them there and now soon to be surpassed not once, but optionally twice. How is that for a lack of vision. Even as I see more solutions that could set a wining stage on the Xbox 360, now it will be the stage that fuels optionally both the Google as well as the Apple solution to gaming.

The games they provide will not equal the two games mentioned or what the PS3 pro offers for now, but as we clearly knew and what Nintendo Switch has proven to us, the most powerful console does not win, the best game does and when we see that, when we see that great gaming has existed for decades, yet some of these titles were forgotten, or better stated not played on current systems, they are not dead, they can be revived in the new gaming world that is introduced by Apple and Google.

So what was three is now set to the stage of 5 and in that stage we know the top  two, yet in the end Microsoft could fall back to 4th position soon enough, when that happens will they finally wake up in Microsoft land, or will we get more marketing and statements that can be laughed at soon thereafter. Gaming is a much more serious business than most realise and those who do not will not last long in that place, so the need to listen to the gamers was always a first, the one part that Microsoft never considered for the longest of times, that is why they are sliding from 2nd to 3rd and soon enough optionally 4th. If I am still around in 2022, I wonder if my words will be shown and proven to be correct. For Microsoft to gain momentum they will require to make massive changes to their way of thinking and with both Google and Apple entering that field, will they change fast enough, and more important, will they finally truly listen to their gaming population?

Time will tell.

 

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March 22, 2019 · 11:31

A BAFTA for controllers

Yes, another event is taking place; this time it will be the BAFTA for games that is up for some to grab. The competition has been fierce in the past; I actually did not choose God of War in the Games Awards 2018. I would have given it to Forza Horizons 4, who had blown me away on several fields, even as there was no dispute, it was close, really really close. So as we see the Artistic Achievement mask, God of War wins, not by much as the competition was fierce.

With Audio achievement, God of War wins, it will also win the Music; the soundtrack is overwhelming and amazing. They also have the benefit that AC Origins and Arkham Knight are not on that list; these three are the best soundtracks gaming has ever produced. Bear McCreary, a musician who already earned his stripes with Battlestar Galactica (and several others) is now the one favourite for that mask, as I personally see it.

Yet best game is interesting, with Forza Horizons missing, only God of War remains; in my personal view the others will not make it a nose length fight. Yet all is not lost for Microsoft, with the British game, we see a win that clearly goes to Forza, racing through Britain is just too much fun and too amazing.

I have to pass on debut game; too many are unknown to me, making my voice not a fair one. As Evolving Game, Elite is the one for me. I have skin in the game there, having loved the game since its initial release on the BBC Micro B and my own copy on the CBM 64 (I did not have the BBC Micro B myself). I still remember that day as I had to take a 90 minute train trip to get to the one store in 1985 that had it. When it comes to Family, my view is skewed. I do not think that Pokémon is a family game, it is family friendly, that is true, but true family game implies engagement by all and there I merely see Super Mario Party as the one option, perhaps it is most likely that my view of the Family category is wrong, but perhaps it should not have been given a category that comes across as dubious in its interpretation. As for Game beyond Entertainment, 4 are unknown to me, so I skip that category. The same would apply to Game Design was it not to the fact that God of War is sublime in all ways, so I reckon they will get it. Yet, I am happy to be proven wrong due to a game I had not seen. The same can be said for Game Innovation, yet when it comes to innovation the entire idea of creativity and cardboard to be added to a console and gaming is just so whack that it should win. I never saw the appeal, yet the appeal to see kids fold a piano and then play it making the switch play music is just slightly too strong on the side of magic beating that horse named science. Only Nintendo could ever be that one player who does not know what a box is, and therefore not being hindered by one.

I skip several but then halt at Original Property, which only as it ends up being slightly flawed Subnautica wins. I have been testing it since its early release and it is by far the most immersive (submersive too) and innovative (as well as original) survival game. The fact that it is almost all on water makes it weird, strange and it never stops being weird and challenging.

For me personally the Performer mask should be Christopher Judge as Kratos in God of War his performance of Kratos is iconic, yet the voices: Danielle Bisutti as Freya, Jeremy Davies as The Stranger and Sunny Suljic as Atreus are all worthy nominees. I believe that the voice of Kassandra failed in AC Odyssey, not due to the actress though, which is a shame for her, because all nominees clearly worked their asses off to get the top achievements in the games, this is one part where the software makers can intervene and slightly screw it up, yet in God of War the work on any level remained 5 out of 5 all over the board giving 4 nominees a clear advantage.

As for EE mobile game of the year, there is no way of telling. An audience will vote personal and emotional giving Pokémon go the home field advantage, but in the end it will be anyone’s guess and Fortnite is on that list too, so I wonder if that voice will be impacted by the PC and console gamers, I actually do not know. I am not surprised that I did not elect Red Dead Redemption 2. I was never into Westerns. I do acknowledge that everyone tells me that it is the best single player experience ever, but so was God of War, so was Forza Horizons 4 (if you are a racer). You see, some might hide behind the marketing of ‘the most powerful console in the world‘, yet when the awe is not in the hardware, but in the excellence of game design like Super Mario Odyssey and The Legend of Zelda: Breath of the Wild. We see it when the least powerful console overwhelms you with graphics, music and gaming experience. When the noise of ‘jing jing’ when you switch on a console does not do it, but your heart flutters when you hear the ‘Yahoo!’ of Mario grabbing another Power moon and your mind races where more can be found. When you get that part, then you also understand why Microsoft ends up having their most powerful console in the world in the number three position of consoles. And it gets to be worse for them soon enough (optionally). When the people at Google realise what makes gamers tick, they might end up being a mere number 4 contending party in 2021. It is the adaptation of a French expression; I think it came from the French revolution. The adapted expression is: ‘Change is valuable it turns the leaders into underdogs’; it is a lesson that Microsoft will just have to learn the hard way. Their unwillingness to listen to gamers is coming at a very steep price and it will look optionally a lot more expensive soon enough.

How does that matter?

It matters as we see the gamers move to other consoles, at times keeping the old console around, but the funds (if they have any) will go towards the games that they are drawn too, Microsoft seemingly forgot about that. They pushed for backwards compatibility so that could ride on the coattails of the Xbox 360 a little while longer, but that too will lose steam and the game awards as well as the gaming Bafta gives us where the need for new games was at, and in that respect God of War truly delivered, the fact that a Sony Exclusive game is a nominee in most categories also gives us a tale of where Microsoft dropped the ball (yet again), and now Google Stadia is just around the corner biting into the multi gamer and streaming services fruit that Microsoft thought they had secured for themselves. I admit that they went about it the right way and anyone into gaming and online not getting a Game Pass is pretty much insane, yet that horse has other jockey’s and Google as the late arrival is about to walk into the ring.

We will be ready with Irish jokes as the awards will be presented by Dara O’Briain on April 4th, so we should hope that Milton Jones walks in to have a bit of a go at Dara on stage, but that is just wishful thinking.

I like game awards as it shows to some extend what games achieved and who were the ones teaching us what gaming can be about. We tend to look at the large games, the large players, yet in that world we might not have noticed Minecraft, a labour of love that became an addiction for millions, for many it still is. In this day and age it seems impossible, but who has played Subnautica? When you look will you suddenly realise that you missed out on something? That is actually the best art of the show, until one award night I had never heard of Threes! That can happen to us all, and for those seeing that one game that makes you buy a console, that is the moment you open another door to multiple worlds.

Game awards also give rise to new directions, at present more often than not instigated by small indie developers, but pushes like that can be game changers. Even as I contemplated an entirely new direction for changing difficulty levels in a game like Watchdogs 3, I suddenly considered that this path had never been considered ever before (optionally a slight exaggeration), and it could have an educational impact as well. The added value goes towards the replayability that a game has, changing the value of a game and the bank for your buck. Now, we can all agree that not everyone might like it that was and that path is not for every franchise; yet the realisation that no one has ever taken it into that direction is also food for thought, especially when you realise how many games have been published and I have been involved with and around gaming since Mirrorsoft.

And in finality, this is the first year that where it is my feeling that the Gaming awards had a better impact and was appreciated better and more than the academy awards, implying that the ascending star for gaming will continue for some time to come.

 

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March 1, 2019 · 11:38

The BS of Software and hardware

 

We all have that moment where we wonder where ethical boundaries are. Where is the boundary of deceptive conduct, where is the boundary of profiteering and who knows what a moral centre is?

From my point of view Microsoft skates on every boundary not really giving a damn, especially giving a damn and regards towards their consumers.

The consumer has been deceived for a long time, Microsoft will never call it that, but Computerworld (at https://www.computerworld.com/article/3342416/new-non-security-win10-patches-fix-numerous-bugs-but-wheres-version-1809.html) gives us: “you’ll only get them if you manually download and install them or if, in Windows Update, you click Check for Updates. That’s a deception I’ve railed against for months, but apparently somebody at Microsoft thinks that being a seeker – clicking Check for Updates – gives the updater permission to install these lurking patches, without notification or consent.”

In addition Variety gives us in part more with “New hardware sales dropped 6.1%. That drop, GameStop says, was because of 2017’s strong Xbox One X sales, but was also offset by strong growth in Nintendo Switch sales. New video game sales dropped 8.3%“, with an added “Microsoft has seen the following growth as a result of Xbox Game Pass“, which is in all honesty an awesome deal for any gamer, especially as the price would be great at twice the amount, there is no denying that. Yet every indication I have seen gives me the clear indication that the 8.3% drop might be including the Game Pass offer as that is also new video game sales. You see all those new mighty titles that were added with the launch day premise is part of new software sales making the hardship of Microsoft a lot harder than we thought it was. Tech Central adds to this with ‘Microsoft’s Surface sales edge $2bn despite chip shortage‘, you might think it is good, Yet as a surface is set to $1350, the math gives us less than 1.5 million surface pro systems sold, which on a global scale is really bad news. When I expect my own IP to do at least twice that amount, the entire stage of Microsoft is just faltering on too many levels.

Their approach to gamer exploitation (too much advertisement on the console home page, leaving much less space for game icons to start, the never ending pushed Microsoft advertisement on our consoles without the option to switch it off, the news giving us Nintendo Switch Sales Pass 32 Million in under two years, whilst the estimated lifetime sales of the Xbox One is now around 41 million (in 6+ years), that so called ‘strongest console in the world‘ equaled now by the weakest console, exact numbers are unknown as Microsoft is no longer giving us exact console sales numbers.

We saw only two weeks ago on how all surface laptops and tablets are getting massive discounts, sales are not good. From my point of view, Microsoft played a very dangerous game and comes up short. The short selling of hardware, below essential needs to push for accessories, consoles that are too shallow, with a mere 1 TB whilst the going need for basic use passed the 2 TB point two years ago, no corrections were ever made. When we take a critical look at the Financial Express article (at https://www.financialexpress.com/industry/technology/satya-nadella-bullish-on-microsoft-surface-sales/1472634/), and consider “Revenue in personal computing was $13 billion and Surface is now almost a $2 billion business for Microsoft” most will ignore the hidden parts of too few Surface systems sold, the increased discounts making revenue interesting, yet profits would decrease to almost zero. It is the stage of badly expecting the needs of the consumers. It goes from bad to worse when we see VentureBeat giving us: ‘Microsoft really doesn’t want you to buy Office 2019‘, with the added “Microsoft today launched a marketing campaign pitting Office 2019 and Office 365 against each other. The goal? To prove Office 2019 isn’t worth buying — you and your company should go with Office 365 instead.” It is product versus SaaS, and they want Software as a Service to win (likely for tax reasons which is purely speculative from my side). There is also the need of more and more commitment, subscription versus one off sales. So when we see: “Office 365 includes fully-installed Office applications — the latest versions of Word, Excel, PowerPoint, and Outlook. But those apps keep getting better over time, with new capabilities delivered every month“, it would initially make sense to get the subscription. Yet I do not want to be online all the time, having to connect is just too much of an inconvenience when I travel and all the excuses that Microsoft hands us are not getting accepted by yours truly. As for the bugs, we need to be fair here, MS Office is so huge, a bug free version is pretty much out of the question, the issue is, does it actually impact you? The few bugs that bug me only happen in extreme situations and I have for the most used Office 2012 without any hitches. If there are ugly bugs, I never really stumbled on them, another reality we need to accept, but it is not about acceptance.

You see, all this got started with ‘‘We won’t be war profiteers’: Microsoft workers protest $480m army contract‘ (at https://www.theguardian.com/technology/2019/feb/22/microsoft-protest-us-army-augmented-reality-headsets ), you short change consumers, mislead people on a global scale through carefully phrased words and you have an issue with a defence contract? It is even worse when we see “Workers say augmented reality headsets provided to US army risk ‘turning warfare into a simulated video game’“, it is from my point of view that these people have no or almost no comprehension of warfare. The images are those of warfare and terrorism, if we can diminish that impact on US soldiers, why would the Microsoft employees resist? In addition, in the shown concept image, if the mini-map keeps them alive, for Zen’s sake give it to them. When I see the lack of ethics that Microsoft has shown with their concept of what is perfectly acceptable and legal, the response ““We did not sign up to develop weapons, and we demand a say in how our work is used,” reads a petition being circulated inside the company, a copy of which was published on Twitter on Friday afternoon. More than 50 employees had signed the letter as of Friday afternoon, according to an employee“.

The response fails on two levels. In the first the augmented lenses are not a weapon, it is a tool and we can go as far as calling it a tactical tool that could give an edge on military and police. Consider the chance that these glasses prevent any innocent person to get shot as they were unlucky enough to get in the middle of it all. In the second part as we accept ‘how our work is used‘, we need to also accept that these employees knowingly and willingly were involved in exploiting consumers; you cannot get it both ways. And if they accept that then they have to be willing to go out and state: “We knowingly exploited consumers as this is part of our income and optionally our bonus!” If that would be the case and whilst the architectural flaws remain in the Xbox One, the lack of connectivity in the Surface devices, I really believe they should shut up or get out. It is their choice which of the two they select.

 

Now, I will accept that for some civilians the expression: “Under the terms of the army contract, however, the devices will be used to “increase lethality by enhancing the ability to detect, decide and engage before the enemy”” is awkward and harsh. The Pentagon sat on a live grenade a little too eagerly. The tactical setting should have been: “Under the terms of the army contract, however, the devices will be used to create increased awareness of the area, to be able to see hostile actions before they could have normally been aware of them and to decrease the chance of civilian casualties through people caught in that area without any feasible option to avoid harm.” Basically the same setting yet phrased a little different (Microsoft knows all about phrasing, do they not? In addition, the entire quote “The application of HoloLens within the IVAS system is designed to help people kill. It will be deployed on the battlefield, and works by turning warfare into a simulated ‘video game’, further distancing soldiers from the grim stakes of war and the reality of bloodshed” is open for debate. When you fire and actual firearm, the noise, the blow back of the weapon, it will not feel like a video game, not in the least. I also have an issue with ‘is designed to help people kill‘, the device does not give you skills to kill, it does give the imagery that could avoid one getting killed in the process and that is still an important factor. Add to this the need to keep civilian casualties at zero whenever possible, the part that this enables if a clear stage that a better equipped soldier gets a better chance in keeping 100% of the civilians out of harm’s way. Interesting that these so called ethically high ground Microsoft employees never gave that much thought. Although, seeing my Xbox One icon bar where 50% is used for advertisement as well as the push for more subscriptions is also an ethical debate, especially when the person who paid for a gaming console has no way of switching that part off. In that frame of mind, the Microsoft employees are actively promoting psychic assault, did they consider that part?

I wonder just how convoluted a person needs to be to walk away from half a billion dollars, a device that could save lives, it is interesting that that was a side that no one gave any attention to (media wise that is).

I am not stating that there is a negative side to this device that would be ludicrous as well. Yet if DARPA had not gone to the length it did to get us in 1970 ‘ARPANET, a pioneering network for sharing digital resources among geographically separated computers‘, we would not have the internet and we would not have e-commerce, did they consider that?

These Holo-Lenses might start in defence, yet they can go so much further. Rescue operations (finding life signs in natural or unnatural disasters), medical solutions that give surgeons direct layered information during an operation. In a large hospital not a big thing, but in small rural places, it will be a life saver. All issues that cannot come because these places do not have the billions needed to fund it, the military does and the visionary on these projects can see what else it can be used for. So when we get a couple of Microsoft sissies cry for a ‘ethics review board‘, they should consider the millions that do not want to face forced advertisement on the device they bought, or a diminished device that requires all kinds of accessories and storage to be regarded as actually functional. Their consumers have rights too, but that is apparently not in their frame of mind.

It seems to me that Microsoft has two filters, one for when things are really good and when for when that is not the case. It does fit the style of the military (making them a good match) where clothing is only available in two sizes, too large and too small. Go figure!

Have a great Friday! (60 hours until Monday morning)

 

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February 24, 2019 · 15:01

Future through the sub line

That was the first thought I had when the Guardian treated us all to: ‘Folding tablet hybrid shows Asia, not US or Europe, is leading the way in innovation‘, I was already aware of this through the submitted patents well over a year ago, yet the Americans remained in denial on just how far behind they were falling, ego does that, iteration does that and denial does that. Now I see that the innovations would optionally give added value to my own outstanding patent on a ‘dumb smart device‘, and it goes on beyond that. Some of the innovations I had planned for are now on par with what Huawei will need soon enough.

Their foldable Mate X, which is allegedly 5G shows that not only is Huawei ahead of the game, I see that they might be more and more interested in my IP, giving me the retirement funds I really really desire. The Mate X billboard that was getting placed for the grand opening in 10 hours in Barcelona gives us the initial view, instead of hiding it in the middle like Samsung does, the outside fold might have additional powers and abilities that we have not considered yet and could optionally have the implementations that Android 10 will offer. Even as we expect the 5,000 mAh battery to be the power driver pushing Huawei all along towards to pole position, the device would have plenty of business needs for options like a potential Dark Mode, as well as DeX-like docking support for a new Desktop mode and a revamp of privacy options. Giving us that Apple is now falling behind and they are falling behind fast. In addition we see the escalations that are hitting Facebook will enable a much larger push towards the WeChat future that is now being considered more and more outside of China.

Barcelona has more, even as the SanDisk 400GB is truly expensive (as well as superfast) as its 128GB is 75% cheaper at present, but that is the reality of larger memory when it is initially released. More important, when I look at the implementation of my IP, I see that the market for SanDisk would grow close to exponential from previous terms and I am sure that SanDisk will not object at all. And the news is not done yet. One source gives us; ‘After Samsung unveils Galaxy Fold, Apple submits blueprint for foldable iPhone‘, implying that they are losing grounds and are getting left behind by both Samsung and Huawei. Even as we are almost conned with: “Apple has submitted a blueprint of a bendable smartphone at the US Patent and Trademark Office (USPTO), indicating Apple’s progressive development towards building a foldable device” we see the issue that if the patent is submitted now, Apple would be optionally 2 years behind Huawei, the loss has been that much for America. As we see the news from CNet and ZDNet and a few others, we see quotes like: “Samsung has gotten the jump on the competition; companies like Huawei and Xiaomi could have the last laugh. While the Galaxy Fold wowed audiences with its demo, Samsung opted not to let anyone get too close to it, and the phone was MIA when the demo area opened up. Another company could steal the spotlight by offering people a closer hands-on with their foldable devices” and none of the articles had given any notion towards Apple implying that with the absence of ‘leaked reports‘ Apple is a no show to the degree that it matters. It was only through Forbes that we see: “In a perfect demonstration of the macro/micro concept in practice, the Wall Street Journal broke the news that Apple is shifting its leadership. The company is also changing priorities throughout its multiple divisions (retail, hardware, artificial intelligence and services).” All these group interview drives for their shops and now we see a massive division shift. It is not only that, they also confirm what I have been telling everyone for almost a year. With: “It’s like paying an even higher price for a bigger plate of the same food“, the part that the plate only seems bigger is left out (it is in the eye of the beholder) and when we consider the $2365 (Apple) versus $899 (Huawei), with a close contender (Huawei too) at $499 we see that there is a consumer group that is taking value into considerations making the technology of Apple slide even faster.

So whilst their marketing division is trying to make sense of the premise of ‘Apple under fire as it admits some iPads ship with a ‘bendy chassis’ – but says the flaw in the $799 product is ‘normal’‘, all whilst the consumers wonders how stupid their train of thought is, and as we were treated to “This 400 micron variance is less than half a millimeter (or the width of fewer than four sheets of paper at most) and this level of flatness won’t change during normal use over the lifetime of the product. Note, these slight variations do not affect the function of the device in any way“, whilst the images (at https://www.macrumors.com/guide/ipad-pro-2018-bending-issue/) shows a “Bendgate” issue that is a lot bigger than their statement. As we are treated to issues a lot more severe, we optionally see an issue where Apple did not merely drop the ball, they went about it wrongly to address the issue and it is not going away any day soon. When we push this forward, is the fear that people with an optional future folded iPhone greeting the ladies in social events with an folded iPhone shaped like a giant ‘V’ that they are not happy to see them, they merely have an iPhone bendy in their pocket, and lets be fair, are you really willing to pay $2900 for an iPad that can’t stay straight?

This part matters as Apple will try to take the 5G path growing its market share as we would expect Apple to do, yet at present Apple is losing speed and making less and less headway, it needs to realise that the Chinese path of innovation is taking steam out of the others and drowning whatever others consider to be innovation to the be a mere marketing exercise. Huawei started showing that clearly well over a year ago and now that 5G is here, the playing field is dominated by China to a much larger degree than anyone is comfortable with. In addition, what was laughed away by many a year ago when I showed that Saudi Arabia was making headway in 5G, is now given by the media as: ‘Huawei to help Saudi Arabia become world’s top 5G country‘, I was more conservative claiming that they would surpass the US in 5G, not that they would become number one, but the Global Times is more progressive here and with “his company will support Saudi Arabia in its drive, and Huawei is ready to invest $20 million per year in its three local research centers, cooperate closely with 140 local suppliers, procure $500 million worth of local equipment annually and add 10,000 local jobs in Saudi Arabia in the future.” The quote (at http://www.globaltimes.cn/content/1139737.shtml) gives a few issues to debate, but behind all this is still the Vision 2030 drive and Neom City the drive that Saudi Arabia has had from the beginning and as I stated many months ago, their need for 5G would be well received, a city that will in the end be well over 20 times the size of New York, all 5G and all innovation driven. That was seemingly just the beginning, because Huawei sees what I saw, Saudi Arabia is important and in the end the biggest springboard towards places like Egypt and a consumer base 300% the size of Saudi Arabia. From there several more markets will open up in several ways. In the end I have been proven correct five times over on this issue alone. Barcelona and their MWC2019 (Mobile World Congress) will show me to be correct in a few more ways. At this point, I merely wonder how often Microsoft will drop the ball there. I am supposed to remain objective, but how can I when we have seen this world where Microsoft innovation is merely limited to their marketing. Whatever we get to see at the MWC2019 this year, it is clear that when it comes to innovation, it will be the Chinese companies that have the last laugh, especially as President Trump announced: “I want 5G, and even 6G, technology in the United States as soon as possible. It is far more powerful, faster, and smarter than the current standard. American companies must step up their efforts, or get left behind“, and the fact that AT&T is hiding behind 5G Evolution (which is not even 5G) should be a clear indication how far the US is lagging behind, all the way to the White House. It is also the one moment where I clearly oppose Business Review who gives us: ‘Trump’s tweet won’t have much impact‘, you see, entertainment is priceless and that is what President Trump offers, 6G when they are still not grasping the options that 5G brings, and the ‘small’ fact that Saudi Arabia will soon pass them by in the 5G mobile field does not help the US either, there is no telling at present how far behind the US will be when 6G arrives in 5-10 years, but we can giggle on the sidelines whilst we watch it happen, can we not?

 

 

 

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February 1, 2019 · 12:43

Updates

First of all

So whilst Microsoft is trying to rephrase their weak position through: ‘We are continuing to look at engagement as our key metric for success and are no longer reporting on total console sales‘, yes try to sell that whilst you have been all aggro on boasting boosted numbers for decades. Now that Xbox is about to become the number THREE system, they are running scared. The Nintendo Switch is now at 32 million, which surpasses the previous total number of Xbox One consoles sold, but they are currently allegedly at 41 million consoles sold, which means that there is only a 9 million gap until the most powerful console in the world degrades to the bronze position. Nintendo sold 14 million consoles in the last quarter alone, so that gives light that this is the last quarter with Xbox in the number two position, optionally the last month. Yet, I admit, my expectation of passing Microsoft by January 31st was not met, I was wrong. Yet the total number of consoles sold in the last quarter is still an amazing feat by Nintendo and it also shows that even as I was not correct in the end, my view was a lot better than all the market analysts.

The writing is on the wall.

I personally believe that some analysts have been setting the stage for shorting the stock of Nintendo. The question becomes what the law states. You see, when we look at the definition of shorting stock, the most generic version is: “he or she borrows shares of a company from an existing owner through his brokerage, sells those borrowed shares at the current market price, and pockets the cash“, yet in this case, the premise is not entirely that clear, with ‘he or she borrows‘ we need to consider that shorting the stock was done as a service for a third party, giving rise to the sale at tremendous profits. At present I seem to be wrong, there is no evidence of a setting to allow for a short sell. Yet the predictions that were made last year were so wrong, in so many ways that the overall findings would lead me to this path (there are others too). So is it just me? I would actually agree with this, was it not for the fact that the level of wrongness regarding Nintendo was so profound.

The state last year (Oct 2018) was given with ‘Nintendo Delivers Record Quarter, But Misses Estimates‘, so the stock tumbled a little less than 2%, in all this, whilst within a year the total lifetime sales of the Microsoft Xbox One were completely by 67% at that time, in addition, the software sales were almost globally ruling software top ten lists all over the place. We can argue that the ‘missed estimates’ were so ludicrously unrealistic that the entire matter had to be looked at, now we see the last quarter alone delivered 14 million consoles, which is almost 50% of what Microsoft achieved in sales between 2012 and 2016, four years versus three months, so how were estimations missed?

The puzzlement is supported even further with: “That’s Nintendo’s most profitable Q2 in eight years and a solid increase from the $211 million it booked last year.” It is in that light that I had an issue with the predictions in the last year. From my point of view Nintendo smashed almost every record, yet the stock is not reflecting that, giving rise to a few issues, but as a non-trader and a non-economy educated person, I cannot give the weight to that thought, yet the thought remains.

And now that we are treated to: ‘Nintendo cuts Switch sales forecast despite strong holiday season‘ the matter should be set, yet I am not convinced. Even as we see 14.5 million consoles up to now the last two months are unlikely to give them the 5.5 million consoles they need, they expect to get 2.5 million consoles and that seems achievable. I am not convinced that the 5.5 million consoles cannot be met, merely because Microsoft is on the ropes and there is no marketing, no advertising to reflect that. In this aggressive expansion universe it seems odd that Nintendo is not taking up the gauntlet to that degree.

They drastically improved visibility, especially compared to the WiiU. They have the titles that have a large appeal across the board and the people who do play the Switch love the interactions. In addition the shock news of Marvel Ultimate Alliance 3 and the fact is that it is exclusively to Nintendo Switch is not merely news, it is equally a shocker to Sony as well, as this was the kind of stuff that Sony needed to prevent from happening. The fans (including me) loved the first one on Xbox 360 and as we see the foundation of the original Gauntlet added to the DC and Marvel Universe, we get a game any comic book fan would love to play and nearly everyone that was one did and loved it. So to get this exclusively to Switch is a dealmaker as well as a record breaker. I doubt that this game will be out in time to get the next quarter sales up to the degree it needs to be upped, but it will soar sales of Nintendo yet again (optionally not in time to make the 20 million marker).

So did Nintendo do it wrong? I am not convinced, they made huge mistakes in the WiiU era and seemingly repaired all those flaws in the Nintendo Switch stage, no matter what estimates were not met, we now see that Nintendo Switch has gotten to 45% mark of the PlayStation 4 lifetime sales in under 2 years which is quite the feat as Microsoft got nowhere near that result, ever!

In second place

This is given to us by the Guardian (at https://www.theguardian.com/world/2019/jan/31/italy-slips-into-recession-for-third-time-in-a-decade-economy) it is in the setting of the same wall with more writing. It was to be expected as Italy has a whole range of economic anchors and downfalls. Yet I had hoped that Italy would have been able to stagnate their economy; alas they do not get to be that lucky and recession is the result. The problem is that this could also adversely affect France at present. It is (according to the Business Insider) yet at present the recession there is most likely, yet not a certainty. No matter how it wields, the French President will have to make a few committing jumps on several levels and as the stage between the US and the EU is polarising France will be on the side of the French needs, which by the way is not on par with American needs, so the Europeans have that to look forward to in the next 5 weeks. It is also the Italian part where we see failings, the Guardian gives us: “The deputy prime minister Luigi Di Maio, the head of the Five Star Movement, said the recession was proof that Europe’s budget rules should be relaxed to allow Italy to stimulate its economy back to growth“, which is the larger mistake. That approach did not work for the ECB and now the EU nations have a 3 trillion Euro anchor around their necks, adding debt will not have any true influence on the economy. the entire spending spree is now to be the anchor that drowns the 27 EU nations sooner rather than later and that is the overbearing part why Brexit was essential, the moment the UK is cut form that, the entire mess evolves too fast for anyone to correct for. The entire mess on four economies, where the one (UK) leaves and two (France and Italy) have merely a recession to offer, which means no options at all leaving it all to Germany who has enough for the ace of spades to be handed to them again and again. Germany avoided recession as it grew by 0.1%, which means that they only defeated the recession on the academic principle. It still means that the German economy is stagnating and that is not a good feeling when you are a German. So whilst we now see a whole parade of blaming the UK on making matters worse through a chaotic Brexit, I merely state that these idiots only have themselves to thank. If they had done something about the lack of transparency at the ECB as well as muzzle Mario Draghi from spending 3 trillion euro’s, money they never had, the situation would not be this dire (as I personally see it). The fact that the Business Insider also reported: (at https://www.businessinsider.com.au/europe-economic-gdp-growth-data-heading-to-recession-2019-1) “Junk bonds went through the roof. Total issuance of junk bonds from non-financial companies (rated BBB) went parabolic, according to Bank of America Merrill Lynch, as more highly rated bonds declined“, it is directly linked to the problem, that market went up by €100,000,000,000 in the last year alone, so this time if there is another meltdown (like 2008) and it happens, Europe will not see the fallout as it happened in Wall Street. No, this time around Europe will be the cause of it all to a much larger extent, so the impact on Europe will be beyond disastrous. Whatever quality of life there is, the Europeans can kiss it goodbye for decades. They could quite likely desire the time of harsh austerity, how is that on forecasting quality of life?

In combination

The EU is in a bad place and it has been reflecting all over the place. You see, last November we were treated to: ‘CPPIB is shorting $750 million worth of EU stock, making it one of the most active short-sellers in Europe, data show‘, more important, it gets an added “Unusual in that Canada’s biggest pension plan also tends to hold ‘rather long-term’ positions“. It seems a perfectly valid place to be in, especially when we see that so far that pattern seems valid. We see the additional “the CPPIB has nearly doubled the number of its disclosed short positions since last year, to 23 from 14. That places CPPIB 14th on the list of the most active short sellers in Europe“, as stated before, I can see the presence, and in this case I cannot explain it (merely because I am not knowledgeable enough to do so). Now, as we see the recession hitting Italy, followed by France soon enough, we might see the reflection on how the gains for the CPPIB could be one of the most profitable ones they have ever had. Even as there is still a little doubt, the firm holding ‘$356.3 billion in assets’, might soon be growing to a half a trillion wealth management colossal. With the positions becoming winners as Talend SA, Wirecard and PostNL falling like a brick in free flight, we see that the CPPIB is lunging forwards through growth (for now).

When we see the impact markets where the fun of wealth comes through the investing towards the gloom of failure, there we see profits soar, profits for those selling short that is. This is not the end or the beginning of the end. As France is setting the stage to move directly into a recession we will see more and more short selling profiteers and as France stumbles, the eyes of all will focus on Greece. Even as we are given ‘Greece moves towards ending austerity with rise in minimum wage‘, it is hard to predict the outcome. It makes perfect sense to do this and when you realise it is significantly less than half of what an Australian would get over that same period. It makes us wonder how the Greeks had been able to keep themselves alive. I personally hope that the view of Alexis Tsipras works out the way he thinks it will, the case is viable, and will it work? Only time will tell at present. Yet it is also a dangerous place. That is seen with: “A glimmer of light emerged on Monday as borrowing costs on 10-year bonds dropped to a four–month low and Tsipras announced that the government would imminently be issuing a five-year bond“, we get the logic of essentially needing to borrow, but Greece is in a much too dangerous place and those bonds could backfire in a terrible way, I believe that the bond issuing was done too early, in a time when there is still too much to lose. In that I actually hope that I am wrong, yet my track record towards predicting these events have been too often on the nose and that worries me to no end.

In this Bloomberg view supports mine (at https://www.bloomberg.com/news/articles/2019-01-07/all-the-risks-besieging-europe-bonds-are-spilling-over-into-2019), the headline ‘All the Risks Besieging Europe Bonds Are Spilling Over Into 2019‘ gives that. Even as the view does not include Greece, the overall risk will be hitting all EU nations (as well as the UK). There are two parts to this, the first opposing me is the view “The risk of spillover from Italy is in our view overestimated,” by Arne Lohmann Rasmussen, head of fixed-income research at Danske Bank A/S. Both that as well as the positivity that he thinks that Spain brings is set on realism, the man is a professional, let’s not forget that. Yet on my side we see: “What happens in Italy is still likely to be felt in its Mediterranean peer, albeit not to the extent of the euro-area debt crisis earlier this decade” this is the Goldman view and I believe t is more accurate, more important the doubt and worrying nature of these investors will make them sketchy and shift happy on a few levels, so when Italy is hit, France will get a beating as will Greece and it will affect Spain too, depending on their economy optionally a lot less and there we get back to the academic non recession of Germany, that 0.1% in the plus, when that gets hit negatively it will escalate the Mediterranean issues by a lot more hitting Spain for certain and hitting the others harder. It is merely my view, yet I believe it to be the correct one. For how much is unknown, I have no idea and I am not willing to guess. We will see a lot more by the end of March. It is at that point where we see what the actual impact will be, at the point the people will decide to either enjoy a little sunshine or make sure that they can avoid the winter of their bank accounts, in Europe these options have become mutually exclusive, an impact that will hit tourism in Greece and Spain in more ways than one. At least the Greek prediction that their tourism will level off in 2019 is decently realistic, which opposes the view: ““2019 will be Greece’s year,” according to DER Touristik, the largest travel company in German-speaking countries” one that is wishful thinking at best.

 

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