Tag Archives: Nielsen

A legislative system shock

Today the Guardian brings us the news regarding the new legislation on personal data. The interesting starts with the image of Google and not Microsoft, which is a first item in all this. I will get back to this. The info we get with ‘New legislation will give people right to force online traders and social media to delete personal data and will comply with EU data protection‘ is actually something of a joke, but I will get back to that too. You see, the quote it is the caption with the image that should have been at the top of all this. With “New legislation will be even tougher than the ‘right to be forgotten’ allowing people to ask search engines to take down links to news items about their lives“, we get to ask the question who the protection is actually for?

the newspapers gives us this: “However, the measures appear to have been toughened since then, as the legislation will give people the right to have all their personal data deleted by companies, not just social media content relating to the time before they turned 18“, yet the reality is that this merely enables new facilitation for data providers to have a backup in a third party sense of data. As I personally see it, the people in all this will merely be chasing a phantom wave.

We see the self-assured Matt Hancock standing there in the image and in all this; I see no reason to claim that these laws will be the most robust set of data laws at all. They might be more pronounced, yet in all this, I question how facilitation is dealt with. With “Elizabeth Denham, the information commissioner, said data handlers would be made more accountable for the data “with the priority on personal privacy rights” under the new laws“, you see the viewer will always respond in the aftermath, meaning that the data is already created.

We can laugh at the statement “The definition of “personal data” will also be expanded to include IP addresses, internet cookies and DNA, while there will also be new criminal offences to stop companies intentionally or recklessly allowing people to be identified from anonymous personal data“, it is laughable because it merely opens up venues for data farms in the US and Asia, whilst diminishing the value of UK and European data farms. The mention of ‘include IP addresses‘ is funny as the bulk of the people on the internet are all on dynamic IP addresses. It is a protection for large corporations that are on static addresses. the mention of ‘stop companies intentionally or recklessly allowing people to be identified from anonymous personal data‘ is an issue as intent must be shown and proven, recklessly is something that needs to be proven as well and not on the balance of it, but beyond all reasonable doubt, so good luck with that idea!

As I read “The main aim of the legislation will be to ensure that data can continue to flow freely between the UK and EU countries after Brexit, when Britain will be classed as a third-party country. Under the EU’s data protection framework, personal data can only be transferred to a third country where an adequate level of protection is guaranteed“, is this another twist in anti-Brexit? You see none of this shows a clear ‘adequate level of protection‘, which tends to stem from technology, not from legislation, the fact that all this legislation is all about ‘after the event‘ gives rise to all this. So as I see it, the gem is at the end, when we see “the EU committee of the House of Lords has warned that there will need to be transitional arrangements covering personal information to secure uninterrupted flows of data“, it makes me wonder what those ‘actual transitional arrangements‘ are and how come that the new legislation is covering policy on this.

You see, to dig a little deeper we need to look at Nielsen. There was an article last year (at http://www.nielsen.com/au/en/insights/news/2016/uncommon-sense-the-big-data-warehouse.html), here we see: “just as it reached maturity, the enterprise data warehouse died, laid low by a combination of big data and the cloud“, you might not realise this, but it is actually a little more important than most realise. It is partially seen in the statement “Enterprise decision-making is increasingly reliant on data from outside the enterprise: both from traditional partners and “born in the cloud” companies, such as Twitter and Facebook, as well as brokers of cloud-hosted utility datasets, such as weather and econometrics. Meanwhile, businesses are migrating their own internal systems and data to cloud services“.

You see, the actual dangers in all that personal data, is not the ‘privacy’ part, it is the utilities in our daily lives that are under attack. Insurances, health protection, they are all set to premiums and econometrics. These data farms are all about finding the right margins and the more they know, the less you get to work with and they (read: their data) will happily move to where ever the cloud takes them. In all this, the strong legislation merely transports data. You see the cloud has transformed data in one other way, the part Cisco could not cover. The cloud has the ability to move and work with ‘data in motion’; a concept that legislation has no way of coping with. The power (read: 8 figure value of a data utility) is about being able to do that and the parties needing that data and personalised are willing to pay through the nose for it, it is the holy grail of any secure cloud environment. I was actually relieved that it was not merely me looking at that part; another blog (at https://digitalguardian.com/blog/data-protection-data-in-transit-vs-data-at-rest) gives us the story from Nate Lord. He gives us a few definitions that are really nice to read, yet the part that he did not touch on to the degree I hoped for is that the new grail, the analyses of data in transit (read: in motion) is cutting edge application, it is what the pentagon wants, it is what the industry wants and it is what the facilitators want. It is a different approach to real time analyses, and with analyses in transit those people get an edge, an edge we all want.

Let’s give you another clear example that shows the value (and the futility of legislation). Traders get profit by being the first, which is the start of real wealth. So whoever has the fastest connection is the one getting the cream of the trade, which is why trade houses pay millions upon millions to get the best of the best. The difference between 5ms and 3ms results in billions of profit. Everyone in that industry knows that. So every firm has a Bloomberg terminal (at $27,000 per terminal), now consider the option that they could get you that data a millisecond faster and the automated scripts could therefor beat the wave of sales, giving them a much better price, how much are they willing to pay suddenly? This is a different level of armistice, it is weaponised data. The issue is not merely the speed; it is the cutting edge of being able to do it at all.

So how does this relate?

I am taking you back to the quote “it would amount to a “right to be forgotten” by companies, which will no longer be able to get limitless use of people’s data simply through default “tick boxes” online” as well as “the legislation will give people the right to have all their personal data deleted by companies“. The issue here is not to be forgotten, or to be deleted. It is about the data not being stored and data in motion is not stored, which now shows the futility of the legislation to some extent. You might think that this is BS, consider the quote by IBM (at https://www.ibm.com/developerworks/community/blogs/5things/entry/5_things_to_know_about_big_data_in_motion?lang=en), it comes from 2013, IBM was already looking at matters in different areas close to 5 years ago, as were all the large players like Google and Microsoft. With: “data in motion is the process of analysing data on the fly without storing it. Some big data sources feed data unceasingly in real time. Systems to analyse this data include IBM Streams “, here we get part of it. Now consider: “IBM Streams is installed on nearly every continent in the world. Here are just a few of the locations of IBM Streams, and more are being added each year“. In 2010 there were 90 streams on 6 continents, and IBM stream is not the only solution. As you read that IBM article, you also read that Real-time Analytic Processing (RTAP) is a real thing, it already was then and the legislation that we now read about does not take care of this form of data processing, what the legislation does in my view is not give you any protection, it merely limits the players in the field. It only lets the really big boys play with your details. So when you see the reference to the Bloomberg terminal, do you actually think that you are not part in the data, or ever forgotten? EVERY large newspaper and news outlet would be willing to pay well over $127,000 a year to get that data on their monitors. Let’s call them Reuter Analytic Systems (read: my speculated name for it), which gets them a true representation of all personalised analytical and reportable data in motion. So when they type the name they need, they will get every detail. In this, the events that were given 3 weeks ago with the ITPRO side (at http://www.itpro.co.uk/strategy/29082/ecj-may-extend-right-to-be-forgotten-ruling-outside-the-eu) sounds nice, yet the quote “Now, as reported by the Guardian, the ECJ will be asked to be more specific with its initial ruling and state whether sites have to delete links only in the country that requests it, or whether it’s in the EU or globally” sounds like it is the real deal, yet this is about data in rest, the links are all at rest, so the data itself will remain and as soon as HTML6 comes we might see the beginning of the change. There have been requests on that with “This is the single-page app web design pattern. Everyone’s into it because the responsiveness is so much better than loading a full page – 10-50ms with a clean API load vs. 300-1500ms for a full HTML page load. My goal would be a high-speed responsive web experience without having to load JavaScript“, as well as “having the browser internally load the data into a new data structure, and the browser then replaces DOM elements with whatever data that was loaded as needed“, it is not mere speed, it would allow for dynamic data (data in motion) to be shown. So when I read ‘UK citizens to get more rights over personal data under new laws‘, I just laughed. The article is 15 hours old and I considered instantly the issues I shown you today. I will have to wait until the legislation is released, yet I am willing to bet a quality bottle of XO Cognac that data in motion is not part of this, better stated, it will be about stored data. All this whilst the new data norm is still shifting and with G5 mobile technologies, stored data might actually phase out to be a much smaller dimension of data. The larger players knew this and have been preparing for this for several years now. This is also an initial new need for the AI that Google wants desperately, because such a system could ascertain and give weight to all data in motion, something IBM is currently not able to do to the extent they need to.

The system is about to get shocked into a largely new format, that has always been the case with evolution. It is just that actual data evolution is a rare thing. It merely shows to me how much legislation is behind on all this, perhaps I will be proven wrong after the summer recess. It would be a really interesting surprise if that were the case, but I doubt that will happen. You can see (read about that) for yourself after the recess.

I will follow up on this, whether I was right or wrong!

I’ll let you speculate which of the two I am, as history has proven me right on technology matters every single time (a small final statement to boost my own ego).

 

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One small sentence

So, we are still on the Tesco horse, but not completely. You see, I have made my case (a few times over), there are parts out in the open that I agree with, thoughts I had and one thought that is now casually stated in 19 words and they are getting slipped under the carpet of 1700 words: ‘but others point to less drastic solutions such as the sale of Dunnhumby, the data mining firm behind Clubcard‘. As we have seen an escalating wave of data issues all over the place, this one is suddenly for sale?

If we can believe some of the info that is out in the open, then we need to consider that Dunnhumby is holding onto 40-terabyte of data, considering the spread of Tesco and likely data collected form several other places, one could state that this is worth a few dollars. Yet, a complete sale seems almost ridiculous as the value (which some state is at 2 billion) cannot be matched by all but a few and there is every chance that they might not want this data. There is a second part to this, why sell the company, when, what I consider to be the wise decision, which was made in July 2014, to hold on to data and to sell data instead of buying it. There is a lot more to Dunnhumby (at http://adage.com/article/news/dunnhumby-time-ditch-demographic/239689/), There are however a few questions. I was unable to find an exact annual revenue list, but several sources place it over 300 million, Tesco gets a nice slice of that, so as we see that the total profit will slump even further without Dunnhumby, why sell it? Yet, Dunnhumby is also a risk to Tesco. Not unlike the growing spree of Tesco, Dunnhumby must simmer down and not drastically overextend itself. It is nice to be in so many places, yet consider the heavy beating market research has taken for well over 3 years now. Even though Dunnhumby is starting to chomp on the pie slice that Nielsen has had for a long time, yet Nielsen as its own share of innovators, it only takes one new idea from Nielsen to change the direction of interest. Dunnhumby still has the advantage with data and the way it is collected, but that will not last, then what will they do? Yet, that is for the future, which is not for the now, but must not be ignored. These simple facts give ample reasoning to the question why to sell this part?

Consider the consequences of Tesco no longer getting a slice and having to purchase data and research at premium, not at internal cost. I feel certain that this picture has not been fully investigated. I will add to this that the idea of handing over 40 terabyte seems to the worst possible decision in a long line of dubious actions. This of course gets me back to the original ‘hidden’ sentence and the use of ‘less drastic solutions’, so who are these ‘others’? People hoping to get in under the radar?

Are those suggesting it serving anyone else but ‘self’? Not asking that question seems to be wrought with questions too, which makes me wonder why that one sentence was added as some ‘inbetweenie’. In addition, some might remember that article less than a month ago on the Tesco Air Fleet, yet, we have seen very little in regards to Kansas Transportation. The total of bills should be decently staggering as the last number I saw in one of the papers placed the cost at almost 10 million a year add to this the value of 60 million and we are now at 25% of the inflated amount. An additional issue is that there is almost ZERO visibility for Kansas transportation, when we consider the need for profit, why was this fleet not used to get additional revenue, instead of just leaving the planes all covered up. Would such an operation not need serious web presence?

So, as we see that several sides of Tesco operations that are not part of the Core, we see that visibility is not really a real act, which makes me wonder about the reason for getting these planes in the first place, what do these cost cover, or perhaps a better implied question is: ‘what else are these costs covering up?’

I do not pretend or imply to have the answers, but I am surprised that the article did not ask these parts either. It is nice to see the list of people who might be on the list of Chairman wanted. I definitely know a good one, but I will refrain from stating this here in the open.

One little bit of advice I do leave here for Dave Lewis. If you truly want to get this ball rolling into the profit direction, then forget about the quick solution, that one will not happen. The track is wrought with both angers and risks, but the safest road is also the risky one. On your next flight, I suggest you watch the 1953 classic ‘Wages of Fear’; it is the road you are likely about to head on. Not by bringing the nitro-glycerine (if so, kudos to you) or going for the term ‘boom goes the dynamite’, but for the road that requires you to nip at the heels of Aldi and going to low profit road for some time to come, to beat them in that game, you will require both the Teradata sized files of Dunnhumby as well as their hopefully available creative view. You need to return to the core business and take that into a different approach to the customers your predecessors seemed to have forgotten about. From there Tesco will return to strength and stability, one small step at a time. It just requires a few good investors to stick by you and they will see that with faith this journey will end up being a reward for them too.

 

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A senseless merger?

OK, as stated in earlier blogs, I am not an economist; I do not have any degree in economy! Yet, the information that passed my eyes less than 2 hours before has me slightly baffled. I feel happy that this all is happening in the US and not anywhere in the Commonwealth, yet, the issues as presented makes me wonder when this will hit the Commonwealth borders.

The issue is that Comcast has decided to buy Time Warner Cable. (at http://news.sky.com/story/1210921/comcast-to-buy-time-warner-cable-for-45bn) This is not a huge thing, we are in a civilisation where the hyena and vulture rules, hence mergers happen a dime a dozen and many of them before most have had a chance to enjoy their first coffee. Comcast has 21 million viewers and they are acquiring Time Warner with 11 million viewers. This all seems to make sense. Now for the kicker! This deal will cost Comcast $45 billion dollars. Are we all awake now?

So, 45,000 million divided by 11 gives us a little more than $4000 per viewer. When you consider that Cable TV is set at an average of $30 a month, it could take 133 months just to break even (providing this is all borrowed at 0%, which it is never). So there might be a price hike for all 32 million users of that cable solution.

This is not a chance to become the large bully, as they were described by a consumer group, but you must admit that this is about a lot more than just ‘adding’ new customers. Oh and by the way, this is happening less than three years after Comcast bought NBC for a little less than $14 billion. (at http://www.bloomberg.com/news/2011-01-18/comcast-nbc-universal-deal-said-to-be-near-u-s-fcc-approval.html)

The Washington Post has an interesting mention, which was not found at Sky News “It’s worth remembering that Comcast limits how much data its customers are able to stream from the Internet, while Time Warner offers unlimited Internet plans.” (at http://www.washingtonpost.com/business/technology/comcast-time-warner-to-merge-what-happens-to-my-service/2014/02/13/b285f81e-94b4-11e3-83b9-1f024193bb84_story.html), so there are a few more kinks that the customer base might face as the merger goes through.

This all goes far beyond just Cable TV. It involves 30,000 community Wi-Fi spots (amongst several other elements); this entire picture becomes a lot more ‘interesting’ if we take the merger of Comcast and NBC in 2011. This is not just about TV; it is about digital media on an unparalleled level. The merger stipulates the 33 million cable users, yet, does that give a real view of the picture? In the first regard the 45 billion seems ludicrous, yet when we consider community Wi-Fi, broadband (or better stated digital media and networking), it becomes an entirely different picture, especially when we consider the following information from Reuters (at http://www.reuters.com/article/2013/12/02/comcast-ondemand-idUSL2N0JC1S120131202). Now we get an entirely different picture. If we consider this quote “The new technology is meant to give TV networks a way to earn ad dollars from earlier episodes. Currently, most advertisers only pay for ads watched live or within three days after a show airs. That could change if Comcast’s technology, which it developed in partnership with Nielsen, is widely adopted.” and add the following case study (at http://www.sierratechno.com/sites/default/files/Turning%20Data%20into%20Customer%20Insights%20for%20Comcast%20Cable_0.pdf) we now get another view. This is about data, plain and simple, when we consider the value of collected big data in long term planning, having a data warehouse filled with the acts of 33 million people, the 45 billion dollar deal is a steal at twice the price.

It is in my humble opinion really funny to see all these people nag, complain and cry on what the NSA is alleged to be doing, whilst at the same time, their cable provider seems to be tagging them with a ‘value’ price tag for marketing, sales and identification. So what is the cable value of a customer at Hunts point, the Bronx (ZIP:  10474)?

So it seems that Comcast is getting their value on several fields, yet I am still in the dark why Americans are so against the NSA trying to find the people endangering their citizens, whilst giving big business more than twice the powers that many bargained for. It seems that this is not a senseless merger at all, yet do both consumer groups realise the powers their cable provider (slash phone, slash internet provider) ends up with?

 

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