Tag Archives: Nintendo Switch

Bragging becomes the burden

We have all done it; we have all made that one claim that was in our imagination the better truth, or perhaps the better part of a truth. I myself offered a certain lady a 10″ penis (a long time ago), it would be delivered in two installments. I kept my word, she basically faltered in math, was I fraudulent?

That is the thought I went with when I got the annoying message on more than one game trailer when Microsoft stated: ‘Play it on the world’s most powerful console‘, which is hilarious for a few reasons. Now when we consider the quote from Japanese Analysts that “Nintendo Switch Sales To Surpass Nintendo’s Forecast“, which is of course really good for Nintendo and with “Japanese analyst, Hideki Yasuda, from the Ace Economic Research Institute in Osaka, has released his latest forecast for Nintendo’s full fiscal year – predicting the company will shift 25 million Switch units and 140 million software units. According to DualShockers, this would put the total amount of Switch sales at 42.79 million units by March next year“. This now also implies that the total sales for the Xbox One (not just the world’s most powerful part) will be surpassed in their total life cycle in approximately 13 weeks, which is just before Christmas, making my worst case scenario for Microsoft a reality. By the end of the year, which I actually did not expect, but there you have it, a console surpassed via short-sightedness and of course the blatant stupidity of NOT listening to their customers. From these parts we get the setting that if Microsoft is pushing forward on Project Scarlett, they have to do it standing from last position, the wooden spoon place, all because certain players (Microsoft executives) thought that they knew better than those who actually are the gamers, who play the games, who live the frustration.

And that is not even the good news, the good news was hidden in the previous quote, with “140 million software units” we see that the Nintendo gamers are not merely happier gamers, they also game significantly more, adding largely to the coffers of Nintendo wealth. Even as Nintendo was less enthusiastic, we need to consider that Nintendo is still picking up momentum in the US, or better states (by US Gamer): “The holiday frenzy is about to gain some sick momentum“, implying that both Thanksgiving and Christmas could be ruled by Nintendo this year around. Apart from that the pressure is on for Sony as well. Even as Sony has been the front leader for the longest of times, we were treated to ‘Nintendo Switch Set to Overtake PlayStation 4’s Lifetime Sales in Japan‘ a mere 3 days ago. It has no chance to catch up on Soy global sales any day soon, but this milestone is important, because that is a milestone we did not expect to see passed this early. For any console to surpass its own Japanese opponent locally, as well as the other player globally is just too strong an achievement, it cannot be ignored; all this whilst software sales are equally booming for Nintendo.

Venture Beat added to that setting a mere two weeks ago when we were treated to: “The NPD Group revealed its list of the top-selling games of July in the U.S. today, and Nintendo is the month’s big winner. Octopath Traveller is the best-selling game of the month. Nintendo not only wins July in terms of software sales, but it is also at the top spot for the year so far when it comes to physical game retail sales“, all because one player listened to their consumer base and the other one merely considered its own ego. That is how businesses collapse into any basement. In addition, we see that half of the July’s top 10 are Nintendo exclusives. In variety we see the additional info: ““Nintendo Switch is the only platform showing year-on-year growth in full-game dollar sales with gains of nearly 70 percent when compared to a year ago, despite digital sales on Nintendo platforms not currently being tracked by The NPD Group,” said analyst Mat Piscatella. “Year-to-date sales of full-game software on Nintendo Switch have more than doubled when compared to a year ago.”” That is the simple situation when we are faced on giving the customer what they desire or giving them what we think they desire.

That difference is the one bringing doom (not the game) to Microsoft. Yet we also need to give consideration to the other side. CNet did (at https://www.cnet.com/news/xbox-chief-aims-to-be-the-voice-of-consumers-inside-microsoft/) and we see a few things there. The first is “Looking at Phil Spencer’s role at Microsoft is a bit like playing the game “One of these things is not like the other”“, I like the setting because it gives the voice of gaming at Microsoft in another way, my interpretation is ‘something here does not belong‘, not as diplomatic but it seems to fit, the business side of Microsoft for the longest of times never understood gaming and Phil Spencer is at the deep end there. We also see: ““The analogy I use with some people is we were like the garage band for a long time,” said Phil Spencer, executive vice president of gaming. “As long as we didn’t play our music too loud, we’re allowed to keep practicing.” He’s allowed to play music as loud as he wants now” this is a comprehensible point of view and it makes sense. It is almost like ‘you can play, but do not disturb the people doing actual work‘, which is wrong on so many levels, mainly because the other players (the work people) are set in a stage of making less and less revenue whilst the gaming sector could have been the supporting pillar for them if they had only listened to their customers. A mistake still not tended to I might add. The question now is not whether Phil Spencer comprehends the market, we know he does, but does Satya Nadella have a clue in all this? That is one part I am not convinced of, basically time will tell. Yet it is the escapist that gives us other goods, goods that matter not merely for the systems, but for the players too. You see, we are smitten with titles, with games, with ideas and in all this the JRPG (Japanese Role Playing Game) has been tremendous in all this, it has been driving sales and desire among the players, which is exactly the well of goodness for Nintendo. Sony has benefitted as well but not as much, so when we are treated to: “Even 17 years after the arrival of the original Xbox, Microsoft still hasn’t gained a foothold in Japan. At this point the situation probably seems hopeless. But I think there’s a way in, if Microsoft is willing to do something unconventional“, I partially agree here, it can work if the unconventional is addressed into a form of curiosity for the new players and an irresistible urge for those who are not new players. That whilst the article ends with: “History has shown that drastic reversals in fortune are possible, particularly when the buying public is being denied something they really want“, which turned out to be the killing game show that murdered their own console. Storage and off line achievements are the two most damning part, both easily adding to 40% of the non-buyers, or switchers (to another system). How can Microsoft survive? Well, first of all they need to get the right indie developers (and fast too), because there is a market that embraces indie developers. You merely have to look at Elite Dangerous and Subnautica on the waves that they created. Microsoft had the right moves there, but as those players are now no longer exclusive, people moved away. There are a few more options. The still anticipated System Shock will get people to the Xbox/PC if released in the right way, the following for that title was huge and they are still there waiting to replay the game that these players loved for decades, that is a need that will not die and there is more in the open to get. When we look back even further we see that there is a world of untapped games, games that were OK and sometimes even great in the old days and they are awakening the next generation, whilst at the same speed also calling back the old gamers.

The essential next step is not merely looking at new IP; the power is that old IP under new conditions can become a truly great IP. When we consider the older games on the CBM Amiga, we see a setting that a decent game remained decent game despite the utter lack of resources. What do you think will happen, when it gets true resources? When those playing the game realise that was merely passable on that system with 512Kb gets to be fully versed in a system with 8GB RAM and plenty of gigabytes on the Drive? What happens when we see a game like Seven Cities of Gold with some real resources? We are seeing that the makers of the Bards Tale moved to today’s systems and the reviews are giving us ‘Contemporary take shows Bard’s classic tale stands test of time‘, so basically, what was old is new again and it is one of several games that are out there. I mentioned Seven Cities of Gold, yet there was also the Black Crypt, Paradroid, Space Hulk (now released as Martyr Inquisitor), a collection of thousands of games, where several dozen could be revitalised, Indie developer can get the gamers what they desire, the question is which console will get to these games first? Will we see a smoother version of what was one of my favourites Knights of the Sky? You see, it is not merely about copying the idea that has been done before, but to set the stage on a scale of arcade versus realism, where the setting can be tweaked by the player to their own preference is more important than you might think. Some of the players are not Forza dedicated (they admire and love it), some are more for a little more arcade version of that game and the one who gives both will rule that land. Will Forza remain or will the Crew 2 take it all? When we see Steam giving it 60%, IGN 70% and Gamespot 80%, yet we see that 94% loved the video, we see that something does not add up. I was personally overwhelmed with the E3 video, even as I accept the review by some on ‘jack of all trades‘ to some part, the game is graphically amazing and it is perhaps more arcade then Forza, which is for some the part of gaming that many prefer. I have had my issue with Ubisoft for the longest of times, and even as I am not a racing fan (I never was) this game drew me in and that is what matters, or what should matter. So where is this going?

I think that we need a stronger setting for adjusting a game to the player. If the Crew had the option to switch ‘realism’ levels and become a Forza? Would that change the game? Is that even possible?

These issues are important because even as we want a true Crew 2 game, how far can we get? This now links back to Knights of the Sky (Amiga), the Red Baron (PC) was in that basic setting of realism versus more arcade playability. It is not merely the graphics, even as the comparison video (at https://www.youtube.com/watch?v=UFTO7JHXn7s) gives us the part that we accept and that pushes us towards a decision which game to buy. The Crew does not win, and against a game that has been out for 2 years, it matters, yet the Crew 2 gives us a much larger arena to have fun in and that matters too. For gaming it will be to find a larger community and that is where we are when we see the upcoming game Forza Horizon 4 (due in one month), giving us a setting that is more Crew, all open and in Britain with all the seasons available making it an entirely new challenge. In all this Microsoft has outdone themselves, anyone claiming not, trivialising that achievement is merely a Microsoft hater. The question is, why is Microsoft not more aggressive in gaining this level of excellence on more fronts. If we accept that exclusive games are the wining card in any console war, why is Microsoft merely running behind other crews doing new stuff? When will the Xbox and PC gamer get treated to a set of games that gives them some level of an upper hand? God of War and Spiderman on PS4 shows that the queues in shops are large and growing. Merely waiting for the next Assassins Creed and Lara Croft is no longer good enough for Microsoft, not when they are about to become a mere third position, right behind the least powerful console in the world. Microsoft has to change the game and the games they play. Indie developers are soon to be the essential first in all this. That, and to address the pressures from the gamers, which is something they needed to do a long time ago, just some of the issues that is dragging Microsoft down. So even as some shareholders are smitten with that ugly term ‘Play it on the world’s most powerful console‘ they will be less impressed as they are soon confronted with a third position and that ‘most powerful’ expression merely ended them with the wooden spoon console trophy, at that point their enthusiasm will simmer down really fast.

Microsoft is running out of time and options, when they do get surpassed, the options they did have are very likely to melt away like snowflakes in the sun.

#HappyGamingSunday

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What is right is sometimes wrong

This is a weird day; it is weird for all the reasons that set the stage where things are weird. It is not ground breaking, it is not even great, but it is an essential event. To explain that we need to go back to Dutch history, to be more precise we need to go back to 1994. The politician Hans Janmaat was a member of the CP (Centre Party), it was ultra-right, very nationalistic in nature. He had slogans like “Holland is not a country of immigration” and “full=full“. In the not so great economic settings, which were harsher for many as the Netherlands is not just seemingly short on available space. To give a comparison, The Netherlands is the almost the same size of the US state of Maryland, Yet MD has 6 million people, the Netherlands 17 million, so space is hard to come by, so people started to listen to this person. In UK terms it makes the Netherlands three times the size of Yorkshire, whilst having 350% of its population, so it is decently comparable.

Even as his views were only tame in the first 3 hours, his extremists’ views were soon loud and harsh. So a lot of politicians and media starting to ignore him, which I always thought was a mistake. If you want to take power away, you need to make that person fall on his sword called ego. The media and politicians thought it would go away, which did not happen. What did happen that people were too frustrated with the elected politicians and in the 1994 elections, he ended up with the power of three seats, not one seat, three! He now had (for a short term) power and a vote in all the events, now all parties united against his actions and views, so they had to unite in resources stopping him. In all this Hans Janmaat often used economic arguments in his tirades against immigrants, just like Adolf Hitler did and some usurpers before (and after) him. Yet, the setting was a dangerous one and it was deflated by politicians setting a sphere of ignoring him around him, silencing the issue away and it did go away after a while. Yet did they actually deflate the situation? Now we see a similar setting to some degree with the Dutch politician Geert Wilders, who merely has a more tempered view in all this, yet for the most still very ultra-right oriented, he has not gone away, he is now the political leader of a party that has 20 out of 150 seats in the House of Representatives, 9 out of the 75 Senate seats, 66 of the 570 state provincials and 4 of the 26 European Parliament seats. Remember how this setting started with 3 seats?

In addition, the Professor Emeritus Meindert Fennema gave the argument in 2006 that Hans Janmaat was in the end convicted for making statements that has become common place in 2006, a gap of a mere 12 years. the political climate had changed in the Netherlands, partially due to the assassinations of politician Pim Fortuyn and Dutch film director and producer Theo van Gogh, the 9/11 attacks did not help any either. Geert Wilders followed in his footsteps (to some degree) and is the current leader of the Party for Freedom (Partij voor de Vrijheid – PVV). When we want to expose extremism, even Christian extremism, it can only be done by pointing it out in the media, we acknowledge that there are plenty of people who are sheep. They remain sheep because they merely follow, they cannot tell the difference on quality of who to follow and that is dangerous too. Some presenters (in politics and media) go into academic overdrive to the degree that can put any insomniac asleep roughly 92% faster than a double dose of Restoril (Temazepam). In many cases we need to educate the people, not sound more intelligent then them; this is the setting I have and now we get to the article ‘Sky News removed from Melbourne railway stations after extremist interview‘. The article (at https://www.theguardian.com/australia-news/2018/aug/09/sky-news-removed-from-melbourne-railway-stations-after-extremist-interview). Important is that I do not disagree, but at times the right thing is wrong. You see, when we see Jacinta Allan, Victoria’s transport minister give us: “I’ve directed @MetroTrains to remove @skynewsaustralia from all CBD station screens. Hatred and racism have no place on our screens or in our community. #springst“, I think she has a good and valid point. Yet, if we do not educate the people on what is wrong and why it is wrong, such a person can get elected in the end. After that it will be one complete political term of fixing the floor whilst the tap is running and the mess merely gets bigger. So when I see: “The move comes after the network interviewed Cottrell on Sunday night and the broadcaster was accused of “normalising racism and bigotry” by the former Labor MP Craig Emerson“, people will state that it makes sense that we see ‘quit his role at Sky News following the broadcast‘, yet the damage is done. A partial opportunity was grabbed by Laura Jayes when we see: “As if to prove my original character assessment…. Blair Cottrell posts (and later deletes) some weird suggestion about raping me on air. He’s not just a fascist. He’s down right dangerous” and she is not merely correct, she is absolutely right! A person like this is dangerous, the economic climate is here, just like it was in the Netherlands and there is plenty of hardship. People like Cottrell will state things like ‘it could be better, but no one will listen to me‘. Soon he has one person listening, then a second, then 4, eight, 16, 32 and that is merely in the first day, on the second day, the 32 will incite 64 to listen and it goes up quickly after that. If you decide to disagree, please feel free to watch the movie (at http://www.abc.net.au/news/2017-12-04/billy-bush-says-infamous-access-hollywood-trump-tape-is-real/9224358), where a famous person decided to state ‘You can do anything, grab them by the Pussy‘, for your reference. That person is now addressed as ‘the 45th and current President of the United States‘, so smothering the silence and actual take action to show the danger of such a person is a more essential act then you think.

The same mistake that we saw in the Netherlands and several countries in the past should not happen, the only way to get these people out of the picture is to let them rant live on TV and make sure the people realise how dangerous it is to listen to people like that. So in this Jacinta Allan is wrong and Laura Jayes is right. Only by clearly exposing these people and making sure that such a person is ‘down right dangerous‘, preferably with evidence and stating why this person is dangerous that is how you deflate a situation. Most politicians are more about hearing their own voice and not about removing others by letting them speak and there is to some degree validity in that. Yet, when we see that not invalid view fail again and again, other ways need to be found. You see when you start skimming the news, reading the headlines. we see ‘Sky News sponsor backlash mounts‘, ‘Sky News removed from Melbourne railway stations‘ and ‘Victorian government bans Sky News from train stations‘, now it is all about Sky News and people might ignore the rest. Yet the headlines could have read ‘Blair Cottrell states that woman are happier with rape‘, ‘Extremist views removed from Melbourne stations‘, or ‘Blair Cottrell gets advertisers to drop contracts‘. Now the focus becomes Blair Cottrell and people will want to know why, more important, they will clearly see why Cottrell is ‘downright dangerous‘. With a person like Blair Cottrell it is not about bringing nuance to the screen; it is a tactic that works in his favour, by giving people the blunt direct version many more will shy away, those who optionally still admire him will do so silently, so growth of listeners is no longer a worry either. The sheep mentality also implies that something less acceptable will be pointed out and set into the limelight that people like Cottrell really tend to dislike, especially when they have political aspirations.

You see, there is a second danger and that is the one we do not see, but they are in the US. CNN reported less than 10 hours ago (at https://edition.cnn.com/2018/08/08/politics/donald-trump-primaries/index.html), that it is not merely getting into power that counts, the setting we see with “In the last 14 contested Republican primaries where President Donald Trump has endorsed a candidate, his pick has won — or is leading — all 14 times“. With: “John James in Michigan’s Republican Senate primary, who had been considered an underdog prior to the Trump endorsement, won the right to face Democratic Sen. Debbie Stabenow“. President Trump was not merely a president; he became a kingmaker 14 times over. So it is no longer merely him we need to worry about, it is that there are now 14 small time Trumps on the rise. So when you think that silencing Blair Cottrell helps, consider what happens when he gets in because he got endorsed by Pauline Hanson, current senator of Queensland and it ended up working because the people did not realise just how dangerous he was?

The US as well as European politics have shown that several times over. It was a miracle that someone pulled current President Emmanuel Macron out of a hat, it was a close call between that option and the alternative that President Marine Le Pen would have offered. Several sources gave rise of the situation with “the strategy of fear mainly reinforces Le Pen’s popularity“, I am against fear mongering and there was almost no option, because everyone considered that it would never happened. Not only did it almost happen, In Italy Matteo Salvini, the initial underdog is now Deputy Prime Minister of Italy. I think it is clear that we need to accept that doing the Ostrich (a head in sand pun) will not cut it. In case you think it is going to sizzle out, consider the Guardian (at https://www.theguardian.com/world/2018/aug/05/italy-coalition-cracks-five-star-salvini-racism), where we see: “Roberto Fico, M5S MP and president of the chamber of deputies, spoke out against a controversial pact with Libya that sees migrants forcibly returned to war-riven north Africa“, speaking out against a setting where refugees are send back to a war front setting. Salvini just got elected; Italy has 5 more years of this setting. With this I hope we all agree that giving the limelight of danger on just how dangerous Blair Cottrell is, is preferable than him gaining strength and followers in silence, because AFTER an election there is very little we can do for that term, a clear view with five examples where we only see one case with a narrow escape, not a good track record to work with.

I have always believed (and rightfully so) that given the setting where you give a short-sighted person enough rope, they will end up hanging themselves again and again. It is like the overeager DIY person and the ability to paint himself into a corner that tends to be the most satisfying setting of all. In such cases I am more than happy to sponsor the bucket of paint and the brush, seeing a person sit in a corner. On a personal level, if that person ends up being Jason Sudeikis, I will make sure that his wife Olivia Wilde is not in the corner with him, seems like fun challenging her to several games of Splatoon 2 on the Nintendo Switch (one Nintendo Switch each mind you) and after each round both of us shouting out: ‘You OK there Jason?‘ should make an amazing afternoon of gaming, possibly the best one ever!

I have been known to be creatively sneaky under the most diplomatic of settings.

#SplatoonOrangeChampionsRule

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Playing the player

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

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

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

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

Am I the only one asking that question?

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

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

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

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

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

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

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

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

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

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

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

#SwitchIsLife (or so they allegedly say at Nintendo)

 

 

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The state of the gaming union

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

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

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

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

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

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

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

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

Is it folly or foiled folly?

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

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

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

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

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

 

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They did what?

Newsweek is bringing out the news, news that had me rattled. The story (at https://www.newsweek.com/saudi-arabia-bans-47-popular-video-games-general-commission-audio-visual-1028013) gives us ‘Saudi Arabia bans 47 popular video games including ‘Assassins Creed,’ ‘Deadpool’ And ‘Final Fantasy’‘. For a moment I could not fathom why video games would be banned. Now, even as Deadpool is unlikely to be my choice of game ever. It does have a ‘tongue-in-cheek’ approach to gaming, which gives it a positive flair. Yet overall, even as I loved the movies, I never read the comic books, so there is a gap there and I reckon that the comic book fans are most likely the ones who would want the game.

So, I was intrigued to learn what the reasons were. The article merely gives me “The kingdom’s General Commission for Audio-Visual Media said Monday that 47 games will be banned for violating rules and regulations“, pretty much all the media gives the same setting some of them give other titles, even though as far as I could tell, none gave the full list. All of them set the stage that the game ‘Blue Whale Challenge‘ is the starting point for the decision involved. Now, I do get the fact that censorship remains strong in Saudi Arabia, the fact that this is the first year that the cinemas are open, the movies are still all to be screened before allowed in the cinema.

The National (at https://www.thenational.ae/world/gcc/after-suicide-in-saudi-arabia-parents-urged-to-do-more-to-curb-gaming-effects-1.746328) had another side in all this. Here we see one of the Saudi fathers in question giving us: “A Saudi father has blamed the suicide of his 12-year-old son on an online game that he said “broke the spirit” of his child. But therapists and gaming experts say the onus is on parents to step in“, I feel sorry for the loss of that father and the other parents. Yet in this part, even as a gamer and gaming expert for decades, I do not agree with the response. Yes, parents need to step in at time, yet the setting given against that father is unrealistic. You see, for a large portion of the world, gaming is life. Let me explain that, so that you do not get the wrong idea. Our lives are bettered through social interaction, at times we also need our own space to unwind, to relax and let the brain work things out. Gaming allows for all that. The multiplayer games allow friends and schoolmates to compete and sometimes cooperate in games like Fortnite and online RPG’s. By ourselves we can escape our place for a little while and seek comfort elsewhere. I myself can lose myself for hours in Minecraft by myself and feel really awesome after an hour or so, games have that ability. The nice part of Minecraft is that you can play it at times without even thinking, a version of virtual Lego that allows you to create, explore as well as destroy spiders and skeletons. Now with the ocean world addition the game just become more than twice the size it already was. It is great to game at times. All these games are positive reinforcements, no matter what the game is. You might be scared of every corner in Bloodborne; you might see the cliffs and not know the next move like a Tomb Raider should, or sneak through the corridors removing the henchmen of the Arkham Knight. None of them are negative against you and for the most they are positive parts. Even in Assassins Creed where you are correcting great injustice through killing mind you. You are one against an army! It is a challenge and at times even more. The cultural references and the additional scenes in Assassins Creed Origin were overwhelming, making it a learning experience as well.

In the darkness there are monsters

Yes, there are monsters too; in this case it is one person. It is Philipp Budeikin. The information on him is sketchy to an extent. He is a former psychology student who was expelled from his university for reasons I have not found yet. According to his own claims he invented the game in 2013. In more than one source we (BBC was one of them) he gives it to the press that his intention was to cleanse society by pushing persons to suicide whom he deemed as having no value, they were he referred to as “biological waste”. This is new; this is the first time where someone with psychological skills was out to make children destroy their own life. The game known as the ‘Blue Whale Challenge‘, the game allegedly instructs challengers to participate in a series of strange and disturbing challenges. These can include live streaming self-harm and staying up late to watch horror movies (source: The New Arab). The challenges are stated to grow increasingly extreme, until they are reportedly instructed to kill themselves as part of the 50th and final challenge. Apart from any person doing that, or being willing to do that. The fact that someone is willing to go this path (I refer to the game maker) is just weird and insane. In addition, the fact that this person was intentionally and knowingly targeting vulnerable people and the fact he is merely facing 3 years in jail is equally an issue. I will be the first one to sign any petition to ban this game for life on a global scale. This is not about the freedom of expression; this is not about freedom of speech. This is about protecting children! I have seen weird games in my lifetime. The most offensive game I saw was on the Commodore-64 in the late 80’s. It was a game called ‘Paki bang’, an offensive game where you have to shoot Pakistani’s. You got 1 point for every Pakistani you shot and -1000 for every Caucasian. It was offensive and I walked away within a minute, a game with absolutely no redeeming values, little did I know how bad could turn to worse. In my life, the setting where children are intentionally targeted by someone with psychological skills is just too unnatural; the setting clearly makes Philipp Budeikin “biological waste”, as he states the value himself. I do like and agree with the response that we see in The National. With “Omar Sharif, owner of Geeky Lizard, a gaming community and store in Dubai states: “But it’s the job of parents to make sure that kids are engaging in healthy online habits”“, I believe that to be a truth, online has many positive sides, but it has negative sides too. Parents need to be aware what their children are up to, it might not make sense at times to parents, but there is a difference between kids shouting at their friends in competition and collaboration in a game, against the setting that they are given a challenge to physically and emotionally harming themselves. We can argue that children do not always realise this, but the setting of protecting ourselves form harm is coded in our DNA, we tend to not act in self harm, the fact that ‘Blue Whale Challenge‘ is stripping away these defences is an issue and the ‘defence’ given by some with “But therapists and gaming experts say the onus is on parents to step in” is not one that I can agree with. The fact that this ‘Blue Whale Challenge‘ is not hunted down on every server by government and hackers alike is much larger issue. This setting is so unnatural that parents would not have been ready. We all should have stepped up and made sure that any server having this software got hacked and all its data removed any way possible.

In the end, the Saudi government will need to make another ruling here, it might not be immediate, but in the long run it is perhaps essential to consider the reason for any games banned other than ‘Blue Whale Challenge‘. In the end, we need to realise that Saudi Arabia has strict rules on what is allowed and the event that caused the death of two children was the one step that caused a clamp down on certain matters. Saudi Arabia has a sovereign right here. Gamers might not like it, but it is a reality. Even as we might not agree with the verdict on nearly all but one game getting the “Saudi Arabia today banned dozens of video games that it says lead children to harm themselves” label of non-approval.

Time will tell on how things evolve, in the end, we need to realise that it is a list of 47, whilst most consoles have hundreds of titles that were not banned, let’s make sure that we do not forget that part of the equation either.

In other gaming news

The predictions I have given in the past regarding Butterfingers Microsoft versus Eagerly Innovating Nintendo is taking a stronger turn, unofficial numbers (and not from a reliable source I must add) have implied the setting that Nintendo has now approached the 2/3rd marker. It is about to pass (or has just passed) the line where since the release of the Nintendo Switch (March 2017) now equaled two thirds of all the Microsoft Xbox One sold in its life cycle (since November 2013). In less than 18 months it has reached the speculated 2/3rd marker (It is hard to be precise as Microsoft is no longer releasing total consoles sold). It might be because the ‘most powerful console in the world‘ is getting surpassed by the weakest one, but that would be speculation on my side. I see it as the price for being short sighted and narrow minded, not to mention the inability to listen to their customers. 3 elements that became the alleged cause on a lessened revenue path for ‘the most powerful console in the world’.

That moment is still important, it is the clear message that it is all about playing the game and Microsoft has not been doing that. Even as Forbes gave us merely 4 days ago “Microsoft continues to surprise us with strong support for backwards compatibility and an equally remarkable offering with its subscription Xbox Games Pass as it quickly becomes the Netflix of video games” (at https://www.forbes.com/sites/erikkain/2018/07/14/xbox-one-vs-ps4-vs-nintendo-switch-the-state-of-the-console-wars-in-2018/#21fbe2571a8e), yet it is interesting that Forbes seems to be so protective of Microsoft, ignoring that the ‘the Netflix of video games‘ does so with a massively inferior storage system. It talks hard against Sony (validly I might add), and acknowledges the ‘Nintendo has had a remarkable resurgence‘ with the added ‘but investors are still spooked about the system‘, is that not interesting on how soft Forbes is on Microsoft? so as we get ‘will investors ever give Nintendo a break?‘, which might be a valid statement, yet it is not properly set in the dimension against the Microsoft failures (four times over), as well as ‘and will Sony stop being such sore winners?‘, which is a fair call, yet the question is how many are truly hurt by no cross playing? In the past it was never an option and we all wanted it, Sony might not be ready on a few levels, but the Sony remark is still valid, correct and acceptable, so why be so soft on Microsoft, because they are getting a beating from Nintendo? I do not recall such sentimental considerations when Microsoft Word took WordPerfect to an abattoir and gutted it completely. It was not about consideration then, so why is it now?

I am still uncertain whether Nintendo Switch will surpass Microsoft before New Year’s evening this year. The delay of 2-3 big titles are largely the cause of that, yet in light of the amount of games released, there is good cause for joy around Christmas time for Nintendo. At that point it does not really matter whether the Xbox One life cycle sales gets surpassed no sooner than Q1 2019. What matters is that gamers get to play games, perhaps it will wake up the board of directors of Microsoft to rethink their choices on all the times that they fumbled the ball, because one fumble was enough to end a console in the past (with the exception of the Sega Dreamcast, they lost because Sony was willing to be the marketeer with deadly intent). Or perhaps the fact that Microsoft advertises in Forbes? I might be speculating on the three steps on a certain Wi-Fi enabled print ad, but that does not take away the setting that we see the valid existence of ‘its subscription Xbox Games Pass‘. For me that setting comes across as someone telling a leprechaun to go screw an elephant, to which the leprechaun responds: ‘with what?

Having a small drive tends to be not so memorable. #PunIntended

 

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Commerce inverted

A decently intelligent salesperson educated me (some time ago) in the concept of think global, act local. it is something to live by for several reasons. It made perfect business sense, yet what I did not know at the time that it came from the consideration towards the health of the entire planet; to take action in communities and cities. It comes from that ‘sane’ period of time when individuals were coming together to protect habitats and the organisms that live within them. It is what founds the event we now call grassroots efforts, occurring on a local level and are primarily run by volunteers and helpers. So when we consider this and in the business sense we see that It asks that employees to consider the global impact of their actions. It can be applied on a near universal scale and it is a setting of common sense as I see it. So why exactly is Microsoft doing the opposite of it by acting global on a local way of thinking?

Now, they are not alone, but they are the most visible one, because that is how they played the game themselves. When you want to consider an eCommerce move, you need to consider what you are up against and adjust your model accordingly. So why exactly do they advertise the new game Shadow of the Tombraider for AU$144 and the Digital download for AU$114, whilst the shops in Sydney are already offering it for AU$79 and a special edition for AU$89? How does a 42GB download (speculated size) become 44% more expensive, whilst getting an actual physical copy in Sydney is stated to be up to 61% more expensive to download from the Microsoft store? So here we saw (all over the E3) ‘pre-order it on the Microsoft store‘ to be slightly too none lucrative for anyone to ever consider it. Another (weaker) example is FIFA19, where the download is a whole AU$2 cheaper than the physical copy. Yes, it seems to make perfect sense that 4-11 hours download to get that game AU$2 cheaper, does it not?

Now, in itself, I have no issues with the Microsoft store, there are several perfect examples where the store comes with awesome deals, absolutely a given, but now, just after the E3, the new games are what counts and that is where we tend to look. OK, not everyone, I saw ‘games coming soon‘ and the entry was the anticipated game ‘We happy few‘, so I wanted to take a look at what it would cost (and when it is released), and guess what, it wasn’t even in there at all. It is just as deceptive as ‘Play FIFA World Cup Free‘, whilst you are taken to the FIFA18 game of AU$24 (which is a good deal) and in the text is somewhere that it is an addition, a free DLC for anyone who has FIFA18, so why not state ‘Free FIFA 18 World cup DLC‘? It would clearly indicate that it is part of FIFA18 and gives out that it comes with a DLC. None of that is seen and Microsoft is not learning how to properly play the game, not to treating gamers like kids, but like the savant controller users most of them are (and many of them are adults). Microsoft needs to up their game by a fair bit at present.

Oh, and before you think that this is all me, that this is merely an error. I first mentioned it in regards to Shadows of War on May 13th in the article ‘It is done!‘ (at https://lawlordtobe.com/2018/05/13/it-is-done/). There the difference was 50%. Microsoft made no adjustments of any kind. Now, let’s be clear, they are not required to do that, yet in light of the evidence we see where buying from the Microsoft Store will regularly be well over 30% more expensive than a physical copy, why would we consider getting new games there unless we needed that title desperately? This gets us to the entire ‘think local, act global‘. When the question becomes: ‘we need x% margin‘, and when it comes from an overpriced place, the equation changes and logic goes out the window (as I personally see it).

So when we tally the issues that Phil Spencer has on his desk, we also feel sorry for the man. Not, pity mind you, I do not give a hoot about giving him pity, his income is likely in line with a fortune 500 CEO, so he is laughing to the bank on payday (every month), yet he does have an awful mess to clean up from the previous sceptre wielding bosses, not a job I envy.

You see, these small matters are important. The gap with Nintendo is getting smaller and when you consider that Fortnite was downloaded 2 million times in the last 24 hours, you get to see the issue. These players will play on route to somewhere, it merely takes a view for others not having a Switch to consider one getting one at the earliest option, the Fortnite clans are also growing the Nintendo Switch population and cross play gives these people options to get the Switch. The bad side for Microsoft is that they buy additional games, non-Xbox games and that is where the hurt begins, because any gamer will initially get 3-4 games, so that takes an additional $300 away from both Sony and Microsoft. And that is not all, what kind of an impact do you think 120 million Fallout shelter users can make? You see part of this is that the top 10 of downloaded games has 5-7 titles with well over a million downloads, those numbers rack up. Anyone with a passion for multiplayer gaming will not ignore millions of gamers, especially when it comes to half a dozen games of multi-player capable titles. The numbers start to add up at that point, so when we see such shifts Microsoft really cannot afford the issues seen in the Microsoft store as they are at present and it has been an issue for a long time. Their only positive side is that Sony made pretty much the same mistake from day one, so there is no competitive issue on that side for them.

That brings us to another side, which to some regard shows Microsoft marketing dropping the ball. To be honest, it took me by surprise as well. We got to see a filmclip at the Bethesda show with a very special edition of Skyrim. We all laughed, yet the joke is on us, so as Business Insider (at https://www.businessinsider.com.au/skyrim-very-special-edition-amazon-echo-alexa-bethesda-video-2018-6) gives us you can actually download the game for your Echo‘, and with Keegan-Michael Key on the sofa, why would you not think it was comedy? Yet when you look at Amazon (at https://www.amazon.com/dp/B07D6STSX8), you get the goods. So there is an actual Skyrim Very Special Edition on Amazon. The movie you can watch again (at https://www.youtube.com/watch?time_continue=1&v=FnEW6dX_BmU). When we read: “Fans have since uploaded videos of themselves playing “Skyrim: Very Special Edition.”“, we see that Bethesda marketing is creating waves in several fields on several places and in places where we never thought to look before. So as we keep on seeing ‘the most powerful console in the world‘, there is a much larger need to adjust view and vision. Even as the hardware is slightly too flawed, the Game Pass, which I tend to call: ‘GamerPass’ is something to work with. Anyone who has the intent of buying more than 2 games a year would be crazy not to get it. No matter the congestion, the hardware flaws and other matters. Game Pass is an almost certain game changer for Microsoft, it will give them time to clean up other matters and it will set the stage for more. So why am I not seeing Game Pass on YouTube and on web pages at least once a day? In the last 3 days I have seen nothing from Microsoft. Anthem, Fallout 76, Summerset, Fortnite and a few others, they all got their advertisement minute in (more than once I might add), not Game Pass though. The digital visibility is everything and Microsoft seems to be blindly staring at some surface (pun intended), how will that help Phil Spencer? I might not be pro Microsoft, yet I remain pro-gaming no matter what format it is on. There lies the setting from both EA Access and Game Pass, to give but a simple example.

None existing example

When printing these ‘credit card funds‘ to buy and enter a code on your console, why do places like Gamestop, JB Hifi, EB Games not have the Game Pass out in front? There seems to be an English version. Why can’t we get a load-n-go Microsoft debit card to use for the Xbox for gamers? All simple implementations of systems that are already in the field, with additional account linking as well as additional download bonuses with every purchase (over a specific amount). If visibility is the essential need of any console, I am confronted with a personal belief that Microsoft Marketing is looking at the wrong surface, the surface of some tablet, not the surface of a 130 billion dollar a year industry. Does Microsoft want to matter or not, that should become the thought on the front of anyone’s mind that has one. I am getting pissed off and angry for the same reason I have been pissed off with Yves Guillemot (he apparently owns Ubisoft) for half a decade. He had an amazing IP and let it go to waste for years. We are starting to see the same thing here and it becomes a much larger field of where Microsoft needs to look. We can agree that to some extent Ubisoft is adjusting its trajectory (last 2 years already), now we see Microsoft starting a similar spiraling downfall (from the gamers point of view). Some things cannot be prevented, but a lot of them can be fixed and change the path for the future. It needs a visionary! The presentation showed that Phil Spencer has vision, but is it enough and will is he fast enough to correct all the previous mistakes (not done by him), that is the part I cannot tell at present. It is also unfair to confront him this strong a mere two days after the E3, but he needs to recognise that the third period is starting and he has 2 goals against him, so he needs to get his star players on the ice and against the teams that are slowing him down, even if it is his own Azure team dragging issues along (a 2014 issue). Now as the game changes, or better stated as Microsoft wants to change the game, they need to be on the ball all the time and that does not seem to be the case (a personal observation). You cannot do this with a static shop 11% the size of an Apple store down the road (less than 100 metres down the road), you do it be creating engagement. You set the stage where everyone can game for an hour and feel the goods, to get the parents involved and show why the Game Pass is the solution, get to the mothers, seeing how AU$120 per year gets them 100 games (valued at an average total of AU$ 7500), and how that value increases year after year, especially on money saved from not buying games.

Get the ‘Consider Game Pass‘ on every digital download card you buy in store, post office and supermarket. Because parents see the ones in the post office and supermarket, these places can start engagement, a path that gives long term visibility. In all honesty, I haven’t seen any of that. Is it merely placement of product? If it is that important, I should see something like that twice a day and not on my console, when I am there, I merely want to start the game I felt like playing.

Oh, and that is not merely my thought, Google has all these free advertising classes on learning to use their products, pretty much stating the same thing. The foundation of digital marketing seems to be missing. So when I get to the start page of a place like JB Hifi (everyone in Australia knows that one), I would care less on seeing ‘Surface Pro‘ every time I get there, There is no mention at all of Game Pass. I can actually search ‘Game Pass’ and I get all kinds of passes and the 19 linked to the Xbox One, not one is about the Game Pass. That is the game! That is how you lose it, by merely not having visibility. Oh, and they are not alone, seeking it on Amazon gives you one option in the ‘Currency & Subscription Cards, Subscription Cards‘ department. It is the 12 months Gold Live subscription. A mere example on how visibility is the key to forward momentum. Sony knows it, Nintendo definitely knows it, and it is time for Microsoft to wake up to the proper digital age. For these examples are all clear pieces of evidence of inverted commerce in the digital age. I’ll let you decide on how many of those corporations stay afloat whilst making a living through applying inverted commerce, if you find one, ask them to send me a postcard.

Was that over the top?

 

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The E3 end is nigh

Yes, we are 24 hours away from the end, the end of the 2018 E3. Now it is time to see how the chances of my earlier predictions are. The biggest player involved is Nintendo. From the very beginning two years ago at that E3, we were shown something new and it was clear that Nintendo had a winner. That one presentation gave us the goods. No matter how we all sliced it, we were not ready for the tsunami of acceptance from players on a global level. I think that not even the big bosses of Nintendo had a clue just what kind of winner they had. So as we saw how sales records got crushed, I saw the issue and the nightmare that Microsoft faced. The most powerful console in the world would be surpassed by the weakest one. My lifetime view of fun over hype got proven correctly against a console with a few hundred million dollars in development. Now we see how far the 26 titles are coming. Nintendo started with giving us the party and group games, all focussed on having fun, as well as a linked new Pokémon games where the game can link to your Pokémon Go mobile games and get across the Pokémon’s caught, it is a game changer. We also saw a game that allows 4v4 multiplayer, so as we are seeing on the more and more Switch abilities, we are shown a path where Nintendo will increase its sales in the near future by a fair bit and of course the free Bethesda games were announced, as well as Wolfenstein 2, Fortnite (another free games), Battle Royale (out now) and a lot more to come some from new developers, some well treasured games from the Nintendo past. So the second issue I expected is actually becoming a reality, Sony will need to up its game. Nintendo will not overtake them, but it will be able to narrow the gap and as the family fun label is very clearly shown, Sony will without a doubt lose some expected revenue towards Nintendo. So instead of people buying 5 PS4 games until the end of the year, they end up selling 4 and Nintendo gets the 5th, which implies a 20% lessened revenue. The fact that the Amazon top 10 included 90% Nintendo Switch games is merely one piece of evidence. Just as we accept that every Xbox lover will get Forza Horizon 4, the Nintendo Switch will have the same with Super Smash bros. As we were shown ‘everyone is here‘, we are looking at every fighter in Super Smash bros history is in the game, so as you start with 10 characters, you will unlock the hundred plus fighters over the course of the game, and it is not done in a dull way. Each character with personalised attacks, and there is no substitute for Snake sneaking up to Pac-man and Kirby. If only Snake knew the deadly opponents he would face here. If there are parents that want to be the cool parents, you better pre-order this game today, because it will definitely be sold out on day one. Oh, and I almost forgot to mention the massive amount of stages to fight in, controller options as well as amiibo compatibility, this game releases December 7th, too late for Saint Nicholas and Thanksgiving, but in time for Santa Clause (pun intended).

This all before you realise that this is a four player battle arena, so the challenge and the hard-core fun is not going to stop any day soon. So Nintendo brought the goods and then some! So even as this is merely one game, it is the one too many were waiting for. Yet it is not the end of the innovations that Nintendo brings. Free Fortnite was a lovely surprise for everyone, yet the addition is that “you can use any standard 3.5 mm headset for online voice chat, which is a feature that no other game offers on the system“, online chat in a team battle is pretty much a dealmaker, so the Nintendo will be for many the system of choice, especially when they are travelling. It seems that from now on, no road trip will be complete without the Nintendo Switch. Yet, Nintendo left us hanging with too little on the 26 games announced, in addition, there were expectations on the new Pokémon game, but that stayed absent, it is not a deal breaker and perhaps they want to wait for the Pikachu and Evee games to have their time in the limelight, it makes marketing sense, yet at times the E3 is not always about making sense. It is the one part that only Phil Spencer and Todd Howard really got right at the E3. In addition we see the upcoming Starlink, a new Ubisoft game that will be an absolute blockbuster. I can tell you about it, but the Verge will do it better (at https://www.theverge.com/2018/6/11/17449232/starlink-ubisoft-preview-ps4-xbox-switch-e3-2018). Here we see “Starlink: Battle for Atlas takes place in a large sci-fi universe, which spans seven explorable planets that you can seamlessly travel between. Each world has its own wildlife and ecosystem, and there are different factions battling among themselves, vying for control“, a kid friendly mix of Star Wars and No Mans Sky. So as we make a balance on the games, it is clear that Nintendo has the gaming goods that equal what PS4 and Xbox One has, yet all these titles are kid friendly and family founded. It might not seem like much, but it is. You see, there is more and more noise from parents regarding ‘game addiction‘, yet more often they worry about the environment they are in. I am not sure whether it actually is, but the perception is there. So as we see the clarity of the family friendly setting that Nintendo has evangelised for the longest of times, parents feel safe with a brand like Nintendo and that will sell, especially as some kids have exhausted their bandwidth on mobiles before 50% of the month is gone, so the math is exceedingly simple that the Nintendo Switch offers a break even point within 6 months, that too is a selling point, and the absence of bloodshed and violence in Nintendo games makes the consideration for parents a lot easier. These two elements will drive Nintendo sales as well, and now with the upcoming games this year alone, seeing a $375 solution that has all the assuring sides that other consoles do not offer (from a parents point of view) implies a stronger growth option for Nintendo. I personally think that the setting of others is not wrong, but comes at a price. Battlefield 5 feels like it is about overwhelming the player with chaos, the Division 2 is about engaging and the Switch games are about fun. I believe that all three are valid paths, but the Nintendo one is too hard to resist. You see, we all want to engage like in the division, enter the overwhelming chaos of Battlefield 5, yet we are often in the mindset that we just want to have some fun. That path is becoming more enticing to many players and they feel like that a lot more often than before. These players will most likely all have a Nintendo Switch on the side, sooner rather than later. This is what makes the Nintendo the stronger player for now and as the engaging levels of Nintendo remains, that interest curve is the Switch will keep on growing. If there are 20 million Switch players out there today, than the chance of 5 million wanting to get Super Smash Brothers is merely a low conservative estimate. That implies an additional quarter of a billion in revenue before the end of 2018. That is nothing to be sneered at and that is also the clear signal from Sony to up their game, because that many gamers will merely increase the sales curve of the Nintendo Switch soon enough. It does not stop there. Business Insider (at https://www.businessinsider.com.au/best-buy-listing-hulu-netflix-streaming-nintendo-switch-2018-6), several sources are now on the setting that Netflix and YouTube are heading to the Nintendo Switch as well. It changes the game as the overwhelming amount of apps and free games tend to drive sales as well. Consider Fortnite and Fallout Shelter being free games. Now add Netflix and YouTube and this console is becoming nothing short of irresistible. Nintendo played their cards right and that impact will both Sony and Microsoft, there is no denying it. Nintendo got its homerun and we will see lot more Nintendo Switch systems in almost every corner of our lives, it is utterly unavoidable.

We have one more day of E3 and of course the many deals that all the players are offering during this week. Microsoft has been reducing prices by a lot, so did Sony and some stores are giving up to 75% discount on some titles. So this is a great week to get the 1-2 titles you never wanted to pay full price for. As the E3 ends, we will all await the games we want the most to be released yesterday. For me personally it will be Fallout 76, yet there is a whole range of games that would love to play and Nintendo made the desire for the Switch only greater. So even as the Express leaned on speculation with ‘so expect to see Splinter Cell make an appearance with a brand new gameplay trailer during E3‘ and disappointed its readers by being wrong. They in the end all missed the Elder Scrolls 6 teaser and that is why the E3 is an event not to miss and hypes should be avoided as much as possible. What was a much larger surprise is the amount of effort and push that both Ubisoft and Bethesda gave towards the Nintendo Switch. EA was there, but they were expected, a free Fallout Shelter and Ubisoft with Trials Rising and Starlink were not on everybody’s mind and that is changing perception as well. You merely have to watch the hilarious insanity and consider not playing this game. You will most likely fail. Watch this (at https://www.youtube.com/watch?v=QyBsT7a8JZg) and decide for yourself. You can die 1000 deaths and still want more, merely to finish the trial. Redlynx is taking death defying tests to a whole new laughing level.

So whatever system you lean to, whatever game you go through, make sure you have fun doing it. As to the fun in gaming, you merely have to see Devolver Digital (a https://www.youtube.com/watch?v=_4ytFiRVMwg) to see how serious ‘fun‘ should be taken at times.

Have a great day!

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