Tag Archives: Nintendo

Battle of the giants

The Guardian has released a list of the best games of the year. As a Sony lover, I expected to see god of War and it is there, we also see Microsoft’s Forza Horizon 4, which ought to be there too. I was never a racing fan and still that game blew me away, so there!

We also see games that never were my fancy; Monster Hunter World is not a game I tried as I was disappointed with the grinding that the 3DS version gave. I admit that the graphics on the new consoles looked amazing, yet i felt no need to try. Ni No Kuni 2 is not a surprise and the absence of Bethesda is no surprise. I am quite frankly amazed on how many times Bethesda dropped the ball in this quarter alone. I have no idea what got them hit with the stupid stick this many times. Red Dead Redemption 2 is there too and my only surprise is the remastered Shadow of the Colossus. I actually did not expect it to show up, as I saw Dark Souls Remastered. If we look at those two, they deserve to be there, and even as it hits the mark, they do have the benefit of having a long time to be the original, when we look today, it is much harder to find an original game, as such these two might be regarded as having an unfair advantage.

I also missed titles that should have been there. first there is Spiderman, it is not merely the best Spiderman ever made, it is graphically perfect, it has the clear feel of a Peter Parker adventure and it is true to a Marvel world, as such I expected it to be there, right next to God of war, two games that made Sony to be the Huge success it became in 2018. The Xbox One misses out due to exclusivity, and I am in conflict with myself over Assassin’s Creed Odyssey not being picked, there are reasons it should be there and optional reasons for it not making the cut, yet I feel the balance scale is still on the side of it being there. I believe that in this case the DLC is added reason for it making the grade this time around as well (the cultural DLC of life in Egypt last year was a stroke of genius, you walk through it seeing just how much as a gamer you missed out on, making the replay 150% more satisfying). As a PlayStation lover (an important distinction), I need to side with Keza MacDonald on this one. Her statement: “This game is a beautiful experience. As driving games go, it’s the best I’ve ever played“, in the end, God of War blew me away as well, it was such a rush to see a game propel to the size it did, yet in the end, there is every chance that Forza Horizon 4 might end up being the best game of the year, it will be a title well deserved. In all my opposition to what Microsoft calls ‘good business‘ and their view of gamers, this one they got right, well done Microsoft!

If gaming is perception and presentation, just to call the attention, we need to stop and take another look at Bethesda. Even as the media titles have been ‘protective’ like ‘Bethesda Accidentally Leaked Personal Data of ‘Fallout 76’ Customers Looking for Help‘, as well as ‘Bethesda’s attempt to fix a Fallout 76 blunder leaks angry shoppers’ PID‘, we need to be mindful, accidental or not. Personal data is out there, possible due to an overreaction by Bethesda. Many consider Fallout 76 to be a failure; I am slightly less pessimistic calling it ‘work in progress’. That is the nature of the beast, when you tackle the online gaming, things go pear shaped, not merely because of the dangers of online resources, the mere consideration that 4 eager gamers can ask more of a system than 23,665 programmers can correct for, it is a mere truth of the online stage. And it was my personal feeling that after Tamriel in an online stage, Bethesda would have learned enough to get it much better from day one, they did not!

So it is unlikely that Bethesda is going home with any prices and awards this year (however, there is still Legends, and optionally blades).

Why look at this?

Games are not merely games, when a person buys a game; he or she pays for both an experience, as well as a stage of engagement. It is hard (read: impossible) to merely see AC Odyssey, without going back all the way to Masyaf and the very first Assassins Creed (if you played it as early as then), this is why AC2 and AC brotherhood are still seen as the path of perfection that AC Unity devastated. I got this Ubisoft punishment device (see image), just so I could explain it to the skull of Yves Guillemot as graphically as possible (nyuk, nyuk, nyuk).

We have had plenty of reasons to get mad at Ubisoft for a whole range of reasons and now we see a growing group of people angered with Bethesda. I say one optional flop does not make a raging crowd, yet the views, visions and YouTube’s out there say different. As for perception, this game (at https://www.youtube.com/watch?v=PWwyhymcDxI) was one of the first 5 games I ever bought (3rd or 4th), I still think fondly of this game, even after 34 years. I got the Broderbund title as it got the IBM joystick award (in those days there was no proper game reviewing). It was an instant success. When you get emerged in a game, your world changes, and you tend to focus on fun and challenge. This is not unique for me; this is for anyone who loves games. Now we can hardly perceive this, yet I still remember the challenge that level 5 was initially. For many, their first console, the first game they truly got involved in, that title they will carry in their hearts for the longest of times, they will judge other games by that game. For many it will be on all systems, others will judge it per system (which is fairer anyway). So the new gamers will hold a light to any new game, comparing it to FHIV, AC Odyssey, Super Mario Odyssey, and Red Dead Redemption 2. That is the nature of the beast and when we find the developer lacking, they will get slapped around by these gamers (poor poor Yves Guillemot). Yet when a developer gets it right, when they deliver beyond the over marketed title (like AC Origin) they also get the benefit of powerful acknowledgement (as they are entitled to that too). For me (in the Mario universe) it started with Super Mario 64, and until we got Super Mario Sunshine, it had the crown, even later as we saw Wii and WiiU, Super Mario Sunshine still ruled and now we see the optional crown going to Super Mario Odyssey (I only played the demo so far).

So when we see this, when we realise that best game of the year is also smitten with what they made before, we see a difference, another measurement. So in that light, I do hope that the rumours of Samus Aran and her trilogy for Nintendo Switch will be true. So far in 14 years no one ever surpassed the fun and challenge value that Metroid Prime delivered and I loved Metroid Prime 2: Echoes to that same degree. So to get that on Switch will up the ante for any game developer. The fun, the challenge and getting to the conclusion of the challenge is everything to the gamer, Nintendo has forever understood that part of gaming to a much better degree than any other developer (Bethesda had a good grasp of comprehending people on the past).

So when we see that the reality is that we will optionally be able to replay those titles via the Nintendo Switch Virtual Console, we see that Nintendo has a long term future as well, as these titles can capture the older hearts, as well as new players giving them a lot more bang for the buck. Nintendo rules these waves, we see this with the latest addition Super Smash Bros (at https://www.youtube.com/watch?v=tWo9wfsnj7M). It is Super Smash Bros that gives the main dish as a desert. When we realise that the impression of fun is not merely looking good, it is about getting it right, it is in this view that looking perfect will always lose against getting it right.

It is that distinction is also important when you look towards the best game of 2018, even as a PlayStation fan (a bias that is forever important), we see that Spiderman PS4 got it right, Forza Horizon 4 merely got it right better. So Microsoft on a game type that I am not really a fan of; justly wins with a title by getting it right the best. Even as God of War was perfect, exceeded everything they made before, we might compare it to why Super Smash Bros got 94%, yet in the end, the game that blew us away more will take the cake and candles in all of this. FHIV might never be in my collection as the One versus One X is just to distinct here (for now), yet the fact that whenever I see FHIV, I get the desire to race, as a non-racer, that impression is extremely distinct; it is why my vote went that way. To capture the heart of a player that has another game style is an achievement that we all seem to forget. Just like Super Smash Bros has the ability to get all kinds of people to pick up the game and play against as many people as possible, we see the impact of excellence in gaming through fun and the joy of getting there. Nintendo mastered that ability a long time ago and whenever we see any other game getting there, we rejoice.

Far Cry Primal got close and then dropped the ball by being ‘predetermined’. Far Cry 5 never got there by offering everything and becoming nothing at all, the God of War got there through the people who knew the originals, giving us a new track, another path in almost perfect graphics and with a rating of 94% they did excel, set that against the 92% of Forza Horizon 4 and in my state of mind, there would be no contest, game over for Microsoft Studios, yet that was not the case, challenge and fun, they merely got it slightly better. Even as we see that they got Best Racing Game and Xbox Game of the Year (which was not really that much of a challenge this time around), they are still on track to get Ultimate Game of the Year, Best Sports/Racing Game and Best Audio Design, it is my personal opinion that they would optionally lose the third one and anyone who has heard the soundtrack of God of War is likely to agree with me. As I see it, Forza Horizon 4 gets to be the Ultimate Game of the Year; at least that is how I personally would vote.

The annual award is a battle of giants, some excelled for a long time, some excelled in every way and some merely competed to some extent. What is important in not merely who wins, and who gets nominated, we see that the winners will impact what we see in upcoming 2020 games and that is important to realise.

As we will anticipate on the coming of the Trilogy on Switch, some might wonder why. It is not merely the FPS part, it is open (to some extent), it is a challenge and it is an adventure, even in 2002 when it was released, even with the more ‘advanced’ graphics that the Xbox and the PlayStation 2 had, they could not touch Metroid Prime and its 97% rating. That small disc, holding a mere part of a DVD blew away all competition and with Metroid Prime 2: Echoes at 92% it did so again, and those who loved gaming want to get that feeling again. That is the impact that fun coated in challenge, or is that challenge coated in fun? Whichever way it is presented it creates gamers and it creates desire within a gamer. The ultimate game of the year can impact that future of where we will look next, what we will try next, even if it is not our cup of tea. When it hits the mark we will all order a pot of it, not merely a cup. That is one part that the game makers understand, and they are eager to get into the sweet spot of gamers there.

Should you think that gamers are selfish, think again! Digital trends reported less than 2 weeks ago: “Grandma Shirley — had left expressing her doubts at living to see The Elder Scrolls VI, a petition was created on Change.org to have her immortalized in the game“, gamers care to this extent, especially when they share a connection to a game, so I think that Bethesda needs to be truly stupid to not consider this, and to be honest Bethesda has been overly considerate in the past, not for personal gain or marketing, their actions regarding Erik West (Eric the Slayer), and there are more examples. Bethesda has forever been trying and aiming to get it right and to a larger extent, they have, so I was puzzled on how they got Fallout 76 so wrong. I merely cover it with ‘a work in progress‘, which in light of the approach is probably as correct as it gets (for now).

Gaming is for me not some state, or an escape. It is a world you become a part of, not replacing reality, but having it on the side. Making it part of the 24 hours a day you have, not replacing the 24 hours you should live in. Some choose sports, some choose a passion (or passion itself) and some hike, trail and be out in the open. Gamers do the gaming thing and when developers get that mindset right, the games will propel in excellence, it is a lesson Nintendo learned early on and they are still able to surprise us. In this Bethesda and Nintendo are optionally more alike. They both got it wrong (WiiU/Fallout76), yet as Nintendo Switch is now the golden mark of excellence, we might get the same from Bethesda (with whichever titles comes next) and that too is gaming, when the challenge is met and we get that satisfying feeling of a new challenge and we look forward to every second that comes next. That ‘Oh Yeah!‘ moment (at https://www.youtube.com/watch?v=JB8BLMMVFLg) when you see that they are got it right. Gaming has had plenty of these, which is why developers are getting additional chances. Witcher 3, Mass Effect 2, Diablo 3, Skyrim, Metroid Prime, GTA5, the Last of Us, Golden Eye, Metal Gear Solid 4: Guns of the Patriots. The list goes on and will remain growing after tomorrow, because any developer that flops now (Far Cry) will optionally be able to hit it out of the park at a later stage (Far Cry 3) and that is gaming too, to be there and live through the successes, even after a massive failure (AC Unity anyone?)

Gamers can afford to wait as there are plenty of players offering the next golden egg, or is that the next golden eye? And with results like God of War, Forza Horizon 4, Ni no Kuni 2, and Subnautica I personally believe that the future of gaming is in good hands. No matter who gets to be called the ultimate game of 2018. There has been 45 years between Pong (1972) and The Legend of Zelda: Breath of the Wild (2017), it was never about who had the best graphics (Minecraft 2011 is evidence of that), any category can win, any style can win (Rock Band 3 2010) and it opens us optionally to playful directions we might never have considered on day one of that game (Limbo 2010).

Personally I love the yearly gaming awards for reasons mentioned earlier, but for the most, for me it is about to consider a game that stood out in one way and merely missed out on that game initially having something to look forward to, which in my clearest case was Far Cry 3, the previous versions were not up to standard and therefor I never considered it, which gave me in the end more joy than I bargained for, exceeding expectations can end up being that rewarding.

It will be Monday morning in 60 hours, so try to take a moment and play a game this weekend, even if it is for merely an hour and it is something as simple (and highly addictive) as Minecraft.

 

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The Saint’s parcel

Today it is December 5th, in the Netherlands that means it is St Nicholas day. It is the Dutch version of Santa Claus, but with a difference. The story goes back to the Greek bishop of Myra, what is now known as Turkey (270-340 AD). Saint Nicholas is the patron Saint of children and the day preceding his birthday (6th December) it is the evening of presents and all the kids (until a certain age) will receive a present.

As you might imagine the week before all this, things can get really hectic, especially in the toy stores, on a global scale when we see Thanksgiving, St. Nicholas and Christmas, the numbers given to us by power retail ‘Cyber Monday Breaks Record, Becomes “Biggest Sales Day Ever”‘, these numbers makes sense as moments like Black Friday, Cyber Monday and other deal moments with discount sales is what people look for globally so that they can show their kids that there are happy times, even if it is just for a day or two. Variety gives us (at https://variety.com/2018/gaming/news/nintendo-switch-sales-holiday-sales-figures-1203038569/) even more. With their headline ‘Nintendo Sold $250 Million in Products from Black Friday to Cyber Monday in U.S.‘, they are showing a setting that is awesome.

More important it is their e-commerce sales of games that is partially taking the cake with the statement: “The Nintendo Switch is now the best-selling Nintendo console in U.S. history for that five-day period, surpassing even Wii system sales, the company announced Wednesday.” Even as we see “Nintendo’s overall goal for the financial year of 38 million units sold, though analysts are still predicting it will fall just short, hitting about 35 million“, yet in all that the analysts are eager to avoid the one setting that matters, in under two years the Nintendo Switch is about to equal the lifetime sales of the Xbox One, a number that is very impressive as the Xbox One had 300% of the time frame to get to this point. And overall the entire Microsoft issue is expected to hit a few more bumps in the road. Software was the key in all this and Nintendo does comprehend quality software. The curve is changing for the better for Nintendo as their demo stations are all over game shops like EB Games. Parents can see how amazing it looks and as the kids are having a go at playing kart and playing Mario Odyssey, we see (as I saw) that the parents are getting a smile on their faces. It is a family friendly system, where violence is limited to a paint gun with a colour. And as we see the greats (Diablo 3) added to the Switch, we see an amazing list of games titles we see a system that is more and more overwhelming when it comes to quality gaming. A game setting where quality is not the silly notion of high level graphics, no! Quality gaming is the level of fun you get out of it and Nintendo is turning heads around and for the first time in history Sony is starting to get worried as the setting now is that this year Switch surpassed the Sony PlayStation. Now that does not means that Sony is number two, they have well over 250% in number of consoles in the field, yet the fact that Nintendo is closing the gap slightly and surpassing Microsoft has never been seen before in the age of gaming. I loved my GameCube (I still miss Mario Sunshine even today), I loved the games I had and when I saw that the Wii was backward compatible I did not hesitate, yet the Switch is showing to be up to the challenge of equalling this in quality gaming. In this we see that Nintendo is getting it right and even as I questioned the stupidity of analysts with their ‘predicting it will fall just short‘, I believe that their entire setting is bogus. Nintendo has the goods and is showing it has equaled the challenge gaining on the larger advantage that Sony has and surpassing what was once the great Microsoft console and the most powerful console? It might be, yet when it offers a mere 25% of the family fun, I wonder what some people choose.

Now, we do not state that the Xbox cannot deliver the goods, yet we have always known that Nintendo was a family and younger player system. Now that we can be on the road, play on TV (via dock) and have access to some of the most addictive games (Diablo 3, Mario Kart, Skyrim, Minecraft, Rocket league) and so many more titles we need to wonder what the others did wrong.

Well they didn’t!

They made a choice and they continued on that path, Microsoft thought what it had to compete with Sony and they did not end up doing that, they soured their own milk from the very beginning in policy and hardware, they refused to listen to their gamers and they are still losing traction in the process. Even as some corrections and some really good ideas have been launched (Game Pass), they have too much to catch on. Nintendo remained on the family fun and family friendly path and they merely gained speed, and within a year they pushed for a speed that would surpass Sony annual sales and they seemed to have done it in 2018 (the official numbers are not out yet). However the consoles and the quarter of a billion in online store sales in under a month is now showing to become the monster truck of revenue. So as I personally sneer at “Nintendo stock hit a five year high of $58.45 a share this year, only to shed more than 40 percent of its value this month, with a year-low of $33.90“, I see clear numbers that do not support the actions and recommendations of these analysts. The titles Super Mario Odyssey, Mario Kart 8 Deluxe, The Legend of Zelda: Breath of the Wild and Splatoon 2 represent 40 million copies sold. This implies that every Nintendo Switch has at least one of these games and that is an amazing result. Now set this against a company like Ubisoft (as a mere example) with Assassin’s Creed, 100 million copies over 11 titles on 3+ systems, Far Cry, 25 million copies over 6 titles on 3+ systems and Watch Dogs with 2 titles on 3 systems, 10 million copies sold. These are all decent games and when compared to four titles on one system, we start seeing the first part where the others seem to be getting it wrong. That is the comparison that some analysts do not seem to grasp. In addition, the close to flawless results against other titles on other consoles show and we have not even started with the millions of players playing Pokemon on Nintendo handheld systems.

On the day of Saint Nicholas we look at these kids and we see the overwhelming need and desire for gaming, consoles and handhelds. For the next 4 weeks it will be about that group and I predict that Nintendo will be looking at another half a billion if the previous record is anything to go by. It is likely that Boxing Day sales will add to that revenue surpassing my prediction. Clever grandparents adding an optional $30 gift card for their grand-kids to get several games cheap on boxing day sales, adding even more to the Nintendo profit coffer.

Even Forbes gave me the thumbs up (virtually that is). They had the top purchase mention with Nintendo as one of the titles and the PS4 as the most talked about, no mention on Microsoft. Even as Apple got a few mentions, the words ‘Microsoft’, ‘Surface’ and ‘Xbox’ were absent in that view (at https://www.forbes.com/sites/forbes-finds/2018/11/12/5-best-headphones-under-100/#47cb25aa5239), in addition the aggressive discount that the Nintendo gives with their Switch plus Mario Kart in the Netherlands is seeing its own fair share of mentions. If the feast of Saint Nicholas has one drawback then I would think it is the longer absence of board games. Playing a game like monopoly whilst unwrapping a present whenever one player passes go was heaps fun. There was the tension which name was drawn and as present by present was opened; whilst we played monopoly and had hot chocolate milk (it is cold in the Netherlands in December) was a level of fun I still miss.

Yet, we must not forget the hardship either, and there is a lot of that and a lot more coming; in the last year over 50,000 children died in Yemen from hardship, disease and famine. I expect that in 2019 we will see that the 2018 numbers will surpass the passing of 100,000 children. The children are too young to face what other children have to go through in other places, yet we adults cannot afford to do that. If I had to forego my optional Nintendo Switch for one child in Yemen to have a decent meal, I will end up not playing a Nintendo Switch for some time to come, even as the child still dies and I merely prevented it from dying on an empty stomach, I would do so. Even as the peace talks are being held, I fear for the lack of progress, as this is not in the interest of Iran. It is still progressing on arming Houthi; it is still facilitating via Hezbollah and the children are merely in the way there. From my point of view Europe is enabling it as they want their nuclear accord, an accord that is not likely to be the value of printed paper, the Iranian missile tests can be considered proof in this. In this part Prince Khalid bin Salman bin Abdulaziz Al Saud is actually in a very dangerous place. Even as he is with an ally, as the Saudi Ambassador to the United States, we see that the danger is twofold. As more and more US politicians are seemingly ‘bashing’ Saudi Arabia, yet they seem to ignore the danger that Hezbollah is there, we see the start of imbalance, and as this imbalance continues, so do the events in Yemen killing even more children. The hollow words like ‘Iran has praised Yemeni peace talks scheduled to take place soon‘, they want their version in charge in Yemen, not the elected one and they are willing to let millions of kids die to get that done. So whilst the US gives us “The United States has displayed pieces of what it says were Iranian weapons deployed to militants in Yemen and Afghanistan“, whilst at the same time US politicians are unbalancing their allied commitment to Saudi Arabia, we see that in the end it is a political stalemate with the lives of all the Yemeni children in the balance and there is no reasonable chance that the children there will get a better deal out of it.

So as we see the independent giving us the goods and the stage of truth last week with: ‘US struggles to find footing on Yemen, as Iran increases influence‘, we see (at https://www.independent.co.uk/news/world/middle-east/us-yemen-civil-war-iran-influence-saudi-arabia-bombing-trump-weapons-houthis-rebels-a8661546.html) that the US and mostly its politicians seem to have lost their perception on the larger game. the quote “The US Senate, angered in part by the White House response to the killing of journalist Jamal Khashoggi, on Wednesday voted in a surprise move to advance a bill that would cut American participation in the Yemen conflict“, the emotions towards a previously unknown journalist (and ignoring all those imprisoned and dead journalists in Turkey) is setting the stage of enabling the Iran agenda. Vetoed or not, it will up the pressure on Saudi Arabia and in all this, the populist pressure is one that historically has turned anti Saudi more often than not, increasing the larger issues towards Prince Khalid bin Salman bin Abdulaziz Al Saud in other directions as well.

In all this does America even know who their allies and enemies are? The question is more important than you think, as we see on the feast of Saint Nicholas that millions of children in Yemen are abandoned. So what did this have to do with games?

When you watch your child play some Call of Duty game and you realise that it is not Battleground 5, it is not Call of Duty, or Fortnite, but it is the game ‘Holy Defense’, created by Hezbollah to let gamers and players kill ISIS members. When we are treated to: “Hezbollah has developed a 3-D computer game to capture the minds of its youth, while showing them a good time.” When you see your children play this free downloaded game in Europe and America, how much safer was the Nintendo Switch with their family values to begin with?

I agree that this is not a fair remark for Sony and Microsoft and they are not part of this in any way, but when it comes to First Person Shooters, can parents even tell the difference anymore? And when it is getting to close to the factual truth, can they even perceive how many children are getting killed in the process whilst Yemen is facing delay after delay? Should that not be the central issue on the day of the patron saint of children?

 

 

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Crime as a business model

Have you considered that yet? Have you considered that turning towards the criminal side of revenue (and additional spiking profits) you could gain a bundle? That question came to mind when I saw ‘Apple and Samsung fined for deliberately slowing down phones‘. The guardian (at https://www.theguardian.com/technology/2018/oct/24/apple-samsung-fined-for-slowing-down-phones) gives us: “Apple and Samsung are being fined €10m and €5m respectively in Italy for the “planned obsolescence” of their smartphones“, So when we see that Apple got a €10m for their application of creative endeavours. Now consider that Apple makes about €450 per iPhone, or €625 after all the tax write-offs and other offsets that they can legally employ. So in all, to break even Apple required the sale of 16,000 phones just to break even on that fine. Now look at the numbers from Statista (at https://www.statista.com/statistics/804398/us-iphone-sales-by-model/). There we see that the latest three models model 8, model 8 plus and model X represented over 60% of their sales share up to December 2017 and 54% up to June 2018. Now consider that this represents 41.03, 46.68, 77.32 and 52.22 million units. So the stage is close to 60% of 88 million units (almost 53 million units), as well as 54% of 129.5 million units giving us almost 70 million units. So there we have it. The stage where the means to sell 123 million iPhones through what the court is seen as deceptive conduct gets a fine that amounts to 16,000 units. A fine received that represents a mere 0.013% of their cost of doing business. How much of a joke does it need to be before we see proper legal reprimanding large corporations? The governments will not properly tax them; the legal institutions will not properly fine them. The fact that the people do not to a much larger degree realise that crime is the only way to pay your bills is basically beyond me. And this is not even including the latest model iPhone which is a lot more expensive (the cost of making one is likely to be equally expensive though). That whilst Samsung and Apple are seen as the only two bad guys seems not entirely correct. Because if Samsung (an Android phone) has it, I feel certain that other Android phones might have a similar setting in play (speculated, not proven or documented), so it is not merely Apple with its IOS. Yet the stage of Apple is now not how they got rich, we see that their unscrupulous practices is an optional the reason why they are the richest company on the planet, and governments are letting them get away with it. When a criminal is allowed to keep 99.987% of their ill-gotten gains, why not merely become a criminal? I myself send my resume to the GRU (a Russian punitive monitoring government corporation relying on creative solutions), for the mere reason that if I can do a better job than Igor Valentinovich Korobov, why not? Not sure if they are allowing an Australian to run their military intelligence operations, but hey! If Apple can think outside of the ethical box, than so can I.

But this is not about me; this is about a growing amount of corporations looking to stage retail growth. Even as we see that this is going on in many retail segments, The path pushed onto people in places like gaming where at the mere saving of $15 Microsoft gave its players an Xbox One (and Xbox One X) with merely 50% of its capacity. Yes as I calculated it for consumers the difference was $15 to get twice the storage, it was that bad and the media trivialised it for the longest of times. So it is not a surprise that 70% of the life sales cycle of the Microsoft consoles was surpassed by Nintendo with its Switch in 15 months, the most powerful console in the world (and initially its less powerful brother) has been around since June 2014, and in 15 months the bulk of all sales is close to being equalled by the weakest console of the three large players. Yet the issue is not that Microsoft had a bad idea, they have had plenty of those. When a console maker knowingly and willingly undercharges a system, is that not deceptive conduct too? The problem is to prove it. Yet when we realise that a 1TB drive gives you less than 1,000 GB, merely because of the operating system (which makes perfect sense). Some give that reserved space to approximately 140GB leaving you with 860GB. Now consider that games like HALO5 and Gears of War 4 are each 100GB, Forza Horizons 4 is said to be 95GB, that gives us 34% for these three games alone and we are already getting the news that Fallout 76 and Red Dead Redemption 2 will be massive too, as are AC Origin and AC Odyssey. So we are looking at an optional 76% filled hard drive with these 7 games. Seven games to fill the drive. OK, I am the first one to admit that not all games are this big. The Lego games are Tiny in comparison, many other games like the EA sports games are between 38-45GB (normal edition) I did not find reliable information on how much extra the 4K part is, but usually the size doubles. So at this point, when that hits you, can we consider (not agree, merely consider) that Microsoft could optionally have been engaging in deceptive conduct as well? It is all around us and there is too much of it. Also, I am not ignoring Sony in this, they solved it by allowing people to change the hard drive from a 1TB to a 2TB (at their own expense), which is currently $119, so 100% more storage, which initially putting it in would have been a mere $15 difference on consumer levels. Yet the question there is did Microsoft do anything illegal or merely something really stupid? If they had allowed for personal upgrades there would have been a much larger Xbox One wave, I am certain of it. The Sony tray solution could have been equalled by the Xbox One X from Day one, giving the gamers actual value for money. That part will of course be looked at when Xbox One Scarlett comes out, which is still set (according to some sources) to 2020, yet this is not about gaming, or merely the Xbox. There is a group of people that is finally becoming savvy enough to look at what they require to have something worth their time and money. We see a growing group of people knowing what to ask on their new mobile, their new console, their new tablet and their new notebook/netbook.

So how does this relate back to the optionally ‘criminally implied through innuendo‘ business model? This is actually more important than you think. There was an additional reason for all this. You see a shop named JB Hifi (the most visible one in Australia) gives the consumer: “Across town or around the world, the new Surface Pro 6 is your perfectly light, incredibly powerful travel partner — now with the latest 8th Generation Intel® Core™ processor and up to 13.5 hours of all-day battery life.“, they even added the footnote: “Surface Pro 6battery life: Up to 13.5 hours of video playback. Testing conducted by Microsoft in August 2018 using preproduction Intel® Core™ i5, 256GB, 8 GB RAM device. Testing consisted of full battery discharge during video playback. All settings were default except: Wi-Fi was associated with a network and Auto-Brightness disabled. Battery life varies significantly with settings, usage, and other factors“, you see, TechRadar gives us another story: “Microsoft promises up to 13 hours and 30 minutes of local video playback from the new Surface Pro. That’s a lofty claim and one that our test unit failed to live up to. That being said, based on our tests of the previous model’s battery, we no doubt see a noticeable improvement. Test results came in 24% and 32% longer than the previous model at 4 hours and 3 minutes, and 6 hours and 58 minutes, respectively, this is a long way off from the “up to 13.5 hours of all-day battery life“, which is also deceptive (to some degree); you see when we look for ‘all-day battery life‘ ZDNet gives us (relating to the Samsung Note 9: “it seems that what ‘all-day battery’ means is that if you are an average or typical user, then the Note 9 should last you all day without needing a recharge, but a whole bunch of real-world factors can get in the way of that.“, this translates to the Surface Pro that you need to be able to get through the day without needing a recharge when you are an average user, when we see an initial 13.5 hours, we all would agree, yet TechRadar gives us a mere ‘6 hours and 58 minutes‘ (the longest version) which is less than a working day, especially when you are using it on your trip from and to the office (or was that the other way around). Now we get to see the other side of it all and even as the iPads are better, but not by much, it is the marketing usage of ‘all-day battery life‘ that is becoming a much greater issue, in this case (even as I concede that there are several models of the Surface Pro, also there are issues with different models and usage, places like JB Hifi uses that same setting for the Microsoft Surface Pro 6 i7 512GB, and as we acknowledge that the i7 needs more power than the i5, we see that that battery life is optionally misrepresented and it is odd that at this point Microsoft conveniently does not seem to check on how their devices are sold. When we look at The Verge, which gives us: “Thurrott reports that Microsoft CEO Satya Nadella met with Lenovo last year and quizzed the company over how it was responding to Skylake problems. “Lenovo was confused,” claims Thurrott. “No one was having any issues.” It appears Microsoft’s own problems were the result of the company’s unique approach to the Surface Book, with custom firmware and drivers. While other, more experienced, hardware makers were able to respond quickly, Microsoft’s delay impacted reliability“, this is not the end, especially when you consider that the article is a year ago and is a reflection on the ‘Leaked Microsoft memo reveals high Surface Book return rates‘, and whilst this was the Surface Pro 4, a system two generations old, we see that basic stages have not been met with better quality control and a much better information control setting. In addition, the ‘party line‘ response on battery life is as I personally see it a much larger issue that seems to be determined to sell more and hope that the consumers will not bring it back. I believe that there is a failing in the UK and Australia, a fact that is shown in the Daily Mail (at https://www.dailymail.co.uk/sciencetech/article-6233259/Microsoft-unveils-899-Surface-Pro-6-iPad-killer-alongside-new-999-Surface-Laptop-2.html), where we were treated to “The Surface Laptop 2 now gets 14.5 hours of battery life, while the Surface Pro 6 still gets a solid 13.5 hours on a single charge“, a quote that should be enough to get the Daily Mail in hot waters with a whole league of unsatisfied users and if the Daily Mail concedes that they were merely going by Microsoft numbers, it will be Microsoft taking a hot bath of people demanding that level of battery performance. Or it is entirely possible that Microsoft will claim that there was an unfortunate miscommunication between their marketing department and Annie Palmer, the Daily Mail article writer. In the end the setting should be regarded as sales through deceptive conduct and even as these two players are the most visible ones, they are not the only ones. There has been the Apple Error 53 issue, Telstra with their interpretation of ‘unlimited’ and Optus with their interpretation of DCB (Direct Carrier Billing) and the less said about my interactions with Vodaphone (aka Vodafail) the better, all whilst that list of corporations that are graduating summa cum laude on the art of miscommunications keeps on growing too.

A lot of it is only visible after a long time and after the damage is done. We all agree something needs to be done, yet when we realise that the fine is merely 0.013% of what some end up gaining, there is absolutely zero chance that this situation will be rectified within the lifespan of us, or our children, the profit margins are just too large.

for me, my interactions with Apple costed me $5599 in the end, money I did not have to spare and even as I still love my G5 PowerMac and my iPad one, I remain sceptical and cautious of anything new that Apple released after 2006, the price has been too high and I am merely 1 of one billion active Apple users, they have that much to gain by continuing on the path they currently are.

The law is seemingly slightly too flaccid to resolve the situation at present, how sad is that?

 

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Warring consoles

There are a few wars to look at, but the setting for the consoles is one that is shifty as hell. I have been outspoken against a certain brand whose name starts with ‘M‘ and ends with ‘icrosoft‘ for a few reasons, but that is not what it is about. It starts with the Sato. A writer for Siliconera giving us the sales of consoles for last week. The systems that matter for the week of 10th to the 16th of September in this are Nintendo Switch that sold 38,738 consoles, down from 43,513 last week. The PS4 12,057 down from 12,281 last week, the Xbox One 58, up from 19 last week, the PS4 pro 4,959 down from 7,442 and the Xbox One X 159 up from 30 last week (Japanese sales numbers). So we can go with the fact that Microsoft is the only one on the rise. We can go with the optional truth that Microsoft consoles (plural) merely represent 0.5% of the Nintendo Switch sales. I did not even consider News Nintendo DS systems in all this, the number would become laughingly small (and blow away whenever you open a window), if it has not done that already. Microsoft Xbox One systems are a mere 3% of the PlayStation 4 systems and that is not a good thing either (for Microsoft that is). Yet we must also acknowledge that Nintendo is a force of nature at present. You see, at present the Nintendo Switch might merely be at 45% of all the PS4 systems sold (normal and Pro), the fact that they did this in under 2 years is an amazing achievement and there is no stopping Nintendo. I expect that they will break additional records at both Thanksgiving and Christmas this year (as well as the Saint Nicholas festivities in one or two places).

It goes even further when we see the Nintendo games exploding on the screens when it comes to the revenue. This year alone, the revenue for Nintendo went up by a cool 100% to a net value of almost 10 billion dollars, that is a massive achievement in gaming and their growth is still enduring. With online play being free and Fortnite still on the rise and with 30 titles still arriving before the end of the year. It seems to me that Nintendo figured something out and Microsoft is paying a high price for the wisdom gained (Sony gets hurt too but much less).

So whilst Xbox UK is still hiding behind what I would clearly define as ‘deceptive conduct’, they might think that it is ‘innovative thinking’ we are merely confronted with a once growing game maker that is now becoming obsolete in its thinking.

So why deceptive conduct?

You see, the people were confronted with a tweet a mere three days ago. The tweet: “Play 500+ Classic Xbox & Xbox 360 titles on your Xbox One today… totally for free“, yet when we read down the tweets, we see the hitch. We see: “If you already own them – no need to buy again! Just download or put the disc in, and away you go“, news that is 2 years old and we are still confronted with a digital department that just does not get it. They did not tell us “We have upgraded our backwards compatibility program to 500+ games“, no that would be too honest. No we get: “Play 500+ Classic Xbox & Xbox 360 titles on your Xbox One today… totally for free“, it is not merely deceptive conduct, it is what I would personally call an open blatant lie. You see: “totally for free” would have been the setting if pre-owning the game was not a requirement, so some purchase was required, giving the setting one that is a an outright lie, as I personally see it.

Getting back to the sales I mentioned earlier, we need to realise that this is not global. The numbers come from merely a Japanese source, sales in Japan. Yet the setting is still clear (to some degree), Nintendo is here to stay and it is growing its influence on a global scale and when we see the mere achievement of 58 Xbox One systems over a week in a nation that is around 130 million people, whilst some sources give us that 50% of them are into gaming. We do not have a comprehensive data file that gives us a more complete picture. Yet we see that there are around 700 million online gamers, which is well over 40% of the online population, when you consider that, we see that the numbers and the setting is massively important. Venturebeat gave us in the past that spend per person is Japan (#1) with $120 per person, the US (#3) with $62 the UK and Australia in 4th and 5th, whilst they are on equal footing with $62 and $55 per person. So at that point do you still think that all this misrepresented loot box mess is merely about gambling? So when we were given: ‘Australian Senate inquiry extended after study calls loot boxes ‘psychologically akin to gambling’‘ merely three days ago as well as both “The Australian Senate inquiry into micro-transactions is taking into consideration a large-scale study that claims “loot boxes” are psychologically akin to gambling“, as well as “The paper is the result of a paid online survey among 7422 gamers. Curiously, over 6000 responses to the survey were discarded because the answers were either not serious or incomplete“, which is interesting because I never saw that link in any place and I have been a gamer since 1984, long before the word ‘gamer’ was cool. The article is actually good and gives us one part that I can stand behind: “recommends adjustments to the current game classification system advising “parental advisories for games that feature loot boxes” as well as “a descriptor outlining that the game itself features gambling content”“. I would be willing to take it one step further. I would demand that there are two additional parts. The first is that there needs to a clear path where we can earn loot boxes for free (not unlike the Mass Effect 3 setting), in addition we need to see a clear sticker on the front of the box stating that ‘no loot boxes are required to play or complete the game‘ Several games have clearly stated that in the past, yet adding this on the front of the cover is not the worst idea.

I still disagree that it is gambling, yet having a clear mention that loot boxes are set to chance and optionally the chances of getting a certain rarity is not the worst idea either. And in all this, the console war is now setting to a much larger stage, even as they all (partially correctly) point their finger at EA Games. Ubisoft has unlockable content (at a price as well, yet they ALWAYS clearly stated ‘this item can be unlocked through regular gameplay‘ as well. So it is not immoral that they offer it as an initial unlock for $5, it merely shows us that that person is not really a gamer, merely a player.

In this there is more to Ubisoft; it is clearly seen in their Assassins Creed games. Going back to Assassins Creed 2, they had the Ubiclub. You can buy things there. Unlocking premiums and extra’s (skins, backgrounds, outfits and weapons), to buy them you play the games and when you get to a stage, like completing a set of conditions, making it to a certain point in the game you get points, these points re kept in you profile and you can unlock them for any Ubisoft game you have, giving you more and more by merely playing. It opens up the need to complete, the drive to achieve and the option to get cool things. Here I clearly state: ‘Well done Ubisoft!‘ and this is still an ongoing stage with badges and cool stuff with every additional game that they release. So as I state that loot boxes are not gambling, I am for the most not against the setting: ‘Study urges games with Loot Boxes to be Restricted to Players old enough to Gamble‘, which is not the same. The question is not merely on how to check it; the issue will soon be that abuse is harder to check. Even if they cannot be merely bought online, even when the loot box cash needs to be bought in the store, we will see the irresponsible act of the parent giving in to ‘junior’ buying more and more loot boxes. It is important to raise the issue as more and more consoles are confronted with games that depend on loot boxes, and that is not nearly the beginning. We see part of this in Eurogamer (at https://www.eurogamer.net/articles/2018-07-23-fifa-player-uses-gdpr-to-find-out-everything-ea-has-on-him-realises-hes-spent-over-usd10-000-in-two-years-on-ultimate-team), when we are given “Michael was sent a data dump by EA via two PDF files each over 100 pages long. This amounted to a huge number of files, which include engagement data, FIFA 18 stats, device information and more than 10 audio files (these are recordings of his calls to EA support). It also included details of every player Michael bought and sold over the past two years in FUT“, so beyond the setting of “EA also provided data relating to how much real world money (in dollars) Michael had spent on FIFA Points, and he told Eurogamer he was “gobsmacked” to discover he’d spent over $10,000 in just two years“. Apart from the fact that you are losing your screws, the mere fact that you are not aware wasting cash to such a degree is one part, yet in this, the part that everyone ignores is “30 days later, Michael was sent a data dump by EA via two PDF files each over 100 pages long. This amounted to a huge number of files, which include engagement data“. I never played FIFA, yet when Microsoft remained in denial that 5 GB in 10 days was uploaded without my consent or knowledge into the Azure cloud, they merely pointed at the internet provider and stated that this is their responsibility (whilst I had not played any multiplayer games), and now we see what EA collects, in all this, the collected data is not an issue in any of this?

And the console wars are not done, not by a close margin. This goes beyond which system is popular, with system has loot boxes. This is about data and with all these systems being online and optionally ending up collecting personal data, there is a larger for not merely gamers and players. It is about classifying people and the setting of how bankable have we become? We saw this a few months ago with ‘Esports streamers and gamers are among the most bankable influencers, pitching to a new generation of consumers that don’t track traditional‘, it is about finding money people, those who propel the brand and when we realise that we seem to have a few additional problems and the fact that no attention is given to that part in the equation is equally a problem.

 

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The future arrived Yesterday

I was at an interesting gig yesterday. I was introduced by a friend to several new options to engage with an audience, and options to interact in engagement, not mere presenting, we got to see true engagement. Several solutions that by them self are impressive enough, but combine the abilities we see options for engagement that will knock the socks off from players like Marvel and Nintendo, options that large players like Microsoft set aside for too long, options missed by some players as they are pushing for similar results again and again. Yet like the failures of Ubisoft in the past, as I stated it ‘a game that was designed to not be a failure will in equal measure never become a true winner‘, Ubisoft learned that the hard way with the their Assassins Creed franchise and now, we see opportunities that EA Games could get with FIFA19 and micro transactions, not just that, the act of engagement would allow for plenty of additional visibility towards groups that are currently not considering certain products. Engagement has always been the primary key in that and I saw a truckload of that, much of it in a new wardrobe that fits basically everyone.

So even as some are given to be a display towards retail, they have the ability to be much more, this is a marketing dream and all available for so many participants before this year’s Christmas shopping spree sets in. Options that are more than just engagement, they are optional content distributors, unlockable gems that people in certain areas love, a simple image that can immediately translate with you in the foreground and your destination in the background, combined send as a postcard to your mobile on the spot.

It is a simple setting, where an RFID scanner that could instantly reveal what the Nintendo Amiibo offers to the customer in store, not relying on dodgy third party lists, one Nintendo list and places like EB Games could in store reveal what the person is buying. The applications are here and not in the stores, not used by players that could gain the brand additional momentum, so what gives?

Well, for the most retail and larger places are seeing these devices and solutions as a cost, which they are (to some degree), but they in equal measure forget the opportunity that they bring. If we consider Market Watch (which I question), we see the setting that the games market, in particularly the Augmented reality Gaming Market, we see a forecast where we are treated to According to Infoholic Research, the “AR Gaming Market” is expected to reach $284.93 billion by 2023, growing at a CAGR of 152.7% during the forecast period 2017-2023“, I still think that this is ludicrous, I have zero percent faith in that, or to state this that I am predicting that this is 100% wrong. Gaming is a 135 billion dollar market globally, if we get “expected to reach $75 billion by 2023“, then this would be an awesome result for AR gaming. I am certain that Infoholic Research did not just get their wires crossed; I feel that they are buttering someone’s bread on both sides. In both normal gaming and gambling, we see that there is a trend on the rise and some of the systems shown yesterday can grab in on these potential markets in several ways, it is up to the creative marketing mind in the larger places to use this not merely for branding, but also for creating awareness and grow interest through engagement.

Consider that this goes further than mere advertising and branding, consider the information kiosks, you might wonder what a mere information kiosk could add. The new generation can also scan you or what you are holding. A logo, a brochure, or merely a QR code. These parts can immediately be converted to a shop with location, a digital travel brochure that can be interacted with on the screen or merely a QR code that your mobile device can scan, giving you the app, the additional information or a mere YouTube video to watch. All options actively available now and when you place such solutions in a place like Neom (for those not in the know) “Neom is a planned 26’500 sq. km transnational city and economic zone to be constructed in Tabuk, Saudi Arabia close to the border region of Saudi Arabia and Egypt“, and Saudi Arabia has set aside 500 billion for the creation of that city. The option of being the first and more important, setting up the 5G hub allowing a primary spot for a 5G growth in both Egypt and Saudi Arabia, a place where Huawei is already roaring to set up shop, they have the lead there, and now consider that the push from the Saudi Arabia government is all about being ahead of the rest, the smartest of all smart cities and it will not take long before they realise that to get ahead of all the others you need to be willing and ready to have solutions for engagement there, primed, active and ready to grow. More important, three months ago, we were treated to “Chinese tech conglomerate Huawei is already committed to training 1,500 local engineers over the next two years“, so this is one place where Telstra got in way too late, as did the European players. The hub for a 120 million customer 5G population, when I mentioned this in the beginning of this year I was not kidding. Now we see that certain paths have started, we need to look at how you can get a smart city population to engage, because that is the trigger for growth. This directly relates to gaming as gaming is the big equaliser here, it has always been that, as early as the early 90’s. For 25 years I have seen how gaming and engagement lowered the threshold for those nervous about technology and yesterday I saw a whole range of engagement opportunities. Not merely interactions and RFID application in other ways to show interaction, but a setting where it pushes non-personalised data to a tenfold and that data can push the curiosity towards engagement for everyone.

When he European commission gave us the ‘What 5G is about‘ most looked at it and thought ‘Nice!’ what they missed is that is goes beyond mere RFID and Domotics. The direct interactions of Smart Wearables, Smart Mobility, Smart Grids and Smart Parking show that when the car is low on fuel (or an almost empty battery is you have a Tesla), the SATNAV will reveal the closes fuel point, or warn you if you cannot make it to the homestead, the smart wearable can link directly to health care, the nearest pharmacy, the doctor allowing for a prescription on the spot, the phone that now shows a map and receives the information YOU wanted to engage with from a kiosk that is now also a data hub and transfer point of information, all on the fly without YOU having to type anything, all done intuitively on the spot. In all this, you remain in charge of your data and (except for the healthcare part) all null and void of actual personal data.

 

Let’s take this to a next level, some have seen something like this, it looks like an old amplifier volume knob, but it is actually a Bluetooth speaker, place it on nearly any table and it becomes an amazing speaker, yet the next level is not merely a speaker, it is also perfectly placed to be a data hub. Now combine that with a sheet of Perspex as a display (at https://www.youtube.com/watch?v=fdDAG0uwg3s), when we combine the three, we get the information on the kiosk, transferred instantly to your ‘speaker’ that is also the data hub and displays the information on that sheet display, wearable or other option. Maps, data, and brochures, all instantly available; Google already owns that solution, a solution that is merely awaiting implementation. A setting driven by what I would call ‘dumb’ smart devices. All the fear of personal data gone and total interactivity remains, engagement and the ultimate lure that draws consumers into your business; that is what engagement allows for, no other way will get that great result because that is the advertisement of tomorrow, not the data they hold, but the curiosity that they bring, all linked to the need for engagement. All those people, millions, who would walk in because your window had something interesting to show, yet now it is not your window, your window is also in every data kiosk, every advertiser point and every screen.
It is no longer about the mobile, people are less trusting with their data, but a smart (dumb) device, their watch, their Pendent or ring, now a data hub and consider that the 15 mm for a micro SD fits into rings, pendants and watches, all optional long term data hubs on the go, without any long interaction and we can get 32 GB for a mere $5. Picking up the ideas and interacting from place to place, our shopping needs and information on the fly when YOU want it; the data kiosks merely one of many places to interact with the addressed needs everywhere.

All settings not yet available in such an advanced state and all options out in the field for those willing to be the enterprising in the new places where they are willing to spend $500 billion in total, to make a next gen tech hub a reality. Or as Jeremy Irons stated in Margin Call: “There are three ways to make a living in this business. Be first, be smarter, or cheat“, he said it and I agree, it is always best to be first and whilst some are still trying to market what they are trying to set as 5G, we see that Huawei who are setting the stage on what 5G could be, Huawei s in the implementation stage of preparing the engineers of setting it all up in a live environment. So whilst America is still in anti-China mode, we see “Now, the whole industry is taking the final sprint towards 5G commercialization. The completion of SA specifications which complements the NSA specifications, not only gives 5G NR the ability of independent deployment, but also brings a brand new end-to-end network architecture, making 5G a facilitator and an accelerator during the intelligent information and communications technology improvement process of enterprise customers and vertical industries” and Huawei has already started in Saudi Arabia, so my other prediction is coming to pass as well, By Q1 2019, Saudi Arabia will become a market leader in 5G and will connect with Europe soon thereafter. In all this Australia things will go from bad to worse, especially as we cannot tell whether we need to consider if people like John Watters, Executive Vice President and Chief Corporate Strategy Officer of cybersecurity firm FireEye Inc is bedding Telstra or the USA, the fact that no one has been able to produce any clear evidence in Huawei’s ‘dependency’ on the Chinese government and the overly fearful US Tech as well as Telstra in all this is more than what I consider to be merely a sham, they are currently quite the opposite of embracing engagement and new tech, it will end the end make them look like the fools they should have been trademarked as in 2017.

So as we might remember Telstra at IT News with “Telstra said in a slide deck that “full commercial deployment of 5G in capital cities, major regional centres and other high demand areas” would occur in financial year 2020“, we can now see that they will be almost a year behind Huawei. Al this angers me, merely because it stops advancement and innovation, which makes Saudi Arabia the one remaining golden opportunity for true 5G innovation and yesterday’s presentations showed me how much many more avenues can be approached, because some of the innovations are out here today, in some cases, merely linking the solutions remain. It is important that we consider the Huawei part a little longer, it is important because 5G is so crucial to all this. When we see the article (at https://motherboard.vice.com/en_us/article/59w49b/huawei-surveillance-no-evidence), we see that the title gives us: ‘There’s No Public Evidence Huawei Spies on Americans‘, in addition we see “Huawei’s efforts to make inroads in the U.S. quickly resulted in numerous allegations over the company’s alleged connections to Chinese intelligence. Despite breathless hysteria, numerous investigations (one 18 months in length) found absolutely no evidence of such a threat.“, as well as “a follow up report by Reuters indicates that there has been pressure applied on U.S. telcos to avoid doing business with Huawei, with companies like Verizon and AT&T being told they risk losing their lucrative government business contracts if they strike deals with the massive Chinese multinational“, when we complete it with ““We knew certain parts of government really wanted (evidence of active spying),” one person familiar with the probe told Reuters at the time. “We would have found it if it were there”“, now we see the parts missing, in all this the Australian government needs to be optionally seen as a dog collar without a leash around the neck of a rabid dog named USA. This all smells like AT&T and Telstra in desperate need to not get drowned by an actually innovative technological opponent, who did just that, they became truly innovative. We need Huawei in all this more then most can comprehend.

To get this a little better, we need to look at ‘Media Engagement and Advertising Effectiveness‘ by Bobby J Calder and Edward C Malthouse. Here we see “Traditionally, marketers have thought about advertising as a process of translating a brand, expressed as a benefit, a promise to the consumer, a value proposition, or a positioning in the consumer’s mind into a message that is delivered to the consumer through some medium. This advertising will be effective to the extent that the consumer values the brand idea and the message does a good job creatively of communicating the idea“. Yet when we consider it more fully, we see: “It is engagement with a TV program that causes someone to want to watch it, to be attentive to it, to recommend it to a friend, or to be disappointed if it were no longer on the air“, through engagement, the TV Series Lucifer was not cancelled, it moved from Fox to Netflix, merely by the acts of engaging fans. Engagement can be that powerful and it goes beyond merely revitalising a TV series, it will be the bread and butter for most companies as growth is often seen as  linear with ‘advertising’ whilst we have to accept that exponential growth can only be achieved with an actual engaging audience. Because like in Facebook, that one engaging person is linked to dozens, if not hundreds of others, and their actions are more easily accepted by their close connections then the one advertisement is. In two stages this is seen that one engagement is optionally 900 hits in a low estimation, versus a mere advertisement that gets 5% out of 10,000 shows, so it took 10,000 attempts to get 500 people taking a second look, whilst one engagement event could be the start of 900 instant opportunities, so which option would you more likely turn to?

Yet, we must also be aware of the negative side in engagement. Calder and Malthouse give us that with: “Intrusion may produce a negative response from consumers because the advertising harms the experience of the media content. This in turn could lead to a negative reaction to the advertising, compromising its effectiveness. The consumer may feel that the ad has intruded on the experience with the content and accordingly may have a less positive reaction to the ad“, so in this the interactive kiosk becomes again not merely a vehicle, but THE vehicle in all this and Time is the one currency that is at the centre of it all, it is time that usually and largely triggers the intrusion emotion (waiting, or idle time tends to do that). With the smart ‘dumb’ devices, the automatism of storage whilst the interaction is merely a second, perhaps even two seconds. The element of intrusion decreases and engagement remains, or optionally even increases. It is achieved as the advertisement is not the focal point, but merely part of it and the experience is not impeached, as we get 125Mb in that one second, we get the brochure, the movie clip, the setting, the review and the applicability; all available to watch at our leisure and when we want to decide what to see and how to watch it. So from a $5 32GB Micro SD card, we can get more with a $100 200Gb card, and that is now, in 2-3 years we can get 5 times that storage for the same price. In this non-personalised interaction setting, we achieve to get heaps of analytical information whilst driving engagement. So in that we are confronted with all the latest trailers by merely passing a cinema. And we can just leisurely watch what we need and wipe the rest. It is a brand new day and those ahead in the game get to set that stage of new tech needs for an entire population, engagement is the key element to drive all that.

The future arrived yesterday, whatever will we get treated to tomorrow?

 

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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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