[opendtv] Re: McAdams On: TV Everywhere, Why Aereo Wins the PR War...

  • From: Bob Miller <robmxa@xxxxxxxxx>
  • To: opendtv <opendtv@xxxxxxxxxxxxx>
  • Date: Mon, 15 Jul 2013 10:37:20 -0400

Oh and I will be first in line tomorrow to buy the 1020 in yellow.


On Mon, Jul 15, 2013 at 10:36 AM, Bob Miller <robmxa@xxxxxxxxx> wrote:

> Craig,
>
> Had a photo lab for 26 years. Was in love with Kodachrome and Cibachrome,
> did mostly large prints and very large murals. Got involved with digital
> very early on working with Nabisco while they tried to use 4x5 digital
> backs to shoot cookies and crackers and upload to their main frame. Wanted
> to buy a medical scanner for over $100,000 in 1980's money, the only thing
> I could find that had a hope of scanning stuff I wanted in digital. Loaned
> an employee and two Amiga computers to a printer who was funding efforts to
> port Photo Shop from Apple to IBM. Amiga could talk to both but they
> couldn't talk to each other.
>
> So not underwater with Nokia. Did introduce Nokia to Navteq though. Have
> both a Lumia 920 and a Galaxy and the 920 blows the Galaxy away. Have a 24"
> Canon IPF6320 printer and cropped a pic from the 920 of my brothers family
> to 1/3rd of image and printed it 22" x 30" and it is awesome. Always
> wondered when digital would catch up with analog Kodachrome. I think it has
> with latest like the Lumia 1020. Considering what I can do with the 920 at
> 8.7 MP the 1020 at 41 MP is insane. Take a look at the pics AND videos from
> it.
>
> http://www.youtube.com/watch?v=Ygxfak1O2gE
>
> In the introductory presentation of the 1020 they show a haystack and zoom
> in to find a needle and then zoom in on the eye of the needle.
>
>
> On Mon, Jul 15, 2013 at 9:50 AM, Craig Birkmaier <craig@xxxxxxxxx> wrote:
>
>>
>> On Jul 14, 2013, at 11:35 AM, Bob Miller <robmxa@xxxxxxxxx> wrote:
>>
>> > The new Apple is Nokia with the introduction of the Lumia 1020 all a
>> reporter needs is a 1020 to take, crop, edit and send images that rival the
>> best cameras. And soon they will have a tablet, laptop and phablet to do
>> the same with the same 41 MP capacity.
>>
>> Are we really supposed to take this seriously?
>>
>> Or is this just an opportunity to stir the pudding?
>>
>> I saw a few things this morning that may help to put Bob's comments into
>> proper perspective.
>>
>>
>> http://www.patentlyapple.com/patently-apple/2013/07/thoughts-on-apple-and-google-talks-new-camera-trends.html
>>
>> Will Apple Join the Higher-end Camera-Phone Trend
>>
>> People are increasingly using either a DSLR camera or a smartphone to
>> capture life's little moments. Small, cheap digital cameras are being
>> replaced by the phones in everyone's pockets. This weekNokia introduced the
>> Lumina 1020 with a camera grip. The new camera offers super high resolution
>> pictures at 38 megapixels that you'll be able to edit on your phone.
>>
>> Stephen Elop, Nokia's chief executive, claimed "We want to take people on
>> a journey from capturing pictures to recording and sharing their lives."
>>
>> Samsung introduced their design winning Galaxy 4S Zoom a few weeks
>> earlier which combines an advanced camera with a zoom lens and smartphone.
>>
>> There are times like the summer in general, on holidays specifically and
>> at concerts most definitely where a more powerful camera would be
>> appreciated. Many people today own multiple iPods and multiple cameras, so
>> it's not going to be a strain or a big leap for consumers to consider
>> having another iPod or iPhone with a super camera.
>>
>> I love taking pictures and videos in the Rockies, but it's a little
>> awkward at times. An iPod or iPhone with a larger display and camera grip
>> would put my DSL to rest finally, especially with a zoom lens that is
>> sorely lacking on today's iOS based cameras.
>>
>> Would Apple be copying others already on the market today with such
>> devices? Not at all. Apple has been on record since 2009 concerning a
>> possible standalone camera and have been working on various aspects of such
>> a camera ever since. One notable feature is an electro-mechanical shutter
>> control associated with "dedicated high-end digital cameras," according to
>> one of Apple's granted patents.
>>
>> With Apple's Aperture software already in place, a higher end hybrid
>> camera-iDevice is certainly not out of the question down the road. The
>> question becomes: would you like to see Apple enter the higher end camera
>> market?
>>
>> -----
>>
>> It takes more than a dense CMOS image sensor to capture high quality
>> stills and video. The lens is a very significant factor, which it appears
>> is now gaining some attention, at least from Samsung (the Lumia 1020 has a
>> fixed lens with digital zoom into all those pixels).
>>
>> But this story begs a very important question. Perhaps Deborah can follow
>> up on this if she is following this thread.
>>
>> Why is it that the traditional video equipment manufacturers that sell to
>> broadcasters, are not developing products that integrate improved features
>> for professional videographers with smartphone technology?
>>
>> More than a decade ago, I predicted that future HD acquisition products
>> would grow out of the professional still image market - i.e. DSLRs with
>> high quality lenses and dense CMOS sensors would evolve to capture both
>> high resolution stills and HD video (and beyond). One need only look at
>> Canon's success with the EOS 5D in the professional videography market to
>> see that this prediction was on the mark.
>>
>> In addition to the camera, the concept of "broadcasting in the cloud"
>> will ALSO require a range of software that can be used to efficiently
>> produce a finished news story, commercial, or local program. Where is Nokia
>> today in terms of this kind of "infrastructure?" And how does this compare
>> with Apple today?
>>
>> The only plausible answer lies in the relationship between Nokia and
>> Microsoft. If there are tablets, phablets, and  laptops in Nokia's future,
>> it will likely be as the hardware manufacturing subsidiary of Microsoft.
>>
>> Meanwhile, Apple offers the entire range of devices Bob speaks about, and
>> a range of software applications from consumer to professional that are
>> being used by broadcasters, video professionals and professional
>> photographers today - iPhoto, iMovie, Aperture and Final Cut Pro.
>>
>> The other story from this morning says volumes about this relationship
>> and Nokia's future. This paragraph is particularly telling:
>>
>> Again, Nokia posted a disappointing $196 million loss during its latest
>> fiscal quarter. Be advised that Microsoft has continued to pay $250 million
>> to Nokia each quarter in "platform support payments." According to a recent
>> regulatory filing, Nokia now owes a net $650 million in royalty payments to
>> Microsoft. At the moment, Nokia is effectively a parasite suckling at the
>> underbelly of Microsoft. At any moment, Microsoft could walk away from this
>> deal, allow the parasite to die, and reclaim assets later on as the first
>> creditor in line. Business is business.
>>
>> And this morning Microsoft announced a fire sale on Surface RT tablets,
>> reducing the price from $499 to $349.
>>
>> So it looks like Bob is either stirring the pudding, or is underwater
>> with a Nokia investment…
>>
>> Regards
>> Craig
>>
>> Here is the entire Nokia.Microsoft story:
>>
>>
>> http://seekingalpha.com/article/1548112-memo-to-microsoft-walk-away-from-nokia?source=marketwatch
>>
>> Memo To Microsoft: Walk Away From Nokia
>>
>> Jul 14 2013, 21:44
>>
>> On February 11, 2011, Microsoft and Nokia announced broad plans for a
>> strategic partnership. In effect, terms of the agreement intimated that
>> Microsoft would ante up Windows software and marketing cash in exchange for
>> exclusive access to Nokia hardware. On the surface, pun intended, this
>> strategic partnership was brought forth in order to build out an integrated
>> ecosystem rivaling that ofApple's iOS and Google's Android. After literally
>> reading between the lines, however, the original strategic partnership
>> agreement does seem to be one of the first happenings in a chain of
>> coincidental events to ultimately deliver Nokia into the hands of Microsoft
>> as an acquirer.
>>
>> Stephen Elop, Nokia CEO, is a former Microsoft man. Last month, in June
>> 2013, The Wall Street Journal and "people familiar with the matter"
>> reported that Microsoft was in "advanced talks" to purchase Nokia's handset
>> business, but the pending deal collapsed over price. The breakdown in these
>> discussions may serve as further evidence that the Microsoft-Nokia alliance
>> has been an abject failure. Going forward, Microsoft may consider quietly
>> walking away from Nokia and abandoning the smart phone business altogether.
>> As always, Microsoft shareholders are best served when Redmond executives
>> focus on their core competency of licensing software to personal computer
>> manufacturers.
>>
>> I am a Mac. I am a PC.
>>
>> Apple's timeless Get a Mac campaign airing between 2006 and 2009 still
>> defines today's consumer electronics space. Apple personifies itself as a
>> chic, yet eager to please hipster. Alternatively, Microsoft is a corporate
>> drone and near relic that demands help simply to stay out of his own way.
>> Juxtaposed against these advertisements, the blockbuster iPod, iPhone, and
>> iPad releases burnished a halo effect at Apple at the same time that Nokia
>> and Microsoft were effectively mocked as has-been operatives. As recently
>> as calendar Q1 2012, Nokia was hailed as the world's largest handset maker,
>> in terms of units sold. Today, the Nokia-Microsoft alliance is actually
>> battling for survival against the likes of both fellow fallen star
>> BlackBerry and the Google Android and Apple iOS duopoly.
>>
>> On June 28, 2013, research firm comScore released its report presenting
>> May 2013 U.S. smart phone market subscriber share. The comScore data
>> averages information for the three-month period spanning between February
>> 2013 and May 2013. The Google Android-Apple iOS operating system duopoly is
>> consolidating power -- as evidenced by a 1% increase in share -- to control
>> a staggering 92% of the total U.S. smart phone market. On the handset side
>> of the ledger, Apple and Samsung are the leading original equipment makers,
>> with respective 39% and 23% shares of this market. Certainly, Microsoft's
>> eleventh-hour turn to abandon Nokia at the negotiating table is largely due
>> in part to failure of the Windows phone to gain and maintain traction
>> within the smart phone market.
>>
>> Windows Phone Fail
>>
>> All challengers to the Apple iOS-Google Android duopoly throne now follow
>> a maddeningly cyclical pattern. Prior to release, each new BlackBerry or
>> Nokia handset is dubbed the latest in a line of "iPhone-Galaxy killers,"
>> that will revolutionize the smart phone market. Share prices of both stocks
>> will rise sharply prior to and through the phone launch. The following
>> quarterly report, however, will reflect disappointing sales and an earnings
>> shortfall. Irrational speculators will then dump stock upon digesting what
>> has now become inevitable news.On April 18, 2013, Nokia reported a $196
>> million loss for its fiscal Q1 2013. The Lumia was then an obvious
>> disappointment and traders immediately sold off shares to $3.17 -- and a
>> 13% loss on the trading session.
>>
>> For the first fiscal quarterly period ended March 30, 2013, Nokia
>> reported record sales of 5.6 million Lumia Windows phone units for the
>> quarter. This performance is more than double the year-over-year quarterly
>> period in 2012, when Nokia sold only 2 million Lumia phones. According to
>> Tom Warren and The Verge, Nokia has shipped roughly 20 million Lumia smart
>> phones since the November 2011 debut of this product. During its latest
>> second quarterly period ended March 30, 2013, Apple sold 37.4 million
>> iPhone units.
>>
>> By every metric, the Nokia-Microsoft partnership is a failure -- because
>> the Windows platform has yet to make any significant dent within the smart
>> phone marketplace. Going forward, Microsoft should take its proverbial
>> chips off the table. For Nokia shareholders, the threat of Microsoft
>> financial backing withdrawal would throw this company into bankruptcy.
>> Microsoft is now negotiating from a position of strength -- because Nokia
>> brass refuses to adopt the Android platform, while Redmond executives
>> openly flirt with and engage the likes of Samsung and Huawei Technologies
>> as rival original equipment manufacturers. While leading this mating dance,
>> Microsoft deal makers may even feint to quit while they are ahead, only to
>> return to scoop up Nokia on the cheap as vulture investors.
>>
>> The Bottom Line
>>
>> Again, Nokia posted a disappointing $196 million loss during its latest
>> fiscal quarter. Be advised that Microsoft has continued to pay $250 million
>> to Nokia each quarter in "platform support payments." According to a recent
>> regulatory filing, Nokia now owes a net $650 million in royalty payments to
>> Microsoft. At the moment, Nokia is effectively a parasite suckling at the
>> underbelly of Microsoft. At any moment, Microsoft could walk away from this
>> deal, allow the parasite to die, and reclaim assets later on as the first
>> creditor in line. Business is business. Nokia shareholders must be
>> cognizant of the reality of this situation -- and should consider selling
>> out immediately to avoid steep losses.
>>
>> Nokia closed out its Q1 2013 with $25 billion in assets above $20 billion
>> in liabilities on the balance sheet. On a per share basis, $5 billion in
>> net worth calculates out to be a mere $1.35, when divided above 3.7 billion
>> shares outstanding. At $4.15, Nokia stock remains overvalued, especially
>> after considering that this company posts no earnings despite the fact that
>> Microsoft is effectively paying it to carry product. The balance sheet does
>> include $6.8 billion in goodwill, other intangible assets, and property,
>> plant and equipment. In theory, these assets must be written down towards
>> zero, if they cannot be leveraged to turn real profits. Right now, Nokia is
>> running on fumes, as it has been forced to lay off workers, consolidate
>> real estate, and sell off securities to harvest cash flow and meet debt
>> obligations.
>>
>> The Nokia Lumia 1020 launch event is set to embody yet another maddening
>> cycle of frantic technology blog posts, unwarranted hype, awkward
>> retailing, and sales performance disappointment come earnings season.
>> Microsoft, with its $300 billion in market capitalization now operates with
>> nothing to lose and can play for keeps. At any moment, Microsoft could walk
>> away, allow Nokia to crash and burn, and re-enter the picture as a savior
>> of proverbial scrap. As par for the course, Microsoft shareholders will
>> still own a blue chip stock with minimal growth prospects that generates
>> massive cash flow for robust dividend payments. Ironically, Microsoft could
>> own Nokia for a song -- by doing nothing.
>>
>> At the moment, no other technology player will step up and call
>> Microsoft's bluff for Nokia.
>>
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>
>
> --
>
> Bob Miller
> 954-551-1217
> 3111 N. Ocean Dr. Apt 1607
> Hollywood Beach Florida 33019
>
>
>


-- 

Bob Miller
954-551-1217
3111 N. Ocean Dr. Apt 1607
Hollywood Beach Florida 33019

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