Changes

A sweets shop was closed yesterday in Shinjuku.
Though I usually don’t eat sweets, the smell of this shop brightened my mornings.
Walking past it, seeing the preparations for the day, smelling the sweet sweet smell.

Afternoons were different. The same sweet smell, this time with people (mostly women) buying something sweet after a long day at work.

Cray Financial reports

A different subject than usual, and obviously expressing my own opinions.

Cray published their Q4 and 2016 full year results , which gives some insight into the volatility of their business.

 

Quotes:

Actual results for any future periods are subject to large fluctuations given the nature of Cray’s business.

 

Revenue in the first quarter of 2017 is expected to be approximately $55 million.

 

While revenues for Q4 2016 were $346.6M, which are more than half the full year revenues of $629.8M, while Q1 is estimated at $55 million.

As an amateur investor, I would not invest in Cray stock. Volatility and uncertainty are scary.

What I fail to understand is analysts opinion that still rate the stock between Buy to Strong Buy (Closer to Buy). Am I missing something

Amazon and iTunes MP3 prices

As I am interested in purchasing “Sleater Kinney” ‘s new album “No Cities to Love”, I checked Amazon Japan,  Amazon US and iTunes for prices.

Can’t understand why:

1. Japanese version has one additional song “The Fog and filthy Air”

2. Price is $7.99 in the US, while ¥1600 in Japan
(According to current currency rate, $7.99 should be ~¥950)

3. iTunes (Japan) is also ¥1600, but no additional song, just a booklet

Screen captures below

Sleater Kinney Amazon US
Sleater Kinney Amazon US

 

Sleater Kinney Amazon Japan
Sleater Kinney Amazon Japan

 

Sleater Kinney iTunes
Sleater Kinney iTunes

The Power of Hype

Or maybe rather, the power of Marketing.

Although most of my work is Technical, discussing Technical details with extremely Technical people, I am sometimes surprised by the Power of Hype.

It is not about the latest SmartPhone or gadget, but it is sometimes about latest Technology trends. Even when there is not much behind it, I notice it is being discussed and considered because “people talk about it”.

One thing that I can’t do is “object the Hype”. I can explain it, talk about it, but I can’t say “this is Hype”, because I will be considered “uninformed” (or maybe “not cool”)

Japan Economy – an interesting analysis

Nikkei has an interesting interview on Japan economy with Bill Emmott, former Economist editor.

 

My take: reform of the Labor Market :

 

I think the big thing that needs to be done is to have a single labor law that applies to everyone, so to reduce the amount of protection for regular workers to make it easier to fire people, but then have the same protections for the irregular workers, so there should be one law for everyone.

Delivery dates

End of year sales? Tablet wars?

Kindle whitepaper delivery date moved from November 2012 to January 2013! Seems like I am going to see many kindles in the train in the near future.

And the iPad Mini, how is it doing?
From Nov. 2nd delivery, it is now “Two weeks”.

At least we know that Apple supply chain is working better than Amazon

Alvarion 2010 report

Alvarion just released their 2010 report:

Highlights:

  • Q4 decrease – revenues and shipments
  • 2010 shipments “increase” of 0.4% – let’s call this “flat”
  • 2010 revenues down 16.3%

Management comment:

“We continue to see attractive, profitable business in the 4G RAN market, albeit on a smaller scale than we previously expected

2011 Guidance is not provided

I wish all the best to Alvarion, but they keep bleeding money while future is not promising.

WiMAX is not being deployed as it was supposed to; Can’t see Alvarion competing in the LTE market against the Giants.