Blog http://mail.personal-view.com/talks/categories/blog/feed.rss Fri, 20 Sep 19 03:43:43 -0600 Blog en-CA Peak Plastic http://mail.personal-view.com/talks/discussion/22610/peak-plastic Fri, 20 Sep 2019 03:29:20 -0600 Vitaliy_Kiselev 22610@/talks/discussions image

Note that after peak oil and peak coal in China it will be peak plastic that will follow :-)

It means that suddenly all common items made from plastic will become more and more expensive. Around 10-15% a year.

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Xiaomi to enter 8K TVs market in few days http://mail.personal-view.com/talks/discussion/22608/xiaomi-to-enter-8k-tvs-market-in-few-days Thu, 19 Sep 2019 14:43:03 -0600 Vitaliy_Kiselev 22608@/talks/discussions image

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Cameras sales: MapCamera Japan Sales http://mail.personal-view.com/talks/discussion/22605/cameras-sales-mapcamera-japan-sales Wed, 18 Sep 2019 13:36:46 -0600 Vitaliy_Kiselev 22605@/talks/discussions Top sales for new cameras

  1. Sony RX100 VII
  2. Nikon Z6
  3. Canon EOS RP
  4. Sony α6400
  5. Sony α7 III
  6. Olympus Tough TG-6
  7. Rocoh R III
  8. Fujifilm X-T3
  9. Canon EOS R
  10. Canon PowerShot SX 620 HS

Top sales for used ones

  1. Sony α7R III
  2. Sony α7 III
  3. Nikon D750
  4. Canon EOS 5D Mark IV
  5. Sony α7 II
  6. Canon EOS 5D Mark III
  7. Canon EOS 6D
  8. Nikon D850
  9. Canon EOS 7D Mark II
  10. Canon EOS 6D Mark II
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Self-Solving Rubics Cube http://mail.personal-view.com/talks/discussion/22602/self-solving-rubics-cube Wed, 18 Sep 2019 05:46:20 -0600 Vitaliy_Kiselev 22602@/talks/discussions

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Revolve folding wheel http://mail.personal-view.com/talks/discussion/22601/revolve-folding-wheel Wed, 18 Sep 2019 02:03:17 -0600 Vitaliy_Kiselev 22601@/talks/discussions

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Good quote: On Windows 10 buggy updates http://mail.personal-view.com/talks/discussion/22600/good-quote-on-windows-10-buggy-updates- Tue, 17 Sep 2019 10:32:18 -0600 Vitaliy_Kiselev 22600@/talks/discussions

There's never been anything like this before, and now here we go again.

V. Chernomirdin.

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Sony do not want to spin-off image sensors division http://mail.personal-view.com/talks/discussion/22598/sony-do-not-want-to-spin-off-image-sensors-division Tue, 17 Sep 2019 07:29:21 -0600 Vitaliy_Kiselev 22598@/talks/discussions

On June 13, 2019, Third Point LLC (“Third Point”) issued a public letter to investors suggesting that Sony should consider spinning-off and publicly listing our semiconductor business, which would effectively separate Sony into an entertainment company and a semiconductor (technology) company. We appreciate Third Point’s strong interest in Sony and welcome the fact that many people have been reminded of the value and further growth opportunities of that business.

Sony’s Board and management team, along with external financial and legal advisors in Japan and the U.S., conducted an extensive analysis of Third Point’s recommendations. Following this review, Sony’s Board, which is comprised of a majority of independent outside directors with diverse experience in a variety of industries, unanimously concluded that retaining the semiconductor business (now called the Imaging & Sensing Solutions (“I&SS”) business) is the best strategy for enhancing Sony’s corporate value over the long term. This is based on the fact that the I&SS business is a crucial growth driver for Sony that is expected to create even more value going forward through its close collaboration with the other businesses and personnel within the Sony Group. The Board also reaffirmed that to maintain and further strengthen its own competitiveness, it would be best for the I&SS business to stay within the Sony Group.

In its letter, Third Point described our semiconductor business, which is centered on image sensors, as a “Japanese crown jewel and technology champion.” Sony’s Board and management team share this view and are excited about the immense potential the I&SS business brings Sony. We expect it to not only further expand its current global number one position in imaging applications, but also continue to grow in new and rapidly developing markets such as the Internet of Things (“IoT”) and autonomous driving. We also expect it will contribute to the creation of a safer and more reliable society through its innovative technology.

While Sony’s Board and management team do not agree with Third Point’s recommendation to spin-off and publicly list the I&SS business, we will continue to proactively evaluate Sony’s business portfolio, pursue asset optimization within each business, and supplement our public disclosures as we execute on our strategy to increase shareholder value over the long term.

...Our strategy for future growth of the I&SS business is to develop AI sensors which make our sensors more intelligent by embedding artificial intelligence (AI) into the sensors themselves. We envisage AI and sensing being used across a wide range of applications such as IoT, autonomous driving, games and advanced medicine, and believe there is a potential for image sensors to evolve from the hardware they are today, to a solutions and platforms business.

...Our analysis, which was carried out in collaboration with outside financial advisors, also identified multiple meaningful sources of dis-synergy if the I&SS business was to separate from Sony and operate as a publicly listed independent company. These dissynergies include increased patent licensing fees, reduced ability to attract talent, increased costs and management resources as a publicly listed company, and tax inefficiencies, in addition to the time required for making the public listing.

https://www.sony.net/SonyInfo/IR/news/20190917_E.pdf

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Aliexpress sellers selling similar items are not the same! http://mail.personal-view.com/talks/discussion/22597/aliexpress-sellers-selling-similar-items-are-not-the-same Tue, 17 Sep 2019 06:32:28 -0600 Vitaliy_Kiselev 22597@/talks/discussions If seller on Aliexpress (or eBay, but from China) is not representing official factory or big brand, as around 90% of them are - most of the good ones are not just dumb resellers.

What I mean here? I mean that seller can make lot of work selecting 1 factory among 30 who make extremely similar looking product. Many large sellers have dedicated inspector on factory who is inspecting each batch, as factories like to make some savings by cutting manufacturing costs or can try to dump some defective batch originating from other big order:-) Some of sellers make quite small or even deep customization of product for their needs - make sure to check this, sometimes it makes perfect thing from "so-so" general factory product.

Life of large seller is usually simpler, as they can push factories more and get better offers (still not like Walmart or Apple:-) ). But this also means that frequently they are pushing too much to get best price as best price on aliexpress gets you much more orders. Some medium sellers will offer worse price item, but with better quality.

Same goes for shipping and bad tricks. If you see seller who try to get best offer by using unreliable and cheap shipping - stay away, it'll be usually all same in other departments. Similarly for cheap bad tricks, like putting another products in the options to get low displayed price (btw, all marketplaces do this intentionally and not close this simple hole!)

Complex, specialized products are especially important. As online they can look very similar. But in reality factory and bad seller can cut the costs literally ruining the product, as you can't check internals or materials, or thickness.

Remember that looking at the "same"simple thing like small screwdriver you can actually see product made by 40 different factories and each of this factories can also offer at least one cheapened version with much worse material used for bits.

All online marketplaces are still in their very early, baby age. Most of them are still growing quite fast. But it will end. And as it'll happen, real long term reputation, some kind of quality inspection and independent reviews (financed not be manufacturer or seller!) will become standard part of each of them.

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