Савелий Балалайкин (balalajkin) wrote,
Савелий Балалайкин
balalajkin

Вместо того, чтобы бухтеть в неопределенный адрес, написал вот письмо одному хорошему знакомому, нажившему к 50 годам небольшое, но достаточное для дальнейшей жизни состояние на биржевых играх.

Ну и для дополнительной гарантии того, чтобы меня завтра не нашли на дне залива или в жестяной бочке вниз головой, публикую это письмо здесь.

Dear (имя ученого соседа),

I would like to pick your brains on a subject related to stock trade.

Not that I am doing any, but I found something peculiar and possibly big, in a sense that it may upset certain large companies stock valuation.

To cut to the chase – you may have heard about the recent parliamentary inquiry into artificial price inflation that certain companies – f.e. Apple, Microsoft, Adobe – are creating for Australian customers. Say, if you try to purchase Adobe software on internet and your IP address happens to be Australian, you are likely to be asked 50% - 100% more compared to the price asked if you are identified as an US customer. Same goes for the range of other products, most prominently electronic, but also for []

This creates two obvious effects – first and most obvious is that we, Australians are ripped off, and the second is that Australians, being not stupid, are migrating in drones to US market using services like comgateway:

http://www.comgateway.com/2012/start-shopping.do?l=en&c=AU

After paying import taxes, it is still worth to import a wide range of goods bypassing official company distribution channels – that is why Australian market is shrinking and US market is bloating after Free Trade Agreement was signed.

And here is an article to give you a bit more background information:

http://www.lifehacker.com.au/2012/07/why-everyone-is-deluded-about-the-australian-it-pricing-inquiry/

Now hear my personal story.

I had an idea to get myself a new laptop and last week I done a bit of a research on a new laptop model, ending up with one particular model that seemed most promising: Sony Vaio Z series, 3rd generation. As I suspected the AU price was higher than US price, but I did not expect that it would be so ridiculously higher.
It was $2526 AU (yes it is a lot, but it is a cutting edge laptop) – if you convert US dollars – on US website, and $3999 AU on Australian. And on a top of it, the model offered to Australian customers had much lower specifications and less extras, so if you buy these extras and upgrade the hard drive to equal US model, you would theoretically spend about $1200 on a top of these $3999.
Asking $5200 for a laptop sounds ridiculous and it is.
Thinking so I wrote a letter to Sony customer support, citing these discrepancies, mentioning parliamentary commission and a possibility to buy from US and import it into Australia, and threatening to publish this information as wide as possible.

I also made a little speech on my Facebook and put some screenshots for a good measure

http://www.facebook.com/home.php#!/igor.rogov


The net results of this letter were staggering. First of all, I got a letter from Australian & New Zealand customer support team trying to push the same flimsy “costly local support and standards” arguments that were already discredited long time ago and again during recent parlamentary hearing. I was not satisfied with an answer, and wrote back a bit more detailed letter and got a reply that they will apparently pass this letter elsewhere, so I am still waiting for some more satisfactory letter from Sony.

Secondly, the VAIO Z model, that I questioned, was totally removed from Australian online shop. Looks like they are covering their tracks, is it not?

And thirdly, Sony corporation (SNE) stock on NYSE suffered a sudden fall, right the next day after I wrote the letter. I wrote the first letter midday 13th of November, and it looks like the next day someone dumped a lots of shares, dropping a price very significantly

http://au.finance.yahoo.com/echarts?s=SNE#symbol=sne;range=5d;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

but this could be a pure coincidence, is it? I found this drop not by chance, but in a process of discovering why (or rather what for) the price for some goods may be inflated.


What I was thinking yesterday: the company stock valuation drives the share prices. And if you had gadgets valued at 200% of their realistic market values, it would allow you to gamble on stock exchange at much higher levels. There may be several interested parties at this inflation, starting from corporation top management. And there are plenty sufferers – customers and local retailers to name a few.
Now what I think is my personal discovery – the price for that particular laptop was NOT meant to be a sale price, it is not even related to the real market value at all. It is purely a paper price, imagined in some wicked and creative mind to drive the stock trade and nothing else. Surely Sony would sell a few laptops even at these inflated prices, but this is not their primary objective, not even a secondary. And I strongly suspect this same thing happens on other isolated markets as well, we in Australia are not exceptional.

And this is why their shares values is so volatile – as soon as there is a threat the media and general public discovers this simple trick, the panic may become so widespread it is not funny.

And this is precisely what parliamentary inquiry is missing – we are not gouged with this ludicrous pricing for the sake of robbing Australian customers, it is more serious and deliberate attempt to squeeze extra juice out of stock exchange.

Now, (имя), please tell me that the above is pure bullshit and I am deluding myself, or am I up to something?

I could not think of who should I talk about this, nor I have any experience myself, so if you may suggest something or refer me to somebody, it would all be helpful.

Thanks!

(signed with my real name which is really easy to deduct anyway)
Tags: straightening sony
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