Monday, January 18, 2010

Who would have thought that a Cable Channel would go into the textbook business. And the opportunity for Print.

About a half hour ago I found this in my twitter stream.
cmt1 DigitalContent vs textbooks http://bit.ly/7X2f8w

So then I said this:
Indianapolis Public Schools Replace Textbooks with Digital Content http://ilnk.me/1577 | Precisely the opprtnty for #Xerox+espresso & #MPS.
Looking a bit more, I got to this:
Did you know that Discovery Communications LLC. has replaced textbooks in Indianapolis http://ilnk.me/1577
and then this:
A cable channel replaces textbooks in Indianopolis http://ilnk.me/1578 Discovery Edu is a subsidiary of Discover Communications, LLC.

The point for print
If you ask any classroom teacher they will tell you that the idea of replacing print with online is a figment of some politician's imagination. Sounds good, but it will not scale at least for a long time

Discovery Communications LLC has taken their long tail of content, focused on making money from education, not donating to education.

Consider the long tail at PBS or NPR or Nat Geo or the Then consider the long tail at every serious newspaper in the States. Put that together with Xerox + Espresso or with any MFP that can seemlessly transfer XML to print streams.

Then think about what it would mean to add personalized QR and shortened URLs: Information exchange data from teaching with no teacher time needed.

I'll leave the rest to your imagination.

If I were HP, Oce, Ricoh, Riso and had to respond to Xerox + Espresso, what I would do ...

It's going to be an interesting week. The conversation at Print Ceo is starting for real.

The vulnerability of the Espresso is that, as I understand it, it is PDF based. The network agreements that Jason Epstein has put together with publishers is a very defensible value. But the amount of content in PDF is dwarfed many times over by the content in XML.

Wikipedia is in XML. PediaPress in Germany has been selling Wikipedia in Print for many years. Obviously they have a done a deal with wikipedia to share some of the value. From what I can see, the books ordered by Pedia Press customers is for a very narrow market. And the production model is print and distribute. I believe that Oce is the output device.

But, the Xerox + Espresso turns that paradigm on it's head. Any book, any where, any time has gone from a vision to one more way that digital print can change the world.

At any rate, here's my two cents:
Partner with the best XML to digital print stream people you can find. Get the engineers to add some binding to the MFP. If it were me, I would do it faster, rather than slower.

Xerox + Espresso is not about the box. The value is the Network.

This morning, I came across this:
@proprint Xerox to sell Espresso Book Machine: Xerox has signed an agreement to sell the Espresso Book Machine http://bit.ly/5Up04p
Replying to a comment to yesterday's post I said,

I agree that if the name of the game was selling boxes it's not a big deal. But the way I read the releases Xerox will be selling the Espresso, not merely supplying the boxes.

That's a much bigger deal.

The defensible value of the Espresso are the contracts that Jason Epstein has made with the publishers. Once those are in place, I agree that the machinery can be easily replicated by any other vendor.

With Xerox's purchase of ACS they have made it crystal clear that going forward the value is MPS. If Xerox is the channel for selling expresso how hard would it be to role in a special deal for including an Espresso as part of an MPS contract?

Consider if Xerox adds an Espresso to their offerings in education and government MPS. I would keep a look out to see if they get one of the school book publishers to come on board. If and I think when they do, it means customized textbooks delivered with no logistics and very little sales expense directly to the school building or district.

Ursula and her team realize that margins on boxes and toner are going to be very slim. But margins on MPS are defensible and supply a nice stream of recurring revenue.

In a tweet this am I said this:
in Queensland: stdnts are publishing their books as part of the govs project. http://ilnk.me/153b || With #Xerox+Espresso it would be EZ.

Sunday, January 17, 2010

My bet is that the Espresso Deal will do for Xerox what the Docutech did back in the day.

The conversation started on Friday with the announcement that Xerox will be selling the Espresso. On Friday Noel Ward did a story at GAM and Printweek.com reported in the UK. On Saturday, Cary Sherburne did a post at PrintCEO. All of the stories are well worth the read.

At any rate, here's my two cents at PrintCeo.

When I saw the announcement it recalled the feeling I had when I saw the first story about the Docutech in the Wall Street Journal.

It seems that this deal is the docutech reinvented for a networked society. The money sentence to me is “we believe fully distributed solutions will become an integral part of the supply chain.”

It’s the same idea of a mature “distribute and print” model the industry has been talking about for years. But until the web matured it was a vision instead of a strategy.

O’Reilly has said that the web is now moving into the real world. He calls it “Web squared.” QR codes are an on ramp from the print to the web. The Espresso/Xerox deal is one off ramp from the web to print.

One can only assume that once the Xerox engineers take a really close look at the output box, it will get more and more efficient. One can also safely assume that if Xerox sales gets involved it will get less and less expensive.

One interesting question going forward is how Xerox will integrate selling Espresso with their PSPs. The natural would be to sell through the MFP channel.

I’m hoping they are figuring out a method to use their Premier Partners to add the Espresso offering to increase the PP value to their clients.

Friday, January 15, 2010

Espresso Deal for BIg X may be Docutech 2010

When I first heard about the Xerox and Espresso deal yesterday, I looked at through the lens of selling boxes. But today, I saw the article at PrintWeek with the much bigger story : Xerox to sell Espresso Book Machine | printweek.com "

I think it's a natural for every college book store in the States to have one or two Espresso Book Machines. Just needs a deal between XRX and BN.

Moving forward why not every CRD in every school district?

I still remember the feeling I got when I read about the Docutech in the Wall Street Journal. It gave me the chills when it was described as a book machine. I have to say I had the same feeling yesterday.
Xerox to sell Espresso Book Machine | printweek.com "
Xerox has signed an agreement to sell the Espresso Book Machine (EBM), the revolutionary on-demand book printer, alongside its Xerox 4112 printer.

The worldwide distribution agreement heralds a major step forward for EBM manufacturer On Demand Books, which released the first version of the machine in 2006."

Thursday, January 14, 2010

Xerox Rocks! And it's not about ACS.

So between this and that I checked in at Twitter and found this:
@APKO
Xerox and On Demand Books will jointly market and sell, on a worldwide basis, the Xerox 4112(tm) Copier/Printer... http://bit.ly/6B6r7a

So then I Googled Xerox and On Dmeand books and got to this:

Xerox Technology to Fuel Espresso Book Machine; Worldwide Agreement Includes Global Marketing and Sales Support:

"ROCHESTER, N.Y.--(BUSINESS WIRE)

- Xerox Corporation's (NYSE: XRX) digital technology will bring speed and exceptional image quality to books produced on demand by the patented Espresso Book Machine(R). This cutting-edge book solution, sold by On Demand Books, LLC, produces millions of copyrighted, public domain, out-of-print, or rare texts for consumers in a matter of minutes."


There's a pretty good chance that On Demand books will finally bring to life the book machine at the point of the buyer. That means inventory problems go away for small bookstores. It could also mean books printed at the CRD for school districts.

It's still a little tricky to figure out what it means for Big X's PSPs. If it were me, I would do a sweet deal so they could offer instant books for their customers. But however it plays out, this could be a banner day for big X.

Monday, January 11, 2010

Enuff already with "Market Service Provider." Think like Benjamin Franlin.

Jeff Jarvis said " Do what you do best, and leave the rest."

Bartash Inc. are not "market service providers." They are imaginative business oriented Printers, just like Ben Franklin.

Press Release at WhatTheyThink.
Sidney Simon, owner and CEO of Bartash Inc., Philadelphia’s largest coldset web printer, " When we studied the list of approximately 300 publications that we print, we immediately saw patterns that are ideal for national advertisers. Singly, many of these regional and niche publications don’t have the circulation numbers to entice the largest insert advertisers, but through the Bartash ROI™ program, advertisers can achieve the response they want.”

Sunday, January 10, 2010

Enuff already with "Print is Dead" and "XYZ" is the next big thing. Just follow the money.

I have a feeling that 2010 will finally be the time to retire a couple of buzzwords that obscure what's going on. My first nomination is "Print is Dead." My second is "Market Service Provider".

As I've said since January 2009, when I first started blogging, Printers print. To survive and thrive it means printing better, faster and cheaper than the other guy. And it means inventing new uses for Print, not trying to make believe we're something we're not.

Rather than a long blah blah, I thought it might be useful to share some numbers.

Consolidated Graphics (CGX) is up 92.47% since 8/20 and McClatchey (MNI) is up 773.28% since 4/15 . Check out some of the other stocks in my IRA printernet portfolio to see what I'm seeing.

Friday, January 8, 2010

Welcome to 2010. "two HP Indigo 7000 replace less-efficient analog offset systems

This came over the transom this morning.

PALO ALTO, Calif., Jan. 7, 2010 – HP today announced that Capitol City Press, Tumwater, Wash., has installed two HP Indigo 7000 digital presses with HP SmartStream workflow solutions, replacing less-efficient analog offset systems.
It shouldn't be a surprise that it happened just outside of Seattle. The future often happens first in the American Northwest. What caught my attention is
The new HP Indigo 7000s now print the 750,000 four-color sheets per month that Capitol City previously ran on three older, small offset presses.
For Capitol City it sounds like the decision was based on better, faster, cheaper to meet their present customer's needs. This was not about "reinventing themselves" to become "market service providers."

It was about doing what they already know how to do. Just doing it better and more efficiently.

Thursday, January 7, 2010

Holistic Quantum Reality? I must be kidding Actually, I'm not.

The point is to have humility in the face of complexity. What name you give it is up to you.

Since the outlines for the next stage of print are now pretty clear (Mobile computing takes the web into the real world. Print lives in the real world. As Print connects to the web, it's all good.) And since the market is calming done (McClatchey went from around .80 to over 4.00 last time I looked.)

It leaves a little space to get into really interesting questions. The following is a copy and paste from http://ilnk.me/HQR1

In my humble opinion, it's exactly on the right track. Yes, it may sounds nuts to "serious people who have to make a living and have important meetings to go to."

But have you ever had a chance to do a little read of Quantum Theory? If you want nuts, that's nuts. Only thing is that it's true.

Copy and Paste follows:

What is Holistic Quantum Relativity?

Since many have asked for a simple explanation of HQR, this is an
attempt at providing it, with heartfelt apologies for all errors and
omissions.

The Absolute is indefinable, nameless, formless, wordless, soundless,
although when it comes into expression it is known by different Names!

Let us take a table. What is it essentially made of? Wood on the
surface and underlying that... what? Energy! Why? Let us examine the
wood under a powerful electron microscope. What is it made of? Carbon
and hydrogen atoms amongst other types connected to each other with
what? Energy bonds and vast open spaces... What are the carbon atoms
made of? A nucleus and polarised charge clouds with electrons etc
and... what? Energy packets and vast open spaces... What is the
nucleus made of? Sub-atomic particles and... what? Quantised energy
and vast open spaces!

Beyond the 1920s we referred to the nucleus as a collection of protons
and neutrons enveloped by an electron charge cloud and step by step we
have put so many designer labels on the sub-parts -- sub-nuclear
particles -- that at last count there were at least 100+ different
names for such energy particles and growing!

Now, as we go deeper... and observe: the sub-atomic particles -- all
flavours -- are just forms of packet (Quantum) energy connected with
each other as Happenings, ie, "Haps" manifest as pulsating particles
or waves depending on how we look at them or don't! [Heisenberg ist
wunderbar!]

The "Haps" are the sequence in which the entire universe connects to
create a grand holographic story, yes, the illusion of duality, which
when looked at holistically is all just One space-time continuum of
energy, which can be expressed as a grand manifestation of light or
cosmic vibration simultaneously appearing and disappearing as matter,
based on the illusory lens of observation set at simultaneous multiple
planes of consciousness! No wonder, at first glance, it makes no
sense. It confuses, disturbs and we end up being doubtful! No need to
be doubtful of inherent volatilities or ripples in the pond, which is
just a metaphor for the "Grand Narrative"!

What is HQR suggesting in a nutshell?

We ignore micro- and macro- layers, connections and connectivity at
our peril because this is the interwoven fabric of the entire
universe! As we evolve, the more we are able to connect with our
within. Beyond people, events, places, stories, facts, fiction,
things etc we re-create nascent haps in our mind-spirit matrix as
suliminal and then neural networks. Step by step, everything appears
connected within a "Grand Narrative." All becomes Holistic when we
align the without with our within. The past, present and future merge
into one when the immanent spirit triumphs over logic and the creative
spark overtakes the mundane banality of our tedium-inspired illusory
entrapment!

Holos is not just "Whole", it is essentially about recognising
perfection: Why? The so called good, bad and ugly do not exist but
only do so in the duality of our mind's perception. Holistically, all
is there for a perfectly valid reason or completely not there for a
perfectly valid reason manifest as Synchronicity! Perfectly timed,
perfectly placed, perfectly connected!

If we were to revisit the original 30+ HQR Socratic dialogues what we
would find is that even these humble thoughts have been expressed
within them. Everything is connected with everything else and that is
the "Grand Narrative" of our existence. Once we are able to recognise
the Quantum nature of Energy, the Relativity of our existence
suspended in an illusory -- disconnected -- duality of the mind (an
entrapment) and that our true essence, the spirit, is Holistic and no
different from the Cosmic Origin of the entire universe and beyond --
The Supra Universal Consciousness -- we are then able to recognise
that Holistic Quantum Relativity = Spirit Mind Connectivity.

Within the dynamic HQR of our trinitised existence: The Father is the
Supra Universal Consiousness (Divine and Primordial Awareness at all
Eight planes); The Son is the Universal Consciousness (Director of
Mental Awareness at Three lower planes); and The Spirit is the
Consciousness (Individual Spirit or Soul's Awareness entrapped at a
restricted number of lower planes) made Holy via the "Word" or
"Vibration".

The teachings of Sant Mat "Way of the Saints" suggest that creation
occurs through primordial "Vibration", a vibratory principle, known in
various languages as "Naam", "Shabda", "Kalma", "Logos", and "Word",
and that individual salvation and enlightenment is achieved when the
human soul is put into contact with it through the agency of a Great
Spiritual Master who has that principle fully manifest within ("Word
made flesh"). Sant Mat masters state the Holy Spirit also mentioned in
several Holy books, refers to this principle, citing many passages
referring to "baptism in the Holy Spirit", revelations received while
"in the Spirit", and Great Spiritual Masters and Philosopher
Scientists -- Socrates, Pythagoras, Buddha, Lao Tse Tsu, Jesus,
Maulana Rumi, Kabir and Kirpal et al -- curing with the Spirit as
indications that they were conferring initiation into the esoteric
practice of the "Word" - Surat Shabda Yoga - Soul Vibration Union
during their lifetimes.

The moment the Spirit recognises that it is none other than a part of
the Supra Universal Consciousness and acts as such, the duality
imposed by the mental faculties is removed step by step. There is a
rich narrative of connectivity going all the way back to creation put
together Holistically with perfection, Quantised by Time and Energy,
and then re-presented as Relativity as a Space-Time Continnum
connected across multiple planes, which we cannot externally visualise
as ONE, but only in our within and then alone via our "Rising
Consciousness" that:

"Yes! We are indeed all One-in-All and All-in-One!"