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Digimarc Corporation Message Board

sleff30 8 posts  |  Last Activity: Aug 19, 2015 12:22 AM Member since: Jul 4, 1998
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  • Reply to


    by seabird6100 Aug 18, 2015 3:14 PM
    sleff30 sleff30 Aug 19, 2015 12:22 AM Flag

    Shrinkage has always been a major problem in retail. Nearly 20 years ago Sensormatic came along with a system that used accusto magnetic tags that were attached to merchandise and ultimately imbedded in the packaging, and Walmart played a key role in driving near universal adoption and shifting the responsibility of tagging the goods on to the manufacturer or supplier. It was called source labeling, and we've all seen those metallic strips on goods, and we still see them from time to time today, but most are hidden in the packaging. I was an investor in Sensormatic, and as I have said here before, there were a lot of similarities to DMRC, except I think the potential we have now makes all that seem tiny.

    The savings to the retailers was so large that it drove adoption fairly quickly, and everyone benefited from moving as fast as they could in mass. Sensormatic was acquired by Tyco in 2001 and it has been the dominant means of curbing shoplifting, but that is all changing, and in recent years it's effectiveness has been on the decline. An interesting note here is that it appears the operational efficiency and savings alone from the Digimarc barcode will be far greater than the shrinkage savings Sensormatic delivered.

    A new way of doing it is coming, and IMO the Digimarc barcode will play a key role. There should be a combination of technologies and techniques, but the backbone looks like it will involve tiny cameras everywhere that will accurately tell if an item leaves the shelf or rack and is not paid for by the time it nears the exit. Having easily recognizable and accurate digital identities should be key, and just one more in the long list of benefits brought by the barcode of everything!

  • Reply to

    Naked short question?

    by tact1234 Aug 11, 2015 10:52 AM
    sleff30 sleff30 Aug 11, 2015 5:12 PM Flag

    I recall mrs sch!tt posting something about a trader at a HF being able to click a button and "sell long" when shorting after getting in as a MM at one of the big firms. I know GS and ML have arms that cater to this, and probably a few others, so who knows how they support it. In the case of OSTK it was an issue, and I have read up a bit on Deep Capture and naked shorting, though not the book itself, but I'm convinced it exists and is here and all around, but we'll probably never know for sure. I think it is safe to say that we don't have the garden variety short around here and they have and will do almost anything to get out unharmed.

  • Released yesterday with much more detail and examples of the shopping experience and pretty awesome. It's on the YouTube channel, but anyone here that knows how to get the links through Yahoo here, please post it. Thanks Ed!

  • Reply to


    by paazoltsigns Jul 30, 2015 4:25 PM
    sleff30 sleff30 Jul 30, 2015 5:16 PM Flag

    Just as others said, most likely the ATM or an inst cross. They don't need the money, but if they let a big player in and have more in the bank with the ramp Bruce mentioned, it's a good thing. Since it's less than 5% we may not know for sure till end of the Q filings. I think there is less of a chance it's a cross, and that would not show up till even later unless they are a 5% holder.

  • Reply to

    Dear Bruce........

    by twochiefdukee Jul 29, 2015 5:28 PM
    sleff30 sleff30 Jul 29, 2015 7:24 PM Flag

    Check out Alp Vision, a DMRC licensee in that space. Like many things that are going on without us knowing yet, I'd be surprised if that was not being addressed somewhere. Also, it seems to me that some of the shelf compliance work we just learned about would have pharma applications.

  • Reply to

    Thanks and Kudos

    by paazoltsigns Jul 24, 2015 8:57 PM
    sleff30 sleff30 Jul 24, 2015 11:23 PM Flag

    Probably, but it's all part of the great unknown we get to watch play out and keep score. The potential of engagement and all the creativity that drives it is wide open, but so are plenty of other things. It's an exciting time for our amazing co!

  • Reply to

    Thanks and Kudos

    by paazoltsigns Jul 24, 2015 8:57 PM
    sleff30 sleff30 Jul 24, 2015 10:19 PM Flag

    Gracias senior! I don't know if that is true, but I'm just glad to contribute and watch it all come to fruition like some here thought, only better. Lots of smart and attentive people have been contributing here and this is easily the best MB I have ever been on or followed, and it has not been drowned out by the trolls. Let's hope it stays that way!

    I think what you've said makes perfect sense, but we know that blow off tops and other technical moves mean nothing to 80-90 % of the owners. The fact that they. were active shorting on the prior run tells much, and they could easily be doing the same now. Much or most of the volume has probably been daily trading. No one I know has budged any shares or will for a long, long time. They still have a mountain to cover no matter what, and their playbook and rules are worthless except for show on paper, but maybe not even for that anymore. Who knows what is next in their playbook or around the corner trading wise? The only rule or play worth following in our book is to hold on tight to our amazing company for as far as we can foresee! Thanks to Bruce and the crew in Oregon!

  • On KUAF NPR 91.3 website under New Digital Bar Code Technology Promises to Speed Up Retail Checkout. Pretty good coverage and interview with Larry Logan, head of marketing for Digimarc.

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