Archived posting to the Leica Users Group, 2012/05/29

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Subject: [Leica] Another MM write-up
From: frank.dernie at btinternet.com (FRANK DERNIE)
Date: Tue, 29 May 2012 18:34:14 +0100 (BST)
References: <CBE896A7.1ED0B%mark@rabinergroup.com> <9BA43CA611694CE3B811931EEDA30BC3@syneticfeba505> <1338226456.33555.YahooMailNeo@web87303.mail.ird.yahoo.com> <CAH1UNJ0QfnidX8wwd=0iDj=AyTAh7zMe+0-rE0B1UntaZYXaiw@mail.gmail.com> <1923DF8A-67F5-403E-9DBA-7727FD985360@gmail.com> <6D66DBEB-E35C-444B-97DE-38D89A4A7BEC@btinternet.com> <CAH1UNJ2RHuZDLSumL7aEV0essH4XOWF6g9wATzXc_N-NenNFZg@mail.gmail.com> <3479FD8D-CEA9-450F-848D-6B39474ABBDE@btinternet.com> <CAH1UNJ1v+nCn=rrpK2r+T7AC8CkQS_ZZV=_zhafazu=QkRurkA@mail.gmail.com>

Not really Jayanand, I was simply replying about "value". What I like best 
about my M9 is the picture quality, intuitive menus and the size. It also 
uses the lenses I own and like. It was cheaper than a Nikon D3x too. I am 
not looking for cachet at all, most people where I live have no idea what a 
Leica is, so it has no cachet whatsoever.
Nor do most people recognise a non-Rolex watch, so my IWC has no cachet 
either ;-)
It is for -my- pleasure and satisfaction only.

I will probably buy a D800E once the furore has subsided and the price 
stabilised. That will be just for my pleasure too.

cheers,
FD



>________________________________
> From: Jayanand Govindaraj <jayanand at gmail.com>
>To: Leica Users Group <lug at leica-users.org> 
>Sent: Tuesday, 29 May 2012, 15:21
>Subject: Re: [Leica] Another MM write-up
> 
>Therefore you are looking for cachet, is it not? Even with the Fuji and
>Nikon? Buying for the sake of owning the camera, not for what it does to
>help you achieve the final output of self expression, the print?
>
>We all look for products that we in our mind think defines most accurately
>what we think we are. Some see this reflection of one's self in cars or
>cameras amongst other things, some, like me, might see it in watches or
>pens. There is nothing wrong in it at all, and everyone falls prey to this
>somewhere along the line - but it helps if we realize it for what it is.
>
>Cheers
>Jayanand
>
>
>On Tue, May 29, 2012 at 6:26 PM, Frank Dernie
><Frank.Dernie at btinternet.com>wrote:
>
>> If I was looking for value I'd get a much less expensive camera than
>> either the D800 or Fuji. They are very nearly as far up the diminishing
>> returns curve as the M9.
>> FD
>>
>> On 29 May, 2012, at 10:32, Jayanand Govindaraj wrote:
>>
>> > Frank,
>> > Just like you are an engineer and understand production, I have been an
>> > investment and finance professional for over 30 years, and so understand
>> > companies and their behaviour inside out. I am not questioning their
>> costs,
>> > I just made a statement on their marketing ploys to get rid of surplus
>> > stock. There was no irony involved, it really is brilliant. The fact 
>> > that
>> > you never discount your wares keeps the brand cachet very high - which
>> > means you can sell at those high prices to set off your high costs.
>> Without
>> > the Leica cachet, do you think anyone looking for value today would ever
>> > buy an M9 or M9m over a Fuji X-Pro1 or a Nikon D800E?
>> > Cheers
>> > Jayanand
>> >
>> > On Tue, May 29, 2012 at 2:36 PM, Frank Dernie
>> > <Frank.Dernie at btinternet.com>wrote:
>> >
>> >> If you had written that 5 years ago (maybe you did), I would agree with
>> >> you. I am sure the collectors special editions kept the company afloat
>> back
>> >> then, or more-or-less afloat, they always lost money and there was much
>> >> dickery on the stock market trying to keep Leica going.
>> >> Since the arrival of the M9 the company has had a product that enough
>> >> people want for them to be profitable, probably for the first time in
>> over
>> >> a decade.
>> >> I am an engineer, and given their tiny production volumes I would -not-
>> >> personally jump to the conclusion that they are ripping people off at
>> their
>> >> prices. They may be, but given the economy of scale, I would not expect
>> the
>> >> markup over cost to be as much as, say, a Nikon D800, of which they
>> >> probably make more in a month than Leica's total M9 production so far.
>> >> Typically, in high volume production, the production cost of an item is
>> >> about 10% of recommended retail price. This is certainly the case in
>> hifi
>> >> and cars, the businesses I know. The rest of the 90% you pay is profit,
>> >> amortising R&D and production tooling and marketing (probably the
>> largest
>> >> percentage for big companies)
>> >> High end products generally cost quite a lot more to build than mass
>> >> produced items, in terms of the component cost. The production tooling
>> >> costs are much less, the tooling for production of something like the
>> Nikon
>> >> D800 will be 10s of millions, whereas the Leica tooling is probably
>> fairly
>> >> basic, but it makes the manufacturing cost per item very much 
>> >> different.
>> >> Sophisticated die-casting tools cost a fortune, but result in castings
>> >> which are inexpensive per part and require very little subsequent
>> machining.
>> >> It would be entirely possible for the main chassis casting to cost a
>> >> couple of dollars if mass produced and a couple of hundred in small
>> volume,
>> >> for example.
>> >> To put this in perspective, I was involved in a small volume sports car
>> >> study for a wealthy enthusiast. The cost of just getting an -existing-
>> >> engine, with modifications to fit his car, through the European
>> emissions
>> >> tests was ?15,000 per car. There were lots more things like that
>> leading to
>> >> an overall production cost of about ?2,500,000 per car for a production
>> of
>> >> 2000 units. The guy was a massively rich enthusiast from the financial
>> >> sector. He thought he would be able to sell them for ?250,000 each! He
>> had
>> >> no idea.
>> >> Anyway, do not assume that the M9 is a rip-off. There is almost
>> certainly
>> >> far less profit in it than in a Nikon D800.
>> >>
>> >> I would not be surprised to find that the S2 was a result of the 
>> >> studies
>> >> for the R replacement. When likely sales volumes were taken into
>> account,
>> >> and the cost of making new AF lenses and so forth was factored in, they
>> >> probably projected a break-even retail price of $15,000 or so, meaning
>> >> nobody would buy one. They made a huge loss with the R8/9. Doing the
>> >> costings again for MF digital and the likely sales volume probably made
>> the
>> >> S2 worth a punt. I wonder if they are making any money with it...
>> >>
>> >> The influence of production volume on manufacturing cost is not a 
>> >> factor
>> >> of 2, more like a factor of 10-100.
>> >>
>> >> FD
>> >>
>> >>
>> >> On 28 May, 2012, at 18:42, Steve Barbour wrote:
>> >>
>> >>>
>> >>> On May 28, 2012, at 10:39 AM, Jayanand Govindaraj wrote:
>> >>>
>> >>>> In which case they will put some coloured faux leather on it, call it
>> >> some
>> >>>> limited edition or the other, triple the price and sell it to Far
>> >> Eastern
>> >>>> collectors. They know this game inside out, and it keeps the company
>> >> alive
>> >>>> and in the black! If you ask me it is the best way of selling surplus
>> >> stock
>> >>>> that I have ever seen. Brilliant, actually.
>> >>>
>> >>> until it peters out
>> >>>
>> >>>
>> >>> (some people today can't believe that Rome used to be a great empire)
>> >>>
>> >>>
>> >>> Steve
>> >>>
>> >>>
>> >>>
>> >>>
>> >>>
>> >>>
>> >>>> Cheers
>> >>>> Jayanand
>> >>>>
>> >>>> On Mon, May 28, 2012 at 11:04 PM, FRANK DERNIE
>> >>>> <frank.dernie at btinternet.com>wrote:
>> >>>>
>> >>>>> I don't think it will ever be a collectors item.
>> >>>>> I think they are putting a toe in the water to see if there is a 
>> >>>>> real
>> >>>>> market for their B&W camera.
>> >>>>> Most people want autofocus.
>> >>>>> Most people want zoom lenses.
>> >>>>> Most people want to see through the lens, one way or another.
>> >>>>> The market for M cameras is tiny. The market for a B&W only version
>> >> would
>> >>>>> be probably less than 5% of that????
>> >>>>> Maybe 1000 is more than they will be able to sell...
>> >>>>> FD
>> >>>>>
>> >>>>> _______________________________________________
>> >>>>> Leica Users Group.
>> >>>>> See http://leica-users.org/mailman/listinfo/lug for more information
>> >>>>>
>> >>>>
>> >>>> _______________________________________________
>> >>>> Leica Users Group.
>> >>>> See http://leica-users.org/mailman/listinfo/lug for more information
>> >>>
>> >>>
>> >>> _______________________________________________
>> >>> Leica Users Group.
>> >>> See http://leica-users.org/mailman/listinfo/lug for more information
>> >>
>> >>
>> >> _______________________________________________
>> >> Leica Users Group.
>> >> See http://leica-users.org/mailman/listinfo/lug for more information
>> >>
>> >
>> > _______________________________________________
>> > Leica Users Group.
>> > See http://leica-users.org/mailman/listinfo/lug for more information
>>
>>
>> _______________________________________________
>> Leica Users Group.
>> See http://leica-users.org/mailman/listinfo/lug for more information
>>
>
>_______________________________________________
>Leica Users Group.
>See http://leica-users.org/mailman/listinfo/lug for more information
>
>
>


In reply to: Message from mark at rabinergroup.com (Mark Rabiner) ([Leica] Another MM write-up)
Message from tedgrant at shaw.ca (tedgrant at shaw.ca) ([Leica] Another MM write-up)
Message from frank.dernie at btinternet.com (FRANK DERNIE) ([Leica] Another MM write-up)
Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Another MM write-up)
Message from steve.barbour at gmail.com (Steve Barbour) ([Leica] Another MM write-up)
Message from Frank.Dernie at btinternet.com (Frank Dernie) ([Leica] Another MM write-up)
Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Another MM write-up)
Message from Frank.Dernie at btinternet.com (Frank Dernie) ([Leica] Another MM write-up)
Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Another MM write-up)