86 ordspråk av Michael Pachter

Michael Pachter

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 The stock is getting hammered because investors are reacting like this is the next step to bankruptcy when in fact I think meeting with the banks is a good thing. Renegotiating the covenant is a positive because it means they won't be forced into bankruptcy.

 The worst effects of the transition lie ahead. Although we expect a brief respite from double-digit sales declines in April, when Microsoft is likely to double the supply of Xbox 360 hardware units, we expect a return to software sales declines over the next several months.

 The year's a mess. None of us thought six months ago the holidays would be so weak, and no one expected there'd be such a dramatic decline in sales for the current-generation of games.

 There are 5 million people who really believe they are getting an Xbox 360 relatively soon, by February. Microsoft has shipped 500,000 units, so 4.5 million people are doing nothing. That's enough to just kill Christmas.

 There are many, many things that are happening that are not normal.

 They can manage in a down-3 percent market because they've done it for years, ... That just means mom-and-pop stores are going to disappear.

 They clearly aren't in the big leagues. They're back in the minors now and we'll see if they can build the business back up.

 They don't have any chance of success.

 They need a capital infusion to grow.

 They wouldn't have held a press conference if they didn't have all the components lined up already.

 Warcraft is so good and so good-looking that it got this immediate attraction; everybody who would ever consider playing an online game said, 'This is the one. I gotta try it.' And what'll happen is inevitably, like the health club model, after you pay your 30 bucks a month for 3 or 4 months and you only go once a week, you realize it's not worth it and you split. That's what will happen with Warcraft ... I think it's going to roll back to a million. I'm not predicting it's going to happen in three weeks; I'd guess it has a half-life of 6 months to a year,

 We are optimistic that Microsoft will remedy the supply-demand imbalance in the U.S. in the next two months, as it appears that recent manufacturing capacity will result in greater unit availability later this month.

 We believe that industry sales have been quite weak since Take-Two's late October negative preannouncement, primarily due to consumer malaise and a shortage of Xbox 360 hardware... Given weak November NPD sales and Electronic Arts' and Activision's recent earnings warnings, we believe that Take-Two likely experienced weak sales during the holiday period, as consumers continue to shun current generation games while waiting for next generation consoles.

 We believe that January sales may have been even worse had Microsoft continued its marketing push, and believe that sell through was helped in part by deep discounting of new releases during the month. January marked the fifth consecutive month of software sales decline, and we expect a return to double-digit sales declines in February, with an accelerating rate of decline in March.

 We believe that Midway's recent share-price weakness is more attributable to a slow down in purchases by its major shareholder than to a downturn in its business.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



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