... 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 , |
[As such,] only one in 16 people need to rent an extra movie in the new extended rental period to offset the late-fee loss, and that's not that hard to get, ... When you let people rent for seven days instead of two, the consumer tends to grab the extra movie. |
[Microsoft is] trying to turn this into the Cabbage Patch Kids, ... It's brilliant marketing. |
[Sony's people have] bet the entire future on this, ... It's too important for them to lose, so they will do everything they can to win. |
After April, we expect monthly next generation software sales to remain fairly stable at around $100 - 150 million through October (representing year-over-year growth of $80 - 130 million), with declines of current generation software sales expected to remain at around $130 - 150 million monthly. We expect relatively flat sales through the summer months, with potentially robust sales in November and December, once next generation consoles from Sony and Nintendo are launched. |
Although Midway continues [to] generate large losses, we continue to believe that Midway is a potential turnaround story. The company's cost structure suggests that it can achieve profitability at revenue levels of $300 million annually, and we remain confident that Midway will be able to generate revenues at the $300 - 800 million level over the next several years. However, to achieve this level of revenues, the company must continue to expend resources on growing its development capability. |
By definition early adopters aren't price conscious. |
Clever and different and new doesn't necessarily work unless you convince consumers that they really want it. |
EA has a bunch of underperforming games, and I think that the cuts reflect that. |
EA has a bunch of underperforming games, and I think that the cuts reflect that. Other publishers will cut underperformers as well. |
Every now and then a company will come up with something really innovative and they'll sequel it to death. |
Given continued uncertainty among consumers about the availability of Xbox 360 units, we think that slow sales may persist in December. |
I am skeptical that we are going to see content that even comes close to harnessing the power of either box for the next several years. It's like using a 3.2 gigahertz PC or a 3.4 gigahertz PC for word processing -- it's not going to make much of a difference. |
I don't know where he came up with 20 million, |
I don't think there are four million people in the world who really want to play online games every month. World of Warcraft is such an exception. I frankly think it's the buzz factor, and eventually it will come back to the mean, maybe a million subscribers. It may continue to grow in China, but not in Europe or the U.S. We don't need the imaginary outlet to feel a sense of accomplishment here. It just doesn't work in the U.S. It just doesn't make any sense. |