86 ordspråk av Michael Pachter

Michael Pachter

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It will limit the success if they're not materially better than the current-generation games. The analogy is, do you buy a new PC if you don't have a reason to? You just don't do it.

It's killing the market. They did a masterful job of marketing the box and an abysmal job of managing the supply chain.

It's like a shifting of loan repayment responsibility, collateralized by Midway shares.

Microsoft's first-mover advantage is eroding if it takes them very long to get the first 5 million boxes out. If 4 million show up in the month of June and Sony launches in the month of June, there's not much of an advantage (for Microsoft).

More consumers than any of us expected are slowing their purchase of software, waiting for the next-gen consoles.

Most of the press are fixated on video games. They think Sony is only in a battle with Microsoft. Sony is in a battle to make as much money as possible for the privilege of putting entertainment content in a Sony format. They already have a large group of people paying them for video games. They want a large group of studios paying them for movies.

My guess is they want to sell high- definition discs. You want to get the high-definition monitor owners drooling. It's clever marketing.

Nobody at Take-Two will have the guts to put any hidden sexual content in any game so people are making a bigger deal out of this than is there, ... At the end of the day, the stock is really cheap and the discount makes no sense.

Nobody comes in to bid on that. They wait for the body to stop twitching, then swoop down and pick the meat off the carcass.

Nothing fundamentally drove [the stock] up, and nothing fundamentally drove it down. It's Redstone.

NPD US retail video game software sales data for the January quarter implies that Take-Two's sales are down 40 percent compared with the prior year quarter.

One reason they didn't make my number was because they added so much to the reserves.

Spielberg is a magnet to bring in talent. He will get all of Hollywood to start thinking about video games. Now you've got the guy who's got a guaranteed $300-million box office thinking about it. It's a big plus.

Take-Two has always been a 'trust us' story. We think that Take-Two has become a 'show me' story.

Take-Two is cheap and Atari is really cheap. Investors mistakenly look at the group as either being big and going to thrive or small and going to go broke.

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