The amount involved is so small, I think they sent a strong negative signal to the market for not a lot of money. |
The analysis is significant, insofar as Take-Two's overhead has dramatically increased over the last five years. |
The best business for a publisher is to give people what you know they want. And what you know they want is a sequel to what they wanted last time. So we don't see a whole lot of innovation. |
The company continues to invest in its future, generating large losses along the way, and we expect this to continue throughout 2006. |
The earlier movers aren't making a decision between the two. |
The fact that we had a positive rental comp means that maybe rental is not dead. |
The guys who've got the proven titles are going to do well. Retailers sell what they know. |
The lack of specific guidance reflects that these guys weren't really prepared for a downturn and they are not really sure how bad it is, how long it will last, or whether it will persist beyond the first couple quarters of '06. |
The longer we go, the easier it is to defer that purchase. |
The number of units is a manufacturing constraint, |
The number of units is a manufacturing constraint. You can't start production from zero and ramp to a million a week. |
The problem I have with the whole sequel thing is it's not just sequels. It's once we see that World War II combat shooters work, we've got 50 of them. The funny thing is the next year after we saw that, everyone thought, 'If World War II worked, Vietnam would work too.' But all those games were a disaster. Now we've got how many more World War II games coming out? |
The question is, How many of those who didn't buy a 360 in December will now wait for the Sony? Some will. |
The reason we play football (games) is because of the identification with the players. The reason we update is because we care that Randy Moss isn't with the Vikings anymore. |
The retailers gives us all products. We need retail. |