By Kris Tuttle
Kris Tuttle submits: Thanks to the insightful blog of Bruce Everiss there are some very intriguing things brewing in the gaming world for 2008 and 2009. It’s not our research specialty but it’s clear that the market may be shifting into areas that will certainly have an impact on some of the areas we do cover.
Some things to think about:
1. For scale purposes the current shipments of the big three platforms are Wii (19M), XBox360 (16M) and PS3 (9M). There are 65M units of the Nintendo (OTCPK:NTDOY) DS unit out there. As games and phones converge (see below), what will Nintendo do? Maybe partner up and produce a mobile gaming phone?
2. Although the iPod has 100M units out there, the old ones are useless for games. However the iPhone and the iTouch are very attractive platforms for games. As these proliferate, expect games to exploit Apple (AAPL) mobile devices as a new platform. This content will be yet another reason for consumers to want Apple devices over alternatives and could be very powerful in a few years.
3. Social networks like Facebook and MySpace are also becoming interesting gaming "platforms" that may usher in better growth of games that simply run on the web or virtual platforms like social networks.
4. Microsoft (MSFT) XBox3 in 2009 could be dramatic. Microsoft already has very good momentum and is leading the pack in several key areas as far as gaming goes. Putting the pieces together increases our confidence in our Microsoft stock opinion which remains positive despite continued hand-wringing over Vista sales.
We may be one of the few but we’re really excited about Office 2008 for the Mac which will be released next week.