Seeking Alpha

Mark Gomes'  Instablog

Mark Gomes
Send Message
With over 20 years of professional experience, Mark Gomes is among the world's most experienced technology stock analysts. During his time as a contributor to Seeking Alpha, over 50% of his official picks were either acquired or tripled in value. Currently, Mr. Gomes is the CEO of Pipeline Data,... More
My company:
PTT Research & Pipeline Data, LLC
My blog:
Poised To Triple
My book:
Faster Than Forty
  • COOL's NBA Game May Have Limited Appeal 8 comments
    Apr 27, 2012 1:47 PM | about stocks: COOL

    COOL announced its new NBA game for the Kinect platform this week. They also released a trailer, which can be found on www.nbaballerbeats.com/.

    I think the concept is very innovative. The idea of using an object (in this case, a basketball) as the primary focus of the Kinect controller could take COOL in many directions going forward.

    In this case though, I have to wonder how many Kinect owners are going to buy into the idea of bouncing a ball in the house. It really comes down to demographics (i.e. how many Kinects are used by children vs adults...is the device in a room large enough to facilitate dribbling a ball...and how many devices sit in a nice living room versus a basement or garage).

    Personally, I picture a lot of parents and a lot of nice living rooms where basketball bouncing is not allowed. If so, the game's appeal could prove limited, serving as a drag on the stock. Thus, I'm inclined to take some off the table here.

    But I could be wrong. Let me know...

    Disclosure: I am long COOL.

    Stocks: COOL
Back To Mark Gomes' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (8)
Track new comments
  • Mark Gomes
    , contributor
    Comments (1953) | Send Message
     
    Author’s reply » I've been supportive of the company, but my first impressions of this important title are quite honestly tepid.

     

    Just calling it like I see it. It can't always by sunshine and roses...

     

    Mark G

     

    p.s. As always, you can get my real-time Twitter alerts for free by texting FOLLOW BOSTONGEKKO to 40404.
    27 Apr 2012, 01:49 PM Reply Like
  • Ian Bezek
    , contributor
    Comments (1128) | Send Message
     
    Interesting concept. How will shooting/passing work?
    27 Apr 2012, 02:11 PM Reply Like
  • Mark Gomes
    , contributor
    Comments (1953) | Send Message
     
    Author’s reply » Hard to tell. The trailer only provides modest hints.
    27 Apr 2012, 02:20 PM Reply Like
  • paololuis
    , contributor
    Comments (6) | Send Message
     
    I am willing to relocate my furnitures just for my teenage kids go away from that monitor and chair playing battlefields.
    28 Apr 2012, 02:36 PM Reply Like
  • Mark Gomes
    , contributor
    Comments (1953) | Send Message
     
    Author’s reply » LOL ! Great feedback. Thanks!
    28 Apr 2012, 04:41 PM Reply Like
  • stephanmanus
    , contributor
    Comments (97) | Send Message
     
    Mark, just noticed the instablog. I see the sunshine and rose scenario to be decided by one criteria only. The current negative tone is very impressive imo (Cool Booth at the E3 will be the top hot spot imo). From a first look its a perfect Kinect game. To enter the Megahit universe that is not enough though. That PS3 fangirl describes it the best and inline with what i think:

     

    "It remains to be seen how well the execution of playing basketball on the Kinect will turn out or if in-game skills will transfer to a real court, but even a PS3 fangirl like me has to admit that the idea is pretty cool."
    http://bit.ly/KjRua2

     

    If the game can handle high speed Basketball Dance then we have the Megahit scenario because the pressure is with the huge non Kinect crowd in terms of replacing the console or buying a second one. Apart from that i believe ithe game is not limited to a home because of the roll out to Baketball Camps throughout the country right after E3 for test purposes.

     

    Best Stephan
    4 May 2012, 05:14 AM Reply Like
  • Mark Gomes
    , contributor
    Comments (1953) | Send Message
     
    Author’s reply » I hear you, my friend. However, there aren't that many bball camps around the country...and while that could expose the game to a larger number of prospective buyers (though still not in the millions), the game would still have to overcome installed base and no-ball-in-the-house issues.

     

    An informal survey revealed 50/50 feedback in that regard. More than I expected, but not enough in my opinion.

     

    We've been overly-optimistic (albeit for extenuating reasons). For the sake of the longs, I hope I'm being overly pessimistic on this point. Either way, I stick to my Vulcan ways through thick and thin. Right or wrong, it just doesn't seem "logical" at this point in time.
    4 May 2012, 10:08 AM Reply Like
  • stephanmanus
    , contributor
    Comments (97) | Send Message
     
    Mark, no reason to get pessimistic imo because there is no reason yet. In case the NBA Game cant handle high speed bball dancing it looks different for that game. I might be overly optimistic but i see potential hit titles all over (Double Dragon, Pasternak,Z3) and, depending on the gameplay demo, NBA.

     

    Are you still tracking Zumba? This quarter should be a blowout again, this time on rev as well as eps. Curious how you see it. The pps is a mystery.

     

    Best Stephan
    5 May 2012, 03:37 AM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.