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Take Two's White Knight, Ubisoft, Rides In [view article]
I fully agree with Bruce. I think this is beneficial for both TTWO and UBISoft, as well as the industry. And it would put pressure on both EA and ATVI, from a consumer standpoint, as suddenly the two ring circus has a third (not counting the omni-present Nintendo, of course)As a TTWO stockholder and a gamer, I hope these two can find a way merge. Reply
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General Discussion on SGAMY.PK
Is this a buy or a sell? ReplyThe Video Game Industry: Nintendo Back In The Lead [view article]
The Good Doctor wrote:Be careful Robert, there will be a huge difference between the number of games available for sale on the Wii and those that sell in sufficient quantity to make the game a success for the developer. Also, COOL is a thinly traded stock with a spread between bid and asked that is guaranteed to make the dealers a profit. Find another stock to trade, while you are still alive financially. Reply
The Video Game Industry: Nintendo Back In The Lead [view article]
How bout that COOL yesterday, eh? I sold at the top, and hopefully, it drops back down a bit so I can buy back in... ReplyThe Video Game Industry: Nintendo Back In The Lead [view article]
Wow! Clearly you know what you are talking about when it comes to dissecting companies. I am sincerely blown away at the level of detail you have bestowed upon us mere mortals. You make me feel like I have been throwing darts when deciding on what stocks I invest in. You have proven your point in that Nintendo is and will be the clear winner in the VIDEO GAME WARS of the new Millenium.This article should be leaked to all the major news carrier's, as it is as good as any of the so called "expert's" could conjure up. You are the only person who has accuratley described what Ninntendo is doing, and how they should NOT be compared to SONY AND MICROSOFT, as Nintendo is not playing on the same field as the those two behomeths. I own both a Wii and a PS3 and they are completley different. The PS3 has awesome graphics, but it is complicated, big, loud and puts out enough heat to warm a clan of eskimos. The Wii is unassuming and a lot of fun. I can not play it for a month and go back and pick up whre I left off, the PS3 requires constant attention.
Nintendo is lean and mean and when they smell blood they go for the kill. They will not be happy until they own at least 50% of the market. Thank You so much for your hard work, and I will defintely sleep soundly tonight as all I will be hearing is the cash register ringing. I am long and all in Nintendo.
The last two days of trading in the US has been extremely bullish As it clearly shows that mutual funds are BACKING UP THE TRUCK on NINTENDO. For those of you who dont know NTDOY.PK usually trades along with Nintendo of Japan. However, in the last two days, NTDOY.PK has blazed its own path a full $1.60 ahead of Japan, on very high volume. BUY Reply
The Video Game Industry: Nintendo Back In The Lead [view article]
The Good Doctor said:Per Robert Bohrer's comment and today's sharp run-up in the price of COOL shares I have added Majesco to the list of the leading companies in the video game industryon my website. To check out the revisions go directly to my website. Its URL is:
nintendostock.blogspot.../ Reply
The Video Game Industry: Nintendo Back In The Lead [view article]
The Good Doctor said:Thank you for the nice comments on my most recent article. As you can imagine, it took months of reseach.
Additionally, I appreciate your calling Majesco, symbol COOL, to my attention. It would have made the list but just barely because in its most recent fiscal year it showed total revenue of only $66.7 million. In the previous year to showed total revenue of only $59.7 million, which was substantionally below its fiscal 2004 total revenue of &121 million.
The next time I update the article I will include COOL. Reply
The Video Game Industry: Nintendo Back In The Lead [view article]
Excellent article, thanks for writing it.One video game company you forgot to mention, however, is Majesco, which trades under the ticker COOL. After a failed attempt to break into the premium video game segment in 2005, and some restructuring, they have returned to their traditionally successful strategy of producing 'value oriented' (low development cost) games, and appear to be on the brink of a turnaround. They announced their intention to focus on games for the DS and Wii early on, and at least in that regard, they have a small advantage over other game companies who scoffed at the Wii and instead focused on the PS3. Another factor to consider is how easily 'value oriented' games lend themselves to the Wii and DS, as the very definition of Nintendo's intended strategy with the Wii and DS of 'creating a new consumer demographic' is almost synonymous with easy, pick up play games of the puzzle type, which Majesco has traditionally specialized in. COOL was initiated at a 'buy' with a $3 price target by Nollenberger Capital last week, and I expect them to quickly surpass that mark as Wii and DS sales continue to ramp up.
Once again, thanks for writing the article. People look at Nintendo as expensive, but what they fail to understand is Nintendo's growth rate and remaining growth potential. As you stated above, high quality games drive console sales drive game creation, and as third party game makers begin to pump out high quality third party titles, demand will probably increase. The market is nowhere near saturation.
One more thing - Nintendo is not sitting on their asses letting the DS and Wii print money, as is evident by their showing at E3. I also read an article a few days ago which stated Nintendo was working with the Seattle Mariners, to introduce a WiFi system for DS owners, by which they can use their DS to track scores and order food and drinks. As long as a company like Nintendo is innovating in ways such as this, sales will remain strong.
I too am long on Nintendo, as well as Majesco. Reply