A good read, but I still think it was missing a few details.
-Nintendo's recent drops in profit were due mostly to the diminishing strength of the Japanese yen. After all, if software sales for Nintendo have dropped 10%, you would think that their profit would also drop about 10% since all they do is sell software. And in fact, they've released this year's best selling game thus far (Zelda). The problem is the Japanese economy is in the pits. Sony has also had some problems, and their stock has also been on the decline (although not as much as Nintendo's 15% drop after the announcement of the PSP which I might add was hugely premature).
-Microsoft may think they can make money with online gaming, but they certainly aren't doing it right now.
By the way, didn't Xbox Live have 500,000 subscribers a few weeks after launch? One would think that the membership list has grown by now. Maybe these people are using the latest numbers available (which, as far as I can tell, come from just a few weeks after Live's launch).
It was a good article, especially for a mainstream publication (but I suppose a magazine dedicated to business will do its research). I just thought those other points were also important.
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