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Forums - Gaming Discussion - Apple FY 2012 Q2 Financial Results

kowenicki said:
stealth20k said:
kowenicki said:
wont impact on dedicated handheld gaming one bit though.... I know because wise owls on VGC told me so.


hasnt impacted the 3ds thats for sure


would you mind explaining how you can possibly know this?


The 3ds continues to be the top selling game platform worldwide, breaking sales speed records, and all doing it before a remodel which is what the original ds needed



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kowenicki said:
will be big...

still worth buying... expect $1000 per share at some point in the next couple of years.


hell no.

Actually I am long put on this one. Gigantic bubble building up. Just a matter of time till it bursts. Could be next year or later. No way it is on the way to more than double the market cap of ExxonMobil (Think about it, one with a extraction of 840 million barrel oil per year, which is 20% of the imported oil by the USA) , the other one building smartphones). It is 2000 all over again. Especially with 3 successful products on the market. The iPhone still makes 50% of the whole revenue of Apple. It still is a cell phone in a very volatile market. Look how fast Blackberry dropped, look how fast Android went up, look how fast Samsung became the biggest manufacturer for cell phones.

So far the shares are driven by the thought that Apple will innovate the next big thing as well. If Google, Microsoft, Samsung or any other company in this industry does, Apple shares will go down rapidly.

But that is the beauty of investment: You never know, so you assume. And assumption is mother of all fuck ups.



Imagine not having GamePass on your console...

stealth20k said:
kowenicki said:
stealth20k said:
kowenicki said:
wont impact on dedicated handheld gaming one bit though.... I know because wise owls on VGC told me so.


hasnt impacted the 3ds thats for sure


would you mind explaining how you can possibly know this?


The 3ds continues to be the top selling game platform worldwide, breaking sales speed records, and all doing it before a remodel which is what the original ds needed

Please;... the iphone shipped more alone this quarter than 3DS will in it is first two years =p. 



 

We'll see for how long till iPads start getting serious third party support. There is a reason why the new iPad has a quad core GPU :)



kowenicki said:
stealth20k said:
kowenicki said:
stealth20k said:
kowenicki said:
wont impact on dedicated handheld gaming one bit though.... I know because wise owls on VGC told me so.


hasnt impacted the 3ds thats for sure


would you mind explaining how you can possibly know this?


The 3ds continues to be the top selling game platform worldwide, breaking sales speed records, and all doing it before a remodel which is what the original ds needed

the 3ds isnt breaking sales speeds records and presumably the market has grown since DS and PSP anyway..... 

The point is we can never know... there is a very good chance though that a number of Ipad, Ipod and iphone buyers may not bother with a dedictaed handheld as they see that these devices serve them well enough.

It is illogical to argue against this.

and there a a lot who only start with gaming because of ipad and iphone and start thinking about a handheld purchase because of that. we can't deny that either. it's the same like i started gaming. if i would never have played on the c64 of my brother i would have maybe never started with gaming. and because many start playing on iphone some mini games they start to think "hey it's fun let's see what this 3ds is"

nobody can tell how many will think like that or how many won't buy handhelds anymore because of the iphone. it's all just speculation but analysts never talk about that option.

as long as iphone and so on won't have the same controls some might think to purchase an handheld and if we will see same controls anytime soon with same quality of games then i don't care if i have to play on handheld or smartphone for good games^^



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The market has grown, not shrunk is what I meant, success of the ios gaming is not at the detriment of any other kind of gaming. There is enough room for everyone, thats proven






stealth20k said:
The market has grown, not shrunk is what I meant, success of the ios gaming is not at the detriment of any other kind of gaming. There is enough room for everyone, thats proven

You should tell that to Sony, then! It'll save them a few bucks on advertizing! :P


But I agree with Kowen, it's damaging the portable market big time, imo.



That ad proves but one thing, When you game on real dedicated devices with the quality of games and controls, you dont want to do the casual 5 minute game stuff
That ad proved nothing I said wrong

"But I agree with Kowen, it's damaging the portable market big time, imo.'

Again there is no evidence of this at all. All we can see is the vita, 3ds, ds, psp selling well right now..........sales are not 0



sad.man.loves.vgc said:
We'll see for how long till iPads start getting serious third party support. There is a reason why the new iPad has a quad core GPU :)


Its not ever going to get serious third party support.......at least if the ipad 2 is anything to go by.



stealth20k said:
That ad proves but one thing, When you game on real dedicated devices with the quality of games and controls, you dont want to do the casual 5 minute game stuff
That ad proved nothing I said wrong

"But I agree with Kowen, it's damaging the portable market big time, imo.'

Again there is no evidence of this at all. All we can see is the vita, 3ds, ds, psp selling well right now..........sales are not 0


The ad proves Sony sees them as competitors.

And they should. Outside Japan, the market is very slow and boring for portables, both in hardware and especially software. But I don't want to go deeper into this, it's just how I see things at the moment.