...some of us are speculating that Miitomo is more like a "hub" where you can interact and play games with other Miis. Maybe those games will feature Link, or Mario or Samus. Something like Nintendo Land.

Dr.Henry_Killinger said: Ka-pi96 said: Delay a mobile game = $4 billion loss in value. Yeah, stocks are silly Delays inspire a lack of confidence, especially when this mobile game strategy was supposed to turn things around. Expecting delays, encourages the poor planning that leads to them. Delays should be penalized, especially in this case. Where it's not just a game delay, its the delay of the entire mobile strategy if you will, a false/late start. And as anyone who has ever run track before knows, if you have a false or late start,

Can I quote you? Your speech about delays is perfect and I agree with every word you posted.

The stockmarket is very volatile. Such short term changes don't say a whole lot. I can guarantee you that by the time they announce their next smartphone games to stock will rise a lot. Your post really makes no sense at all as nobody has claimed your first scenario. A lot of investors are driven by FUD, which means they're not very good investors to begin with. That's reality: only very few people are good at investing money. Now's a good time to buy Nintendo stock and sell it when they announce Mario is coming to smartphones.

No they don't care about the game they never did, all that matters is the money it pulls in investors don't invest based on emotion they look at fundamentals like I explained to you, quality doesn't bring in the most money the products structure does and things like Mario with microtransactions is what investors were hoping for. This is why when Nintendo announced that Mario variant of the Puzzles and Dragons game and people thought it was a mobile title the stock exploded.

What they want is big IPs with microtransactions.

Emotions are what drive the stock market. The selloff of Nintendo stock was emotional. Had other investors done their research they would not have sold their Nintendo stock. Miitomo is going to be a very profitable game just like Tomodauchi life except more protable due to the market size they are tapping into. After the sellout i added more to my position in Nintendo. The company is going to vastly increase their revenues thanks to mobile and it isn't unrealistic to expect the share to appreciated by 300% over the coarse of the next few years. It may even appreciate more than that if nx produces more profits and 3ds/wiiu but you can assume anything when you don't fully know yet what their plans are. However, in the mobile space it's a new business and I think you can assume Nintendo will do quite well in this market based on a variety of reasons.

. It may even appreciate more than that if nx produces more profits and 3ds/wiiu but you can assume anything when you don't fully know yet what their plans are. However, in the mobile space it's a new business and I think you can assume Nintendo will do quite well in this market based on a variety of reasons.

Emotions are what drive the stock market. That doesn't mean they are wrong. When you are late on a product, you have failed to deliver on time. When you fail to deliver on time, how can you be trusted to deliver other things on time? And if you can't be trusted, why investors trust their money with you? Answer: They won't they will sell, and when they sell, stock prices go down.

The selloff of Nintendo stock was emotional. As well as a logical response. As I said before, the delay inspires a lack of confidence. Again why, would you trust your money with someone you aren't confident in.

Had other investors done their research they would not have sold their Nintendo stock. Why? What research? Nintendo's other delays? Where they had profitable games? Or Nintendo's handheld profits? Unfortunately, neither of them have anything to do with how a game will perform in the mobile environment as a free to play game. This was the first time, so no information exists yet. The remaining investors are trust Nintendo on this either on the benefit of the doubt or on Nintendo's other offerings.

Miitomo is going to be a very profitable game just like Tomodauchi life except more protable due to the market size they are tapping into. After the sellout i added more to my position in Nintendo. Tomodachi life is completely different from miitomo. Different markets and Different revenue strategy. So based on Tomadachi Life, you can't make any reasonable conclusions on Miitomo, let alone its expected profits. Not to mention marketsize alone is never an indicator of performance, case in point, the Wii U does worse in the US (A bigger market) compared to Japan (A Smaller Market). If you actually understood the Mobile market, you'd realize the competition is on another order of magnitude than on even handhelds.

                     Assuming, interbrand competition i.e one nintendo game vs another:

                                     Miitomo will be competiting with about 500,000 other mobile games(App Store), another 1,000,000 other apps(App Store), and then 1.9 million apps in the Google Play store. That about 4 million apps

                                   Meanwhile, Tomadachi life competes withabout 652 3ds games and 1149 Vita games (Lol turns out Vita has more games than 3DS)

            Essentially, its not looking good for Miitomo

http://www.statista.com/statistics/276623/number-of-apps-available-in-leading-app-stores/

http://www.pocketgamer.biz/metrics/app-store/

The company is going to vastly increase their revenues thanks to mobile and it isn't unrealistic to expect the share to appreciated by 300% over the coarse of the next few years. Its pretty unrealistic to depend on mobile to be the major factor, in that 300% jump, but since the time period is nebulous, possibility is still there.

It may even appreciate more than that if nx produces more profits and 3ds/wiiu but you can assume anything when you don't fully know yet what their plans are. However, in the mobile space it's a new business and I think you can assume Nintendo will do quite well in this market based on a variety of reasons. You need to give those reasons, because I just showed how the potential most likely reasons, won't ammount to anything.