| megaman79 said: Fuck business strategy, what r u, a fukn business man? And yes its so much easier to shit bag MS bcoz they stole Nintendo's prize Rare. EA another story coz at least they don't sell exclusively to one system. Tell me where did u read this? A business blog, hmm. Dude that guys smokin some wiked shit most likely Finally hmm. Disclosure: I'm long ERTS and now own TTWO calls, so admittedly, I have an interest in a higher bid (especially from someone other than ERTS). But it is in no way ridiculous to conclude that TTWO could, and should, be bought for a price much higher than it's current share price (high $24) and offer price (~$25.75). |
First off, this post is magic. You are the man.
Next. Everyone keeps arguing over market share v. profit. MS went into business to put Sony and Nintendo out of it. They failed. They will continue to fail because of two reasons.
1. Nintendo is rolling in money, not equity nor liquidity like MS, MONEY. Cold hard cash. Green backs (en aren't green but you know what I mean).
2. Sony is happy selling the PS3 as a BluRay player. They could lose another 3-4 billion and not even blink. It's been part of there plan to get BluRay out there and in homes. If they get that (which they're doing) they will hold on to the disc market which will exist for at least another 20 years. There's not going to be another TV format so 40GB movie discs will be big enough for a while. World wide streaming and downloading will not be viable for a long time.
I would cite regulation, but I know you will simply ignore it.
