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dallas said: I'm actually more interested in Microsoft's stock price. The recent low sales of the 360 are coincidentally coinciding with their dropping share prices (even if only by a few dollars or 10% but still) and what looks like the impending failure of the HD-DVD which would be a big and easy cash cow to maintain, while sales of vista, what many consider to be their main product are doing well. But, yeah, Nintendo has done great, and they deserve their reward.
Frankly, the 360 is actually a positive for MS now. As they have maintained strong sales and attach rate despite the on-slaught of PS3 (and to a much lesser degree, the Wii). the games division has NEVER made any money for MS, but the recent strong performance is actually making MS looking at possible profitability (iirc) in ~12 months The weakness in MSFT stock is mainly due to the softness in Vista uptake (MS bread and butter) and the number of lawsuits MS has worldwide that could fine MS BILLIONs of dollars per year. Remember, despite the size of the gaming industry, it's margins are relatively low compared with the enterprise/productivity software monopoly that MS enjoys. As for Sony, games are a significant part of it's revenue but still a smaller part. But the impact of PS3 on Sony is the brand name erosion. Sony lost vast amounts of mindshare in the electronics when it pushed the memstick and relied on it's brand name instead of design for its products. But with the rise of the Bravia lines the consumer confidence has improved, but not quite to the level that it used to enjoy. Tho a smaller part of the sales, PS brand name is highly valued. PS3 has shattered the unwavering faith that the market had in the PS brand name, market reacts accordingly