Pachter Time: Abandon Ship... Every Pubisher by itself....

[ramses01]

Snesboy said:

Buzzi said:

irstupid said:

i love attach rates and percentages arguments used.  do they think we are morons?

lets use simple numbers for showing of game sales (purely fictional, just proving  a point)

Nintendo: 100 games in 09' and 90 games in 10'

Sony & MS: 25 games in 09' and 50 games in 10'

oh look both Sony and Microsoft improved software sales by 100%, while Nintendo declined by 10%

Now onto attach rates

Nintendo has 75 million Wii's sold and has sold 750 million software units.  Attach rate = 10:1

Sony & MS has 50 million of their consoles each sold and has sold 750 million software each units.  Attach rate = 15:1

Percentages and attach rate mean shit.  Its actual numbers.  A developter would chose concrete numbers over % or AR all the time.  If you sell 5 million of your game, that is it, you sold 5 million.  Congrats.  Who gives a shit if that 5 million on PS3 means the attach rate is higher, due to less hardware out there versus Wii.  5 million is 5 million regardless of other factors.

Pretty much /thread

LOL

/thread

Actually not /thread.  More like /not understanding Pachter's job.

Percentages actually matter very very much for Pachter's PAYING audience, i.e. investment funds.  Stock price are driven by growth expectations.  Those growth expectations are driven by SALES growth.  Pachter is saying that not only was there sales contraction but the addressable market grew.  That is VERY unhealthy state of affairs for software makers.