What was wrong with my thread!?!
http://gamrconnect.vgchartz.com/thread.php?id=117499&page=1&str=1825784579#
Anyway, I don't think MS will do this but I do see where GS are coming from.
MS share price overall does seem to be suffering a bit due to the confusion in its focus and the mix of high margin business solutions and much lower margin entertainment division.
Central to their arguement is that while the 360 does make money it makes low margin money, and it affects the value of the company as a whole - which seems true, although I guess with GS in a position to downgrade MS they are in a position to make their arguements a self fufilling prophecy.
But I think MS Entertainment division is too fragile to survive on its own at this point. It's profitable now but overall is probably in the red, even with 360 success the console has sold quite a bit behind the big hitting consoles of the past, for every success with 360 there seems to have been a failure or lack of success in mobile entertainment, and overall I just think seperated off the division would struggle to survive on it's own if it couldn't bank on MS to provide the excess cash needed to keep the momentum going.
And will Ballmer making sure to mention the division regularly I don't think this is looking likely.
Try to be reasonable... its easier than you think...
