Seeing the good in the bad?

[Dodece]

@Rainbird

I do not see buying another studio or studios as necessarily a good move. Buying studios is an expensive way to get a handful of exclusives, and even then it isn't necessarily a sure thing that the majority will generate console sales. It seems like a case of diminishing returns. I am also not seeing money hatting third party exclusives as a particularly good strategy either. All that might do is cause a bidding war. There is some room for it in the market, but too much of it could cause a rush.

However software is probably the best option for Sony. Just not spending the money outward, but pouring it inward towards Sony Online Entertainment. This is a underutilized positional advantage they possess. So in this case it would be less about matching a position, and more about enhancing a position that the other players aren't in a position to exploit themselves. Sony even has architecture in place thanks to Home. Granted it wasn't a run away success, but that doesn't mean the concept isn't sound. They may even find a answer to World of Warcraft or Eve. In which case they could generate significant cash from subscriptions. There is a real opportunity there, and even without billions of dollars there is still an opportunity here. None of the other manufacturers are in the field so it could be a serious library advantage.

Anyway thank you so much for answering.