kowenicki said:
feel free to comment as this commentator from Japan seems to have a very clear view and so do the markets, as sony pstock has done nothing but fall since Kaz talked and they subsequently got into EMI. I still dont know what you think about it. |
I agree with your sentiments that selling their content would be a very bad Idea, as is leveraging it for just their hardware, thing is I don't see where they were trying to do that in the first place really
Sony hardware doesn't sell enough for them to even want to do that as far as reality is concerned and I think they know that, far too many products that just aren't mass market
the way I figure it, Sony keeps it's premium market niche hardware, as long as they cut down massively on how many of these they make and keep realistic expectations, profiting on these ventures shouldn't be that difficult. But that raises the issue that given the size of Sony small margins on niche hardware isn't enough to survive really, and that's where their world leading content comes in to the picture. That they would offer to everyone, especially those products that ARE mass market.
Something that I'm noticing with these articles are that they always harken back to Sony of old, and I think that's the problem these people have in seeing a bright future for the company or any future for that matter. Always they talk about how Sony used to lead this and lead that, and that it'll be next to impossible for them to ever return to that era of leading... so therefor their doomed. But that Sony was a predominantly hardware company, that's the real problem, almost no one frames a future of a radically different Sony who operates radically different, where they aren't leading in hardware anymore their software most definitely is. The problem I see is this universal perception of Sony only able to survive as a hardware company and if that was a fact they would be doomed.
The guy is suggesting selling all their software as if it isn't profitable, because Sony has to be a hardware company they can only live as a hardware company and anything else is doomed. I mean we are in a pre- "digital download only one device to rule them all" future and having a hand on software like they do is a good thing, it's just transitioning into that future is going to be rough and hard and long *no pun intended lol*
now as for stock, stock is going to fall regardless and it's only going to get worse on that front, people won't believe anything until they see results and by results I mean profit. And I don't know what they could do to change that in the short term
