DonFerrari on 10 January 2014
DirtyP2002 said:
S.T.A.G.E. said:
DirtyP2002 said: Why should they? Sony is going the way of the Dodo. Well not that bad, but things are looking pretty bad for them right now. Sony as a whole is in a pretty bad condition. There are 2, maybe 3 divisions that could be a potential investment target. 1. Life insurances. By far Sonys best performing division. 2. Movies (3. Gaming) So, if MS wanted to get the no. 1 spot for market share in this gaming market no matter what, they would be there within the next 2 years. Easily. They spent 7 billion for Skype, 5 billion for Nokia, 1 billion for Yammer in the last 2-3 years. If they invested these kind of numbers for this market, things would be over in a hearbeat. The point is, the risk that they might not see a ROI at all is pretty big, because the market is not that profitable for anyone. |
Lets make a bet right now that Sony's value as a corp will rise in 2014. I'll still be here. When Sony hit rockbottom they were in a much worse position than this a couple years ago. Since Kaz has become the head of Sony things have been changing. He saved the PS3 and he'll save Sony. Sony will profit on the PS4 rather quickly. Compared to last gen they are in a position to make money hand over fist for gaming. Hopefully the drop the Vita but hey, a guy can dream can't he? Their 4K TV's will sell very well as they are considered high up there. Problem is their prices are a big problem. Much like the Vita the MP3's are a huge issue for them. They need to drop them A.S.A.P (although I haven't recently checked up on the progress of that.). Robocop and Spiderman are also going to make bank for Sony this year.
2014 is going to be a climbing process for Sony.
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I am bullish for Sony was well, just in a more moderate way. I think about a lower double digit growth. 12 - 15% IMO.
Since he became CEO, Sony's stock price increased 12% or something like that and that was only due to the Yen. I am not on the "Kaz saved Sony" trip with you.
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Maybe because you would preffer that he had closed it?
If it got higher because of the YEN, you should as well consider how much they also bleed and lost because of the YEN in the past discussions.