Nintendo

Investeerimine
81
rikkusid teise monoloogi ära :P
Need nii masendavalt PR-st vürtsitatud tekstid, et see video on tõesti parim iseloomustus.
Usun, et googlega oskab igaüks kaevata ja kui arutleda, siis ikka oma maakeeles.
kus on võrdlused teistega jne... huvitav oleks lugeda kuidas käitub aktsia võrreldes konkurentidega... jne.

Rig-le
Ära taha, et sinust jääks hullem mulje kui tegelikust idee autorist.
Näiteks: Lugesin tänast äripäeva ja jäi silma Kalevi lugu, kuigi ma Kruudat ei seedi, siis minu silmad suundusid artikli autori suunas - kumades silme ette tema eelmised väga imeliku ja küsitava kvaliteediga artiklid muutus pilt veel hullemaks(Parim pirn oli see, et lõpus oli kirjas, et omab possi kalevis)
82
dsi myyakse 160 000, pspd 31 000... Ja kuna uus DS lite myyb jaapanis nii hästi, siis ilmselt launch usas hilineb, ja seega ka euroopas.. Aga USSA tyleb braintraining, eks näis.. kui see hullus usas jala alla saab siis.. saan rikka naise omale!

DSL: 119,986 (DS lite), nädal enne 104,452

NDS: 39,307 (vana paks DS), nädal enne 32,105

PS2: 34,169, nädal enne 66,670(Final fantasy mangu t6ttu)

PSP: 31,077, nädal enne 31,848

GBASP: 5,627

GBM: 4,883

GCN: 1,458

360: 1,415

XBX: 108

GBA: 98

83
Nintendo profit estimate up 27%. samas oli suurim t6usja sony, 12%! nintendo ainult 2% jagu..
samas on sony profit 600musd, samas kui nitnendol 470musd.. go figure :)

copypaste Note: Nintendo has ADRs but they are pink sheets (NTDOY.pk). I generally stay away from the pink sheets given the lower liquidity and less strict listing and filing requirements. Nintendo’s ADRs are .20 cents off their 52-wk high of $17.90. Yahoo! Finance shows they have a three-month average volume of 193k.
84
Revolutioni mäng RedSteel
85
Time.com A Game For All Ages ehk ülevaade uuest Wii (ex. revolution) mängukonsoolist.. homme, 9mai, teeb nintendo siis pressika kus tutvustab Wii'di lähemalt :)
86
Peaks vist ostmiele mõtlema hakkama:
1) XBox360 kogub tuure, PS3 ja Wii väljatulekuni alla poole aasta - s.t. kogu arvutimängusektor võiks tõusule pöörata
2) Lisaks Nintendo enda mängudele tundub, et Wiile tuleb päris palju sõltumatute tootjate mänge, s.h. ka USA/Euroopa omi
3) Uus kontroller genereris E3-l ikka päris mehiselt elevust ja ehk ei suuda Nintendo seda kõike enne sügist ära nullida
4) Ilus tõusutrend on sisse võetud
Negatiivse poole pealt on muidugi turu üldine sentiment murettekitav.
87
Nintendo DS toodab stax pappi! noja pinksheet on 21$ peal.. miski 18-19 oli kui hakkasin huvi tundma, aga ma isiklikult ei nae pohjust, miks NTDOY.PK ei voiks olla 1 väheseid mittekahjumit toovaid investmente..
88
Kõlakaid nintendo wii "revolution"-technology kohta..

Nintendo has created a brand new interface for the development community to take advantage of. While being able to produce fully interactive environments and character models in almost pure realism, they have ended the “graphics war” and will be allowing development teams to produce any type of visual style they wish very quickly and allotting more time to the gameplay and story. This process also make developing on Wii much cheaper because a good portion of a game’s budget goes toward rendering visuals and or physics. Another good portion goes to marketing which is mostly handled by the source company and publisher.

89
Nonii, nikkei kukkus taas, aga Nintendo @jap polegi väga hull.. see pole siis ei adr ega pinksheet, vaid otse quote.yahoo.co.jp
90
Nikkei ikka tõusis täna...
91
nikkei ikka langes ka, oleneb ajast, millal vaadatud.


92
Veel Nintendost, keda huvitab ja kes näinud pole:

Nintendo Co., Ltd. Corporate Management Policy Briefing

See leidis aset küll selle kuu alguses, aga ingliskeelne versioon lasti alles hiljuti üles. Kes Piisavalt pervo pole, et pooleteist tunnist konverentsi läbi vaadata, see võib lugeda nt seda Next-Gen'i kirjutatud kokkuvõtet.

Lisaks on Nintendol juba mõnda aega oma investorite erilehel üleval olnud aasta kokkuvõte ning müügiprognoosid.

Soovitan sellele pilgu peale heita kuna seal on välja toodud DS'i / DS Lite'i ning Wii müügiprognoosid kõigile kolmele regioonile, mis on alljärgnevad (numbrid aprill 2006 kuni märts 2007):
Wii
hardware: 6 miljonit
software: 17 miljonit

DS / DS Lite
hardware: 16 miljonit (sama palju kui see aasta)
software: 70 miljonit (eelmine aasta veidi üle 60 miljoni)

Igaks juhuks mainin et software all on mõeldud nii Nintendo enda kui ka kolmandate firmade mängud.

Niiviisi. Kui huvitatuid on, võin ma siia edaspidi ka müüginumbreid ja mõningaid muid mängutööstusega seotud uudiseid postitada, kuna ma ise hoian sel püsivalt silma peal.
93
fushi,
kui oled hoidnud sektoril püsivalt silma peal, siis ikka võid selle arengute kohta siia foorumisse huvitavat inffi postitada!
Eriti hea oleks, kui lisaksid oma arvamusele ka konkreetsed numbrid, mille põhjal oled arvamuse kujundanud.
Mida arvad näiteks investeerimisest Electronic Arts-i (ERTS)?
94
kas ds lite eestis ka juba kuskil myygis on? soomes on 22juunist alates..
95

http://www.businessweek.com/innovate/content/jun2006/id20060623_163211.htm?campaign_id=alerts


Global Video Game Market Set to Explode
PricewaterhouseCoopers' media outlook report forecasts major growth for the video game sector worldwide


By 2010, the worldwide video game market should grow to $46.5 billion, at an average 11.4% compound annual rate, global consultancy PricewaterhouseCoopers predicts.


That compares with the filmed entertainment business, which PwC estimates will grow at a 5.3% compound annual rate, to become a $104 billion market by 2010, or the television networks business expected to grow at a 6.6% rate to $227 billion.


The estimated $8.4 billion U.S. video game market of 2005 likely will grow at a slower clip than other sectors, at 8.9%, to hit $13 billion in 2010, lagging Asia Pacific and the combined region of Europe, the Middle East and Africa, according to PwC's "Global Entertainment and Media Outlook: 2006-2010."


Asia Pacific should hold its leadership position in terms of overall spending on games. Despite its existing magnitude, the region should grow even faster than the U.S. for the same period, PwC reports, bringing a $9.8 billion market in 2005 to $17.4 billion by 2010, a 12.3% compound annual increase.


Increased broadband access and computer literacy, government spending to promote local game development and consumption will help drive the increases in Asia, PwC said.


EMEA will lead the globe in terms of video game growth at a 13% compound annual rate through 2010 reaching a $13.9 billion market size, up from $7.6 billion last year.


The only market that the U.S. likely will outpace in terms of industry growth, including Canada, is Latin America -- today a fledgling market for video games at $531 million, but expected to reach $835 million by 2010 -- set for a 9.5% compound annual gain.


Stefanie Kane, a partner at PwC's Entertainment & Media practice, said "pent-up demand" for new consoles and software that takes advantage of next-generation features will drive the gaming growth globally.


Despite what bloggers and consumer magazines are calling the "sticker shock" associated with expensive, next-generation consoles, namely Sony Corp.'s PlayStation 3 that will be priced at $599, console and portable gaming devices again should dominate the market in the U.S. and globally, Kane said.


Sales of console and hand-held games (not including wireless or mobile games) should comprise $7.9 billion by 2010, up more than 31% from $6 billion last year.


Kane said titles that are best poised to top the charts worldwide based on historical sales trends are those that "build off a movie title, sport or a franchise that has already been built up."


In terms of game categories, which include console and hand-held, online, wireless, and PC games, in the U.S. PwC expects wireless to grow the fastest -- 28.6% -- ballooning from a $646 million market last year to $2.3 billion by 2010. That would be more than triple the rate for the overall video game market in the country.


In the Asia Pacific market, wireless and online games are expected to grow at about the same rate (23% compounded annually) with online games reaching $4.4 billion and wireless reaching $4.2 billion by 2010.


According to the PwC report, what is behind the rapid wireless growth is the support of carriers and advanced technology of new-generation phones. Almost all new phones are Internet enabled, thereby enhancing the potential for downloading games. In the U.S., carriers have abandoned the practice of embedding games in phones for free which, according to the PwC report, should encourage consumers to buy games via their handsets regularly.


Courtesy of The Hollywood Reporter

96

http://www.businessweek.com/innovate/content/jun2006/id20060621_752073.htm?campaign_id=alerts



The Next Billion-Dollar Company
VC and tech industry veteran Stewart Alsop believes the videogame industry holds big, big opportunities


While the majority of video game purchases are made at retail, digital distribution is quickly emerging as a significant force in the industry. Whether it's full fledged PC games, casual titles, or downloadable content and Arcade titles through Xbox Live, more and more gamers are making use of digital distribution.

In fact, while digital distribution is generally considered a nice complement to the retail model today, it could one day potentially replace retail as the main way people purchase their games. Bill Gates has said multiple times that all the hype concerning the format war between HD-DVD and Blu-ray won't matter in the long run because all content will be online. And more recently, SCE president Ken Kutaragi expressed a similar sentiment, noting that Apple has been successful with its e-distribution and that it's time for Sony to make a move as well.


So is this really the next billon dollar opportunity in the gaming industry? Stewart Alsop and Gilman Louie (who founded Spectrum Holobyte), of the investment firm Alsop Louie Partners, believe it is. The duo will be presenting a keynote on the subject at Strategic Research Institute's 2nd Annual Video Game Investor Conference, which takes place June 22-23 at Hotel Nikko in San Francisco, CA.


GameDaily BIZ recently caught up with Alsop to get a preview of the keynote and to find out what all the hubbub is about.


"We believe the change to digital presents the next billion dollar opportunity. Ironically, even though video games are inherently digital... the video game industry is stuck in what I call analog distribution. You have to encode it on a CD/DVD, put it in a jewel case and ship it physically to the store distribution system," Alsop began. "So we believe that once the video game business writes their games and delivers them to people through the Internet and through digital distribution systems, that the character of the business will be dramatically different, and that's what presents the opportunity to build a new billion dollar company."


"Whether it happens next year or ten years from now, that's the process we're involved in right now," he added.


And new is a keyword for Alsop, as his firm specializes in funding start-ups, unlike other firms like Elevation Partners, which have invested heavily in existing companies, such as Pandemic and BioWare.


Conceivably, the next round of video game consoles (or perhaps the round after that) may not even be disc media based at all. Maybe a "console" will become the equivalent of a cable or set-top box. Sony's Kutaragi believes the change will happen very quickly, and that within a couple years optical drives could become obsolete. He told Japanese site PC Impress Watch, "I expect even the hard disk to disappear eventually. If you have all the data on servers, you probably no longer need disk drives... but to do this, the server is crucial. It's a difficult problem."

"What we believe is that there's going to be a transformation in the business where the act of playing video games, which mostly means people playing video games on consoles, is transformed into a different business based on the existence of the Internet," said Alsop.


And if all the data is on servers as Kutaragi predicts, then the act of downloading may not be needed in the end. "Even the word 'download,' it's a little like using the word LP to refer to a CD... Download would become a term that is no longer used because things are just present and available," remarked Alsop.


"It's not a matter of there's a video game console, and there's a PC, and there's a mobile phone, and there's the web... As the network starts to bind all these devices together, the whole network becomes the platform."


If the video game industry is indeed headed in this direction, it could have huge implications for the current leaders in the space and people who diligently create today's games. Alsop explained, "The skills and qualities required to build a video game for the future, for this ubiquitous networked future, this always-on, HD kind of future, is going to be a different set of skills than those required to build video games distributed on DVDs or CDs and sold in retail stores... It doesn't look any different from the user point of view but internally the game would be architected differently. Video game designers will learn a different way of thinking about designing these games."


The transition from a retail disc-based model to digital distribution and a network-based platform could be difficult for traditional video game companies. Just as the music industry has had to deal with MP3s and iTunes practically replacing CDs, so too will the video game industry have to adapt.


"I think it's going to be a real massive crisis for the traditional video game companies," warned Alsop. "And it'll be totally ironic that the video game companies will be in the same place as the music companies and movie companies are now. They're having a hard time figuring out how to transition from the old to the new."

97
a olete märganud, et ehki gamez industry olevat suurem kui movie industry, siis igasuguse DRM ja piratismiga voitlemisel on esirinnas video ja music biz?

xbox marketplace ja uus nintendo virtualconsole pakuvad teoreetiliselt voimalust ju 3rd party pisitegijaile levitada omaloodud innovaatilist kräppi. ala geometry wars

ja msfti mänguprogemise keskkond teeb asja kordi lihtsamaks kui seni, ning ega nintendogi keerukusele r6hu - luuser on siin sony
98

Üks pikk kui huvitav jutt videomängutööstusesse investeerimisest huvitatutele:


Resetting Video Game Stocks
Nikhil Hutheesing, Forbes Wireless Stock Watch 06.22.06, 2:45 PM ET

The videogame business has been a blood bath for investors recently.
Shares of Electronic Arts (nasdaq: ERTS - news - people ) and Activision (nasdaq: ATVI - news - people ) have dropped nearly 30% since the beginning of May. During the same period, shares of ATI Technologies (nasdaq: ATYT - news - people ), which creates high-end graphics cards and chipsets for videogame consoles, computers and wireless phones, are off almost 15%.
The reason for the carnage? The videogame industry is in the midst of a lengthy transition to a new generation of gaming consoles. Only Microsoft's (nasdaq: MSFT - news - people ) Xbox360 is available, while Nintendo's (other-otc: NTDOY.PK - news - people ) Wii and Sony's (nyse: SNE - news - people ) PlayStation 3 are still months away. Consumers don't buy video games if they aren't sure what platform they will be using at Christmas. Hence, sales are down, and so are projections and the stocks themselves.

But as usual, Wall Street is missing the big picture on these stocks. Every few years, the videogame sector goes through a transition, and the gaming companies take a hit. As consumers wait for the next generation of consoles, they put off purchasing new software or games. A year from now, the transitions will be complete, and these stocks will be a lot higher.
For one thing, the population of gamers is growing significantly. In 2005, about 76 million Americans played videogames, up more than 11%, from 67 million, just a year earlier.
A significant part of the growth in gaming--and a big reason why I am bullish--has to do with wireless technology. Mobile gaming has expanded the market greatly; today, almost every cell phone comes preloaded with video games--from Tetris to Soduko. Last year, the worldwide market for mobile games generated nearly $3 billion in sales. That should increase to over $11 billion by 2010.

Electronic Arts has moved aggressively into wireless gaming. In the first quarter of 2006, EA completed its acquisition of Los Angeles-based Jamdat Mobile, a pure-play developer of videogames for mobile devices.

Fueled, perhaps, by pressure to maintain its dominance in the gaming business, especially as competition picks up from other videogame companies such as Activision--and from players such as Microsoft, Google (nasdaq: GOOG - news - people ) and Yahoo! (nasdaq: YHOO - news - people )--EA bought Jamdat in an effort to maintain its dominance in the videogame sector.
Jamdat brings to EA expertise in the cellphone industry, mobile gaming software and key relationships with cellphone manufacturers such as Nokia (nyse: NOK - news - people ) and Motorola (nyse: MOT - news - people ) and service providers such as Verizon (nyse: VZ - news - people ) and Sprint Nextel (nyse: S - news - people ) Nextel.

Another Jamdat asset now under EA control is a software database that contains the computing specs for just about every kind of handset. This will be helpful to EA, which wants to develop 3D games for handsets and make them work across some 350 types of mobile phones, tailoring the games to accommodate things like different screen sizes, battery power limitations and menu buttons.

So far, Jamdat's portfolio of cellphone applications includes videogame titles such as Tetris, Bejeweled and Jamdat Bowling, as well as downloadable ringtones, wallpaper graphics and screen savers. Its games are available to 900 million global subscribers in 40 countries. Wireless carriers that make its games available on their networks include big names such as Verizon Wireless, Sprint Nextel, AT&T's (nyse: T - news - people ) AT&T Wireless, China Mobile (nyse: CHL - news - people ), Tata Teleservices of India and Telefónica Móviles (nyse: TEM - news - people ) of Spain. EA earns software royalties on this business. Last year, those royalties amounted to more than $79 million.

EA plans to take every key franchise that the company offers and customize those games for the mobile platform. In the works are games you can play on your console, then continue playing on your cell phone, presenting an even bigger opportunity for EA to introduce its addictive game titles to the vastly wider audience of cellphone users. This should greatly expand its market from hardcore gamers, teens and twenty-somethings to hundreds of millions of users globally.
Besides its ownership of Jamdat, EA has also partnered with Amp'd Mobile, a new service aimed at bringing next-generation broadband wireless services to the "youth" market. Amp'd Mobile is offering mobile games from EA to Amp'd Mobile's 3G handsets this year, such as Fifa 06 , Madden NFL 06 and Need for Speed.

The prospects here could be huge: While revenues from mobile games generated about $1 billion in global sales last year, wireless gaming revenue will generate $5 billion in sales over the next few years.

Publishers of games are looking to other sources to generate revenue as well, such as in-game advertising, micro transactions and the ability to download games. EA's management has said that it will take steps to streamline the company's cost structure to better match its slower revenue growth, a move that should allow it to deliver earnings growth for the next several years.
I view these trends as positive for Electronic Arts and for the industry. Besides EA, there are other videogame companies with stocks that look attractive right now. Activision, for example, has a forward price-to-earnings (PE) ratio of 22 and a price-to-earnings-to-growth (PEG) rate of 1.09. The company has $944 million in cash and no debt. ATI Technologies (nasdaq: ATYT - news - people ), a maker of the graphics cards and chipsets that go into PCs, wireless devices and videogame consoles, has a forward PE of just 13 and a PEG of just 1.05.

By comparison, shares of Electronic Arts don't seem cheap. Its shares have a forward PE of 31 and a PEG of 1.60. But investors should keep in mind that this company has traditionally traded at a premium to competitors thanks to its heft and market share.

At the same time, I believe that the prospects for Electronic Arts could be greater than for its competitors. Among the reasons: There are already signs that revenues are picking up. In the company's fourth quarter, it generated $641 million in revenues and earnings per share of $0.14. Wall Street had expected revenues of $581 million and earnings per share of just $0.09. The strong sales, which were up 16%, were driven by sales of Godfather , Black and Fight Night 3.

Another good sign: EA is investing more in new growth areas such as next-generation consoles, online gaming and wireless gaming. To do this, the company is increasing its research and development budget by about 5%. While higher R&D may not sound great to investors, the new revenue streams that result should provide for long-term growth.

Although EA has yet to make the announcement, I believe the company's board will authorize another stock buyback, which would give a nice bump to earnings per share. The company's balance sheet is also strong: EA has $2.4 billion in cash and no long-term debt.
You may not be a big fan of videogames because of the taint they have received from violent games like Take-Two Interactive Software's (nasdaq: TTWO - news - people ) Grand Theft Auto. However, few would disagree that the business is a huge part of our digital future and will become even more so in the new wireless era. Some of these stocks, like Electronic Arts, are the blue-chip names of this growth business. Now is the time to get in, and if you have patience, you will be richly rewarded.
99
MSFT XNA tuleb siis betasse 30. august.. huvitav kas nintendol on miski analoogne värk, sest nad väidavad et suurim saladus on siiani saladus..

NTDOY.PK on mai-august teinud $18 -> $24
100
Nintendo tabas DS lite'iga kümmnesse aga mul on Wii suhtes tõsised kahtlused. Nad panustavad oma järgmise 5 või nii aasta edu sellele et inimesed tahavad täiesti uut moodi hakata videomänge mängima. Wii uus kotroller oleks minu arust lahe lisavidin mida osta saab ja mille peale saab toota hulga lahedaid "party" mänge aga pakkudes seda standard komplektis on minu arust kergelt absurdne.

Võib tulla uus Nintendo "Power glove"