Silent_Buddha
Legend
The quotes in the OP are talking about a variety of things.
First, Gamestop nearing the end of possible growth and going into permanent decline sometime in the next 18 months. Then listing a variet of reasons such as too many stores, lack of competition to purchase to fuel growth, the decline of relevance of packaged goods with regards to increased adoption of digital distribution. As well the decline of used goods through publishers seeking to gain income even when a used game is sold (one shot game codes).
It sounds like the analyst in the second article is extrapolating the eventual death of packaged goods game sales in preference of DD.
The third quote then goes into the possibility of gaming share going to smartphones. Again removing further potential revenue from Gamestop. That's where the prediction that a new console cycle "might" not start. If during the next 3 years, enough market share shifts to smartphones (iPhone, Android, and the big elephant in the house XBLive on WP7, and the always rumored PSP phone) then it's possible that current console makers will rethink their console strategies. That last bit is a long shot, even in the analysts mind. It's far more likely that consoles will be releasing sometime around 2013.
Either way, all of that is with regards to Gamestop. And all of it paints a rather grim future for the company if they can't successfully transition to DD. And even then it's a prospect of survival and not growth.
Regards,
SB
First, Gamestop nearing the end of possible growth and going into permanent decline sometime in the next 18 months. Then listing a variet of reasons such as too many stores, lack of competition to purchase to fuel growth, the decline of relevance of packaged goods with regards to increased adoption of digital distribution. As well the decline of used goods through publishers seeking to gain income even when a used game is sold (one shot game codes).
It sounds like the analyst in the second article is extrapolating the eventual death of packaged goods game sales in preference of DD.
The third quote then goes into the possibility of gaming share going to smartphones. Again removing further potential revenue from Gamestop. That's where the prediction that a new console cycle "might" not start. If during the next 3 years, enough market share shifts to smartphones (iPhone, Android, and the big elephant in the house XBLive on WP7, and the always rumored PSP phone) then it's possible that current console makers will rethink their console strategies. That last bit is a long shot, even in the analysts mind. It's far more likely that consoles will be releasing sometime around 2013.
Either way, all of that is with regards to Gamestop. And all of it paints a rather grim future for the company if they can't successfully transition to DD. And even then it's a prospect of survival and not growth.
Regards,
SB
