Wedbush Morgan-analytikern Morgan Pachter är ett välkänt namn i spelkretsar, framförallt hos de som har intresse av att följa försäljning och siffror. Nu skriver Gamespot att Pachter förutspår nya maskiner 2013, och att en HD-uppgradering av Wii förväntas komma redan nästa år.
We do not expect the 'next' generation to begin before 2013, if at all. We remain convinced that the publishers will resist the introduction of any video game hardware technology that requires a refresh of software, as the publishers have as yet to capitalize on the immense investments made in being competitive in the current cycle. We therefore think it is likely that the 'next' generation will begin after 2013, meaning that software sales are likely to grow by a compounded annual rate of 6-10 percent for another five years. Because R&D costs are likely to flatten out with the benefits of a learning curve, we expect earnings leverage as the publishers are able to exploit R&D investments. In brief, we think that investors have it wrong so far this cycle, and think that investment in video game publishers will bear fruit for many years.
Ryktena om Wii HD har florerat egentligen ända sedan maskinen först lanserades. Pachters "proffstips" är att Wii HD släpps under det kommande året. Vad tror du?
