Michael Pachter
Michael Pachter
Michael Pachter is a video game, social media, digital media and electronics analyst with Wedbush Securities. He is also the Head of Research for the Private Shares Group, a Wedbush division which focuses on companies which have not yet gone public such as Facebookand Twitter. Pachter has an MBA & two law degrees. Pachter worked for 16 years at Arco where he was Arco's director of strategic planning until mid-1998...
added number reason
One reason they didn't make my number was because they added so much to the reserves.
clever definition guess monitor owners sell
My guess is they want to sell high- definition discs. You want to get the high-definition monitor owners drooling. It's clever marketing.
bid meat nobody pick stop wait
Nobody comes in to bid on that. They wait for the body to stop twitching, then swoop down and pick the meat off the carcass.
fact maybe means positive
The fact that we had a positive rental comp means that maybe rental is not dead.
buy december question wait
The question is, How many of those who didn't buy a 360 in December will now wait for the Sony? Some will.
believe microsoft million people relatively shipped xbox
There are 5 million people who really believe they are getting an Xbox 360 relatively soon, by February. Microsoft has shipped 500,000 units, so 4.5 million people are doing nothing. That's enough to just kill Christmas.
came
I don't know where he came up with 20 million,
box close content either harnessing next pc power processing several skeptical using word
I am skeptical that we are going to see content that even comes close to harnessing the power of either box for the next several years. It's like using a 3.2 gigahertz PC or a 3.4 gigahertz PC for word processing -- it's not going to make much of a difference.
among consumers continued given persist sales slow xbox
Given continued uncertainty among consumers about the availability of Xbox 360 units, we think that slow sales may persist in December.
buzz continue europe eventually four frankly games grow imaginary maybe million online outlet people work
I don't think there are four million people in the world who really want to play online games every month. World of Warcraft is such an exception. I frankly think it's the buzz factor, and eventually it will come back to the mean, maybe a million subscribers. It may continue to grow in China, but not in Europe or the U.S. We don't need the imaginary outlet to feel a sense of accomplishment here. It just doesn't work in the U.S. It just doesn't make any sense.
appreciate grow guys needs question somebody sure
I'm not sure that I appreciate why somebody needs an avatar. The question for these guys is, what do they want to be when they grow up?
last million sell
In the U.S. they'll sell out at 1.5 million right away. They won't last a week.
decision earlier
The earlier movers aren't making a decision between the two.
along company continues expect generating invest large losses throughout
The company continues to invest in its future, generating large losses along the way, and we expect this to continue throughout 2006.