Stewart Halpern
Stewart Halpern
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The video game business is a very broad-based business. It's about as big as the film business and its growing much faster.
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There weren't enough tapes. It was a textbook example of how having a better machine doesn't guarantee success. The best platform in the world is not going to be bought by a large number of people unless there are a large number of games to be played on it.
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There's no question (Gates) has his work cut out for him. But at the same time, this is not a business where only one person is going to survive. The market is growing tremendously and it's been proven that it can sustain at least two players.
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It's been a successful title for them, but I'm not sure that I'd see this as meaningfully changing the earnings picture.