In his latest investor note, Kaufman Bros analyst Todd Mitchell examines Nintendo's latest financial report and concludes that, while they may be bringing new gamers into the industry, the move "not be a positive dynamic for the major video game publishers."

As reported, Nintendo's fiscal 2007 report showed 23.56 million DS units and 5.84 million Wiis sold, with 123.55 million units of DS software, and 23.84 million units of Wii software -- all far above original expectations from the company and analysts alike.

Much of that software success, however, came from Nintendo itself, with New Super Mario Bros. moving 9.5 million copies, Brain Age selling 8.1 million copies and Nintendogs pushing 7.0 million, with newcomers Pokemon Diamond and Pearl already selling 5.2 million in Japan alone. Wii software, too, was similarly first party dominated by The Legend of Zelda: Twilight Princess and unbundled versions of Wii Sports.

All of this, says Mitchell, leads him to believe that "Nintendo's success with the DS and Wii bodes poorly for the publishers."

"Both [the Wii and DS] appear to be bringing new gamers into the market. However, this may not be a positive dynamic for the major video game publishers. Nintendo has not only increased the size of the market, but it has also re-segmented it in its own favor, in our view," he said.

"Nintendo is dominating software sales on its popular hardware platforms, leaving the publishers with a smaller slice of an only somewhat incrementally larger pie," added Mitchell, "Moreover, we feel that the likely shorter product cycles of Nintendo's platforms puts the publishers in a permanent catch-up mode."

Despite the ramp up of various third party publishers turning more development efforts to both the DS and Wii platforms, Mitchell concludes that Nintendo's domination of the software landscape isn't a trend due to end anytime soon, adding, "the upcoming releases of Super Mario Galaxy and Metroid Prime 3: Corruption will highlight this phenomena this holiday season."

http://www.gamasutra.com/php-bin/news_index.php?story=13709

简要翻译：
Kaufman Bros分析师认为任天堂的成功对其他主要游戏发行商来说不是个好信号。在任天堂平台上本社作品的销量占据压倒性优势，第三方利益无法得到满足。


个人观点：N实在是太有才了，（super mario bros 9.5m， 脑白金8.1m，任天狗7m，口袋日本5.2m，美国5天破1m，全球千万目指）完全是一人挑战全世界的典范啊~~~~~~~~~~~~~~ 支持支持，你就是偶的新偶像

[ 本帖最后由 deboqi 于 2007-4-28 09:08 编辑 ]

我在想你们SF和MF从04年就开始争的天昏地暗，日月无光，结果争来争去不过是争个老二的位子，值么？

PS:本人是墙头草，风往那边吹就往那边倒。

MS死不了，SONY也死不了，其实最危险的还是任天堂，别看现在风光，毕竟只是小本经营。

引用:

原帖由 ayaso 于 2007-4-28 11:06 发表


看看N的股票市值在来叫吧..SEC连N的1/5都不到

你是马甲还是初哥？如果是后者那马甲雷的怨念当真是后继有人，青出与蓝而胜于蓝了。

PS：市价高低和公司经营风险有什么关系？

PPS：其实我早就向N投诚了。