As long as his timing is off by 12 months or more I will be happy. I don't invest for longer than 12 months unless I stumble onto the next apple, which hasn't happened yet. For him to suggest that video downloads online would ruin the RedBox business of coinstar, he has to be thinking long term. Same thing here with the idea that game makers will bypass the middle man. It may happen eventually, but it won't happen this year, and probably not next year either.