and that half was the weakness regarding ea.com. I agree with his analysis on this, although i think that ea.com is destined for success, it is going to be delayed, and its going to come out without any excitement due to its weak content.
His PS2 analysis is ridiculous. The tie ratio in Japan was weak, but that was explained and one more time: As i have said repeatedly the tie in in this country isnt expected to be anything like Japan, and management echoed this belief in the cc. ERTS did not have four ps2 titles, they will have four ready by the U.S. launch, and possibly as many as six. As for the ps2 being difficult to develop, yes that was said but it was said as a positive as erts feels that it has mastered the technology and that its competitors will have more trouble producing games because of the complexity. Erts has been able to do it because of the heavy focus they put on ps2 right from the start. And finally, NOWHERE in the CC was it ever even slightly implied that the PS2 wasnt as good as sony hyped. In fact the management was gaga over its prospects, in my opinion. PS2, as i have been saying till im blue in the face, is what is going to slay speculawyer and nsthl, and why? because you can't go against big MO. PS2 sales in Japan accounted for 6.5 percent of worldwide revenue for the quarter and that was basically on one game, with ps2 consoles hard to even come by! This is a rocket ship, and P/E isnt even in peoples vocabulary so either get aboard, or get a good view, but dont get in its way.