What will happen when Microsoft and Sony stop selling gaming DVD's?
I think the answer is obvious. This will be another Blockbuster, Record store, or book store. They all went broke and it's just a matter of time. For that reason, I couldn't help but short some more at the end of the day. Not to say there won't be a little short squeeze here and there along it's path to ruin.
If MS or Sony want to go down that road, GS still has a Ace up it's sleeve called Spawnlabs.... GS can cut out the sales of console(s) and digital download of games all together, you'll just need a PC and play any game ever made! Nothing says residual income like a subscription business model.