MCZ shares a board member in common with Soda Stream, so at least know we know somebody on the BOD is familiar with the concept. Wouldn't that be a kick in the head to finally reach that long anticipated "inflection point" and then immediately get taken out?
what's "fair value" here?
Where we all gonna go if they decide not to fix them? Facebook? Twitter? lol.
Brilliant analysis. Estimates here range from $25 gross rev per unit to a flat licensing fee regardless of quantity produced. Your guess is as good as anybody's.
I never know what you're talking about. Is this not a "PR"?
Sounds like you have very little idea what you're talking about. A controller permanently attached to a small smart phone sized screen was a bad idea from the get go.
"He started with Geysers, a site where previous owners drilled five wells. U.S. Geothermal also acquired nearly $70 million in tax credits and $3 million in casing and drill pipe. The company will either develop a steam project to sell to a neighboring power plant in a year or build its own plant in two years, Gilles said.
Gilles relishes the chance to build an empire, which he couldn't do at Calpine.
He said the company will announce another site purchase in the same vein as the Geyser acquisition by the end of summer."
I wish I could bold text that last sentence!
Must be because folks are cutting that cable TV cord which dovetails nicely with the internet TV boxes. I wonder if any of the manufacturers have considered integrating an amplified TV antenna along with an OTA app into their box? I turned off my cable back in January, but I seldom bother to watch the OTA channels. Roughly 15 such channels are available here.
One other thing, those end cap TB test stations are now gone at my local BB. They always seemed a bit unsanitary to me anyway. A good way to pick up head lice.
I would tend to agree with you regarding MCZ, however, somebody is selling headsets to go with those new consoles. Probably TB. IF MCZ had a larger B&M retailer presence, the initial inventory build alone would likely move the needle during such a traditionally slow quarter. Online retailers, not so much.
I went in to my local Best Buy recently and couldn't locate a single MCZ SKU. Not even the RATs. Several names I haven't seen before now have shelf space however. I kind of feel like MCZ is altering (but not abandoning) its "largely online" to "sophisticated gamers" strategy, and will begin targeting the less sophisticated, casual impulse buyer via the big box stores this coming holiday season. As an aside, I was standing in the "internet TV" aisle searching for a FireTV controller (none to be found), and there was a middle age couple standing there with a BB employee discussing the pros and cons of FireTV vs the Roku. I wanted to interject and tell them MOJO was superior to both, but alas, there are no MOJO's to be bought at BB.
The trackpad is certainly a nice touch. $60 is kind of steep though. XONE supports WiFi Direct. Does that mean that a XONE controller can be used with the new shield? On the other hand, PS4 appears (from my limited reading) to use BT4. Can the CTLRr be used with a PS4?
Consoles sold year to date number over 11 million (X360/PS3/WiiU/XONE/PS4). That's 3.1 million more than had been sold this time last year. Up 40.4%. 13.5 million XONE/PS4 consoles have been sold since November 2013 (6.5 million 2014 year to date). Will the lower priced models hit the headset sweet spot? There certainly seems to have been a change of opinion at MCZ. Maybe they're just waiting on the market to mature a bit to release the higher priced models? (data from VGChartz)
Console and PC Revenue to Drop 12% in 5 Years, Mobile Gaming to Grow
by William D'Angelo
Console and PC gaming revenue is expected to decrease by 12 percent by 2019. This is due to the growth in mobile gaming, which is expected to erode into other sectors of gaming. Console and PC gaming revenue will decline from $46.5 billion in 2014 to $41 billion in 2019, according to Juniper Research.
Even though console and PC gaming is expected to decline, it will remain above 50 percent of all gaming recenue. PC sales are also expected to be bigger than console by 2019. This is because of the success of MOBA games, such as League of Legends and Dota 2.
The PlayStation 4 and Xbox One will provide a short term boost to the console industry, however sales are expected to slow in the future. The next Xbox and PlayStation are expected to be released in 2019.
I hope it's not just our inside circle of "old timers" who are buying MCZ shares these days. We need some new folks to see the potential here and start accumulating. Let's hope the Needham conference accomplishes that!
MCZ's recent internet sales overseer should be made aware that MCZ products aren't listed on the Nvidia site. No excuse for those kinds of omissions.