Michael Pachter
Michael Pachter
Michael Pachter is a video game, social media, digital media and electronics analyst with Wedbush Securities. He is also the Head of Research for the Private Shares Group, a Wedbush division which focuses on companies which have not yet gone public such as Facebookand Twitter. Pachter has an MBA & two law degrees. Pachter worked for 16 years at Arco where he was Arco's director of strategic planning until mid-1998...
gives retailers
The retailers gives us all products. We need retail.
analogy buy limit pc reason success
It will limit the success if they're not materially better than the current-generation games. The analogy is, do you buy a new PC if you don't have a reason to? You just don't do it.
number
The number of units is a manufacturing constraint,
abysmal box job managing marketing supply
It's killing the market. They did a masterful job of marketing the box and an abysmal job of managing the supply chain.
last million sell
In the U.S. they'll sell out at 1.5 million right away. They won't last a week.
appreciate grow guys needs question somebody sure
I'm not sure that I appreciate why somebody needs an avatar. The question for these guys is, what do they want to be when they grow up?
components conference held lined press
They wouldn't have held a press conference if they didn't have all the components lined up already.
atari cheap either group investors mistakenly small thrive
Take-Two is cheap and Atari is really cheap. Investors mistakenly look at the group as either being big and going to thrive or small and going to go broke.
million number production ramp start zero
The number of units is a manufacturing constraint. You can't start production from zero and ramp to a million a week.
added number reason
One reason they didn't make my number was because they added so much to the reserves.
christmas november
I think they are being appropriately conservative about Christmas because it's November 1.
bunch cut cuts publishers reflect
EA has a bunch of underperforming games, and I think that the cuts reflect that. Other publishers will cut underperformers as well.
box close content either harnessing next pc power processing several skeptical using word
I am skeptical that we are going to see content that even comes close to harnessing the power of either box for the next several years. It's like using a 3.2 gigahertz PC or a 3.4 gigahertz PC for word processing -- it's not going to make much of a difference.
competing competition everybody needs sony understand
What everybody needs to understand is Sony is not competing with Microsoft. Sony's competition is with Toshiba.