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Re: Star Wars
discounting
I agree that the pace of the margin expansion is not
sustainable, after all, the cost cutting is all behind it and
probably was the initial catalyst to start a margin expansion
period. However, if there was an inflexion point where
digital downloads increases markedly, say from 20 to 50% in a short
period of time (a terminal rate of decline for GME, i.e. an
inverse relation), then the margin growth could still be
significant enough to still be considered bullish for the
EA.
I am simply wondering if this is another trend that could grow
longer legs, after all, trends tend to behave this way. Just
a thought.
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