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Author:

Jam ok

Subject:

Off Topic

Date:

03/24/17 at 4:08 PM CDT

 

 

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Sentiment:

Neutral

Reply to:

MSG`#4222,`03/24/17
By Jester Debunker

 

Re: GME earnings

Jester,

I don't have figures on what percentage of games are now a download, rather than a store-bought product. My guess would be that it's increasing, at least by some amount y/o/y since, long ago, we figured that the margins would be much better for the vg's as more people chose to purchase this way. And one of our thesis was this move away from stores why we expected GME to eventually fold. It has been cut in half in terms of stock price from when we saw the writing on the wall, while the vgs themselves have exploded upward insanely. Seems you're saying that the connection with GME is still very strong. It'd be clear if I knew the numbers.

I'm also curious about if you download software, how easy is it to switch it to a new computer as you upgrade. MSFT is hell on that, I wonder if it's the same with vg's. And not that the next thing is of great importance, but it's an interesting idea: A while ago Steam began selling a device called 'Steam link"? (Not sure of the name of the product. $50 list, I bought it for $20 on sale. Read a review that mostly praised it for it's performance with some hiccups. It lets you play a game on any sceen/monitor in your house. There's a companion controller for another $50, but you can use your own if you like. Interesting.

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