GLG News by Mr. William Gardner, President and Managing Partner

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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3D Impact on Video Gaming

August 19, 2010

Gaming Giants bet on 3D for next big boost | www.google.com

The advent of in-home capability for delivery of 3D content has begun to pave the way for the next generation of video game hardware manufacturers (SONY , Microsoft, Nintendo )and software publishers (EA - ERTS, ATVI, TTWO, etc.) to prepare for this next evolution of that entertainment form. DEI's David Ward has drafted a first look "white paper" on issues and opportunities that will become important.

Microsoft's X-Box Challenge

July 2, 2008

Microsoft reportedly to cut price of Xbox 360 to $299 | news.yahoo.com

There are several key implications from this price move. First of all, the X-Box 360 is not moving well at retail, and there is "push-back" from retail vendors to get the hardware moving again. This lack of movement is causing a slowdown  in software sales, forcing developers and publishers to reconsider longer term planning and will impact X-Box-360 sales even further. Lastly, the world wide demand for the Playstation 3 is on the rise, and Microsoft needs to stimulate the X-Box 360 space. One question, why now?

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