During a talk at the Game Monetization Summit analyst Michael Pachter said he doesn’t see Wii U being supported once next gen systems come out; plus, he thinks its possible Activision will buy a majority stake in Take-Two if not buy it outright.
Here’s a few select quotes from his talk, courtesy of GI International:
Wii U
“I think you’re going to see now with the Wii U, notwithstanding its early launch support, nobody’s going to support it. I don’t think we’re going to see every game on the Wii U next year. I think when next-gen consoles come out they’re going to be better than the Wii U. Call of Duty is amazing on the Wii U this year. The problem with playing Call of Duty online is it’s a community and if there’s only four people playing it on the Wii U it’s no fun. Nobody in their right mind would buy a Wii U and say ‘I’m going to play Call of Duty.’ That’s like saying ‘I gave up Facebook, and it’s Google+ now’.”
Next-gen
“Next-generation consoles are going to have big hard drives, they’re also going to have disc drives. I would guess that the PS4 and the Xbox 720 will have 2 TB hard drives. That pretty much means you can download anything you want and never get rid of anything. You’ll have room for a couple of hundred games, no problem.”
Activision, Bungie
“Vivendi’s going to screw up Activision for the next couple of years, because they’re going to cause them to borrow money and buy back stock. I think the first thing Activision buys is Take-Two, because that fits in very nicely. Activision should buy Zynga – I just don’t think Mark Pincus is a seller. I think Zynga has great assets, they have really good franchises, they have a ton of revenue, and I think run more efficiently they’d make a ton of money. THQ is not investable. Activision and EA make tons of money, so they are interesting investments. Take-Two doesn’t make very much money but they have really great assets, so I think they remain attractive.”
“Prediction: The next Bungie game will be single-player only; the multiplayer aspect of that game will be subscription only.Activision’s going to try it, because they’re greedy pigs, and they’re bold.”
Pachter also discussed digital distribution, and why Zynga is a “train wreck”. He also feels Call of Duty is a failure due to “Activision doing a bad thing with Call of Duty from a profit perspective,” he said. “This multiplayer thing being free was a mistake. I don’t think anybody ever envisioned it would be this big. It’s a mistake because it keeps those people from buying and playing other games.”
Hit the link why don’t you.
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