Check out ATVI CC at 4:30 EDT.
I'm hearing they will announce the new "go to market" stratgey with Vivendi.
If your familiar with Salesforce.com (CRM), it's the same model - download/rent the game, pay a monthly fee for however long, then stop when you're done. CRM went from selling software to subscription based use for standard apps and programs and their stock exploded.
Why pay $60 for a game when you can "rent" it for $10 per month, then drop it when your done/bored. It's freeking brilliant. It will change gaming and you'll see more revenue coming as more games are tried.
This may also be the begining of the end for the folks at Gamestop (GME).
Anyone remember Blockbuster?
Gamers typically get 10-15% trade credit at GME, and the gamers feel ripped off, everytime they trade in.
Disclosure: Long ATVI (no duh!)
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