Securities analyst- Wii U "competitive position has deteriorated&#

Discussion in 'Wii U - Console, Accessories and Hardware' started by heartgold, Apr 6, 2012.

  1. heartgold
    OP

    Member heartgold GBAtemp Psycho!

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    An analyst in Japan with Macquarie Capital Securities does not see a bright future for Wii U

    Wii U will launch later this year (one rumored date points to November 18) and Nintendo is hoping to make a big splash with the system this year at E3 in June. Many questions about the console's capabilities still linger, however, and one analyst in Japan is not too optimistic about Wii U's long-term prospects.

    David Gibson at Macquarie Capital Securities (Japan) Limited has downgraded Nintendo stock to "underperform" and remarked that there are "increasingly problematic structural problems for the company."

    Gibson assigned a target price of ¥10,000 and noted that "if Nintendo went iOS/Android with games we think the stock could be worth ¥20,000+, but in our view that's not going to happen."

    Ultimately, Gibson said the "competitive position of the WiiU has deteriorated" and he advises avoiding Nintendo stock until E3.

    Gibson outlined three potentially big problems for Nintendo:

    Wii U GPU is less powerful than Xbox360/PS3 according to developers, which means it has no edge besides the tablet interface to attract core users. Initial third-party titles are likely to be only ports from Xbox360/PS3 titles. A bundled WiiSports/Mario title may help initial sales beat Wii launch, but Wii was severely production-constrained and the surprise factor from Wii U is less.

    iPad with its retina display shows where Apple is taking its 4 screen infrastructure, leaving Wii U less connected and less relevant. The GPU processing power for handsets is reaching consoles such that we think core gamers have no interest in buying into the Wii U. Apple might add in a controller to its line-up to be more attractive to core users. MocoSpace survey shows that 96% of gamers like to play their games at home, and with a better infrastructure we think iOS will be able to deliver a single game experience across four screens that Nintendo cannot.

    Wii U will have 1-year window to gain installed base before PS4 (Orbis) and then Xbox Durango launch in late 2013. At that point, the core gamer that Nintendo is after for the first time will have no interest in Wii U. We understand that Activision has no plans to support Wii U, which means the biggest selling title of Call of Duty will be missing; Konami is also planning minimal support.

    On that last point, we reached out to Activision, and the official answer is that the publisher hasn't made any announcements about Wii U support. Activision Publishing CEO Eric Hirshberg has said multiple times that Wii U would more closely align with the types of games Activision makes, but we'll see how that translates into support from the company.



    http://www.gamesindustry.biz/articles/2012-04-05-wii-u-competitive-position-has-deteriorated

    So it begins :)
     


  2. soulx

    Member soulx GBAtemp Legend

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    So speculation pieces are news now, eh?
     
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  3. Guild McCommunist

    Member Guild McCommunist (not on boat)

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    I'm gonna post the same image from my first post in the "Wii U is shit" thread because it expresses the same feelings here:

    [​IMG]
     
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  4. Tom Bombadildo

    Contributor Tom Bombadildo Honk!

    pip
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    This is retarded, telling Nintendo to go all iOS/Android with their games? This is bullshit, not newsworthy at all.

    EDIT: LOLOL The GPU comment is so idiotic...I don't...TO THE EOF, I DEMAND THEE.
     
  5. Wizerzak

    Member Wizerzak Because I'm a potato!

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    More importantly
    [​IMG]

    New Super Mario Bros. Mii !!! :yay:
     
  6. Guild McCommunist

    Member Guild McCommunist (not on boat)

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    Can't wait for another terrible multiplayer experience.

    Sorry Nintendo, multiplayer platformers don't work. Even a much better platformer like Rayman Origins didn't do it well.
     
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  7. Xuphor

    Banned Xuphor I have lied to all of you. I am deeply sorry.

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    Didn't some other "professional analyzer" say essentially "This platform is doomed" for literally EVERY system ever released?

    Yes.

    I don't see how this is news, it happens with literally every console and handheld release.
     
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  8. Just Another Gamer

    Member Just Another Gamer 星空のメモリア-Wish upon a shooting star- Fanboy

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    And more speculation, I can't wait until the PS4 for some console wars after this :glare:
     
  9. Guild McCommunist

    Member Guild McCommunist (not on boat)

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    This isn't Pachter.
     
  10. Thesolcity

    Member Thesolcity Wherever the light shines, it casts a shadow.

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    I'm skipping on the Wii U. But I find it funny investors are jumping ship based on rumors. What happened to games not being about specs? Some people with their e-peens these days I swear....
     
  11. Wizerzak

    Member Wizerzak Because I'm a potato!

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    This. I've heard the same about all the recent consoles / handhelds. IIRC the Vita, 3DS and even the Wii were 'doomed to fail'
     
  12. heartgold
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    Member heartgold GBAtemp Psycho!

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    This is just against current gen, Wii U is gonna get bashed so hard against the next Playstation and Xbox in the next few years or so. I don't think a controller with a screen can save them this time like motion controls did.
     
  13. Bladexdsl

    Member Bladexdsl ZOMG my posts...it's over 9000!!!

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    i'm so sick and tired of these fucking threads!
     
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  14. Guild McCommunist

    Member Guild McCommunist (not on boat)

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    You can tell shit is on like Donkey Kong when heartgold's doubting a Nintendo product.
     
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  15. Bladexdsl

    Member Bladexdsl ZOMG my posts...it's over 9000!!!

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    i have a great idea: lets just wait till e3 and stop posting fanboyz debate threads!!!!

    [​IMG]
     
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  16. Foxi4

    Reporter Foxi4 On the hunt...

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    Okay, whenever I read "Console X will not sell because Apple..." I immediately reject whatever preceded that statement.

    Whoever you are, get medical help. Now. There's something wrong with your head, Japanese Analyst Guy.
     
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  17. Janthran

    Member Janthran Solarian

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    Wait, is that legit?
     
  18. Guild McCommunist

    Member Guild McCommunist (not on boat)

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    I have a great idea: stop using a "z" instead of an "s".

    Also posting trollfaces doesn't make your posts trolly or funny.
     
  19. Valwin

    Banned Valwin The Neautral Gamer

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    [​IMG]
    o boy
     
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  20. Rockhoundhigh

    Member Rockhoundhigh Man with a mission

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    This is like the fifty-millionth time some idiot has said that some tablet is going to take down Nintendo, seriously industry speculation is bull, remember the imminent 3DS failure?
     

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