Nintendo

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Nintendo

• Video Game Analysis A Focus On

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To Start

• Have some mii!

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The Portfolio
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Nintendo
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Nintendo (cont.)

• Looking back
• Mike I got a lot of things right
• Inefficient markets ? Pinksheet
• Target Market
• Status of Consoles/Handhelds

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Nintendo (cont.)

• We also missed a few things
• Miis!
• User-created content
• Really easy to use, and fun!
• Virtual Console
• Download old games for 5-10
• Almost pure profit!
• Wii Sports Pack-in
• Ingenious way to get more non-gamers
• DS Lite effect
• Can you say Ipod?

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Nintendo (cont.)

• But the real key is
• 3rd-party game support!
• Electronic Arts Ubisoft fully support Wii
  already
• Past winners of console wars always have this

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Industry Trends

• Massive Multiplayer Online Games (MMOs)
• World of Warcraft (WoW)
• 8 million subscribers!
• Why not more mainstream MMOs?
• Virtual Worlds
• -Secondlife
• -Home

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Industry Trends (cont.)

• In-game advertising
• Google buys Adscape
• Just like television advertising, but in games
• Mobile Gaming
• Glu Mobile IPO
• bite-sized chunks of entertainment

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Want to know more?

• Check out www.seekingvalue.com!
• I will update at least once a week on video game
  related business trends and investing
  opportunities

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To End

• Have some more mii!