Last quote by Neil Campling
Neil Campling quotes
If the world moves to a more nationalistic approach 'made in America, by Americans, for Americans' or 'made in China, by Chinese, for Chinese'? The unwind of these variable conditions will likely impact margins, growth and suppliers exposed to the globalization trend of the last decade. The same will likely make global tech a tougher place to invest in 2017.
Offering a free game with an option to unlock all the available content for just $9.99 will appeal as a pricing point to many. Many successful mobile games, such as 'Clash of Clans' by way of example, have seen an annual spend of over $100/year/gamer. So to set a low incentive (zero to try) and then a low total cost when engaged could set Nintendo on a differentiated path which, ultimately, could be a game changer to address a wider audience.
For unlimited use of 'Super Mario Run' it is the price of a just one month of a Netflix subscription, or one month of Spotify premium or a fraction of a traditional game ASP (average selling price).
I am uber-bullish. I think if the stock is down it's a compelling opportunity to buy into the stock. You now have 1 billion users accessing Facebook only on mobile. Where can you find a large cap growth stock delivering 50 percent plus top line growth every quarter?
I think the principle concern is competitive risk in terms of primarily as Apple is growing through the (Apple) Watch strategy and because Apple is placing a lot of emphasis on the fitness that is seen as a threat to Fitbit.
In small size OLED Samsung is the 600 pound gorilla.
In memory they are the global leader, and we have heard demand trends are strong, supply is constrained which is good for pricing.
Looking at where the stock trades, it's now looking really cheap, I'm warming up to this.
It is clearly too early to triumph the Switch but it certainly has promise and will provide the latest opportunity to build on Nintendo's resurgent mobile offering. The success of Pokémon Go, as we expected, appears to have led to renewed confidence in fast tracking this new mobile first strategy from Nintendo.
There are clearly many unknowns. These include pricing, the technology hardware and performance, the battery life, the amount of third-party support and the inclusion, or not, of VR (virtual reality) compatibility.
We've had Brexit already and will this lead to Ireland again, they've done it twice before - don't forget the Lisbon Treaty in 2007/2008 - will they again lead to the threats of job cuts in Ireland ... could this lead to another vote on the EU inclusion?
Clearly the company doesn't have a quick fix or back up plan given the search for a new CEO is just starting, but the removal of the CEO we thought would be taken well by the market as a positive first step.
As soon as they reduce marketing, you see revenue growth decline substantially. They haven't got the scale.