Analyst on Wii U: "Competitive position has deteriorated", "No Activision support".

B

BY2K

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

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:

1. 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.

2. 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.

3. 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.
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Again with that "should make games for iOS/Android" nonsense...
 
For god's sake, why does this need its own thread?

There's precisely nothing new here; can we not keep discussion of it to one of the umpteen other threads on this exact subject?
 
If this is based on actual information from conversations with them, seems like a big deal.
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
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*gets comfortable*

BY2K said:
Again with that "should make games for iOS/Android" nonsense...
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Yeah, it's really fucking annoying. Understandable from a financial point of view, but they act as if Nintendo doesn't have hardware to support themselves.

And no Activision support? :/
 
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."
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goddamn it
 
Isn't the Skylanders sequel coming to the Wii U? Or did I imagined that...

EDIT: Nope, I imagined it.
 
I had no idea that Activision was not supporting the Wii U ........ is there any truth in this or is it pure nonsense.
 
Wario64 said:
And yet it'll probably sell despite these remarks
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Probably.
And yet, Nintendo ditching hardware and going third party on all the other platforms would make the world a better place for everyone (well, except for them not raking money with cheap hardware anymore).
 
Activision not going on a Nintendo console? LOL this guy is straight up trolling at this point. Activision themselves have stated they have Wii U games in development
 
The article is mostly whatever.

But the Activison part is curious. Especially since we had that stealth announcement thread/blunder about SkyFall coming to the Wii U this fall.
 
Why on Earth would Activision pass up a chance to port CoD to another console, when they even made versions of it for the Wii?
 
Activision has no plans to support the wii u?

can-t-stop-laughing-o.gif


This man knows shit.
 
TucoBenedictoPacifico said:
Probably.
And yet, Nintendo ditching hardware and going third party on all the other platforms would make the world a better place for everyone (well, except for them not raking money with cheap hardware anymore).
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No. The gaming world would be so boring without Nintendo as a hardware producer.
 
Activision is to Wii U what EA was to Dreamcast?

That would be a curious development, GAF is going to be worn out by the time E3 arrives.
 
The iOS rubbish is a moot point, everyone said the same thing about the 3DS and it's selling well now.

The Acitivision not supporting the Wii U at all is a bit surprising though, surely that's misinformation?
 
http://www.gamespot.com/news/e3-2011-activision-supporting-wii-u-6317743

"We will be supporting the Wii U," Activision Publishing CEO Eric Hirshberg told GameSpot earlier today. "You bet against Nintendo at your peril."
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Its pretty easy to see how this was put together though. No Activision logo, nothing announced, no support. Kojima says no Project Ogre, no Konami support. It's just stuff poorly researched from the internet.

That said I wouldn't invest in Nintendo right now either!
 
Really? Activision? The dude that gave us Call of Duty for the Wii and Nintendo DS won't support the next Nintendo home console?
 
I don't understand why any analyst with a functioning brain keeps saying that Nintendo should go full hog on android/iOS. Given Nintendo's long-term drive, their outright refusal in general to deal with other people's systems, and the low-ass profit margins on iOS... goddamnit.
 
opticalmace said:
I believe you, but got a link?
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Most of it goes back to last E3 Just confirming support and that betting against nintendo is a big mistake. Lot of PR talk but Activision whores franchises on everything til it dies thy wont skip Nintendo suddenly. They make DS COD games and even the Wii one was always good for about a million sales.
 
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