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Analyst Interview Excerpt
INTERACTIVE ENTERTAINMENT – EDWARD S. WILLIAMS – BMO CAPITAL MARKETS CORP.


Full article published: 04/06/2009


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TWST: Where do you focus your attention in the leisure space?
Mr. Williams: I focus on four different areas. My primary focus right now is in the interactive entertainment segment, especially given the relative vibrance of that segment compared to other subsectors within leisure.

TWST: What are the other sectors?
Mr. Williams: The other areas I look at are recreational products, motor sports entertainment and gaming equipment.

TWST: What is the particular appeal with interactive entertainment at this point?
Mr. Williams: The interactive entertainment segment is not driven by the macroeconomic cycle; instead it's driven by the product cycle of the underlying hardware systems. We began 2009 with a US current generation console installed base that's up almost 100% versus the beginning of 2008. So the addressable market for software sales has expanded rapidly despite the macroeconomic issues.

 

Tickers included in this excerpt: ATVI, ERTS, GME, MSFT, NTDOY, SNE

 

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