Nintendo (BB:NTDOY) Great Time To Jump In! Message Board

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Technology Stocks : Nintendo (BB:NTDOY) Great Time To Jump In!

NTDOY 21.66

+0.9%

9:30 AM EST

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To: Mat Miller who wrote (56)	8/27/1997 1:16:00 PM
From: jjs64	of 135

To All: I've been doing alot of work on Nintendo and the video game industry in general (its quite fascinating, well at least to me - I spent an entire semester last year doing a detailed analysis). In my research I was able to get alot of telephone time and some face time in with people at Nintendo, Sega and Sony, (and Atari too but thats another story). Nintendo is having their "Press Day" today in Redmond where the press and the trade will get their first look at the new "secret" game Diddy Kong Racing, which was not shown at E3 and is the hoped-for Christmas "blockbuster" title. Diddy Kong is taking the release spot of Banjo and Kazooie which was shown at E3 and is alot of fun, but is basically, IMHO, a improvement/twist on Mario 64. My friends at Nintendo did not tell me that Banjo was "delayed" because it was not ready, but that they pushed out the release data to make room for Diddy Kong, which they assured me IS ready. With the Japanese market being so weak I think Nintendo is holding up relatively well. Clearly the liquidity is in the Ordinaries not in the ADRs. I have also found that brokerage research on Nintendo is uniformly negatively biased because N64 has not been the runaway success in Japan that is has been in the US, and that Japanese investors are market share obsessed (I guess they see US investors as earnings obsessed). I have seen the NPD TRSTS data for North America and it is amazingly positive for Nintendo. Here is my rough cut at the data. Next-Generation Sell-Through - North America Sep 96 - June 96 Hardware % of Units Nintendo 52.31% Sony 35.45% Sega 12.24% TOTALS 100.00% With this I think that there may be upside based on strong US demand which analysts may be discounting. -Joe

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