Mr. Schackart: I focus on the way content is created, distributed and consumed. That's my definition, but there are a lot of definitions in the market. From the content creation side, it is the video companies like Electronic Arts (ERTS), Activision Blizzard (ATVI) as well as DreamWorks Animation (DWA). On the distribution side, there's Netflix (NFLX), Macrovision (MVSN), and on the consumption side some of the notables are Dolby (DLB) and DTS (DTSI) as well as Sonic Solutions (SNIC) and Monotype (TYPE).
TWST: Let's start with video games. What is going on at this juncture?
Mr. Schackart: The good news is that people are still playing video games and
still buying the hardware, and the bad news for the third-party publishers is
they are mainly playing Nintendo's (NTDOY) games.
Tickers included in this excerpt: ATVI, DLB, DTSI, ERTS, NFLX, NTDOY
For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.