3 analysts examine the Digital Media segment in this 26-page report from The Wall Street Transcript.
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Investing in Digital Media: Ralph Schackart, William Blair & Company, LLC
Cable & Satellite, Video Game Publishers: Todd Mitchell, Kaufman Bros., LP
Video Games & Entertainment: Arvind Bhatia, Sterne Agee & Leach, Inc.
Topics covered: Evolutionary releases - Direct consumer relationships - Consumer facing applications - The popularity of Wii product - More downloading capabilities - Price cuts - Quality companies - The installed base - Digital contents - Consumer electronics - Technologies - Interconnectivity - Micro transactions
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Companies covered: Electronic Arts (ERTS); Activision Blizzard (ATVI); Netflix (NFLX); Dolby (DLB); DTS (DTSI); Nintendo (NTDOY); DIRECTV (DTV); DISH Network (DISH); Macrovision (MVSN); AT&T (T); Take-Two (TTWO); Sony (SNE); Microsoft (MSFT); GameStop (GME); THQ (THQI); Marvel Entertainment (MVL); JAKKS Pacific (JAKK).


