"the console gaming industry is getting hit hard. The implication is that the big players want out, and technology is moving towards streaming and cloud gaming."
"Gaming is at its heart part of the media spectrum. It managed to escape the Sony-BMG style for a while, but it's only a matter of time now. I'm no Pachter but it doesn't take an analyst to see which way the wind blows. All the evidence is towards a commoditized future as a platform for licensing."
"I think it reflects the reality of the console gaming marketplace. There is little to no growth in that segment, largely due to competition from mobile and other devices ... That is what happens in any industry once it becomes saturated and technology progresses beyond its initial role."
"Simple - they're the content distribution centers ... EA will be unable to produce like all other developers (we see them dying on a daily basis, and the console industry is clearly collapsing) and will just become Origin, much like dinosaurs are today's birds."