For some reason, I had read only part of the transcript you pasted.
As we all envision now . . . the internet as access, is being moved into the cloud [translation: it going to cost to buy internet load time and content upgrade, besides just buying weapons].
The low-end user may have to be happy with a 'burn phone' type of monthly fee to game?
Its always nice to be 'dreamy' and assume the top 10% income and wealth-wise, are going to pickup the tab for operating the game-net. In some other countries, the government just places the internet operating expenses into its budgeting. The USA is not going to do that. It is turning the internet over to for-profit operators, that will keep demanding more and more to their bottom lines.
I am thinking MCZ has budgeted (itself) for say 10K MOJO units to be available this holiday season and into early 2014. Nothing wrong with that business plan (especially when we realize the first MOJO run will be to game 'elitists' high-income tech enthusiasts. As I looked over MCZ recent quarters financials, I noted R&D expenses were roughly a couple of million dollars, and I am suspecting that included new headset and other R&D expenses (besides MOJO). Maybe MOJO R&D was expensed in late 2012 quarters? 'Tech enthusiasts' will be carefully comparing MCZ phers. for value-added features to their game usage. If one has spent $70-150+ for an accessory, how can MCZ duplicate the quality of accessory you have already bot for PS3 and Xbox 360, etc? Personally, I do not know how that will happen. Darren has told us MCZ has sufficient funding to last through 2014. What he may not have told everyone, is he may be betting the future of the company on holiday sales. Thus, we have seen MCZ investors get really bombed out as MCZ stock price has fallen. I originally (in my past posts) felt MCZ should reach $1/share and perhaps a little higher. I had not firstly, foreseen the drop to the .40s.
Right now (Sunday), we have only two weeks of November to compete with massive 'Black Friday' gaming bargains by retailers, etc. device competitors. Even Wall Mart has come out strongly fighting for its share of that 'Black Friday" buyer market. This sets up a somewhat 'dicey' sales potential for MCZ accessories, etc. Add to this sales scenario . . . things like massive weather front changes and hurricane storms and possible cold snaps in EU area. The Sun magnetic poles will be flipping (as a result of normal 11 year swing cycle), this may or may not cause storm potential changes for earth, that can include communications problems, think WiFi sats static and that also can effect stock market
electronics.
Expecting a stock price jump from .40s over .80s and into $1 range might be way too much 'To-The-Moon Alice!' ism?
