true signs of buy now, page-43

Hi PLM, that's bl**dy good research u just did. the key for me:

"It's growing more than 100 percent a year"

"That starts with Internet penetration worldwide, followed by social networking penetration, followed by percent of users of social networks that play games, followed by percent of people who pay inside of these games, followed by how many games they play per month, followed by ARPU per paying user. Add it all up; they're all growing and if each of those things goes up you know 20 or 30 percent or whatever the respective numbers are, it adds to 5-10x of the category over a three to four-year period of time."

This online gaming & social networking interface industry is looking to snowball big time! this is the industry trend. If we use the BCG matrix (Dog, Cash Cow, Question Mark & Star), we'r sitting in the question mark area with the industry showing huge growth. If we can pull off some innovative ideas, we may as well be sitting in the Star box after a couple of yrs.

Again news will be the key driver here. How innovative are they? How big are they thinking? Are they thinking big enough to engage an internet super giant to launch a global campaign? This is the exciting part.

GL all
JL