Videogame sales data are in for the month of January. I love it when we get the monthly numbers on electronic gaming; it's always fun to see which of the big three -- Microsoft (NASDAQ: MSFT), Sony (NYSE: SNE), or Nintendo (OTC: NTDOY) -- are on top.
Well, as you can guess, the Nintendo Wii was number one yet again, selling 274,000 consoles last month, according to data released last week by marketing research firm NPD. The PlayStation 3 wasn't far behind with 269,000 units sold. The Xbox 360 was in the undesirable third position, moving only 230,000 of its next-generation system. Microsoft has stated that shortages of its popular product contributed to the disappointing showing. On an anecdotal basis, I know that the Xbox 360 with the hard drive, at least in my area, was indeed absent from many retail shelves as of late.
It was nice to see the PlayStation 3 have a good month. And you have to wonder how long the Wii will stay on top -- there seems to be no end to its momentum, but everyone really wants to see how it performs when there's finally enough supply of the fun devices in the marketplace (if you've never played the Wii, take my word for it -- it really is fun). Plus, what happens when all three of the new consoles move toward price parity? Will the power of the PS3 suddenly trump the innovative DNA of the Wii? Watching the evolution of the sales dynamic of all three systems will be almost as diverting as shooting up the mutant beasts in Resident Evil 4.
Activision (NASDAQ: ATVI), by the way, had the bestselling title for a single system -- the fourth Call of Duty, an intense game, sold 331,000 discs for the Xbox 360. Awesome, since I own shares in the publisher. It isn't too late, in my opinion, to get in on the game wave my friends. Take a look at the quality publishers -- Activision, Electronic Arts (NASDAQ: ERTS) -- as well as Nintendo, which recently saw a drop in the price of its shares. And if you do believe in the videogame zeitgeist, you probably need to take a look at Gamestop (NASDAQ: GME). This retail idea is well off its 52-week peak of $63.77.
Disclosure: I own shares in Activision, and am looking at Microsoft and Nintendo.










