Home > Colin Sebastian on the 3DS!
"Given the significant popularity of Nintendo handhelds, its dominant position in the market, and track-record for successful innovation, we expect that game publishers including [Activision, Electronic Arts, and THQ]will back the platform with meaningful development resources. We also believe that a new DS will generate increasing unit sales for Nintendo driven by the new platform. The Nintendo DS line of hardware has sold over 125 million units worldwide. If Nintendo is able to achieve a realistic 3D experience without the need for glasses, we believe 3DS could have broad appeal, and spark a new cycle of innovation within the industry. The 3DS could help reduce the competitive threat from smartphones." - Colin Sebastian with Lazard Capital Markets
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