Revenues are expected to triple by 2007, and companies such as Yahoo, RealNetworks, and CNET are coming on strong…(with acquisitions)
On Yahoo: “Yahoo could make a purchase in the segment as soon as this year, perhaps of a developer of downloadable games. We think that SportsLine.com, which essentially signaled it is putting itself up for sale in May, 2004, would also be a logical acquisition target, given its notable presence in fantasy sports.”
On RealNetworks: “We would not be surprised if RealNetworks next sets its sights on a developer of wireless games, given its focus on wireless opportunities around the world. U.S. wireless game revenues are expected…”
On CNET: “We expect CNET to continue consolidating smaller game-oriented companies, particularly ones that have more of a focus on media.”
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