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Have you or Nathan gone back to the valuation model? Do you still think the value of $26/share is reasonable?

Hey Bruiser,

I haven't changed my opinion on the valuation. I think the value is still there, largely because of the balance sheet (cash) and the value of the various properties (mario, donkey kong, zelda, etc.)

At some point they'll need to relent and come up with a strategy that works for Apple or Android. (Even Sony has started to dabble in this direction with Android, though like most things Sony of late, they've managed to handicap it just enough to make it unattractive.) I suspect this will take them time and I think the Wii U still might surprise some folks, but we'll see.

Best,

Nathan
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