“Restructuring is always positive. The problem is that the scale of job cuts doesn't match with the seriousness of the situation ... and the 120 billion yen disposal of stocks, land and other holdings is too small,”
“His (Stringer's) business model is just a continuation of Idei's formula for growth, which means he doesn't have a new business model, ... It's a business model has been made obsolete by the digital era, and if the company is not able to change this model there is no way they will survive.”
“I think that ultimately the grouping that will have the deciding power is the movie studios in the US because they've got to feel comfortable in term of the intellectual property management of the movies,”
“In the initial phase the consumer will probably lose. It is a big risk for people who actually buy products for either format without knowing who the winner is.”
“Restructuring is the first step and that's the easy part, but what they don't have yet is a viable business model. The market won't accept hollow promises.”
“They will have to show significant improvements in profitability or a great success in a specific product to get back the market's confidence. They keep saying they want to use content to drive sales of electronics, but hoping that would happen is not a substitute for a business model.”
