Deutsche Bank's Jeetil Patel notes that market share declines at EA have been masked by Rock Band, and he's questioned the publisher's product portfolio.
"We continue to believe that EA's title slate lacks diversified quality and that its catalog titles are underperforming as reflected in its consistent market share losses these past few quarters," Patel said. "The company does have new IP but there is little reason to believe that EA can turnaround its fundamental studio product quality in the span of 3-4 quarters. Needless to say, FY09 will represent the proving ground in terms of whether the company has lost its product development luster or whether the leader is back on top."
