Gamers are waiting. But who can feed them?

3 hacked PSPs. I saw them on my way to office this morning. All of them were being used to play downloaded MP3, TV series, and piracy games. A hacked PSP and a memory stick would cost half of monthly salary of an entrant - 2,000 RMB or 260 USD here. Even in Shanghai, such a busy metropolis, people are still looking for entertainment all the time. Then how about the young generations in lower tier and slower cities? With more leisure time, more energy and more personal friends, those low-paid young people are waiting for something exciting.

The second story is old: 2 groups of game salesmen (or say "spreaders") fought in netcafe for pasting game posters. They came from Giant Interactive and Kingsoft. And during my vocation days in Yangzhou - a small city in east China - for Chinese new year, I saw Giant's posters everywhere.

Here's my last story today: this week, Giant (NYSE: GA) and NetEase (Nasdaq: NTES) and The9 (Nasdaq: NCTY) have revealed their Q4 earning reports. Giant successfully increased net revenue to $45.8M in Q4 2007 from $11.8M(E) in Q4 2006, while The9 decreased to $11.8M in Q4 2007 from $13.5M in Q4 2006.

World of Warcraft is a great game. But I haven't seen people helping gamers to learn how to play World of Warcraft during my days in Yangzhou or other lower tier cities.

Gamers are always waiting for contents. But who can be the first one to feed them?

Shanda (Nasdaq: SNDA) and Perfect World (Nasdaq: PWRD) will release earning reports next week as well. My personal guess is: 2007 might be a remarkable year for Shanda.

Let's wait and see.