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Re: ATVI's fantastic call      6-Nov-09 12:01 pm    
Congrats on ATVI beating expectations.

But I remain skeptical. Again, MW2 will be one of the biggest game of all time. But I still think the rest of the line is a bit weak. GH5 did respectable . . . but they got a lot of that by sacrificing GH: VH. They gave away free copies of GH:Van Halen with each GH5 sold. And I'm suspicious of the DJ Hero . . . it hasn't done well according to various charts, analysts have slashed expectations for it, etc.

And all that talk of "I don't know what the consumer will do." seems to be foreshadowing. You know what the consumer will do Bobby, you see the pre-order numbers. They'll all buy MW2 but largely ignore DJ Hero and Tony Hawk ride.

But no big worries . . . the Blizzard cash cow will come to the rescue, so it is not like ATVI is in trouble at all. They continue to be the sector blue chip. Just not much growth, IMHO.

Good luck though.
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Just listened on the ATVI call. It is clear as can be t...
mango_tree_... (1 Rating) 5-Nov-09 05:53 pm  
 
One correction: StarCraft 2 comes out H1 2010 (not...
mango_tree_... Rate it 5-Nov-09 05:58 pm  
 
Re: ATVI's fantastic call
SPECULAWYER... Not rated 6-Nov-09 12:01 pm  
 
So . . . did ATVI really say this stuff? As I sai...
SPECULAWYER... Rate it 16-Nov-09 09:37 pm  
 
Oh . . . and if you want DJ Hero cheap, you c...
SPECULAWYER... Rate it 16-Nov-09 09:42 pm  
 
They were very enthusiatic about Hero numbers...
mango_tree_... Rate it 16-Nov-09 09:59 pm  
 
"did ATVI really say this stuff? As I said, I...
mango_tree_... Rate it 16-Nov-09 10:04 pm  
 
>>Are you suggesting that I am lying abo...
SPECULAWYER... Rate it 17-Nov-09 05:57 am  
 
The links that you provided are pre...
mango_tree_... Rate it 17-Nov-09 07:59 am  
 
>>>The links that you provided...
SPECULAWYER... (1 Rating) 17-Nov-09 12:10 pm  
 
"I know you are taking th...
mango_tree_... Rate it 17-Nov-09 12:28 pm  
 
>>Even Cramer slappe...
SPECULAWYER... Rate it 17-Nov-09 12:38 pm  
 
Cramer's reason...
rustyambigu... Rate it 17-Nov-09 12:58 pm  
 
Couldn't h...
mango_tree_... Rate it 17-Nov-09 01:11 pm  
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Take-Two Interactive Software Inc. (TTWO)

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