TTWO
Board Highlights
Message List Post Message Reply to
this Message

MSG # GO



Rap Sheet

Author:

breinejm

Subject:

Off Topic

Date:

04/08/15 at 12:59 PM CDT

 

 

READ: 8

RPLY: 1

1

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#2470,`04/08/15
By LongTerm CapGains

 

Re: EA: What are your thoughts regarding this and next couple of Quarters

EA has always been given huge benefits of the doubt, even whent hey struggled. Analysts seem capable of predicting earnings on vaporware, unlike TTWO where there is no benefit of the doubt given. I suppose with EA since you know analysts will accpet crazy Non-GAAP one time expenses every quarter, their earnings can be consistebnt in that regard! BF has to be a huge failure relative to expectations, so I think short term there will be hiccpus. I also do not see the software market picking up. The attach rate is way down relative to past cycles, but there price will mostly be dictated by people with more money thatn I and the hedge funds like them right now. I am currently short, but would love to close the position if it drops to low 50's.

Copyright 2014 All Rights Reserved; Patent Pending