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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.
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