TTWO
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Author:

breinejm

Subject:

Analysis

Date:

04/13/15 at 9:53 AM CDT

 

 

READ: 8

RPLY: 2

0

0

RECS:0

Sentiment:

Neutral

Crazy on topic post

Ok, I am wondering if it might be worth taking a flyer on TTWO. The major thing concerning me ATM is that GTA5 PC is charting 30 for download and 40 for game on Amazon. I was expecting a bit higher based on pre-release videos and customization abilities. It certainly looks unbelievable. I thought a lot of folks would want this, and I am sure it will do well, but not quite breaking out like I imagined.

I expect Red Dead, perhaps next year which would make those current estimates very very low. If memory serves R* San Diego hired some in 2012 and then had a huge number of openings last September. So Spring 2016? If this timeline is correct, could we likely see 30-35 in next 12 months? I would feel a lot more comfortable buying TTWO below 20, but i am watchng it again for a possible entry and would like others thoughts if you have them. jamok I know your thought: Run Away!  :)

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