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Author:

Jam ok

Subject:

Off Topic

Date:

04/28/15 at 1:38 PM CDT

 

 

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Reply to:

MSG`#2586,`04/28/15
By Jester Debunker

 

Re: Wedbush predicts Battlefield to help EA beat

Jeseter, HB - OT

You know more about the internal fiscals of VGs, but it sounds to me, in terms of 'beating' ests., in a hall of mirorrs (numbers massaged beyond reconizability), any 'image' can be chosen as the real one. I don't recall how badly ATVI was hurt by COD being a disappointment similar to, if not better than, BF's Hardline. It's interesting no analyst that I recall ever called out EA on continual non-transparency of revs, etc. Digital sales seem a real 'gift' in increasing that. But I would imagine that, theoretically, it's possible for an analyst to ask for assurance that whatever the method of 'massage', there will be a beat, and hang their hat on that, as it's terribly embarrassing to get such predictions wrong, so why stick your neck out unless you've got the 'green light wink?'

OT - NOK - I'm sorry I can't cut and paste, so, from questionable memory - Story said Nokia is expected to show a slowdown in their networking equipment sales. Analysts are more neutral than gung-ho - think it was something like 4 positive, 7 neutral, 5 neg, or so. I intend to get a bigger than my (fairly tiny) stake in ALU, but I'm hoping we get a little breakdown so I can get a better price, altho prediction in ALU price action isn't a slam-dunk (or is that a slum-dunk?) like EA.

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