Jester,

I had given up following VG stocks, given the rise in valuations that has occurred: It seemed as though EA had skyrocketed as a result of analysts' push of the stock, and then others - ATVI, TTWO - has risen into the 30's after having started from a base around the high teens IIRC. You're clearly saying you think ATVI is undervalued here. Do you have some PT that you think it reasonable, given the BLOPs3 sell thru news and other positive factors, or is that not something you've given thought to, as you may just want to trade in and out of it given the overall positive factors you've cited?