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Re: EA and ATVI
Jester,
Thanks for the pre-E3 technicals. It would feel a bit goosey
buying EA (or ATVI) around 77, given that I judged fair value at 75
and sold the shares I bought based on your analysis prior to EA's
CC. I read the schedule for E3 is June 14-16, but press conferences
for EA, UBI, and MSFT will be held June 12th. I would guess that
this show and tell event is skewed heavily towards good news for
the stocks, as they put their best foot forward. Although critics
and analysts I'm sure will be watching and commenting on things
like a trailer looking like crap, or the absence of the same when
it was expected. And I'm sure VR will be top buzzed and hyped. I
imagine that someday VR devices will be as slim and light as
putting on a pair of RayBans. Google glass II ?
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