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Re: OT - CIEN
lt cap,
Thanks for posting the Barron's article. I think the CEO just
called ma a 'dope'. I'm hoping that means a long-term dope, rather
than a short-term one. If it 10 bags, it'll be a $210 stock. It's a
bit unnerving how confidently he speaks of their not having
problems with just about anything you can name. And while he
differentiates INFN's performance, I'm very curious - is he
shooting straight, or is he like Fallon - not a con-man, but overly
optimistic on current business and prospects. Guess we'll find out
in early Sept. They did miss the last two earnings.
In other news, I was looking at the VG sector, and yeah, ATVI
and TTWO have crossed 40. Didn't look at EA but I expect the same
performance wise. But that is Jester's purview, I really am not
informed on current developments. Except for: No Man's Sky. I've
just started playing it. Hype and expectations were thru the roof.
Last time I looked, Metacritic had it as a 70 score. Yup - it has
it's problems and mid-game bordom according to critics. But it has
something new - a 'proceduraly generated' galaxy with 18
quintillion planets. And a lot of things in the game are
generated on the fly - inhabitants of planets, topography, etc.
You may or may not ever encounter another human in your
journey, althought it is an MMO. Obviously, it needs a lot of the
kinks worked out. But I think it may be an important
concept/innovation for the industry going forward, and it is the
antithesis of games that are 'on a rail' and play the same
everytime and for everyone. The game 'holds your hand' for a short
while teaching basic concepts, and then you're on your own.
Interesting stuff. I think it was Barron's that had an article '10
things I wish I knew when I was starting to play No man's sky'.
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