TTWO
Board Highlights
Message List Post Message Reply to
this Message

MSG # GO



Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

08/15/16 at 3:17 PM CDT

 

 

READ: 4

RPLY: 2

0

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#3884,`08/15/16
By LongTerm CapGains

 

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'.

Copyright 2014 All Rights Reserved; Patent Pending