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Re: Question on Earnings
expectations for EA and ATVI
ATVI's new CoD should have a strong opening thanks to bundling
Modern Warfare 4 Remastered in the higher priced versions, which is
officially the only way to get that highly sought bonus. although I
expect in coming months it will be a separate $20-ish download. The
launch may beat BLOPS3, but I doubt in the long run it will stay
ahead, since it now has to compete with Battlefield and Titanfall.
PSVR will sell out too, so it should be a strong holiday season for
the sector. They are both quite richly priced, and imo only staying
so strong on technicals, aka, "It's been going up therefore it will
keep going up."
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