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Author:

Jam ok

Subject:

Off Topic

Date:

10/21/17 at 1:02 PM CDT

 

 

READ: 3

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Sentiment:

Neutral

Reply to:

MSG`#4485,`10/20/17
By LongTerm CapGains

 

Re: INFN: Century Link and Level 3 Merger

lt cap,

Yes, I am even more deeply into 'fantasyland' - I wish Suri would shout, "Sector Has BOTTOMED!" while thumping his chest. I would settle for a small miss and an upside hike to estimates going forward, levening the miss with promised performance (altho promises won't get you much on the street.) But I obviously will have to settle for whatever it is that he does say. IIRC, his past promises of sunnier things going forward have been met with less than a golf clap. And thanks for the earnings date - didn't know that. I've lost track of INFN, given that I think of it as a 'Rip Van Winkle' stock - check it every 20 years to see if it has awakened yet. They should be shipping new products, even if sales are still anemic, yes? Or is that further down the line?

The surprising thing about this article, upon skimming, is not that a top developer says EA monetizes the crap out of everything they can (I wouldn't expect less), but that the growth in revenues bar chart, and $5 billion in in-game transactions? Maybe they aren't overvalued. But that's just a 'skimming thought' on my part. Jester knows those kinds of details.

tweaktown.com/ne...x.html

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