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Wednesday, August 20, 2008, 3:00:38 AM ET
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List Filter:   Minimum Recs (MR):     (edit)
Note: a community recommendation (CR) consists of at least 5 member recommendations (MRs)
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 THQI  MVL  AAPL  ~INV 

 Posted By / DateArena / Size Partial Message   RecRead 
Martin21
1 hr 16 mins ago
THQI
279 words
FD:  credit spreads point to end of equity rally, merrill says by <a target="_blank" href="http://www.marketwatch.com/ne-2
Jamok
2 hrs 53 mins ago
THQI
219 words
AC: nflx has been trying to find its footing of late in terms of price-action. be interesting to see whether this bullish reiteration help -7
Jamok
08/19/08 9:01 PM
THQI
79 words
FC: very interesting comments by harvard economist on just how bad things will get in the macro/financial sector, with some interesting and-12
Nsthil
08/19/08 5:13 PM
THQI
334 words
FD:  ps3 has lost more money than ps2 generated at peak   the ps3 has already cost sony over $3.3 billion, which is 113
Martin21
08/19/08 4:59 PM
THQI
210 words
FD: there are over 800k beta applicants for war this far for the us only! if you think about 10mm wow subscriber across world, having almos-14
Nsthil
08/19/08 2:35 PM
THQI
121 words
FD: erts has been under pressure the last couple of days.  likely along with the market but i am also thinking that the street will be-21
Kip Keener
08/19/08 1:34 PM
THQI
211 words
OT: as an atvi shareholder, i would be in favor of them preserving the relationship.  competition is heating up in the space, and ther-19
Jamok
08/19/08 12:10 PM
THQI
209 words
FD: nsthil, we may differ on my conclusion, but as much as it's obvious that the two sides pretty much loathe each other, i think it's in -24
Nsthil
08/19/08 12:08 PM
THQI
241 words
OT: "perhaps they'll renew the deal for a couple of years at a nice rate, then ramp up future blizzard products with ntes or whomever, with-22
Corrupted Profile
08/19/08 11:36 AM
~INV
13 words
OT: i still have two signals open on qqqq with a target of 48.98-3
Jester Debunker
08/19/08 11:09 AM
THQI
109 words
OT: why are they assuming that atvi doesn't have any ownership rights to the player accounts held on the9 servers? that sounds absurd. any-21
Dizzo_Dizzman
08/19/08 10:52 AM
THQI
513 words
OT: below is a post on ncty from seeking alpha. laying out a case that atvi must renew the wow license or lose player accounts. it would am-21
Nsthil
08/19/08 9:39 AM
THQI
623 words
FD:  restart button sides resize take-two/ea video-game merger by peter lauria slides = new slideshow("slides"); slides.326
InternationalMan
08/19/08 8:30 AM
THQI
252 words
NA: xbox 360 outsells ps3 in japan for first time tim ingham today, 10:53am new rpg pushes microsoft’s conso-15
Nsthil
08/19/08 8:12 AM
THQI
290 words
FD: ps4 and xbox '720' to arrive in 2011-2, estimates crytek at a keynote session during this year's gc developer conference, taking place-16
Martin21
08/19/08 12:55 AM
THQI
586 words
TA: gme: mortal kombat on the charts? before we delve into the short-interest data, let's first take a look at how the shares of gme are 220
Jester Debunker
08/18/08 8:49 PM
THQI
333 words
FD: agreed, although i wasn't just mentioning ratchet because of the trend. it's because of the time factor. i've often said publishers are-23
Martin21
08/18/08 7:13 PM
THQI
216 words
FD: "there's a stand-alone ratchet and clank coming out this thursday for $15 on ps3" ok, they are selling the game for $15. not even sure-19
Jester Debunker
08/18/08 6:38 PM
THQI
253 words
FD: pubs won't accept those returns, so they'll end up putting tons of games on the shelf with a potential margin of $7 instead of $12-21
Martin21
08/18/08 6:22 PM
THQI
82 words
FD: i remember eb us used to allow you to return games if you did not like it. remember back in 2000 returning a pc game the day after i bo-19
Jester Debunker
08/18/08 6:07 PM
THQI
66 words
FD: eb canada (and maybe eb us too) used to do this program for all games before the gme buyout. they probably had some limit to how many t-20
Nsthil
08/18/08 5:40 PM
THQI
186 words
FD: eb canada becoming a rental shop now? eb canada offers hazy force unleashed buyback guarantee you may remember back in march, when-21
Nsthil
08/18/08 5:34 PM
THQI
332 words
FD: i think this is somewhat of a negative for atvi.  they are the market share leader and part of the benefit they  had was in k123
Martin21
08/18/08 5:27 PM
THQI
223 words
FD: "the publishers will continue to push this (electronic distribution) as it will be a way to possibly reap bigger margins." not sure ho-20
cak165
08/18/08 5:24 PM
THQI
580 words
FD: i posted this on the yahoo board, i know the analysts want us to believe this is just a mating dance but i believe the deal is over, th
 7 
29
Jamok
08/18/08 5:16 PM
THQI
310 words
FD: nsthil, yes, that's the riddle that's gme - does one (or the market) pay attention to the immediate blowouts with mgmt continuing to i421
Nsthil
08/18/08 5:09 PM
THQI
424 words
FD: there will be more issues to come for gme down the road.  i think post 2008 those looking forward re gmes long term prospects122
Ben Martin
08/18/08 4:59 PM
MVL
229 words
NA: anyone able to post highlights of this coverage?    also, i found it interesting to see that a sept. 30 release date for t116
Martin21
08/18/08 4:39 PM
THQI
265 words
FD: ultimatly what did it cost erts to offer a bid on ttwo? they saw  it as one way to get higher sales pre gta release. now that is g-19
ch2143
08/18/08 4:39 PM
THQI
39 words
OT: all vg stocks appear to have been curiously strong into close and in the ah. has there been a legitimate news or leak over console pric-19
cak165
08/18/08 3:56 PM
THQI
330 words
AC: interesting he says that even before we know how the ftc is going to rule. if they wanted to reach a friendly deal, they could have -24
Kip Keener
08/18/08 3:35 PM
THQI
62 words
AC: i feel so conflicted.  on the one hand, t2's historically greatest lover cak thinks the entire deal has fallen through.  on t-25
Will Williams
08/18/08 3:11 PM
THQI
81 words
AC: quotation of mp in the wsj: michael pachter, an analyst with wedbush morgan securities, said ea's withdrawal of its tender offer is 123
Bullseye244
08/18/08 3:01 PM
THQI
98 words
FD: doesn't warhammer have a promotion that if you pre-order you get a code to play the beta?  if so, that would certainly be an expla-20
Paul
08/18/08 2:15 PM
MVL
27 words
NA: marvel entertainment started at buy by sidoti & co. >mvldow jones today august 18-15
Nsthil
08/18/08 2:13 PM
THQI
213 words
FD: uk charts- 18/aug/2008 nintendo’s ‘mario kart wii’ overtakes fellow wii blockbuster ‘wii fit’ at the top of the all formats chart, mov-20
Martin21
08/18/08 1:55 PM
THQI
179 words
FD:  war is showing as best selling vg in amazon. wonder how to read this. ahead of madden and wii? could be huge for stock as few see-19
Martin21
08/18/08 1:36 PM
THQI
203 words
NR: "if erts doesn't spend a few billion buying ttwo will they lose that in marketcap to atvi as the biggest of the sector? " not sure hav-18
Corrupted Profile
08/18/08 1:27 PM
THQI
40 words
NR: if erts doesn't spend a few billion buying ttwo will they lose that in marketcap to atvi as the biggest of the sector? ps didn't seem -23
Martin21
08/18/08 1:03 PM
THQI
381 words
NR: "all along, we said that the model was dependent on getting their titles for distribution for christmas this year. it is now clear we p-21
Jester Debunker
08/18/08 12:37 PM
THQI
138 words
NR: throughout the process, ea often stressed the time sensitivity of its offer. "we've been pretty consistent about this from the start," -22
Jamok
08/18/08 12:35 PM
THQI
212 words
AC: sorry if this has already been posted - little time but to briefly scan the board today - mp's interp of the ttwo news: <<electr124
Nsthil
08/18/08 12:14 PM
THQI
358 words
FD: music labels will get more desperate to find ways to monetize their catalog imo as industry sales seem set to come under more pres-17
Jester Debunker
08/18/08 11:47 AM
THQI
284 words
NR: why pay for two dev teams and to market two sports games, that are essentially the same, and which release around the same time? "they-21
Slowereastside
08/18/08 11:44 AM
AAPL
91 words
TA: aapl has to overcome the potentially bearish weekly candle that was the result of last friday's selloff. to do so, it has to push clear-7
Nsthil
08/18/08 11:43 AM
THQI
17 words
FD: "i believe fair market valuation for ttwo in current market enviroment is $22 to 23. " nope.  disagree.-22
Martin21
08/18/08 11:41 AM
THQI
152 words
FD: i closed my ttwo short a bit below $24. ttwo is moving up, so why losing $? i believe fair market valuation for ttwo in current marke-25
Nsthil
08/18/08 11:33 AM
THQI
132 words
FD: the prime question i am asking myself - is ttwo worth more than the current market cap of $1.8 bln at a time when atvi valued at $22 bi-23
Roddedr
08/18/08 11:22 AM
THQI
171 words
NR: a lot of people seem to have this assumption that ea will close 2k sports and 'synergize' the two sports operations. you (and others, -23
cak165
08/18/08 10:59 AM
THQI
262 words
NR: what we don't know is what ea has done in the last 6 months or so as they planned for contingencies. what we know is that they've ex423
Nsthil
08/18/08 10:50 AM
THQI
307 words
FD: ea: 'we are stepping away' from take-two electronic arts will allow its $25.74 per share tender offer for take-two to expire tonight-23
Breinejm
08/18/08 10:44 AM
THQI
239 words
OT: jb financial news services – newswire – 10:48am – september 4, 2008 after months of deliberations and he said-he said back-in-forths, 123
Will Williams
08/18/08 10:34 AM
THQI
91 words
NR: >>>>.... has a whiff of what the ftc is going to rule on this transaction....<<<< i agree that both jr and zel-25
Jester Debunker
08/18/08 10:25 AM
THQI
210 words
NR: npd analysis, with pretty pictures. this may be an updated version of the story nsthil posted over the weekend, but since he didn't pro-22
Nsthil
08/18/08 10:18 AM
THQI
224 words
FD: i  would not short t2 here.  they have put enough things in place to post some very solid numbers for the next 3 earnings rel-24
cak165
08/18/08 10:01 AM
THQI
197 words
NR: i agree, the letter doesn't sound like they have a strong hand to play. they've auctioned the company off and let other suitors take a-24
Martin21
08/18/08 9:47 AM
THQI
36 words
FD: went short ttwo. i do not think it has any catalyst near term to stay above $23 when it was trading at this prices only days ago before-23
Nsthil
08/18/08 9:46 AM
THQI
22 words
OT: i wish i was looking in pre market.  i would have been all over ttwo  at $21 if it was that low.-23
Jester Debunker
08/18/08 9:15 AM
THQI
156 words
NR: is it just me, or does strauss come across looking very needy in that letter? as if his poker face is crumbling in front of the reality-24
Jester Debunker
08/18/08 8:55 AM
THQI
771 words
OT: electronic arts issues update on offer for take-twomonday august 18, 8:00 am et  ea negotiating nda to obtain limited due diligenc124
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