12 ordspråk av Lowell Singer

Lowell Singer

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We believe that Activision's focus on building high-quality franchises, sustaining above average operating margins and ROIC, and aggressively participating in the expanding handheld market have positioned the company for industry-leading growth and market share gains throughout the next-generation console cycle.

Our expectations for flat-to-down industry sales growth in 2006 and increased spending by Electronic Arts on research and development lead us to conclude that Electronic Arts is unlikely to achieve any significant earnings-per-share growth in fiscal-year 2007.

Given the overall reviews, ... I think 40 [million dollars] was a good number for Disney.

I think this performance demonstrates that there is a demand for CG [computer-generated] family entertainment,

To some extent, it's sort of 'location, location, location,' ... I think there is an enormous demand from the locals, and from visitors from mainland China, to come to the park. They are not as reliant on foreigners to come to the park.

We use the Hollywood Stock Exchange to assess what market expectations are for a film.

We remain neutral on [DreamWorks] shares due to concerns about mixed film quality and a lack of catalysts,

You never want to draw a firm conclusion from a few weeks, but NBC's chances of regaining the lead appear to be limited,

You never want to draw a firm conclusion from a few weeks, but NBC's chances of regaining the lead appear to be limited.

We remain neutral on [DreamWorks] shares due to concerns about mixed film quality and a lack of catalysts.

Our favorite name in the group continues to be Activision, which we believe is well position to grow market share and operating margins over the next several years due to strong and improving game quality.

We estimate a fair value for the stock in the mid-high $20s.

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