I guess that is the equivalent of betting 25% of your stack on four hands of blackjack and busting each time. |
I think [selling studios] is not the right move. The first thing the company should do is shut down everything in Europe. Bruno (Bonnell) is out to lunch. ... The guys in the U.S. make games. The guys in Europe just sell them. |
I think the SEC is very likely trying to understand what industry practices are and see if these guys have the potential to manipulate earnings, |
I think the SEC is very likely trying to understand what industry practices are and see if these guys have the potential to manipulate earnings. |
I think they are being appropriately conservative about Christmas because it's November 1. |
I think they are very close to the edge with the banks. If the business plays out the way I think it will play out, they won't trip the covenants. I think they are not giving themselves enough cushion to weather a downturn and it makes me hesitate in recommending the stock. |
I want to see the games side by side. I want to see Madden for the Xbox 360 next to Madden for the PlayStation 3. |
I'm not impressed. The fact is that they pretty much told you that you're waiting for another year to get paid. |
I'm not sure that I appreciate why somebody needs an avatar. The question for these guys is, what do they want to be when they grow up? |
I'm surprise that the naïveté of the NFL and its players, ... By giving a five-year license and giving EA an exclusive, they're going to eliminate all of the competition. So in five years, the license fee is going to be whatever EA decides it wants to pay. |
I'm surprise that the naïveté of the NFL and its players. By giving a five-year license and giving EA an exclusive, they're going to eliminate all of the competition. So in five years, the license fee is going to be whatever EA decides it wants to pay. |
If they paid more than $200 million, then I seriously question their judgment. |
In the U.S. they'll sell out at 1.5 million right away. They won't last a week. |
It appears that 2006 is following a similar pattern to 2000, when the last console transition began. Consumers have slowed purchases of current generation console software while waiting for the opportunity to purchase an incredible next-generation console, the Xbox 360, and its associated software. |
It was a perfect storm. One could say it was a bad strategy; I would say instead of bad it was a very risky strategy. Essentially, they played blackjack and put a quarter of their money on each hand and busted every time. |