Seeking Alpha
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Jeff Matthews is highly skeptical of the street's reaction to Electronics Arts' (ERTS) horrible earnings report on Tuesday:

a look at the calendar reveals we are approaching year-end, when portfolio managers around the globe focus anxiously on their own performance as well as whatever benchmark... they are attempting to beat.

Furthermore, a look at the ERTS shareholder’s list reveals 10 and 15 and 20 million share positions among the Janus Capitals and Legg Masons of the world. And what good sell-side analyst wants to—let’s use the polite word—annoy one of their firm’s largest customers by beating up on a “best of breed