The Stock Surfer Stock Surfer

The Stock Surfer Stock Surfer
Contributor since: 2007
Some would say the current environment favors games because people are more likely to stay home ("staycation" instead of vacation) and enjoy low cost entertainment. Go to Disneyland or buy the kid a video game?
The Wii is still hard to find and all my nieces and nephews have gaming systems. There might be reasons not to buy Gamestop (the fact that it's a bear market is my favorite one) but a nationwide shift to spending only on "food, clothing, and shelter" is not likely one of them.
In my opinion, there's not much insight to be had by looking backward at numbers on a video game publisher. You can get that information anywhere. The Street knows the numbers, but is more concerned about future catalysts.
So where's your edge? You need to know the games. You might disagree on which games will be successful, but if you don't know about StarCraft (to pick one example), you are missing an important catalyst. It has nothing to do with hype.
Why did ERTS and THQI have poor earnings? Weak game sales and weak projected sales. Why did ATVI have good earnings? Solid game sales and solid projected sales. That's the business after all--they sell games.
On Nov 02 10:37 PM 1 o 4 wrote:
> How about more commentary on ATVI fundamentals, as opposed to game
> hype?
VGChartz isn't perfect, but neither is NPD. I look at a wide variety of sites to get an overview of the games that are doing well. The point is, VGChartz has consistently shown Nintendo's strength, and so far they've been spot on. What are your sources?
Thanks for the comments. Interesting how Spore has drawn reaction. I'm a gamer, and until it's released it's a matter of opinion at this point. Of course I could be wrong, it could be revolutionary. But what worries me is that EA needs it to be revolutionary. They have a huge investment in the game, and they expect people to create worlds and then others can visit their worlds in a completely new way (i.e. not a massive multiplayer game, but a massive single player game with a wide reach). It's a big risk, and from where I sit, the game looks silly, not revolutionary. Perhaps a Wii version will help...
FYI, DRYS should have been included in the "about stocks" link. The article is not showing up, for example, when you view DRYS on Yahoo!