The Stock Surfer

Why I Bought Activision After Electronic Arts Disappointed the Street

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?