Activision Inc. (ATVI)

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  • commenter
    Jul 02 10:00 AM
    My Website
    Will Wal-Mart Heat Up Chile? Fast Money (6/17/08) [view article]
    after the nice people of Chile red...oops! read this....
    quote***In China, as elsewhere, we follow the Wal-Mart tradition of building our business one store and one customer at a time. We strive to provide our customers with friendly service and a wide selection of quality products at Every Day Low Prices. With each Wal-Mart store we bring advanced retail know-how to the local market. By fostering a healthy, competitive environment, we hope to constantly improve our business operations and customer service in order to contribute to the prosperity of the local economy.

    Wal-Mart firmly believes in local procurement. We recognize that by purchasing quality products, we can generate more job opportunities, support local manufacturing and boost economic development. Over 95% of the merchandise in our stores in China is sourced locally. We have established partnerships with nearly 20,000 suppliers in China. At Wal-Mart, we always work with our suppliers to grow together. In August 2007, Wal-Mart once again secured the top spot of the 2007 Supplier Satisfaction Survey conducted by Business Information of Shanghai. Additionally, Wal-Mart directly exports about US$9 billion from China every year. The export volume by third party suppliers is also estimated to be over US$9 billion.***end of quote!
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  • commenter
    Jun 26 01:48 PM
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    Gaming Software Makers Play with the Peripherals [view article]
    I think gaming piracy is underestimated. Requiring and selling peripherals with a game is a great way to reduce piracy. That certainly helps sales. Reply
  • commenter
    Jun 24 04:27 PM
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    Will Activision Beat iTunes to the Beatles? [view article]
    How long must they hold out before the catalog is so out-of-date that it is worthless?

    Beatles? Who them?
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  • commenter
    Jun 24 03:41 PM
    Will Activision Beat iTunes to the Beatles? [view article]
    Frankly, its too late for the majority. They have already acquired it via the file sharing sites, and thus, this committee of idiots can keep their catalog.

    In fact, I say let them eat catalog.
    Reply
  • commenter
    Jun 19 08:12 AM
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    Wall Street Breakfast: Must-Know News [view article]
    Regarding Huntsman (HUN), see article beneath 2008 chart here:
    www.crossprofit.com/vi...

    As stated in article, no position was taken in this arbitrage. As the title suggests, there were just too many question marks popping up. Upon this last earnings miss, Apollo called a MAC yesterday effectively nullifying the acquisition agreement. There may NOT be a break-up fee though HUN has gone to court!

    HUN should have negotiated a new price tag though the whole scenario is very problematic as certain shareholders already cashed out. This deal looks dead; funeral dance (courts) to follow.

    Saul Sterman
    Reply
  • commenter
    Jun 18 11:47 AM
    Russell 1,000 Stocks Closest to 52-Week Highs and Lows [view article]
    When to sell a high performer like Chesapeake? My take:

    20smoney.com/2008/06/1.../
    Reply
  • commenter
    Jun 15 09:11 AM
    My Website
    Wii, GTA IV Top May 2008 Videogame Industry Sales [view article]
    Thanks for the statistics. Great to see how video games are contributing to US Economy. Reply
  • commenter
    Jun 11 11:09 AM
    Take Two's White Knight, Ubisoft, Rides In [view article]
    I fully agree with Bruce. I think this is beneficial for both TTWO and UBISoft, as well as the industry. And it would put pressure on both EA and ATVI, from a consumer standpoint, as suddenly the two ring circus has a third (not counting the omni-present Nintendo, of course)

    As a TTWO stockholder and a gamer, I hope these two can find a way merge.
    Reply
  • commenter
    Jun 10 03:52 PM
    UBS Analyst: Activision Unlikely to Approach Take-Two [view article]
    >>>also pointing out that there remains some uncertainty about the contract of "GTA" developer RockStar, whose contract expires early next year.<<<
    This is simply not true. Although there are some contracts for a few high level R* execs, the 'developer' Rockstar does not have a contract with TTWO . . . they are fully owned by TTWO.
    Reply
  • commenter
    Jun 10 11:03 AM
    UBS Analyst: Activision Unlikely to Approach Take-Two [view article]
    Forbes this weekend suggested UBISoft is currently looking at a merger with TTWO. Positives for this are complimentary games, the fact that both companies have licensed their games for movies (Bioschock, Prince of Persia), UBISoft has stated they would like to get into sports (TTWO has a sports stable of games) as well as the previously stated desire of UBISoft to have franchise games. TTWO has the biggest franchise of them all in GTA, while Bioshock looks to be a potential big franchise as well.

    Negatives to this merger would be that UBISoft cannot buy out TTWO due to a lack of cash, and that EA actually owns 16% of UBISoft.

    I would prefer this route for TTWO rather than the buyout as EA is inept for many differerent reasons, most of which its games are mediocre (at best), the offer price severely undercuts TTWO's true value and quite frankly, I don't care what Wall Street thinks, as most of them had TTWO rated a hold or sell prior to this and well, they were dead wrong then and they continue to be dead wrong on the value of the company now.

    Let's hope UBISoft and TTWO can pull it together, as that company, with its talent and stable of games, would definitely challenge ATVI and EA in time. The games offered by those two have better stories, longer replay value and in the end, more interest and innovation than EA's tired sports and movie licenses or ATVI's Guitar Hero (how much longer can the popularity of this TRULY LAST?...I have GH and Rock Band...not too sure I need any more editions of either) or COD (its going to get old sooner rather than later and I love COD4...but every idea has its limits).

    In the end, the future blockbuster franchises are clearly more prevalent with TTWO and UBISoft than the other two and these will be the games customers buy in the future. Guitar Hero is old, Rock Band's been done...I simply see a better future with more GTA's, more Bioschocks, Assassin's Creed, Rainbow Six, Tom Clancy's, Mafia's etc...than the latest Harry Potter Game, COD 35 or anything the other two have.
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  • commenter
    Jun 10 06:12 AM
    HyperActivision - Cramer's Lightning Round (5/28/08) [view article]
    CRAMER NEEDS TO DO HIS HOMEWORK ON STO. THIS IS ONE STOCK TO HOLD FOR A LIFETIME Reply
  • commenter
    Jun 09 09:41 AM
    Can Gaming Stocks Power iShares Software ETF Higher? [view article]
    Don Dion is offering a free video conference this Wednesday on his outlook for the 2nd half of the year! Go to www.dionmm.com/video/p... to register! Reply
  • commenter
    Jun 07 01:01 AM
    My Website
    Holy Dow - Fast Money Recap (6/5/08) [view article]
    Castration – Needs To Be a Constitutional Amendment:

    The So-Called-Master-Mind of 9/11 – Can be Castrated and left in prison – To forever know – He’s going to His Heaven of Virgins – Knowing – It His will be his living hell - Forever.
    And with The Constitutional Amendment - anyone that destroys another life – Through manipulation and flat out fraud and theft - on a massive scale – Like all the sup-prime steal your house – destroy your dreams – mortgage company exec’s .

    Until these so-called entitlement people understand – there will be consequences for what they do – They will just keep on doing it.

    You destroy the American People – or The World people – on a massive scale – You will forever be sent through your after life – Being less than a man.
    If your eye offends you pluck it out – if your hand offends you chop it off – if you offend the world – They will cut them off. Americans doing there patriotic duty - Calling for a just and fair Constitutional Amendment – To insure Justice for All.
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  • commenter
    Jun 06 08:40 AM
    Holy Dow - Fast Money Recap (6/5/08) [view article]
    looks like we are almost there ----$300.00 per share Reply
  • commenter
    May 29 05:36 PM
    My Website
    Analyst Buy and Sell Ratings for Stocks and Sectors [view article]
    It's great to read all those intelligent comments! Reply

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