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HEADLINES:

EA Announces Need for Speed Rivals Racing to Xbox One and PlayStation 4

Business Wire (Thu, 12:54PM)
GameStop Earnings Preview: What We're Watching
Trefis • Wed, May 22 • 1 Comment
What Xbox One Means For These Other Companies
Gaurav S. Sharma • Wed, May 22 • 4 Comments
EA Announces Battlefield 4 for Xbox One and PlayStation 4

Business Wire (Tue, 3:42PM)
New EA SPORTS IGNITE Engine to Power EA SPORTS Games on Next Generation Consoles

Business Wire (Tue, 2:15PM)
Electronic Arts: The Force Is Weak With This One
Black Coral Research • Mon, May 20 • 3 Comments
Denise F. Warren Joins EA’S Board of Directors

Business Wire (May 16, 2013)
S&P 500 Stocks Farthest Above 50-DMAs
Bespoke Investment Group • Thu, May 16
Will Grand Theft Auto V Be Enough Of A Hit For Take-Two Interactive?
Mark Kowalski • Tue, May 14 • 2 Comments
Today's Market News To Trade On: 5 Stocks Moving On News
Matthew Smith • Thu, May 9
Electronic Arts Beats The Industry Slump With Digital Revenue Growth
Trefis • Wed, May 8
Disney Has Another Great Quarter
Jacob Steinberg • Wed, May 8 • 2 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Wed, May 8 • 75 Comments
EA SPORTS and FIFA Extend Licensing Agreement Until 2022

Business Wire (May 8, 2013)
Electronic Arts Management Discusses Q4 2013 Results - Earnings Call Transcript
Tue, May 7
Electronic Arts Reports Q4 FY13 and FY13 Financial Results

Business Wire (May 7, 2013)
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Tue, May 7 • 76 Comments
The Walt Disney Company and EA Announce Multi-Year Star Wars Games Agreement

Business Wire (May 6, 2013)
EA and Insomniac Games Launch ‘Fuse’ Digital Demo on May 7

Business Wire (May 3, 2013)
Electronic Arts Rebounding For Strong Buy
Evon Mendrin • Fri, Apr 26 • 2 Comments

Electronic Arts: The Turnaround Is At Hand For This Fallen Angel - Buy On Headline Weakness
David Weinstein • Thu, Dec 27, 2012 • 51 Comments

Electronic Arts: The Force Is Weak With This One
Black Coral Research • Mon, May 20 • 3 Comments
Electronic Arts Beats The Industry Slump With Digital Revenue Growth
Trefis • Wed, May 8
Electronic Arts Rebounding For Strong Buy
Evon Mendrin • Fri, Apr 26 • 2 Comments
Your Earnings Season Preview: Electronic Arts
XY Trader • Tue, Mar 19
Gaming Stocks, Where To Put Your Money
StockRiters • Mon, Mar 18 • 4 Comments
Real Racing 3 Marks A Revolution For Electronic Arts
Paulo Santos • Mon, Mar 4 • 4 Comments
Light On Revenue At $1.18B, EA Barely Squeaks Out A Win For The Quarter
TechCrunch • Wed, Jan 30
EA Q3 Earnings Preview - Digital Growth In Focus
David Weinstein • Wed, Jan 30 • 15 Comments
Electronic Arts: The Turnaround Is At Hand For This Fallen Angel - Buy On Headline Weakness
David Weinstein • Thu, Dec 27, 2012 • 51 Comments
'Tis Not The Season To Be Jolly At EA
Mark Kowalski • Wed, Nov 28, 2012 • 7 Comments
Electronic Arts Earnings: FIFA 13 And Declining Video Game Sales In Focus
Trefis • Mon, Oct 29, 2012
Is A Turnaround In Store For Electronic Arts?
XY Trader • Wed, Sep 19, 2012 • 5 Comments
Play The Strength Of Electronic Arts First Quarter Earnings Beat
Chris Katje • Wed, Aug 1, 2012 • 1 Comment
Electronic Arts Strengthens Its Sports Franchise With UFC Brand
Chris Katje • Tue, Jun 5, 2012 • 1 Comment
Electronic Arts: A Lineup Of Kitsch Rather Than Art
Harm Hoeksema • Mon, May 21, 2012 • 24 Comments
Electronic Arts: Hold For Now
Karin Hernandez • Tue, May 8, 2012 • 1 Comment
Electronic Arts Tempers Coming Layoffs With $1.2 Billion In Digital Revenue For The Year
TechCrunch • Tue, May 8, 2012
Electronic Arts Shares Slip After-Hours As The Company Forecasts Losses
TechCrunch • Tue, May 8, 2012 • 1 Comment
Electronic Arts Earnings Preview
Zacks Investment Research • Sat, May 5, 2012
Pay Up For Growth Or Search For Value: Electronic Arts Vs. Zynga
Steven Bulwa • Tue, May 1, 2012 • 15 Comments

GameStop Earnings Preview: What We're Watching
Trefis • Wed, May 22 • 1 Comment
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Gaurav S. Sharma • Wed, May 22 • 4 Comments
S&P 500 Stocks Farthest Above 50-DMAs
Bespoke Investment Group • Thu, May 16
Will Grand Theft Auto V Be Enough Of A Hit For Take-Two Interactive?
Mark Kowalski • Tue, May 14 • 2 Comments
Today's Market News To Trade On: 5 Stocks Moving On News
Matthew Smith • Thu, May 9
Disney Has Another Great Quarter
Jacob Steinberg • Wed, May 8 • 2 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Wed, May 8 • 75 Comments
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Wall Street Breakfast • Tue, May 7 • 76 Comments
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Advanced Micro Devices' Battlefield 4 Bundle Could Pay Off Big
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Suman Chatterjee • Wed, Apr 3 • 11 Comments
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Philip Saglimbeni • Mon, Mar 25 • 2 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Tue, Mar 19 • 68 Comments
VIX - Options Volatility And Market Sonar: Monday Recap
Erick McKitterick • Mon, Mar 11 • 9 Comments
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Electronic Arts Management Discusses Q4 2013 Results - Earnings Call Transcript
Tue, May 7
Electronic Arts' Management Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Tue, Feb 26
Electronic Arts Inc. Presents at Goldman Sachs Technology & Internet Conference 2013, Feb-12-2013 10:20 AM
Tue, Feb 12
Electronic Arts Management Discusses Q3 2013 Results - Earnings Call Transcript
Wed, Jan 30
Electronic Arts Management Discusses Q2 2013 Results - Earnings Call Transcript
Tue, Oct 30, 2012
Electronic Arts Management Discusses Q1 2013 Results - Earnings Call Transcript
Tue, Jul 31, 2012 • 2 Comments
Electronic Arts' CEO Discusses Q4 2012 Results - Earnings Call Transcript
Mon, May 7, 2012 • 1 Comment
Electronic Arts' CEO Discusses Q3 2012 Results - Earnings Call Transcript
Wed, Feb 1, 2012
Electronic Arts Inc. Presents at Citi's 8th Annual Small/Mid Cap Conference, Nov-15-2011 03:25 PM
Wed, Nov 16, 2011
Electronic Arts' CEO Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Oct 27, 2011 • 1 Comment
Electronic Arts' CEO Discusses Q1 2012 Results - Earnings Call Transcript
Tue, Jul 26, 2011 • 1 Comment
Electronic Arts' CEO Discusses Q4 2011 Results - Earnings Call Transcript
Thu, May 5, 2011
Electronic Arts' CEO Discusses Q3 2011 Results - Earnings Call Transcript
Tue, Feb 1, 2011 • 1 Comment
Electronic Arts CEO Discusses F2Q11 Results - Earnings Call Transcript
Tue, Nov 2, 2010
Electronic Arts F1Q11 Earnings Call Transcript
Wed, Aug 4, 2010
Electronic Arts Q4 2010 Earnings Call Transcript
Wed, May 12, 2010 • 2 Comments
Electronic Arts Inc. F3Q10 (Qtr End 31/12/09) Earnings Call Transcript
Tue, Feb 9, 2010
Electronic Arts F2Q10 (Qtr End 9/30/09) Earnings Call Transcript
Mon, Nov 9, 2009
Electronic Arts F1Q10 (Qtr End 6/30/09) Earnings Call Transcript
Tue, Aug 4, 2009
Electronic Arts F4Q09 (Qtr End 3/31/09) Earnings Call Transcript
Wed, May 6, 2009

EA Announces Need for Speed Rivals Racing to Xbox One and PlayStation 4

Business Wire (Thu, 12:54PM)
Busting the Telecom Monopoly, With a 99-Cent App

at CNBC.com (Thu, 12:11PM)
Microsoft reveals Xbox One game console

at MarketWatch.com (Tue, 4:43PM)
Tech Stocks: Apple shares slip, but Yahoo gains

at MarketWatch.com (Tue, 4:23PM)
EA Announces Battlefield 4 for Xbox One and PlayStation 4

Business Wire (Tue, 3:42PM)
Microsoft Unveils New Xbox, Plans Exclusive Games

at CNBC.com (Tue, 3:07PM)
New EA SPORTS IGNITE Engine to Power EA SPORTS Games on Next Generation Consoles

Business Wire (Tue, 2:15PM)
New Xbox may keep Microsoft in the game

at MarketWatch.com (Mon, 4:33PM)
Early Movers: DELL, JCP, DIS & More

at CNBC.com (May 17, 2013)
Denise F. Warren Joins EA’S Board of Directors

Business Wire (May 16, 2013)
EA Opens L.A. Studio to Develop 'Stars Wars' Games

at Fox Business (May 15, 2013)
Market Snapshot: U.S. stocks rise to continue record run

at MarketWatch.com (May 8, 2013)
S&P Logs 5-Day Rally, Dow Posts Fresh High; Materials Gain

at CNBC.com (May 8, 2013)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (May 8, 2013)
Movers & Shakers: Wednesday’s movers: Dex, TW Telecom get Sohn boost

at MarketWatch.com (May 8, 2013)
Tech Stocks: AOL falls, but Facebook, Google, Apple rally

at MarketWatch.com (May 8, 2013)
Game On: Video Games May Be Making a Comeback

at CNBC.com (May 8, 2013)
Market Extra: Electronic Arts scores big with forecast

at MarketWatch.com (May 8, 2013)
Indications: Stock futures steady after record run, China data

at MarketWatch.com (May 8, 2013)
EA SPORTS and FIFA Extend Licensing Agreement Until 2022

Business Wire (May 8, 2013)

EA vs. ETF Alternatives

Company Description

Overview

Electronic Arts (“EA™”) develops, markets, publishes and distributes video game software and content that can be played by consumers on a variety of platforms, including:

• Video game consoles such as the PLAYSTATION® 3, Microsoft Xbox 360™ and Nintendo Wii™,

• Personal computers,... More

Sector: Technology

Industry: Multimedia & Graphics Software

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Tuesday, May 21, 1:39 PM More on the Xbox One: The device has a Blu-ray player, and is said to be "practically silent" when running. A new Kinect sensor is being bundled with the console (JDSU a likely supplier): its camera, color depth, and motion-sensing abilities are improved, and voice is said to be more "conversational." Xbox SmartGlass mobile apps are integrated with the One, interactive TV content is paired with shows, and a "snap mode" shows multiple apps a once. Electronic Arts (EA) is promising to launch titles from 4 sports franchises - FIFA, Madden, NBA Live, and UFC - in the next 12 months, aided by a new gaming engine. (live blog) Comment! [Tech]
Friday, May 17, 5:42 PM After-hours top gainers, as of 5:15 p.m.: GAIA +7.6%. ADK +6.4%. PATH +5.3%. GST +4.2%. DQ +3.3%.
After-hours top losers: DATA -5.1%. QEP -3.8%. CPRT -3.8%. RPAI -3.6%. EA -2.3%. Comment! [On the Move]
Friday, May 17, 5:04 PM GameStop (GME +4.5%) closed with a big gain after NPD reported U.S. physical retail video game sales fell 17% Y/Y in April, better than some feared; they fell 1% in March, and 27% in Feb. Hardware sales fell 42%, as gamers wait for this fall's launches. Total industry physical retail sales fell 25%; as Electronic Arts (EA +0.9%) and Activision's (ATVI +0.5%) latest results show, such sales make up a declining portion of industry revenue. Take-Two's (TTWO +1.9%) Bioshock: Infinite and NBA 2K13 were the month's 3rd and 7th-most popular titles, and Activision's Call of Duty: Black Ops 2 and Skylanders Giants were #4 and #8. Comment! [Tech, Consumer, On the Move]
Thursday, May 16, 6:29 PM Electronic Arts (EA) roundup: 1) Denise Warren, the NYT's digital chief, is replacing Liberty Media CEO Greg Maffei on EA's board. 2) EA is killing off its Online Pass program, which drew the ire of many gamers due to the fees it charged to enable online features when playing a game for the first time on a console. 3) EA has opened an L.A. studio to develop the Star Wars games that will flow from its recent deal with Disney. 4) EA is working on a mobile version of its Frostbite game engine, used in Battlefield, Need for Speed, and Medal of Honor titles (among others). Comment! [Tech]
Thursday, May 16, 5:41 PM After-hours top gainers, as of 5:15 p.m.: SINA +4.7%. EA +2.7%. NBG +2.5%. AKAM +2.4%. DYAX +2.4%.
After-hours top losers: ARUN -13.7%. ADSK -5.2%. BRCD -4.9%. JWN -3.5%. EGLE -2.4%. Comment! [On the Move]
Thursday, May 9, 7:10 PM Electronic Arts (EA) has indeed cut 10% of its workforce (~900 jobs) since reports of job cuts emerged on April 25. The cuts are likely a big reason why the FY14 EPS guidance provided by EA was (much to the Street's approval) above consensus even as revenue guidance was below. Is EA taking Mitch Lasky's advice? In March, the VC argued EA Games "has been pretty undisciplined about product selection, cost control and marketing spend," and that (along with a stronger focus on mobile, online, and free-to-play gaming) "a lot of hard, cost-cutting work" is needed for EA to return to glory. Comment! [Tech]
Wednesday, May 8, 5:42 PM Activision (ATVI) -6.3% AH after providing light guidance to go with a Q1 beat. A 1.3M Q/Q drop in World of Warcraft subs to 8.3M is likely troubling investors. Online subscription sales (WoW and Call of Duty Elite) fell 9% Y/Y made up 28% of revenue, down from Q1 2012's 43%. But console game sales +85% and 31% of revenue (23% prior). PC game sales (led by StarCraft II and Diablo III) +384% and 15% of revenue (4% prior), and Other sales (inc. handheld/mobile and Skylanders toys) +39% and still 19% of revenue. Digital channels made up 53% of sales vs. 44% a year ago. Electronic Arts (EA) -1.4% after rising 17.1% thanks to its FQ4 report. (PR) Comment! [Tech, Earnings]
Wednesday, May 8, 12:53 PM Midday top 10 gainers: TRMD +68%. SYNM +35%. AFFY +35%. ALXA +25%. CSPI +21%. PSE +21%. NBG +20%. WBMD +18%. SCOK +17%. EA +16%.
Midday top 10 losers: FIO -25%. OCLR -23%. LIOX -18%. VCLK -17%. AXLL -16%. OCLS -15%. BTH -15%. SALM -13%. ACFC -12%. SNTA -12%. Comment! [On the Move]
Wednesday, May 8, 9:17 AM Premarket gainers: ALXA +51%. PSE +19%. LEDR +16%. NBG +11%. WFM +8%. EA +6%. PRTS +6%. SFUN +6%. CTSH +5%.
Losers: FIO -22%. VCLK -19%. OCLR -19%. AXLL -9%. CIE -7%. CHRW -7%. SODA -6%. DDD -6%. SYMC -5%. Z -5%. VVUS -5%. Comment! [On the Move]
Tuesday, May 7, 5:52 PM Electronic Arts (EA) now +7.7% AH as better-than-feared FY14 guidance overshadows an FQ4 EPS miss. Activision (ATVI) +1.1%. EA's "Digital' revenue (inc. downloads, subscriptions, ad sales, etc.) rose 45% Y/Y to $618M, while packaged goods/other revenue fell 25% to $396M. Consoles 65% of net revenue (66% a year ago), PCs 21% (25% prior), mobile 9% (6% prior), handhelds 3% (1% prior). Free cash flow was $208M vs. net income of $169M. Battlefield 3 Premium subs rose by 600K to 3.5M. The Simpsons: Tapped Out produced almost $10M in net revenue in March; Real Racing 3 is also doing well on iOS. (PR) Comment! [Tech, Earnings, On the Move]
Tuesday, May 7, 5:52 PM After-hours top gainers, as of 5:30 p.m.: PSE +20%. WBMD +14%. ARAY +12%. EA +9%. WFM +7.7%.
After-hours top losers: VCLK -14%. RBCN -12%. SYNC -12%. CORE -7%. CIE -7%. Comment! [On the Move]
Tuesday, May 7, 4:06 PM Electronic Arts (EA): FQ4 EPS of $0.55 misses by $0.03. Revenue of $1.04B (+6% Y/Y) in-line. Expects FQ1 revenue of $450M and EPS of -$0.62, below a consensus of $542.7M and -$0.36. Expects FY14 revenue of $4B and EPS of $1.20 vs. a consensus of $4.1B and $1.10. Shares +4.9% AH. (PR) 2 Comments [Tech, Earnings, Breaking News, On the Move]
Tuesday, May 7, 12:10 AM Notable earnings after Tuesday’s close: ANDE, ARAY, AWK, AXLL, BIO, BIOL, BMC, BWC, CA, CDXS, CHRW, CODI, DGI, DGIT, DIS, DVA, EA, ENPH, EXEL, GA, GPOR, HTA, IAG, JAZZ, KGC, LYV, MAKO, MCEP, MCK, MDLZ, MITK, MRO, MYGN, NVTL, OAS, OCLR, OHI, ONXX, ORA, PRI, RBCN, SD, SGEN, SYMC, SYNC, TRIP, TWO, URS, VCLK, WBMD, WFM, WMB, WPZ, WTI, Z 1 Comment [Earnings]
Monday, May 6, 5:47 PM Electronic Arts (EA) +2.1% AH after announcing a multi-year deal with Disney (DIS) to make new Star Wars games "spanning all interactive platforms and the most popular game genres." Disney maintains the rights to develop mobile, online, and social games for the franchise. The deal comes shortly after Disney decided to shutter LucasArts' game development studio, and close to 18 months after EA launched Star Wars: The Old Republic, whose performance has underwhelmed. (PR) 1 Comment [Tech, On the Move, Consumer]
Monday, May 6, 5:35 PM Notable earnings after Tuesday’s close: ANDE, ARAY, AWK, AXLL, BIO, BIOL, BMC, BWC, CA, CDXS, CHRW, CODI, DGI, DGIT, DIS, DVA, EA, ENPH, EXEL, GTEK, GA, GPOR, IAG, JAZZ, KGC, LYV, MAKO, MCEP, MCK, MDLZ, MITK, MRO, MYGN, NVTL, OAS, OCLR, OHI, ONXX, ORA, PRI, RBCN, SD, SGEN, SYMC, SYNC, TRIP, TWO, URS, VCLK, WBMD, WFM, WMB, WPZ, WTI, Z 1 Comment [Earnings]
Thursday, April 25, 3:42 PM More layoffs for Electronic Arts (EA +1%): sources tell gaming site Kotaku EA has cut as much as 10% of its 9K-strong workforce. EA confirms it's cutting jobs, but doesn't provide specifics. The report shortly follows one claiming EA's 3rd-party publishing services unit is being closed, and two weeks after job cuts hitting EA's Montreal studio were reported. Developer tweets suggest mobile developer PopCap's Vancouver studio and Need for Speed: World developer Quicklime are among the casualties this time. Regardless of the details, it looks like chairman/interim CEO Lawrence Probst is intent on cutting headcount. Comment! [Tech]

The Wall Street Transcript
Electronic Arts Inc.'s ($EA) Battlefield to Compete with Activision's ($ATVI) Call of Duty- http://su.pr/29SsSi
Tue, 3:08 PM
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m@ximus
No doubt, $EA is in speculative mode, get out while you can count your return. Star Wars game alone will not save EA for ever.
May 9, 2:55 PM
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Michael Bryant
Colfax ($CFX), Grifols ($GRFS), Electronic Arts ($EA), 3D Systems ($DDD), & YY ($YY) rose Wednesday on unusual volume.
May 9, 1:08 AM
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Michael Bryant: Maybe I was wrong about $YY.
May 9, 1:09 AM
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TipRanks
Piper Jaffray Michael Olson Buy $EA. Timely w/$DIS deal.Check Olson's 247 ranking of 1929 analysts
May 8, 10:48 AM
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Mr. Knowitall
$EA, Upgraded to Overweight at Piper Jaffray, PT Raised to $23 http://bit.ly/11T1nQL
Mar 28, 2:34 PM
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Ryan Mallory
Fuinhaz Setups for March 27 2013 | $AIXG $BSFT $CETV $EA $PATH $RFMD $SONC $SWHC $THRX | SharePlanner http://bit.ly/10Phsbd
Mar 27, 9:23 AM
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Ryan Mallory
Morning Coffee, Day Trading Watchlist: $EA $BSFT $CLF | SharePlanner http://bit.ly/XDPfQF
Mar 26, 9:23 AM
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Philip Saglimbeni
Is it Game Over or GameStop soon? $GME, $MSFT, $SNE, $EA, $ATVI, $TTWO http://seekingalpha.com/a/rthx
Mar 25, 10:12 AM
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Philip Saglimbeni
$EA Electronic Arts CEO stepping down, about time, company has amazing brands and can barely make money, stock is up
Mar 18, 4:56 PM
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Philip Saglimbeni: yeah Jim, whenever that happens I wonder how it has to feel, it's the ultimate display of no confidence by investors
Mar 19, 9:00 AM
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Philip Saglimbeni: but as usual, EA is down now that I spoke of it haha, hasn't failed yet
Mar 19, 10:29 AM
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hsd2
$EA Says Q4 Results May Miss Guidance
Mar 18, 4:08 PM
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LATEST REPLIES

Michael Bryant
Colfax ($CFX), Grifols ($GRFS), Electronic Arts ($EA), 3D Systems ($DDD), & YY ($YY) rose Wednesday on unusual volume.
May 9, 1:08 AM
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Michael Bryant: Maybe I was wrong about $YY.
May 9, 1:09 AM
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Philip Saglimbeni
$EA Electronic Arts CEO stepping down, about time, company has amazing brands and can barely make money, stock is up
Mar 18, 4:56 PM
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Philip Saglimbeni: yeah Jim, whenever that happens I wonder how it has to feel, it's the ultimate display of no confidence by investors
Mar 19, 9:00 AM
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Philip Saglimbeni: but as usual, EA is down now that I spoke of it haha, hasn't failed yet
Mar 19, 10:29 AM
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Mark Kowalski
$EA - I still don't understand what's happened since the earnings release... I guess there are some strong expectations in play
Feb 4, 6:49 PM
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JohnBinTN: CEO bought a big chunk. Like 32k shares, I think.
Feb 4, 7:18 PM
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Philip Saglimbeni
$ATVI, $EA and $TTWO execs met with VP Joe Biden yesterday, "There is no silver bullet" to curing violence in America Biden said . . .
Jan 12, 8:51 AM
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Philip Saglimbeni: Energy, at this point nothing would surprise me! Madpup, although I don't own any of them I do think they will all do well with the next
Jan 12, 6:14 PM
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Philip Saglimbeni: console generation approaching. ATVI is the best management but EA has the strongest game lineup in my opinion
Jan 12, 6:15 PM
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Ashraf Eassa
Dang $EA is up 40% from lows. Considered buying it in the $11's but went w/ $MRVL instead. Whoops?
9/11/12
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det9: Long MRVL. I am thinking about adding more at the current weakness.
9/13/12
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Ashraf Eassa: It's not a bad idea. Company is so cash rich, debt free, and profitable at this point that I just don't see a lot of downside.
9/13/12
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Ashraf Eassa
All right folks, have articles on $STX, $SNDK, $AMD, and $EA in the works. Which one do y'all want me to wrap up first?
9/7/12
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jbushouse: I would like to see what your thoughts on SNDK are.
9/10/12
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Ashraf Eassa: All righty. I'll finish & polish off my SNDK piece :-)
9/10/12
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hotnutsjesus
Gonna try to play the EA buyout rumor: in @ 14.16
8/16/12
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hotnutsjesus: out at 14.07. not liking the volume.
8/16/12
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Chris Lau
EA buyout rumor finally validates bullish thesis on the company http://seekingalpha.com/a/hdyr ATVI ZNGA FB
8/16/12
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TruffelPig: If you bought EA January 3 or so and they would be bought for $20 you would have lost money! That is NOT bullish really.
8/16/12
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Chris Lau
$9 target price implied on FB http://seekingalpha.com/a/dga7 LNKD ZNGA ATVI EA TTWO
5/31/12
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Rock_nj: Covering FB shorts before late July earnings would be a good idea IMO.
5/31/12
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Chris Lau: Still expect big short term rallies on the way down. Until ad growth justifies current size, valuation will limit upside.
5/31/12
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Chris Lau
I complained ZNGA's Mkt Cap was 2x EA. Since FB IPO, ZNGA lost half and is worth the value of EA. TTWO THQIQ.OB http://yhoo.it/JVw0ji;range=1m;compare=znga+ttwo+thqi;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;
5/26/12
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avickrey: FB created revaluation event to social media stocks that is impossible to understand until the dust settles.
5/26/12
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Chris Lau: It's very understandable: Social is the new lofty. My EA is a big dud but these "old" companies are lt plays that will take years 2play out
5/26/12
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PandaBearish
Great Market Neutral Play: Short EA, Long ATVI.
5/8/12
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PandaBearish: Not to mention, with Avengers' success and other upcoming Marvell films, ATVI owns rights to the comics.
5/9/12
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PandaBearish: EA has no cash cows. SWTOR was a huge flop that never broke 2 million subscribers and D3's cash auction house is $$ in the bank for ATVI
5/9/12
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Youngone91
did anyone happen to use my ATVI long/EA short trade? when i suggested it?
4/26/12
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Ocean Man's Evil Twin: Did it work?
4/26/12
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Rob O: It would have if he executed anytime after June 2011. Mostly from the EA short though.
5/3/12
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Youngone91
long atvi/short EA!
4/27/12
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eabyrd: ATVI needs to close above 12.86!
4/27/12
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Chris Lau
If OVTI keeps going up it is not one to buy as written. See NVDA post earnings. And EA. And ALU
2/15/12
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Maria Auziliadora: You too!!
2/19/12
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Chris Lau: Happy trading, after the long weekend. Next week is another week. Come back then!
2/19/12
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Stone Fox Capital
All comes down to valuation. $ZNGA just isn't worth $10B. While $EA only worth $5.8B
2/14/12
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Chris Lau: Same as FB worth 99 (down just 1B) and YHOO EBAY worth less. Or NYT vs online content. And EA vs GRPN ZNGA
2/17/12
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EA Electronic Arts Inc.

EA

Electronic Arts Inc.