Take-Two Interactive Software Inc. (TTWO)
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TTWO Forum Topics
- All Comments on TTWO
- General Discussion on TTWO
- Citi Cuts Estimates, Targets on Many Software Stocks [view article]
- Is the Entertainment Industry Recession-Proof? [view article]
- E*TRADE Financial: It Was Good to Be Long [view article]
- eBay is Hapless - Cramer's Lightning Round (9/11/08) [view article]
- Ultizen's Lan Haiwen Discusses the Latest Gaming Industry Developments [view article]
- Videogame Shares Falling, Weak Sales Data To Blame [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Courtship Over: Electronic Arts and Take Two Part Ways [view article]
- Electronic Arts Walks Away from Take-Two Talks [view article]
- The Take-Two/EA Merger Saga Continues [view article]
- Gaming the Recession [view article]
- Wall Street Breakfast: Must-Know News [view article]
Recent TTWO Articles
- M&A News: Sony Music Entertainment Born, Take Two Off the Market
- Citi Cuts Estimates, Targets on Many Software Stocks
- E*TRADE Financial: It Was Good to Be Long
- Ultizen's Lan Haiwen Discusses the Latest Gaming Industry Developments
- Courtship Over: Electronic Arts and Take Two Part Ways
- Wall Street Breakfast: Must-Know News
- Electronic Arts Walks Away from Take-Two Talks
- Take-Two, EA Call Merger Talks Off (for Now)
- Videogame Shares Falling, Weak Sales Data To Blame
- The Take-Two/EA Merger Saga Continues
- Full List of Articles »
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The Healthy Side of the Media Business [view article]
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Grand Theft Auto IV's Record Debut a Boon to Take Two's Value [view article]
whynotReply
Grand Theft Auto IV's Record Debut a Boon to Take Two's Value [view article]
It's past time to forget EA and their cheap offer for TTWO. Obviously, TTWO will rise above the takeover offer. EPS should do quite well this quarter. Replymobster
Gaming Demand: Halo 3 Snipes GTA4; Wii Still Dominates Consoles [view article]
HALO 3 Was for XBOX 360 only and not for pc...The only way GTA 4 will outsell it is because is multi platform.
HALO is a really good game best FPS of all time.............. Reply
Summer in the Citi - Fast Money Recap (5/2/08) [view article]
It amazes me how the folks on CNN and other TV channels and the bloggers on SeekingAlpha can give advice with so little data to back it up.BS is free. Those folks who believe the BS will get fleeced. Investing smartly takes a lot of hard work. You will not learn how to invest successfully by watching television. Reply
Ode to Joy Global, Cramer's Mad Money (5/1/08) [view article]
Sell Block.........AAPL ?Come back to us Seamus !
seekingalpha.com/symbo... Reply
borenstein
Summer in the Citi - Fast Money Recap (5/2/08) [view article]
Perhaps it is time to focus on the broad market instead of perceived "singular"op... FED's aggressive easing to date ,will provide a broad market and economic momentum -but we need to allow for the lag.The fiscal stimulus is significant upward momentum enhancer as well .Using a multiplier of seven,the 140 billion dollars "rebate" ,becomes a significant trillion dollars stimulus.Between the two "jolts"and with some more accomodation from the FED ,we are heading for a major rebound. The record leveraged commodity speculation should not be confused with inflation.In real cyclical inflationary environment,the housing prices would be increasing at least with the rate of inflation.Let's just focus on the broad stock market rebound and not waste time with individual picks . Reply
Summer in the Citi - Fast Money Recap (5/2/08) [view article]
jeff 200 is just a number that apple must pass ReplyIs the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
I live in Europe & I pay more than $7 a Gallon for Gasoline here. I grew up in the States & of course remember & enjoyed Gas under $1 a Gallon as recently as in 2001 but the truth is--most of my friends have smaller cars & drive less & we get by just fine. Until the world switches over to another form of energy for cars, OPEC will continue to enjoy huge profits at your & my expense & Gas could very well reach higher levels in the States. Unless there is a real push to get away from Gasoline, OPEC will continue to get richer while we here in Europe & in the States export mountains of cash to the Oil producing nations. ReplyTake-Two Banks on Gruesome 'Grand Theft Auto' Sales in Fending Off EA Bid [view article]
I have GTAIV for the 360 and it runs flawlessly. Not a single problem yet and I'm going on five hours of playing it. I also have a friend who's put in close to 7 hours and he's had no glitches what-so-ever.First, the reason no other GTA's came out for such a long time is because the previous management was too busy fighting and allocating resources towards litigation, which are still on going today but reaching their end. Secondly, this company is no longer a one trick pony. There's GTA of course, and then Bully, Bioshock, Mafia II, the Badland, MLB and NBA 2k, Midnight Club L.A. and others.
Thirdly, this sector of entertainment is surging. Speaking as a gamer...TTAW games are much more interesting than anything EA has to offer, which isn't much. EA's stable of games is old and tired and its evident by its lagging sales and stock price. The company needs a shot in the arm and TTWO would fit the bill perfectly.
Bottom line is videogames are the #1 option for making money in entertainment at the moment and TTWO has the mother of all games. On top of it, this industry is the furthest away from being pirated, due to the size of the games, especially on the 360 and PS3 games. I have friends who have pirated the 360, but its basically useless outside of the 1 player games (you cannot get online consistently with pirated 360 games and I assume PS3 games...SNE and MSFT boots users off and cancel their accounts). So there, over movies and music, this industry as a few more years to not worry about this stuff.
But the bottom line is, outside of a few glitches here and there (and Halo 3 had glitches as well), GTA IV and the rest of the TTWO catalogue is superb, adult oriented and in the sweet spot of the industry. A few glitches here and there are of no-consequence, that happens more and more due to the high end nature of the 360 and PS3, which are more like computers and hence, like a computer will have glitches. If you want glitch free gaming, buy a Wii. I have one as well and its 100% glitch free.
By the way...Bully on the Wii is also another excellent TTWO game made by Rockstar, too bad it went a bit un-noticed, but another example of a really well done game.
Regardless, EA wil end up paying more because they have to. Madden is way old and stale, The Sims will reach that point soon and Rockband is 50% owned by Viacom. EA needs new games and badly...its doesn't have COD4, or Halo, or Mario, or Zelda or Wii fit or nothing...it needs TTWO and it needed it last year.
I expect a bid at $30 and above. If not, then TTWO will go on its own. Please remember that ATVI, not so long ago, was a small player. A few successes with Guitar hero, COD, Tony Hawk...and now a world class company is born and bought out at a huge premium.
TTWO, with the money made by GTAIV, will be able to pursue the same pattern of growth, except faster as GTAIV is a bigger game than anything ATVI owns and Rockstar is perhaps the best videogame studio outside Nintendo.
Rock on.
Reply
Take-Two Banks on Gruesome 'Grand Theft Auto' Sales in Fending Off EA Bid [view article]
I believe it closed at $26.24 ... instead of $25.24 on April 30th Wednesday. This is important cause it is above ERTS $25.74 ReplyTake-Two Banks on Gruesome 'Grand Theft Auto' Sales in Fending Off EA Bid [view article]
First of let me start by saying,i purchased this game yesterday well after the third time it locked up after playing just 20 minutes i finally gave up.Apparently this issue is widespread and not just limted to the PS3.Someone needs to get comment from TTWO/Rockstar because in my opinion this is a crock and the co. isnt worth 26 per share let alone 10 dollars. ReplyTake-Two Banks on Gruesome 'Grand Theft Auto' Sales in Fending Off EA Bid [view article]
Unless the company can release hits like GTA IV on a more regular basis, TTWO should rally take the offer. One smash hit every 3-4 years will simply not cut it. They have strong potential in the violent, mature games that target the 25-34 year old gamer, but force many of them to wait. Who wants to wait these days? Replyt
Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
John Egan - by the way, politicians don't solve problems - they create them. Democrates or Republicans are 2 faces to the same coin. Replyt
Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
The futures market may seem speculation. However it is a reflection of what people (you and me) are willing to pay for oil. By going to the gas station we are saying we'll suck in $120/barrel oil and $4/gallon gas.So if we wan to reduce cost of gas/oil, then there needs to be a corresponding reduction in demand.
However, this is unlikely as everything we use is directly or indirectly derived from oil. Not to mention, now that China and India have seen movies from Hollowood, they too want the SUVs, big houses and RVs.
I think &6/gal gas and higher is in the cards. This may lead to another military confrontation - which will drive price of oil even higher. Reply