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Island_Dweller

Island_Dweller
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  • Sony: When Panic Abates, Opportunity Arises [View article]
    SNE is quite the heartbreak stock. Just when you think better times are ahead, management throws water on what was a collection of embers. If management can right the ship, the stock is an easy double, but they have yet to stop the bleeding. Is it a question of "when" or "if?"
    Sep 30 07:42 AM | 1 Like Like |Link to Comment
  • Is Microsoft Remaining Relevant? [View article]
    MSFT has been, is now, and will continue to be a cornerstone stock in my portfolio. The reason is because it has so many attractive attributes, decent dividend, excellent financials, wide moat, and dare I say growth?
    Sep 27 06:30 PM | 1 Like Like |Link to Comment
  • Microsoft: Party Like It's 1999 [View article]
    Whenever MSFT is subject to ridicule or referred to in a diminutive manner I simply look at when and what price I bought the stock and where it is now.
    Sep 18 08:27 AM | 7 Likes Like |Link to Comment
  • Apple: New B8 Chip To Start A PC Revolution [View article]
    Ok now this is turning into a different debate than what I originally called BS. My point was to retort Scott Trader for his comment about consoles going the way of the Walkman based on this new technological development.

    I'm not arguing against what the new chip is capable of, or what new games it can play, but I wasn't about to let a comment like that go unchallenged.

    Again, what has been shown is really not that impressive from a console gamer standpoint. The game being referenced is Plant Vs. Zombies, barely what I would call a triple A game. This game was released in 2009, or are they talking about Plants Vs. Zombies: Garden Warfare? Even the latter is not a game that one would eagerly place a preorder and anticipate, and we're not talking about releasing the game the same time as consoles, but being ported which lags the initial release by weeks or months.

    Game changer for portable devices? Sure, the A8 is probably that, but for consoles? Um, yea, no.
    Sep 7 06:16 PM | Likes Like |Link to Comment
  • Apple: New B8 Chip To Start A PC Revolution [View article]
    Other than on paper and some demonstrations, it remains to be seen where the publishers and development studios stand. I think what AAPL's grand gaming scheme will amount to is simply ports from popular game releases much later than release. I also think the iPad will never be considered a serious gaming device in the foreseeable future simple because of hardware limitations of a device that thin. Fad games (Flappy birds, etc) will remain the dominant games.

    If last year's demonstration were so impressive, where's EA, ATVI, TTWO, and Ubisoft's offerings? Given some improvements in the A8, why is this time going to be so different? More triangles isn't going to solve what the iPad needs to compete. You're talking about putting the power or a console in a pencil thin, fanless device with very limited HD space, and a battery. You're telling me an iPad Air can do what a PS4 and XOne can do without any concessions?
    Sep 7 04:29 PM | Likes Like |Link to Comment
  • Apple: New B8 Chip To Start A PC Revolution [View article]
    That much I can agree with you, you are not a game player, therefore you're out of your league on this one.

    Portable devices are only that, portable. If anything, ipad and tablet games will eat into Nintendo's 3DS or Sony's PSP, not a home gaming entertainment system you can hook up HQ speakers and a 50 inch HD flat screen. If you think any gamer, or even a casual gamer is going to go home and continue playing his ipad when he has a PS4 or XOne with games like GTA V, please go ahead and defend your statement of consoles going the way of the Walkman - because games like Temple Run and Flappy Bird are the future of gaming, right?

    In other words, just because you can play games in more places doesn't mean traditional means are becoming obsolete. You cannot replicate a console experience on a tablet, nor can you find the latest triple A games. Until I see more support from publishers, it's a pipe dream for AAPL to rule the living room gaming experience with the A8.
    Sep 6 06:31 PM | 3 Likes Like |Link to Comment
  • Apple: New B8 Chip To Start A PC Revolution [View article]
    @scott trader

    Thanks for the laugh.
    Sep 6 09:37 AM | 2 Likes Like |Link to Comment
  • Looking Into Doug Creutz's Video Game Crystal Ball [View article]
    My horse in this race is TTWO, however I've been vocal about the fact that choosing just about any publisher isn't a bad decision.

    My thoughts on TTWO is Evolve will live up to, at least mostly, the hype. The game is missing out on the holiday season, however whenever a company delays a product, the typical outcome is a better product. The decision while short term negative will prove to be long term positive. GTA is, well, GTA. Nothing to see here folks, move along. What I'm really chomping at the bit to learn is exactly what new, fresh, never before seen, call it whatever you want, is in TTWO's pipeline. They have only revealed they have new IP in the works, but big whats and whens remain.
    Sep 6 04:54 AM | 2 Likes Like |Link to Comment
  • Take-Two Interactive Shares Offer An Incredible Bargain [View article]
    I swear I didn't get any insider information and post it here. I didn't expect my comment and the actual rumor via an analyst to move the stock would happen so soon, but these kind of things are rather unpredictable. In any case, TTWO is now within a whisper of its 52 week high.

    Long this stock.
    Aug 29 06:25 PM | Likes Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    Why MSFT is a Buy.

    - Nadella stated unequivocally Nokia and Bing will be profitable in 2 years. Bold statement to say the least but overwhelmingly positive given what has transpired since Nadella became CEO.

    - Nadella has proven he is no puppet CEO. Ballmer has left the building, even the BoD. This is Nadella's show now without any doubts. Is he capable? My money is on 'yes.' Nadella's vision has started with a bang and there's a lot more in store.

    - Windows 9. MSFT past OS problems usually follow the pattern of lackluster OS then popular OS. Windows 8 was lackluster and we'll see how 9 does, but if the past is any indication it will be a hit.

    I'm looking for the 50s by spring '15.
    Aug 28 11:14 PM | 4 Likes Like |Link to Comment
  • Take-Two Interactive Shares Offer An Incredible Bargain [View article]
    Costs are not getting cheaper, that's for sure, however GTA V is leaps and bounds above what Saints Row was ever able to achieve. I agree as games get older they drive less revenue, again, GTA V is going to put that baby to bed by re-releasing for next gen with significant improvements both in graphics and features, therefore the title will drive significant sales again albeit not as much as the original release. Another benefit is GTA Online and reoccurring revenue.

    TTWO last I checked had a close to a billion in cash. Further, the immediate pipeline looks extremely healthy with Evolve winning numerous awards and the sole reason the stock dropped post earnings. Yes, analysts are expressing concern over the pipeline thus keeping TTWO's stock in check. I expect Evolve to sell close to 10 million during its shelf-life. Management has stated they have 10 unique titles slated for fiscal 2015. Management has not been forthcoming with any details, a definite short term negative.

    Management has shown its aware of the problems that have plagued TTWO in the past, which was erratic earnings. As they continue to address this issue and look to both introduce new franchises (Evolve, L.A. Noire, WWE) and existing franchises, the company's earnings SHOULD stabilize and increase incrementally.

    It should be noted, without any factual information, that given how small the company's market cap is, it's a takeover target. It's in possession of the single most explosive entertainment IP on the planet. It goes without saying that other game giants are salivating at owning the rights to GTA. I wouldn't be the least surprised if a rumor popped up that EA or ATVI is thinking of going after TTWO and you can be sure it's not going to go for less than $25 a share. Again, not a concrete reason to buy the stock but it's a reality nonetheless.
    Aug 24 09:56 PM | 1 Like Like |Link to Comment
  • The Real Reason Microsoft Is Losing Money On Its Surface Line Of Tablets [View article]
    Unleashing an effective catchy marketing campaign has always been a weakness for the company with the exception of the Nokia commercials of smartphone wars.
    Aug 14 06:40 PM | Likes Like |Link to Comment
  • The Real Reason Microsoft Is Losing Money On Its Surface Line Of Tablets [View article]
    How do you know what she uses and does not use? Further what she needs or does not need? Your plugging your own bias into others to defend your disillusion.

    How does going outside increase chances to get malware? You do realize all her work is being stored in the cloud, accessible and synced to any of her Windows 8 devices. How is it the fault of the SP that if someone steals it they can access her data?

    Is this a joke?
    Aug 14 05:44 PM | 2 Likes Like |Link to Comment
  • The Real Reason Microsoft Is Losing Money On Its Surface Line Of Tablets [View article]
    One simple move could bolster sales: include the type cover in the price. It's the 3rd gen Surface and hailed as a laptop replacement being sold with a type cover separate. How does that make any sense?
    Aug 14 05:39 PM | 1 Like Like |Link to Comment
  • Why Twitter's 38 Million Zombies Could Impact Ad Revenue [View article]
    Given your forwarding looking conclusion, wouldn't you think with the information being public, that investors would sell the stock in droves? I mean, I'm all for a careful considered approach to taking a contrarian position on the stock, give how it has rebounded, but pointing to a "sky is falling" sort of scenario appears to be grasping at straws. Why would a former Goldman exec, Anthony Noto join Twitter, to be paid relative peanuts and get paid stock? I find it hard to believe the new CFO would hop aboard a sinking ship as you describe.
    Aug 13 03:45 AM | Likes Like |Link to Comment
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