Cardboard Zombie's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159918/comments http://seekingalpha.com/article/71016-activision-growth-already-built-into-stock?source=feed#comment-135924 135924 ATVI cannot be valued the same way after the merger with Blizzard.
Half the model will be a highly profitable subscription based model. Margins will actually increase as Blizzard will get a more profitable distribution deal for WOW (NCTY has it now). In addition, Starcraft II is on the horizon and it will have an even bigger following than World of Warcraft (10 million members paying $10 per month and counting)! So ATVI is merging with a company that is about to double it's huge profit margin sub base in the next two or three years. So you cannot value them the way you have been in the past. New video game giant with higher margins and higher growth. Can't use the same valuation.
Please go back and fix your EPS and valuation method.
Come back when you have a $37.50 price target.
Thank you.]]> Thu, 03 Apr 2008 09:48:05 -0400 ATVI cannot be valued the same way after the merger with Blizzard.
Half the model will be a highly profitable subscription based model. Margins will actually increase as Blizzard will get a more profitable distribution deal for WOW (NCTY has it now). In addition, Starcraft II is on the horizon and it will have an even bigger following than World of Warcraft (10 million members paying $10 per month and counting)! So ATVI is merging with a company that is about to double it's huge profit margin sub base in the next two or three years. So you cannot value them the way you have been in the past. New video game giant with higher margins and higher growth. Can't use the same valuation.
Please go back and fix your EPS and valuation method.
Come back when you have a $37.50 price target.
Thank you.]]> http://seekingalpha.com/article/70692-did-barron-s-really-pan-all-commodity-investing?source=feed#comment-134475 134475 The rise of comms has to do with the fall of the dollar, Barrons!
Guess what? That will continue. Barrons is dead to me.]]> Tue, 01 Apr 2008 07:27:40 -0400 The rise of comms has to do with the fall of the dollar, Barrons!
Guess what? That will continue. Barrons is dead to me.]]> http://seekingalpha.com/article/67118-microsoft-s-bid-for-yahoo-my-signal-to-finally-buy-google?source=feed#comment-121870 121870 Tue, 04 Mar 2008 09:00:48 -0500