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  • Has EA's Management Been Sniffing (around at) GLUU? [View article]

    i'm not going to waste my time


    cheers
    Jan 13 16:00 pm |Rating: 0 -1 |Link to Comment
  • Has EA's Management Been Sniffing (around at) GLUU? [View article]
    regarding MMOs

    he said that is nearly impossible to build one from scratch, not that he didnt believe in the biz model

    furthermore ATVI was acquired and then merged with Bliz, he didnt buy anything


    get your facts right





    On Jan 13 10:27 AM gluu owner wrote:

    > Same ATVI CEO also said he didn't believe in MMOs, and then proceeded
    > to buy/merge with the largest MMO company in the world. Buyers of
    > companies usually choose to not telegraph their acquisitions.

    >
    >
    > Great write-up.
    Jan 13 10:32 am |Rating: 0 0 |Link to Comment
  • Has EA's Management Been Sniffing (around at) GLUU? [View article]
    is this a joke?

    no one wants to buy a firm that:
    1) doesn't make money
    2) has high structural costs
    3) owns no material IP

    the author forgot to mention that:
    1) the crew that brought this baby public, called it a complete joke
    2) the head of ATVI has publicly stated that he does not believe in the mobile biz model
    3) firms could license product, and collect checks without ballooning their cost structure
    4) Gameloft is a far better firm, and Ubi dumped its shares last year...


    Wall St guys are a riot sometimes


    Jan 12 12:06 pm |Rating: +1 -1 |Link to Comment
  • Does Visa's Beat Bode Well for MasterCard? [View article]
    to my understanding V doesn't contain the EU segment (still owned by banks in the EU), yet the CEO quotes intl numbers?

    the difference between these two stocks is V is bigger, but MA has more global exposure.

    help me out here, is V's CEO talking about US customers using cards overseas?
    Jul 31 11:20 am |Rating: 0 0 |Link to Comment
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