Ryoga's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/235494/comments http://seekingalpha.com/article/114345-has-ea-s-management-been-sniffing-around-at-gluu?source=feed#comment-354826 354826 i'm not going to waste my time


cheers]]> Tue, 13 Jan 2009 16:00:54 -0500 i'm not going to waste my time


cheers]]> http://seekingalpha.com/article/114345-has-ea-s-management-been-sniffing-around-at-gluu?source=feed#comment-354381 354381
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.]]> Tue, 13 Jan 2009 10:32:52 -0500
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.]]> http://seekingalpha.com/article/114345-has-ea-s-management-been-sniffing-around-at-gluu?source=feed#comment-353417 353417
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


]]> Mon, 12 Jan 2009 12:06:11 -0500
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


]]> http://seekingalpha.com/article/88157-does-visa-s-beat-bode-well-for-mastercard?source=feed#comment-219331 219331
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?]]> Thu, 31 Jul 2008 11:20:18 -0400
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?]]>