borisb

GameStop: Margin of Safety Is Attractive at Current Prices

GME makes little on world of warcraft or other online games.

Five Reasons Activision Will Move Higher This Year

The market capitalization of this company exceeds $13 Billion and these 4 unproven niche titles may not move the neddle much.

Videogame Shares Falling, Weak Sales Data To Blame

WM-P says hurricances, olympics among other things distracted consumers.

Ride Out the Recession with Activision Blizzard

The online factor might be a serious growth catalyst going forward. I have been studying Guitar Hero and it looks like this franchise is multiplying. The Aerosmith title has sold better then the aerosmith CDs, and this coming Friday Activision will release the new Metallica tracks on the game platform on the same day the new music album itself is debuted. Prez. Bobby says there is a shortage of GH material to meet the demand for the next 5 years! Activision claims to have superior brand managment and might apply these skills to polish up Blizzard's portfolio. Also, Vivendi has been buying more then $3 million worth of ATVI stock a day since last tuesday, and last week on Bloomberg TV the prez of Vivendi bragged about how well A-B is positioned for the long term, but this piece was edited from the bloomberg.com interview clip. And finally Activision has reached the scale, $5 Billion-ish that everyone had hoped ERTS would but never did. FOr the first time an independent publisher will be larger then any of the inhouse software divisions of Nintendo, Sony, and MSFT. the ramifications of this milestone i am not exactly sure,
but it has been a big deal to many ERTS dreamers.

Ride Out the Recession with Activision Blizzard

Asif, this is a great long idea over most time frames. The part i am struggling with is what kind of long term upside objective? the market capitalization is already a whopping $23 Billion.

Why Activision Must Renew The9's World of Warcraft Contract

Joker thanks for getting to the truth.

Game On for Activision Blizzard

potential growth factors
1. Guitar hero (4th)(new add on hardware)(GHtunes)(sin... band titles)
2. MMO expansion (infancy)(social-commu... based entertainement)
3. merger (cost savings)
4. merger (distribution in europe-asia)
5. other atvi titles revamped
6. other blizzard titles revamped
7. new hardware Wii, NintendoDs, Cellphones. GH is a breakothrough game application in cellphones.
8. other M&A moves
9. share buyback
10. stock split

Guitar Hero Helps Activision Blizzard Rock On - And Logitech Joins the Band

I wonder what kind of potential Guitar Hero will have as single band expansion packs. Also how much is Blizzard playing and monitizing the online social hand better then Myspace and Facebook?

Activision: Will Guitar Hero Bring Even Brighter Days?

On Tuesday July 11, 2007 Activision conference call says Guitar Hero is the industry's first $1 Billion franchise.