|
 | Nsthil
3 minutes ago | THQI
354 words | FD: dead space has been banned in germany and japan. i am surprised the australians did not ban it as well. ea trying to prove | - | 1 |
 | Ramoas
1 hr 13 mins ago | MVL
42 words | FD: iron man opens september 27th in japan, not september 3rd (see last sentence of 1st paragraph):
http://www.japan-zone.com/news/2008/09 | - | 2 |
 | ch2143
Today at 3:50 AM | THQI
436 words | FC: do not dissagre with the value of thqi. yet, the raise in 06' was not only attributed to sr, but also to cars which launched in ju | - | 7 |
 | Martin21
Today at 1:25 AM | THQI
111 words | FC: "i have started buying thqi"
do not dissagre with the value of thqi. yet, the raise in 06' was not only attributed to sr, but also to | - | 12 |
| Nsthil
09/04/08 11:47 PM | THQI
99 words | FC: i like the trade ch. t2 still being coy about when they will release dlc and if it is pushed out to 2009 then that would be an added b | - | 14 |
 | Will Williams
09/04/08 11:45 PM | THQI
879 words | FD: more of citigroup's downgrade of nintendo
september 4, 2008
n i n t e n d o ( n t d o y ) hold (2) high risk (h)
downgrading to hol | | 12 |
 | Jester Debunker
09/04/08 9:34 PM | THQI
5 words | CC: ttwo conf call.
http://seekingalpha.com/article/93993-take-two-interactive-software-inc-f3q08-qtr-end-07-31-08-earnings-call-transcrip | 1 | 13 |
| ch2143
09/04/08 8:41 PM | THQI
356 words | FC: i have started buying thqi and some october call options on it as the stock went under $15. the trading trend on the stock looks e | | 17 |
| Kastchei
09/04/08 8:29 PM | THQI
75 words | FD: could be $375 if they haven't paid ~$50mil to rockbrothers in royalties....i don't think ea will be able to pay such a hefty check to a | - | 15 |
| Jester Debunker
09/04/08 8:22 PM | THQI
202 words | NR: more competition for gme.
earlier today i posted a rumor about the price and release date for world of warcraft: wrath of the | 2 | 14 |
 | InternationalMan
09/04/08 8:20 PM | THQI
257 words | NA: will gta make it to the wii? verbage suggests that it might:
on a previous conference call, ttwo management said the f | - | 12 |
| Jester Debunker
09/04/08 8:04 PM | THQI
79 words | FD: "first, rumour emerged that ea was walking away and stock dropped to $21.3. this gives some indication on stock downside if ea walks"
| - | 12 |
| Nsthil
09/04/08 6:59 PM | THQI
258 words | FD: i think the deal will get done after ea has take a look at the books and the balance sheet. they were doing a fair bit of fearmon | 1 | 13 |
| InternationalMan
09/04/08 6:59 PM | THQI
50 words | FD: i would not read too much into the ah action in ttwo today. first, only 230k shares traded and the range was all over the place, | - | 13 |
| Martin21
09/04/08 6:36 PM | THQI
301 words | FD: what recent ttwo actions is tellings:
first, rumour emerged that ea was walking away and stock dropped to $21.3. this gives some indic | - | 16 |
| Nsthil
09/04/08 6:08 PM | THQI
317 words | FD: they paid off $83 mln on line of credit and still ended up with $338 million in cash. line of credit was at $16 million at the en | - | 16 |
| Nsthil
09/04/08 5:58 PM | THQI
126 words | FD: lol!! jester.
btw the hits keep coming for the new ip ea rolling out. facebreaker gets 5/10 from ign.
http://xbox360.ign.com/ob | 1 | 16 |
| Jester Debunker
09/04/08 5:51 PM | THQI
13 words | FD: "and demonstrated our ability to consistently deliver outstanding financial results... since april 29th" | 1 | 14 |
| Nsthil
09/04/08 5:41 PM | THQI
454 words | FD: gamasutra
10 million in gta iv unit sales push take-two to record q3
continuing strong sales of grand theft auto iv, along with top | - | 15 |
| Nsthil
09/04/08 5:28 PM | THQI
86 words | FD: if gta was 60% of sales then it looks as if they came in right around 5 million copies shipped for the qtr. they are not loo | - | 17 |
| Jester Debunker
09/04/08 5:24 PM | THQI
46 words | FD: just email this guy, roddy.boyd@nypost.com, and tell him the erts deal is off because they reviewed the figures and concluded ttwo was | 2 | 17 |
 | ProzacJoe
09/04/08 5:19 PM | THQI
18 words | FD: good report and call, now where do i pick up those $17 and $19 shares i heard about...? | - | 17 |
| Nsthil
09/04/08 5:17 PM | THQI
89 words | FD: t2 expects some good sales for gta in the holiday season. they also stated gta was 60% of revs in the qtr.
mc la is | - | 17 |
| Nsthil
09/04/08 5:03 PM | THQI
37 words | FD: they did confirm as per ben schacter question that they are still going thru the review process with ea. hopefully ea bites | - | 18 |
| Nsthil
09/04/08 4:57 PM | THQI
110 words | FD: yeah it is ridiculous jester. analysts that were negative on t2 were stating they were willing to assign a 15x multiple for t2s p | 1 | 19 |
| Jester Debunker
09/04/08 4:46 PM | THQI
105 words | FD: iirc, mcla was due around 9/9 at the time ttwo gave their last guidance. now it's the last week of october. the cut in q4 guidance does | - | 19 |
| InternationalMan
09/04/08 4:40 PM | THQI
5 words | NA: ttwo is 100% debt free | - | 17 |
| InternationalMan
09/04/08 4:23 PM | THQI
46 words | FD: the shift in release date for mc:la allows only for initial shipment to be booked in q4. any reorders will be booked in 1q 2009.& | - | 18 |
 | Roddedr
09/04/08 4:16 PM | THQI
24 words | OT: right here on this board a certain analyst and i had a debate about cash. ttwo cash is now at 338m. who was right? | 1 | 22 |
| ch2143
09/04/08 4:15 PM | THQI
75 words | FD: feder did say take-two's cash on hand, one way of valuing the company, grew again this quarter to $339 million. "it's gone up materiall | - | 21 |
| Nsthil
09/04/08 4:15 PM | THQI
184 words | FD: ttwo
current assets:
cash and cash equivalents
<td class="bwcellpaddingleft0 bwwhitespacenowrap bwcellpadd | - | 22 |
| Nsthil
09/04/08 4:06 PM | THQI
361 words | FD:
take-two interactive software, inc. reports record third quarter fiscal 2008 financial resultsthursday september 4, 4:00 pm et
| - | 15 |
| Nsthil
09/04/08 4:03 PM | THQI
307 words | FD: nintendo downgrade. i have to agree here on the wii and ds having peaked or ready to peak this fall. the lack of strong new | - | 16 |
| Nsthil
09/04/08 3:12 PM | THQI
134 words | FD: i found some of those comments amusing as well prozac.
if ea does not bring it with nba live 09 they will be buried. | - | 18 |
| ProzacJoe
09/04/08 2:52 PM | THQI
899 words | FD: i couldn't disagree with you more on this martin
<p class="msonormal" style="margin: 0in 0in 10pt; line-height: normal; mso-margin- | 1 | 19 |
 | Corrupted Profile
09/04/08 2:48 PM | THQI
10 words | TA: i just bought some c with a stop at 16.85 | - | 20 |
| Corrupted Profile
09/04/08 2:47 PM | THQI
32 words | TA: my system got a short signal at 44.30 with target of 43.81. each new low will have a target of -.50. for things to turn positive it ne | - | 19 |
| Nsthil
09/04/08 2:45 PM | THQI
163 words | TA: yeah i have to agree with you now. luckily my bullish stance was focused on stocks with a domestic focus that would continue to b | - | 20 |
| Corrupted Profile
09/04/08 2:41 PM | THQI
57 words | FD: he can't wait because they are number 2 to activision. is he gonna buy thqi instead?
if i recall correctly after ttwo was taken over | - | 17 |
| Jester Debunker
09/04/08 2:25 PM | THQI
22 words | TA: i think we can safely conclude that tuesday mornings rally was bogus. qqqq's now down 6.8% in about 48 hours. | - | 17 |
| Nsthil
09/04/08 2:24 PM | THQI
121 words | FD: it would be overall positive for t2 if they have hammered out a deal with the housers and make an announcement tonight. | - | 17 |
| Nsthil
09/04/08 1:59 PM | THQI
328 words | FD:
xbox 360 price cut good news for industry, could boost rock band 2 – lazard (xb360)
<div class="modulearticl | 1 | 16 |
| Martin21
09/04/08 1:46 PM | THQI
324 words | FD: value of t2 to ea:
bioshock: nice to have but redundant now that they have dead space
nba 2k: nice to have but ea is showing | - | 21 |
| Jester Debunker
09/04/08 1:45 PM | THQI
21 words | FD: ea secured a $1bn loan back in may, if they need it. it's good through jan 9, 2009.
http://sec.gov/archives/edgar/data/712515/00011931 | 1 | 16 |
 | Kip Keener
09/04/08 1:23 PM | THQI
280 words | OT: thanks for posting the article--very fascinating and gives you a pretty good idea of how games easily overshoot budget and timeframes a | - | 16 |
| Martin21
09/04/08 1:21 PM | THQI
321 words | FD: financing t2 adquicition:
if ea is to adquire t2, company has not enough cash on hand to make a cash offer. furthermore, they nee | - | 18 |
| Jester Debunker
09/04/08 12:50 PM | THQI
19 words | OT: bioshock post mortem. this was already in print in the game developer mag, and now it's online.
http://www.gamasutra.com/view/feature/ | - | 16 |
| InternationalMan
09/04/08 10:22 AM | THQI
51 words | FD: you can never be sure. look what happened to atvi when they pre-announced. the shares knocked the ceiling off of those shar | - | 16 |
| InternationalMan
09/04/08 10:20 AM | THQI
51 words | FD: you may be right. but think about it. $50 million from msft to put the screws to sony is a drop in the bucket on a game tha | - | 14 |
| Martin21
09/04/08 10:12 AM | THQI
69 words | FD: i am cautions about cc on t2. numbers will be great and blow out expectations. yet, this will be the perfect time to tell the ea d | - | 17 |
| Jester Debunker
09/04/08 10:12 AM | THQI
97 words | FD: you've just described the other extreme, which is the one pachter believes and i used to. after discussing this with tommy here on the | - | 14 |
| InternationalMan
09/04/08 10:08 AM | THQI
98 words | FD: then why would ttwo leave a huge potential market out of the picture (ps3) if they are just getting a advance? if you are right th | - | 14 |
| Kip Keener
09/04/08 10:06 AM | THQI
42 words | FD: "very high in mercs 2!!? "
i think everyone (including myself) needs to be cautious regarding mercs 2 sales. i can see tha | - | 16 |
| Nsthil
09/04/08 10:04 AM | THQI
50 words | FD: sure ttwo was in some trouble at the time but the deal was in the works months before it was announced. msft had been courting ttwo fr | - | 15 |
| Jester Debunker
09/04/08 10:01 AM | THQI
117 words | FD: "they got $50 million just for the rights of exclusivity "
i disagree. that deal was made when ttwo was in a lot of trouble. assuming | - | 16 |
| Nsthil
09/04/08 10:00 AM | THQI
77 words | FD: it sounded to me like they were quoting a 2 million number for the us alone. 2 million worlwide maybe. spore is no wow btw.
if spore | - | 15 |
| Kip Keener
09/04/08 9:59 AM | THQI
131 words | NA: from oppenheimer on erts:
expect spore to sell 1.5-2m units in q2 (2.5m fy09)--could have longer legs like sims franchise. aft | | 19 |
| InternationalMan
09/04/08 9:58 AM | THQI
24 words | FD: i have had a buy order in at $14 for a while, which is where i will start my position and build to it on weakness | - | 15 |
| Martin21
09/04/08 9:56 AM | THQI
120 words | FD: close my thqi long position. it might be too early to try to catch this falling knife. i will probably try to get in at $14 or lower or | - | 14 |
| InternationalMan
09/04/08 9:52 AM | THQI
187 words | FD: i think you are right. relative to other offerings and total playtime, $20 would be a great value. i am hoping to get some | - | 12 |