I think he is off by about 3 months. GTA4 will kick start the VG sector trade again. Like Halo 3 the news will be all good and like halo 3 the stocks should respond. TTWO, GME and ATVI should get the most bang for the buck during that time. ATVI deal should be close to completion and then the stock can finally move up. GME and TTWO both will see upside.