"I think it will give us a lot more flexibility in thinking about acquisitions for the future"
"I think it should give us a lot more flexibility"
Bottom line, IMO, M&A in VG pub biz greatly benefits TTWO.
Sentiment: Strong Buy
The timing and financing may be out of reach for ATVI right now, but Kotick just talking about M&A should force EA to take another shot at us.
FROM 2008: "That's concerning, sure. When you think about one company in control of the sports category, with no competition from anybody else, that could be a challenge," Kotick said.
Bud, you're right EA should move now, while ATVI's got the deal and debt on its hands. EA could come in with $1 billion in cash and $2 billion in stock to get the deal done now.