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Electronic Arts Inc. (ERTS) Message Board

  • Rab_Nesbitt Rab_Nesbitt Mar 3, 2002 5:13 PM Flag

    The leader not the leader! Dayz, oh no!

    Uh-oh, EA isn't #1 but they still have such a lofty valuation... and look who's nipping at their heels. Sega. That's far higher market share than they had with DreamCast and someone had to give up some for them to take. And VF4 isn't even out yet. Maybe EA will be number 3 soon?

    Courtesy of Spectris on the TTWO board:

    For the week ending 2/23:

    Top 100 Video Games
    #1 State of Emergency (130,000)
    #2 GTA3 (102,000)
    #11 Max Payne (25,000) PS2
    #17 GTA2 (15,000) PS1**
    #21 Max Payne (12,000) XBOX

    Top Console Publishers
    #1 Take Two Interactive (21.1%)
    #2 ERTS (12.9%)
    #3 Sega (8.0%)
    #4 SONY (6.4%)
    #5 ATVI (5.8%)
    #6 THQI (5.3%)
    #7 Nintendo (4.5%)
    #14 MWY (2.2%)
    #15 AKLM (2.1%)
    #18 THDO (1.3%)

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • I was referring to the last 24 hours since you started lippin' off....you know...where TTWO is down about $2/share and ERTS is up about $2/share. Zip it!

    • I'll give this a rest. It is pretty clear that you are not the adventurous sort and stick to blue chips . . . which is a good thing considering the depth of your knowledge in the industry.

      >They are investing into the future, which is something that EA shares. TTWO is providing the glitter hoping to be bought out.

      I could go on & on about you don't understand how TTWO has great future sales locked up but I'd be talking to a wall. Good luck with ERTS . . . I may be back to short it.

    • >TTWO and the smaller players only focus on the presence and lack this visionary.

      Are you related to George Bush? ;-)

    • >Oh no! I hope TTWO games sales don't suffer the same terrible fate as those of the tobacco and alcohol industries.

      :-D You got an out-loud laugh from me on that one! :-)

    • You can't win them all, what can I say.

      MSFT didn't pour $$$$$ into developing the X-box to compete with GameCubes and PS2. They are investing into the future, which is something that EA shares. TTWO is providing the glitter hoping to be bought out. But who is gullible enough to trust TTWO's books now, you think?

    • >>> But they didn't make a mistake for having an online presence. <<<

      How so? With respect to online what does EA have now that they did not have three years ago with Ultima Online? As far as I can see they've gained Pogo and lost around $300M in operating losses, not including the cost of acquiring Pogo which was close to $150M.

    • Rab, EA erred for not reining in EA.com's spending. But they didn't make a mistake for having an online presence.

      Broadband will be here at some point and EA's going with online games is a necessary evil to keep up with MSFT's visionary for the X-box. TTWO and the smaller players only focus on the presence and lack this visionary.

    • Oh no! I hope TTWO games sales don't suffer the same terrible fate as those of the tobacco and alcohol industries. The under-age rules have crippled them. Oh wait...

      I stick to my claim that EA is incapable of internally developing a #1 title with a new IP, like TTWO has done. It's more about lack of innovation than fear of the ESRB. Fyi, EA's Alice had the same rating as GTA3...

    • Or maybe because EA's sound management doesn't want to get caught in the hairs of ESRB.

      Four lawmakers in Georgia submitted a bill yesterday that would make it a criminal offense to sell or furnish violent interactive video games to minors. The bill, known as the Violent Video Game Protection Act, would make it a misdemeanor offense to sell games that contain depictions of graphic violence as determined by the Entertainment Software Rating Board (ESRB) to anyone under 18. Many retailers already take measures to ensure that violent games are not sold to children, but this has been a voluntary enforcement of the electronic entertainment industry's self-regulation.

      http://gamespot.com/gamespot/stories/news/0,10870,2847990,00.html

    • >>> Rab,

      Have you ever heard of "The Sims" ? <<<

      Yes I have. It's a franchise EA acquired by purchasing the Maxis studio for approximately $100M. It's the #1 selling game in the PC market which is 20% the size of the total video game market and declining year by year.

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