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Electronic Arts Inc. (ERTS) Message Board

  • SPECULAWYER9 SPECULAWYER9 Jun 5, 2003 12:21 PM Flag

    70 soon?

    Wow, pretty darn strong even on a red day. I'm a bit surprised. Some panicky shorts?

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    • [quote]We do? Three months ago FFXI had over 200,000 subscribers in Japan. The US is a *much* bigger market. Perhaps a pick-up in subscriptions to Motor City Online, Majestic, Earth and Beyond and Sims Online will pick up that slack. Or perhaps not. [/quote]

      Is FFXI the MMORPG one? If so then I would heartily disagree that the market for more MMORPG's in the US is "much" larger. I'm sure you can name every mmorpg that has topped 200,000 without even using your toes.

      Let's also not forget it will be competing with the biggest names we have yet to see in the MMOG market. Including SWG, WoW, and EQ2.

      I don't see a MMOG FF game as being a real big seller here.

    • >ERTS just hits 70 in AH.

      >Just kidding!

      As a matter of fact, it did:

      http://quotes.nasdaq.com/quote.dll?page=afterhours&mode=frameset&symbol=ERTS

    • "Like, the pent-up demand that corporations have for all the hardware and software they stopped buying during the recent lean years."

      Do you have any evidence of this? I didn't think so. The truth is that corporations are not spending despite massive stimulus. The consumer is holding up the economy by borrowing against the future. We would be in economic hell right now if the consumer wasn't still spending "like its 1999".

    • "and I'm sure Square was trying to sock it to EA big time. But we all know FF was winding down this year."

      We do? Three months ago FFXI had over 200,000 subscribers in Japan. The US is a *much* bigger market. Perhaps a pick-up in subscriptions to Motor City Online, Majestic, Earth and Beyond and Sims Online will pick up that slack. Or perhaps not.

    • >Or, three giant phone companies, BellSouth, SBC Communications and Verizon, said they
      >planned to build super-fast fiber-optic lines directly to homes to increase broadband access.

      People are barely willing to pay $40/month for cable/DSL . . . and you think there will be a mass build of fiber-optic requiring expensive additional last-mile wiring? Not gonna happen anytime soon.

      >But we all know FF was winding down this year.

      Uh . . . yeah, FF X-2 is gonna bomb this fall. WTF?

    • "You think this is an economic recovery?"

      I dunno, but the way the stock market has been acting all of May until now will sure give people something to talk about. Like, the pent-up demand that corporations have for all the hardware and software they stopped buying during the recent lean years. Or, three giant phone companies, BellSouth, SBC Communications and Verizon, said they planned to build super-fast fiber-optic lines directly to homes to increase broadband access. In case you forget, broadband is a key to new areas of major growth for this industry.

      " EA did get big revenue by co-publishing the Square Final Fantasy games in the USA. *That* is the easy revenue that will be missed."

      Yes, they did, and I'm sure Square was trying to sock it to EA big time. But we all know FF was winding down this year.

    • >Don't they have offices and developers over there?

      That seems to be the only way. Perhaps ATVI should buy K2 to establish a permanent presence.

      >>now during the economy recovery in the second half"
      >
      >Yeah just like last years recovery. And the year before that!

      Ain't that the truth? An economic recovery is always 2 quarters down the road, but it never seems to get here.

    • "This Square loss isn't as big as you, Rab and BSer have made out to be. As you can see, Square hasn't been too much help for EA since EA managed to reach out to only a handful of gaijins over there."

      Maybe they were making the wrong games. After 5 years their calendar Q4 revs from Japan were only 2.3%. Don't they have offices and developers over there? What a failure. And as Spec said, no more easy Final Fantasy or Kingdom Hearts revenues...

      "how fast do you think they can grow the E --and the R, now during the economy recovery in the second half"

      Yeah just like last years recovery. And the year before that!

    • >Low P/E? Is that sarcasm?

      ERTS had a 1993-2002 range of 20.7x-43.0x earnings and a 1998-2002 range of 20.8x-
      43.5x (FYI)

      It's currently sitting around 22x (70/$3.18).

    • The recovery in the second half also happens to be priced in making the stock market a weapon of mass financial destruction. I guess you didn't get this memo:

      "The pick up in the economy is still a forecast," said Paul Kasriel, chief economist at Northern Trust. "The economy here and now is still very weak."

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