Educated EA traders Long or Short, want opinions..
Check my 2nd post, I mentioned TTWO, I excluded them in the original post. I am already long in them and they are by far my fav game creators. I think EA has a stronger lineup in volume though. Mass Effect, BF3, Madden, Star Wars and the numerous others
OK didn't see that, but since ERTS has a valuation 5X or so over TTWO, they need that volume. And since I am sure you already know based on your post, GTA is now announced and should be good for at least 20m and maybe as much as 30m units alone. Then you can add Bioshock Infinite, Max Payne 3, Borderlands 2, and the expense of MLB going away.
I have been playing games since the Atari 2600 days and have pretty much owned every machine since at least briefly and currently play on the 360.
Been trading for more than 25 years mostly in tech with specific focus here in the VG sector.