The fundamentals of the move to digital is finally seeping into the 70 year old hedge managers brains and realizing that Riccitiello has closed losing studios, re-focused the company on quality, diversified through organic IP in sports, racing, RPG, and MMO etc.. Also, he has created Origin to cut out the dated middle man and offer additional products and services to EA customers generating more very high margin revenue. On top of that, he has further diversified the company by staying current (and as one of the leaders) in social and mobile gaming through internal growth and acquisitions. After all that work, it is starting to now pay off with positive earnings. They perhaps are finally overlooking the fact that he totally sucks at PR and marketing and the stock that has been beaten down to just plain stupid levels because of ridiculous expectations for SWTOR and a MUCH over-hyped Zynga IPO.
EA looks like a much better buy than znga. is EA creating any mobile games yet? why not just go buy a small gaming coming and their people and start creating some social/mobile games? excuse my ignorance of ea, just started looking at it.