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Electronic Arts Inc. (ERTS) Message Board

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  • ibanker_nyc ibanker_nyc Jul 27, 2012 6:25 PM Flag

    What a steal at $11

    I have to agree it is a steal at $11.

    I did not do the in-store due dili that you did. But, with $5sh cash per share, and increasing digital component of revenue mix, the odds are pretty much stacked in our favor at this moment.

    I have researched and researched hard - read up on the publishers, the platform distributors, and the store retailers (gme, bby).

    The retailers are toast (almost, how long can u support EPS through stock buybacks). The big question now is: where is the power center -> the publishers or the platform distributors?

    I am inclined to bet that publishers have the edge, but open to thoughts... (in case of AMZN and AAPL, publishers were...u know what)...

    Do we have an AMZN / AAPL equivalent for the gaming? Yes yes, i know itunes and google play sell games...but more than just mobile...

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    • Should be an interesting earnings report. I actually don't have a read on ea this quarter. Valuations looks attractive but I suspect there's a possibility of a bad news dump that'll really kick its share price in the teeth.

      We'll find out soon one way or another

 
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