quarter and guidance are pretty decent addd the icing of the 500 million buyback......JR said a few days ago they are good value or something like that.....last time it was the same issue with the buyback starting stock at around 15 or so i think and rebounded up to mid 20s, were at the end of the console cycle as well....
Because a company man was on the CNBC and seemed on the defensive too much, especially on the branching out into the online arena and it's reasons. Impression was something was not that good behind the scenes which was carefully being talked around. Considering ZNGA and TTWO fates recently, maybe someone doesn't trust this quarter's report?
He had to be defensive as they kept attacking on the Star-Wars and Social gaming side. Why do you convert this game into freemium?, are you going to continue to invest on Social? bla bla bla..
EA already reported that Star Wars MMO is not one of the top brands for them. As COO mentioned EA is well-diversified. So, even if the number of subscribers falls down to zero, or if EA kills the game; it's not going to impact their business. But, making it F2P with monthly subscription option is a great way to monetize. Subsriber revenue can easily cover all the game costs, and whatever comes from F2P players through micro-transactions will be realized as profit.