ERTS, GTIS, AKLM - all will do well in the booming gaming market AKLM is just turning around! GTIS is still suffering from the Microprose deal ERTS is the biggest player in this field. Look at all the games they roll out in the last weeks. What do others think about this market ?
I am buying up ERTS based on the fact that I personally know 5 people addicted to Ultima. I also like the fact that ERTS is rolling out other winning games... This stock has that strong smell of money. I think you are especially correct as we move into the Christmas season!
The PE (36) is high indeed, but i will stay long because I think this christmas ERTS will break the 40 $ barrier clearly. When this will happen, we will see 45 $ a few days later. The fundamentals I look at are not PE or Mkt Cap. My fundamentals are: Wing commander 5, Sim City 3000, Dungeon Keeper + ext. levels, Need for Speed 2, very good seeling EA sports titles, Ultima etc. Gaming Christmas for all !