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Electronic Arts Inc. (ERTS) Message Board

  • mtevans_wpg mtevans_wpg Jan 12, 2001 8:45 AM Flag

    Any ERTS followers hold TTWO ?

    I am looking for honest opinions on the entire
    gaming sector but specifially TTWO.

    I would like
    LONG & SHORT opinions even TA if followers of ERTS are
    also looking at TTWO as a possible

    Let me know. I know this is of topic of ERTS but a
    few posters on this board seem to be able to discuss
    the industry intelligently and I would like another


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    • I too follow both erts and ttwo. I am hoping erts
      falls some in order to get in long, but i am very long
      ttwo. Ive actually scaled back my investment recently,
      but only because it was dominating my portfolio. The
      fundamentals are excellent, and as a sidenote, the board is
      even better in my humble opinion at discussing the
      gaming sector than the erts board. Ranting and raving is
      not tolerated there, and short and long posts are
      exchanged and debated with intelligence and respect instead
      of the usual junk. You should read over the posts
      over there to get an excellent start on your dd.

      Good luck, MBF...

    • Yes I'm long quite heavily on TTWO, and while I
      used to be mostly long ERTS I've more recently been
      shorting it. Also used to be long ATVI from $6 last summer
      but got out. I'm holding TTWO until $16 and I think
      they're a good bargain play in the industry with a lot
      more upside than downside. I haven't traded any other
      games companies. TTWO has a good amount of internal
      development as well as their profitable distribution
      business, and if they get a big hit (like ATVI had with
      Tony Hawks) then their stock could fly. Hopefully Oni
      which comes out for PS2 at the end of January will be
      that hit.

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