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.