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Electronic Arts Inc. (ERTS) Message Board

SPECULAWYER9 56 posts  |  Last Activity: 2 hours 35 minutes ago Member since: Jul 22, 1999
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  • TTWO is now creeping up on being worth 2X as much as Zynga.

  • Reply to

    TTWO killing it on Steam

    by speculawyer9 Feb 8, 2016 3:40 PM
    speculawyer9 speculawyer9 Feb 10, 2016 1:31 PM Flag

    I think some of the shorts are hedges on convertible notes.

  • speculawyer9 by speculawyer9 Feb 8, 2016 3:40 PM Flag

    For the last few days TTWO has had both the #1 and #2 top selling games on Steam.
    #1 = XCOM 2 - The just released critic darling of a strategy game. I've been playing and it is great.
    #2 = GTA V - Steam has Lunar New Year sale such that GTA is 33% off so it shot up to 2nd place.

    Quality, quality, quality.

  • Reply to

    Red dead redemption

    by sparkytwentyfive Feb 6, 2016 9:34 PM
    speculawyer9 speculawyer9 Feb 8, 2016 11:54 AM Flag

    Yeah, the good news & bad news may have flipped:
    Good News: RDR remaster may show up.
    Bad News: I guess this means that no RDR news is imminent.

  • Reply to

    Red dead redemption

    by sparkytwentyfive Feb 6, 2016 9:34 PM
    speculawyer9 speculawyer9 Feb 7, 2016 3:20 PM Flag

    Hmm. It is not official yet but it does look like it will be happening. That's a bad news/good news thing for me.

    The bad news is that it looks like there might not be a Red Dead Remaster. I really wanted that because I think it would have brought in fat stacks of cash. Millions would have paid $30 (maybe more) for an upgraded version of RDR packed with all the DLC. I certainly would have.

    The good news is that this probably means we should get some news on a RDR sequel. I assume they will do something like "Rockstar proudly announces RDR 2 (or whatever they call it) in development! And to whet you appetite, Rockstar today releases RDR for backwards compatibility play on the Xbox One."

    I guess they may get some people to buy a digital version of the existing RDR on the Xbox One. But I MUCH rather would have had a Red Dead Remaster for Xbone & PS4. (And maybe even PC.)

  • speculawyer9 speculawyer9 Feb 5, 2016 5:52 PM Flag

    Bad market indeed. It is a real weird economic world these days. Cheap oil, low unemployment, low interest rates, scared stock market, etc. I don't think anyone knows what to think about China. They are such a new phenomenon and so huge. But the data is unreliable.

    But TTWO continues to crank out great games:

    XCOM 2 PC
    2K Games Release Date: Feb 5, 2016
    XCOM 2 Image
    Metascore 91
    Universal acclaim
    based on 50 Critics

    I hope Mafia 3 comes through like that. And Battleborn. I'm a little worried about Battleborn though . . . I don't understand that genre.

  • Reply to

    Hammer Pattern

    by frbohnen Feb 4, 2016 4:33 PM
    speculawyer9 speculawyer9 Feb 4, 2016 5:55 PM Flag

    Hammer time?

    Break it down for me, fellas.

  • speculawyer9 speculawyer9 Feb 4, 2016 4:10 PM Flag

    Rockstar needs to get more teams working in parallel. There should be separate teams working on:
    -GTA Online updates to keep the game fresh (small team).
    -GTA V Single player DLC missions.
    -RDR sequel (big team)
    -RDR Online
    -GTA VI - writing, engine development, building the new city
    -Other IP (Agent? Something new? Bully? Max Payne?)

  • speculawyer9 speculawyer9 Feb 3, 2016 5:37 PM Flag

    Yeah, they would not have been cranking out all that free DLC if no one was playing and buying Shark cards. But they also probably get money from other sources such as Civilization DLC, NBA 2K16 virtual currency, WWE 2K16 DLC, WWE Supercard, etc. TTWO has been getting some of that Candy Crush kind of revenue.

    I have to imagine that they are going to make the RDR sequel as big of a deal as GTA V now. It has been in the oven for a long time and starting from a great code base.

  • speculawyer9 speculawyer9 Feb 3, 2016 4:41 PM Flag

    Wow! Those are pretty amazing numbers considering that absolutely no new IP was shipped this fall. I guess GTA Online is delivering more than people realize.

  • Reply to

    TTWO being sued over NBA2K16 tattoos

    by gamma55 Feb 2, 2016 9:43 AM
    speculawyer9 speculawyer9 Feb 2, 2016 2:40 PM Flag

    What a weird lawsuit. The tattoo artist then has control over pictures of the tattooed person's body? So the tattoo artist could theoretically demand a royalty when the tattoo customer sends out Christmas cards with pictures of themselves showing the tattoo?

    I guess 2K can fix this by getting rid of the tattoos. Perhaps they should do it with a patch now. But I hope the courts throw out this suit.

    Could some player tattoo themselves and assign the copyright to shell corporation and then try to extract extra royalty payments for themselves?

  • Reply to

    Xcom 2 review

    by sparkytwentyfive Feb 1, 2016 10:17 AM
    speculawyer9 speculawyer9 Feb 1, 2016 5:21 PM Flag

    Awww, yeah . . .

    XCOM 2 Image
    Metascore 91
    Universal acclaim
    based on 32 Critics

  • speculawyer9 speculawyer9 Jan 29, 2016 2:04 PM Flag

    Evolve did really disappoint. I wouldn't be surprised if it is dead.

    Yeah, I look forward to Mafia 3. The first Mafia was good on the PC. I enjoyed Mafia 2 but you could not view it as an open world game . . . it was narrative driven. Mafia 3 looks good. And I like the music licensing.

    The RDR sequel remains the big Kahuna though. I think they are going to try to make it as good as (and hopefully as big selling as) GTA V. I look forward to learning about it. And I still really want a RDR remaster . . . they should get that out the door if they are doing it.

  • I'm glad to hear that TTWO signed a deal to keep this annual title rolling along.
    Now they need to FIRE YUKES! Eh . . . why do I bother saying that? It doesn't
    seem like it will ever happen. :-(

    Now if TTWO could only get another annual title. I wish they could strike a
    good deal with the MLB to get back into baseball games. But if the MLB
    is going to continue with such terrible contract terms, I guess it is best to
    stay away. As a player, I'd love the return of NHL 2Kn but as a shareholder,
    I guess hockey just has too small of an audience to support 2 games on the market.

    NFL Football? I guess EA is not going to let go of that exclusive.

    Soccer? Would be possible to address that market? I would think those
    Scottish at Rockstar North would want to make a soccer game. And wouldn't
    that be interesting . . . Rockstar presents Professional Football! Meh . . . not
    gonna happen.

    I can't really think of any other possible sports annuals. Perhaps MMA fighting?

  • Reply to

    NPD Dec 2015 Results

    by mmxliv652 Jan 14, 2016 11:53 PM
    speculawyer9 speculawyer9 Jan 21, 2016 11:25 AM Flag

    Two games in the December top 10. That is damn impressive considering that no new IP was introduced this fall. There is currently a Humble Bundle for Firaxis games where you can buy the old catalog real cheap. It won't make them much money but it will help support the brands. Hopefully build up a big audience for XCOM2.

    I'm looking forward to hearing something about a RDR sequel.

  • Reply to

    Leslie Benzies Out

    by frbohnen Jan 12, 2016 10:42 PM
    speculawyer9 speculawyer9 Jan 13, 2016 1:53 PM Flag

    He has probably far more money than he needs and decided to quit working. He's certainly done a great job. I look forward to more great output from the Rockstar North team.

  • speculawyer9 speculawyer9 Jan 11, 2016 12:56 PM Flag

    Coal is a dirty garbage fuel from the 17th century. We have solar PV, offshore wind, hydropower, geothermal, nuclear power, onshore wind, tidal power, natural gas, biomass, OTEC, CSP, etc. We don't need to keep filling our atmosphere with lead, arsenic, mercury, and other toxins from burning coal.

    Don't blame Obama, thank him. You should blame any idiot politician trying to protect coal instead of working hard to attract alternative industries. Coal is a dying industry just like buggy whips, rotary phones, and whale oil. Get over it and move on.

  • speculawyer9 speculawyer9 Jan 9, 2016 11:08 PM Flag

    I REALLY think they need to work on a battery agnostic solution. Build controller/charger circuits that can work with any battery. Who knows who will be the battery leader? Tesla? LG Chem? BYD? . . . used batteries from retired EVs? I dunno. Build something that can work with any of them.

  • speculawyer9 speculawyer9 Jan 9, 2016 9:37 PM Flag

    No, you completely miss the point. If you are going to spend thousands on batteries, don't you want them to work when the grid goes down? Yeah, I get it that a generator is the 100 % back-up solution. That will work even if you have 2 weeks of clouds & rain. But if you are going to spend thousands on batteries why not have them work when the grid goes down? And as long as you have sun, you have have lots of power during the day and enough power during the night for critical loads. I can certainly get through the night with 3KWH to power my refrigerator. But the Tesla pack has 7KWH and that is more than I need for the night. But if it wasn't . . .buy 2 of them.

  • speculawyer9 speculawyer9 Jan 8, 2016 7:42 PM Flag

    Oh, I'm not talking about remote off-grid systems. I'm talking about grid-tied systems that are able to operate (generally with a small critical load) when the grid goes down. Again, I know, that is a pretty rare situation to deal with. However, I think it gives customers a big 'peace of mind' feeling.

    I'm big into electric vehicles (EVs). And I can argue until I'm blue in the face about how 98% of the time, you drive less than a 100 miles each day. But people will still bring up the fact that sometimes you want to drive hundreds of miles anytime I talk about EVs. So one still needs either plug-in hybrids (Volt) or long-range EVs with a good DC fast-charger (Tesla & Superchargers).

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