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GameStop Corp. Message Board

jesterbunk 46 posts  |  Last Activity: Jul 10, 2014 12:08 PM Member since: Apr 18, 2006
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  • Reply to

    CYNK or TTWO?

    by jesterbunk Jul 8, 2014 1:50 PM
    jesterbunk jesterbunk Jul 10, 2014 12:08 PM Flag

    At $21.64, CYNK now has a marketcap of $6.3BN, nearly 4 times the marketcap of TTWO. Remarkable.

  • Reply to

    CYNK or TTWO?

    by jesterbunk Jul 8, 2014 1:50 PM
    jesterbunk jesterbunk Jul 9, 2014 1:08 PM Flag

    CYNK +60% today to $2.75BN marketcap. I blame Berbanke and $ellen for the easy money driving malinvestment and risk bubbles such as this.

  • jesterbunk by jesterbunk Jul 8, 2014 1:50 PM Flag

    Both have $1.75BN marketcap. TTWO has history, strong franchises, earnings, lots of cash. CYNK had $39 in assets last Q (no M's or K's missing there), no revenue, no website, no product, and one single employee doing "social media development". You can't make this stuff up. Well done Berbanke and $ellen...

  • Reply to

    Hickey

    by joethdo Jun 27, 2014 10:40 AM
    jesterbunk jesterbunk Jul 1, 2014 12:13 AM Flag

    If hypothetically a company is nearly finished development then a large delay happens, it's almost certainly incompetence or lying. And it's happened often enough at TTWO that incompetence is stretching it.

    Sure everyone has delayed a software product at some time. Few have done it so frequently as TTWO, or with such consequences to their earnings as TTWO. Z made himself about $12M thanks to that, when after he joined TTWO he conveniently delayed getting his 2M options grant, while reassuring investors GTAIV was on schedule with just a few weeks of development left, then he announced the game was delayed which killed the FY, resulting in him getting his options priced around $14 instead of $20.

  • Reply to

    Hickey

    by joethdo Jun 27, 2014 10:40 AM
    jesterbunk jesterbunk Jun 30, 2014 6:02 PM Flag

    Perhaps the question of why that release date was chosen by TTWO should have been asked earlier, since the release dates of all the other AAA tent-poles you mentioned were already known at the time of the announcement. Even BF Hardline, which at the time of 2K's announcement wasn't official, was rumored to be a holiday release. If it doesn't release on last-gen this year, a better question would be why develop it at all?

    As I said, announcing a release date that near the end of development and then delaying it would be tantamount to lying IMO, and it's interesting that you are not only open to that, you seem to welcome it.

  • Reply to

    Hickey

    by joethdo Jun 27, 2014 10:40 AM
    jesterbunk jesterbunk Jun 30, 2014 3:14 PM Flag

    If they were to announce a game in April, promise it for October, then delay it out of the year, IMO that's lying to shareholders.

    As for next gen port, that doesn't mean the 360/PS3 versions should get delayed, and why bother releasing those at all in 2015? Instead they could do what many other devs have done, release an upgraded version for PS4/XB1 later, like Tomb Raider, Metro, Last of Us, Diablo 3, GTAV, etc.

  • Reply to

    Hickey

    by joethdo Jun 27, 2014 10:40 AM
    jesterbunk jesterbunk Jun 28, 2014 5:20 PM Flag

    Destiny was supposed to be out Fall 2013, and the longer it takes to release the more of a drag that legacy console support becomes.

  • Reply to

    BOOYA WE GOT GTAV NEXT GEN FALL 2014!!!!

    by ttw012 Jun 9, 2014 10:55 PM
    jesterbunk jesterbunk Jun 11, 2014 10:03 AM Flag

    ttw, we had a conversation a while back where SeekingAlpha was mentioned. You cut and pasted a story and gave a username/password to use. I just wanted to say thanks for that effort, albeit belatedly.

  • Reply to

    More info on GTA V for PS4, xbox One, and PC

    by speculawyer9 Jun 9, 2014 11:16 PM
    jesterbunk jesterbunk Jun 10, 2014 11:58 AM Flag

    Isn't that a higher penetration rate than 360/PS3 had, and many of these PS4/XB1 owners will have already played it?

    There will be significant re-purchase. My early guess is 4M-6M sold this holiday season on the new consoles. Personally I'm probably going to pass on it. I 100% the SP already and got bored of the MP. If there were additional paid content out which was getting bundled with the PS4 version, that would have been more tempting.

  • Reply to

    Twitch article

    by joethdo Jun 8, 2014 1:50 PM
    jesterbunk jesterbunk Jun 10, 2014 11:42 AM Flag

    Who's ignoring GTA? Two weeks ago I said, "I still expect GTAV PS4/XB1 this holiday season". You posted in this topic about Twitch, I posted, then you turned into a 10 year old for some reason.

  • Reply to

    Twitch article

    by joethdo Jun 8, 2014 1:50 PM
    jesterbunk jesterbunk Jun 10, 2014 11:13 AM Flag

    This topic is related to Twitch. You posted drivel, I posted information, you attacked me for posting information, and now you're lying ("you already said would bring in at most $5million"). Like I said, stay classy Spec.

  • Reply to

    Twitch article

    by joethdo Jun 8, 2014 1:50 PM
    jesterbunk jesterbunk Jun 10, 2014 9:26 AM Flag

    Stay classy Spec. I posted relevant information and you attacked me for it.

  • Reply to

    Twitch article

    by joethdo Jun 8, 2014 1:50 PM
    jesterbunk jesterbunk Jun 10, 2014 12:55 AM Flag

    Sony announced YouTube support for later this year, allowing gamers to easily share their gaming to their YT channel.

  • Reply to

    E3 Predictions

    by whasupwhasdown Jun 4, 2014 4:45 PM
    jesterbunk jesterbunk Jun 5, 2014 9:39 AM Flag

    If you were to rank Rockstars previous E3 announcements, which years would you say were the best?

  • Reply to

    So basically back to the pre-earnings price

    by speculawyer9 May 30, 2014 3:23 PM
    jesterbunk jesterbunk Jun 2, 2014 10:34 AM Flag

    Other IP's are getting stronger... like Bioshock and Max Payne? Oh right, Bioshock is "planned" aka not necessarily in development now or ever. I remember the DLC argument being used after GTAIV's launch too.

    Spec says past performance doesn't guarantee future results, but neither does hopium.

  • jesterbunk jesterbunk May 31, 2014 9:07 AM Flag

    It's so obvious TTWO has been traded on inside info many times in the past, and I bet Icahn (and friends?) have been in on that.

  • Reply to

    So basically back to the pre-earnings price

    by speculawyer9 May 30, 2014 3:23 PM
    jesterbunk jesterbunk May 30, 2014 7:53 PM Flag

    In non-GTA years, non-GAAP:

    FY09 Guidance was $0.00-$0.20, result was ($1.12), so a miss of up to $1.32.
    FY10 (RDR) Guidance was ($0.40-$0.60), result was $1.06.
    FY12 Guidance was $0.10-$0.35, result was ($0.71), so a miss of up to $1.06.
    FY13 Guidance was $2.00-$2.25, result was $0.36, so a miss of up to $1.89. (GTAV delayed)

    As you can see, an enormous amount of over promise and under deliver, with one exception when RDR surprised to the upside. Still, for those four FY's with RDR included, that's an average of ($0.10).

  • Reply to

    Agent Shall Rule

    by cinemanama May 28, 2014 3:25 AM
    jesterbunk jesterbunk May 29, 2014 2:38 PM Flag

    You are clearly very confused. Come back to this one when you understand it.

  • Reply to

    Agent Shall Rule

    by cinemanama May 28, 2014 3:25 AM
    jesterbunk jesterbunk May 29, 2014 12:02 PM Flag

    Isn't Agent a R* North game? Surely everyone there was drafted onto GTAV for a long time, so I wouldn't expect Agent in 2015. I still expect GTAV PS4/XB1 this holiday season, and a chance of RDR 2015, and I wouldn't believe any Agent release date until we see a lot of gameplay and coverage. You know how R* tends to delay its games by up to two years after the first announced release date. It's also possible there's something TBA from R*, but again, see above re "deadlines".

  • Reply to

    Agent Shall Rule

    by cinemanama May 28, 2014 3:25 AM
    jesterbunk jesterbunk May 29, 2014 11:48 AM Flag

    Not sure why you bring up console prices, when 360/PS3 cost more at launch. You said, "software tends to sell in proportion to the hardware sales", which means 100% more consoles should mean 100% more games sold, right? But it's nowhere close to that.

    So let me ask you then, how many PS4/XB1's would need to be sold compared to PS3/360's in the same time frame, before sales of games double? Three times as many consoles? Ten times as many consoles? One hundred times as many consoles?

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