-r9 295x2 was out this april which give it a month and a little more to sell to consumers. Why is this a big deal? because each card cost 1500 and i know people are buying it. Why? because they are minning bit coin having the fastest GPU would only let them mine more. That is why our GPU was up 118% last quarter
-Xbox one and PS4 is now about to pick up because the E3 game list make many gamer wanting one. I myself just got one from target because i got 20 percent off from their cartwheel 15 percent off all electronics.
-Major company are buying into AMD server and sampling their first ARM APU. We have companies like facebook, google, verizon, att and etc.
-PC decline was suppose to be 7.1 percent worldwide this quarter but ends up only decline 1.7 percent. 7.1-1.7=5.4 percent more PC being sold worldwide. Why is this important? well think about it 5.4 percent out of 200 million PC sold each quarter you have a increase of 200million x .054=10.8 million PC increase. Yeah, intel own most of the market share. Even if they own 85 percent of the market AMD still got 15 percent which is around 1.6 million sales increase. 1.6 million x $70= 112 million rev increase
-GPU sales have been up and will still be up because of Bitcoin. Many people are accepting bitcoin because their fees is allot lower then most credit card company. Bitcoin will fail in 3 years but for now im seeing major up raise in bitcoin because people can make money why their computer do most of the work. But once all bitcoin is mined then it would go down. For now AMD is a in a strong position to take advantage of this.
-Last is last quarter we did 1.4 billion this quarter we are going to do 1.44. I see us beating it and may surpass it by a little and Q3 is what AMD is going to fly on
Sentiment: Strong Buy
One thing that throws me off is why are insider selling like they are #$%$ lol? im holding my shares but dont know why they are selling
Still have 75 percent left, go get it
Most of us were scared that Ichan would dump his shares and dont know what to do then. You got yourself a answer that ttwo would just buy them out with the billion plus cash in hand. Talk about cash, we all know that ttwo has big pockets now since GTA5 has been selling really well. We take 1 billion - 200 million, we still have 800 million cash in hand. Now that we have secure 12 million share not going anywhere and kick 3 board member that has been taking our money from bonus yearly what comes better then this. When the next quarter earning hit and we beat expectation plus we still have over a billion in cash, think of how high this stock going to be. GTA5 would sell really well during the black friday sell which most seller are selling it for 34.99 fellowing walmart deal. I already know that amazon is selling it for 34.99. I see ttwo not giving the discount that deep but amazon and walmart is. Then we got price match from kmart- best buy- target- gamestop- online.
This quarter we have black friday sales, NBA2k, WWE2k, BI DLC, Xcom, GTA5 and ETC. Dont tell me we wont add another 200 millions to the bank with those selling in the top 10.
What i see is that by next quarter earning comes we see our friend Ichan buying allot of TTWO more then before and trying to sell the company again. He just selling because he scare the overall market would go down and once he found out that it isnot going down but up he would buyback ttwo share cheap.
Also TTWO is going to have a conference call in DEC 11. Could it be that TTWO is going to buy Studio 38 IP
Imagine you are EA spending all those money to make a NBA game and ends up selling no more then 100k of it. There is another reason why EA would buyout ttwo.
NBA live is garbage as for fans and gamer review . This should help TTWO boast it sales since there are no other NBA games out there
For 3 billion now EA can have a great IPS that would make them a better company to own then ATVI.
Here are the IPS that allot of game company wants from TTWO ranking from best to last
NCAA isn't going to resign with EA. Who else would love a new sports game to their company? TTWO of course
Also did you guys know that Madden NFL ends tin 2013 and EA didnt seem to like resign it before the years ends, meaning that we can see TTWoO signing it away again.
EA has made many many money on sports game and now little by little all goes away. If ttwo took over all sports game like EA did and redid it to 2k sport making more fun for people to play. Im super those million would be spend awesome on future of the company
EA has give up on
Tiger Wood gold
and soon NFL
Only soccer left which i see them not selling anytime soon
Well they said that they have shipped 29 million copies to retailer and they are very tight in inventory. Does it mean that we have sold 29 million plus digital????
Both Xbox Live and PSN have records broken by GTA5 first day sale, week sale and most downloaded
Then let consider both system sold 1.5 million each then we have added 3 million to the 29 million from what Z said that was sold
29+3=32 million copies has sold as of we are talking
Sentiment: Strong Buy
1.GTA5 PS4 PC and X1
2. RDR remake to PS4 X1 and PC
3. Evolve (Creator of L4D)
5. MLB 2k
7. Midnight Club ( They always make one when a new playstation is out)
9. RDR 2
Most of the cash GTA5 would be in company hands, over 1 billion dollar.
NBA2k14 WWE2k14 would also add cash to the bank
Steam, Amazon digital, Greenmangaming, Orgin, gamestop, PSN, XBOX LIVE would all have digital sales of ttwo games
We might see over 1.2 billion in cash and this time they cant move it over to the next quarter :)
Also by next quarter i think we would have some more answer to the up coming 10 next gen title and what they are going to use for the cash in hand
Well, we all got F by Z making GTA5 going to the 3rd quarter because launching the online on Oct 1. But now the question is that when 3rd quarter earning comes in what are they going to do by then? They cant do that OCT 1 thing again since NBA and WWE are not at the end of the month of closing quarter.
Hold your shares for 3 more month and we are all rewarded handsomely but the short
Well, if they dont i dont see why people wont sue them for it
it should happen at 3rd because once cash are in the company pocket they cant stop it from going higher but i do think over the next few weeks we will go to a all time high when no one was thinking we can go
Sentiment: Strong Buy
EA is 4 times the market value of ttwo and we are dropping and they are going higher #$%$
Man this #$%$ me off if option call thing making this then we would never see more then 17 because their option expire every single fing month