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Take-Two Interactive Software Inc. Message Board

speculawyer9 122 posts  |  Last Activity: Dec 22, 2014 9:23 PM Member since: Jul 22, 1999
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  • Reply to

    The battery issue is a red herring.

    by speculawyer9 Dec 22, 2014 2:36 PM
    speculawyer9 speculawyer9 Dec 22, 2014 9:23 PM Flag

    The battery company CEO says that batteries are important. Well of course HE does.

    The power failure situation is extremely rare, it lists once a year situations that only affected a small area. Overall, you only see such a situation every 10 to 20 years. The demand charge situation does make sense but it generally does not apply to residential customers, commercial only. And only those few commercial customers that have spikes in demand need it.

    Some grid storage would be useful but that has little to do with residential & commercial solar PV installations.

  • Reply to

    Pachter...

    by mmxliv652 Dec 22, 2014 11:09 AM
    speculawyer9 speculawyer9 Dec 22, 2014 3:26 PM Flag

    I think Pacter is underestimating the number of people that will double-dip on GTA V. A combination of the new content already added (cars, weapons, planes, quests, peyote, etc.), the improved graphics, the added radio stations, GTA Online, eventual price drops, and Online Heists will get more people to pick up GTA V for Xbone & PS4 even if they had a last gen version. The game is so good that it merits a second playthrough. And with the fact that the single-player heists give you a choice of heist plans, your second play-through can have different heist styles.

  • So many of the news stories about solar PV these days talk about batteries for storing power. But it is such a silly red herring issue. Adding batteries to a grid-tied solar PV system is just of waste of money for the consumer. Batteries are great if you have an off-grid cabin or if you are so rich that you can waste the money on an unnecessary thing that will only get used 0.4% of the time. But other than that, most solar PV customers would be much better served by buying more solar PV panels (and microinverters! ;-) ) instead of buying batteries.

    That said, I'm glad Enphase is working on their own battery solution. So many of the analysts are completely clueless about real engineering that they think the battery issue is important. So Enphase has to at least have a battery solution available. But I doubt they sell many of them . . . they'll make up low single digit of installations. If that.

  • Reply to

    Pachter...

    by mmxliv652 Dec 22, 2014 11:09 AM
    speculawyer9 speculawyer9 Dec 22, 2014 12:38 PM Flag

    For so long TTWO never had respect from Wall Street and Pachter is stuck in the mind-set. But things are a bit different now. It is no longer the 'one-trick pony'. NBA 2Kn is a big annual money-maker now. WWE is a nice annual title and will be nice & profitable once they fix it up. And although GTA remains a centerpiece, TTWO has several other valuable IP like RDR, Bully, Bioshock, Civilization, XCOM, Borderlands, Mafia, etc. TTWO has culled unprofitable titles like MLB 2Kn and NHL 2Kn which were just losing money.

    And meanwhile, EA's market cap has soared such that they are on parity with ATVI. Yet TTWO is only valued at about 1/7th the market cap of those companies. TTWO deserved and is now getting a higher valuation.

  • speculawyer9 speculawyer9 Dec 18, 2014 4:12 PM Flag

    All grid-tied inverters cut off power fed to the grid if the grid goes down. However, with central inverters, the DC lines from the rooftop to the central inverter is still hot and thus dangerous. Whereas with microinverters, the AC line from the roof to main panel is powered down. Thus microinverters are a bit safer.

    One of the reasons I went with microinverters is that my local building department wanted a DC cut-off on the roof and that would have complicated my installation and add an ugly switch box up on the roof that is exposed to the elements.

  • Reply to

    RDR 2

    by frbohnen Dec 17, 2014 2:29 PM
    speculawyer9 speculawyer9 Dec 17, 2014 3:43 PM Flag

    Z has previously tacitly acknowledged that RDR is a continuing franchise. I'm hoping that they do a RDR 2 announcement while simultaneously release a remaster of RDR for PS4, Xbone, and PC. That will be some more relatively easy money.

    And for the love of all that is good, FIRE YUKES. WWE is a valuable license that is being completely wasted right now.

  • Reply to

    Heists early 2015

    by budfockz Dec 16, 2014 10:42 AM
    speculawyer9 speculawyer9 Dec 16, 2014 5:05 PM Flag

    Looks nice. This should hype up demand for next gen versions. And some of the info on heists:
    -All team members must be level 12 or higher
    -At least one team member must have a high-end apartment.

    So it looks like they are requiring that people play the game and have earned or bought some stuff to play the heists.

  • Reply to

    Paying down all your debt. good job ENPH

    by cmhe Dec 13, 2014 11:22 AM
    speculawyer9 speculawyer9 Dec 14, 2014 1:26 AM Flag

    yeah, I could see that. Perhaps a panel manufacturer would like to buy the Pioneer and long-trusted brand maker of microinverters to make their panels plug & play with very simple 240VAC wiring. (Or 208VAC 3 phase wiring).

  • Reply to

    NPD report for November . . .

    by speculawyer9 Dec 11, 2014 7:35 PM
    speculawyer9 speculawyer9 Dec 12, 2014 3:59 PM Flag

    Well, the Borderlands pre-sequel came out a while ago, it is only on last gen consoles, and there has been a flood of new product hitting store shelves. No way it was going get in the Top 10. Especially with the new Pokemon titles taking up two slots. A next-gen version should do OK but I don't expect really big things from it. I hope to be proven wrong. I really wish TTWO could get another annual title, that would help smooth things out a lot.

  • Reply to

    NPD report for November . . .

    by speculawyer9 Dec 11, 2014 7:35 PM
    speculawyer9 speculawyer9 Dec 12, 2014 2:22 PM Flag

    The two Smash Bros games have sold some 2.2 million copies LTD and they ranked below GTA V. However, that includes sales from last month. So I'm guessing GTA V got around 1.8 million copies sold in the NPD. And that doesn't include the copies in the PS4 bundle which probably add another 500K. And then double that total to include the rest of the world so maybe they've moved 5M copies of GTA V worldwide last month. Hopefully 10M before it is done.

  • speculawyer9 by speculawyer9 Dec 11, 2014 7:35 PM Flag

    1.) Call of Duty: Advanced Warfare (360, XBO, PS4, PS3, PC)
    2.) Grand Theft Auto V (PS4, XBO, 360, PS3)
    3.) Super Smash Bros. (NWU, 3DS)
    4.) Madden NFL 15 (360, XBO, PS4, PS3)
    5.) Pokemon Alpha Sapphire (3DS)
    6.) Far Cry 4 (PS4, XBO, 360, PS3, PC)
    7.) Pokemon Omega Ruby (3DS)
    8.) NBA 2K15 (PS4, 360, XBO, PS3, PC)
    9.) Assassin's Creed: Unity (PS4, XBO, PC)
    10.) Halo: The Master Chief Collection (XBO)

    GTA V got #2. Not bad considering it was only new on 2 platforms. I wish it had beat CoD though. PC version still to come (but won't be big numbers). NBA 2K15 still selling well. Not surprisingly, the lame WWE game didn't hit the top 10. As always . . . FIRE YUKES!

  • Reply to

    Green is the New Black

    by winonegipper Dec 10, 2014 1:05 PM
    speculawyer9 speculawyer9 Dec 10, 2014 4:56 PM Flag

    Yeah, I really think that more & more people will install solar since it is a great hedge. You can lock in your electricity price for the next 25 years. Utilities are going to keep raising prices due to regulations, fuel costs, decommissioning costs, etc. And if you get a plug-in car (LEAF, Tesla, Volt, Energi, etc.) . . . it feels great to power your vehicle by the sun.

  • Reply to

    "Do you discount!?"

    by ttw012 Dec 9, 2014 11:00 AM
    speculawyer9 speculawyer9 Dec 9, 2014 6:30 PM Flag

    Of course, they all discount but he knows what to tell The Street. NBA 2K15 discounted a bit . . . all the sports games get discounted so they'll sell big as gifts. Borderlands Pre-Sequel has been discounted and that is good because it is a bit weak since it is on last gen platforms only. I haven't really seen discounts for GTA V next gen though (except the Bundle). WWE 2K15 . . . that needs some discounting to move . . . and they need to fire Yukes, they suck.

  • Reply to

    Massive Move Up Coming

    by winonegipper Dec 2, 2014 4:53 PM
    speculawyer9 speculawyer9 Dec 6, 2014 5:12 PM Flag

    Indeed . . . the solar market is pretty much completely unrelated to the oil market. Virtually no oil is used to generate electricity and almost no solar is used to power transportation (planes, trains, trucks, cars, etc.). Cheap oil does not reduce your utility bill. In fact it has raised it because all the oil is hogging the rail lines such that utilities have to pay more for coal transportation.

  • Reply to

    Closing green ????

    by tvtran168 Dec 4, 2014 1:27 PM
    speculawyer9 speculawyer9 Dec 4, 2014 8:25 PM Flag

    Welp, that didn't work. Maybe tomorrow.

  • That ought to help get some more sales of GTA V.

    Rumors are floating that Rockstar will release a remaster of RDR. Easy money with that.

    They still need to fix WWE 2Kn . . . they've completely wasted a great opportunity with that product. I've heard some people say that the WWE management likes Yukes. I hope 2K can convince them that Yukes needs to be fired. They just don't deliver good product and the game has been stale for years.

  • Reply to

    Disappointed with ATVI today...

    by real_estate_bobby Nov 28, 2014 5:21 PM
    speculawyer9 speculawyer9 Dec 3, 2014 3:55 PM Flag

    EA and TTWO are doing great. Yeah, Sony & Microsoft are competing REALLY hard to sell their PS4s and Xbones. This has made videogames a hot market such that all the publishers are benefiting.

  • Reply to

    Massive Move Up Coming

    by winonegipper Dec 2, 2014 4:53 PM
    speculawyer9 speculawyer9 Dec 3, 2014 2:20 PM Flag

    I think the solar PV market is poised for more growth. USA & China came up with an agreement on reducing carbon. 2014 is looking like it will come in as one of the hottest years on record . . . perhaps the hottest. The EU is big on reducing carbon . . . especially since it has the added benefit of making them less dependent on Putin & Russia. All of this will help the climate change talks come to a new agreement across the broader world. Thus more governments will provide solar PV incentives and thus solar PV will grow.

  • Reply to

    Here's . . . funny story.

    by speculawyer9 Dec 2, 2014 3:56 PM
    speculawyer9 speculawyer9 Dec 2, 2014 5:52 PM Flag

    Yeah . . . perhaps. Or maybe not. I'm pretty bullish on ENPH. However, I suspect it will be quite volatile so I expect a bumpy ride.

  • speculawyer9 by speculawyer9 Dec 2, 2014 3:56 PM Flag

    I'm using a new brokerage account that I'm not quite used to yet. I put in a limit buy for 1400 shares at $10.50 the other day. It didn't seem to go through. So I later put in another order for 1500 shares at $10.50. Again, it didn't seem to work. Today I saw the big jump and I was kinda #$%$. But it turned out that both orders did go through and I got 2900 shares at that low price. :-) Sometimes luck smiles upon you. Of course, the stock could crash tomorrow . . . it is quite volatile and thinly traded it seems.

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