I went to the E3 convention and was impressed with what THQ had to
show.  Darksiders was a lot of fun to play and it looks fantastic.
The Warhammer 40k Space Marine game looks incredible.  THQ seems to be
doing well with its licenses; UFC and Dawn of War II are both selling
well.  Plus they got Saints Row, Red Faction Guerilla, WWE Smackdown
vs Raw, Up, Homefront, etc...
Their market cap is 500m, compared to over 2 billion, not too long
ago.  They made a bunch of cost cutting efforts that will help their
bottom line this year and beyond.  Plus, the line up of titles that
they have eventually will bring them back to the where they were about
a year ago, which was $20- $30 a share...  that is, as long as the
economy improves too ;)

I am extremely positive on TTWO.  Why?  Lets start with BioShock.  The
first one was originally released for the Xbox 360 and pc only, had NO
multiplayer aspect to the game, and it was an unknown title... it
still sold over 3 million copies.  BioShock II is going to have a HUGE
multiplayer component to it, and it is going to release simultaneously
on the Xbox 360, PS3, and pc.  The install base for the Xbox 360 and
the PS3 has more than doubled since the release of the first
BioShock.  Plus, they will be marketing and pushing the sequel to
BioShock, the 96 metacritic rated game!!!  BioShock II will be BIG for
Take Two.
They have Borderlands, which looks incredible.  The have Red Dead
Redemption.  They have the 2K Sport franchises, dont they have Kobe on
their upcoming cover? and didnt they sign a huge deal in China to push
their sports games online? (the answer is yes).  They have Mafia II,
Duke Nukem, Agent, Manhunt, Max Payne, Midnight Club, etc...
Hmmm, am I missing anything?
...
oh yeah!!!
...
They own GRAND THEFT AUTO!!!!!!!!!!!!!!!!!!!!!!!!!!

GTA 4 is critically acclaimed (98 metacritic) and has sold close to 14
million copies!  Plus, all of the DLC.
The great thing about Take-Two is that they dont have any debt and
they OWN these great IPs.
Their market cap is at 750 mil as of now.  They are lining up to have
a great year, and what do you think is going to happen when the next
GTA comes out???  That's right, to the moon baby, to the moon.

It is very interesting to me that Carl Icahn has bought over 2 million
shares of TTWO (He had 500k at the end of December 2008 and in a few
months boosted it to over 2 mil), I wonder what thats about?  Is there
another take over bid in the works?  I'm sure Activision-Blizzard
would love to absorb their titles, maybe EA would give it another try
since they are now the number 2, or maybe Microsoft would make a run
at them, making GTA (and all the other titles) an Xbox 360 exclusive.
I feel that something is brewing... we'll see what happens.

BTW, I'm invested in both TTWO and THQI...  heavily on TTWO :)

On Jun 26, 11:49 am, "A.Grimshaw" <aarongrims...@gmail.com> wrote: