>  As far as IPs go, there really isn't any loyalty to any particular
> brand...except MGS. If a game is good, people will buy it. So why pay
> a high premium for a publisher when you can start your own little
> company and hire developers? I think this is ultimately why there can
> never be any significant M&A action in this sector. Blizzard expanded
> into the console space so their aquisition of ATVI makes some sense
> although I think they bought the wrong company (they shoulda bought
> TTWO)

> If TTWO breaks $10 then I'm bullish, otherwise it'll probably continue
> to play between $10 and $8 until we approach some release dates. They
> drop China Wars for PSP? that sucka will just get downloaded like all
> the other PSP games...

> On Jun 29, 1:28 pm, Scribbler99 <gluzn...@gmail.com> wrote:

> > Actually, I feel Take-Two and THQ are both good investments.

> > 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:

> > > really? THQ.. and what about the future is that exciting? warhammer
> > > 40k and mma??

> > > how about Bioshock 2 - Mafia 2 - Red Dead Redemption - Borderlands -
> > > Agent

> > > oh and GTA + episodes.. downloadable content..

> > > the future is looking pretty bright for TTWO and being the 3rd biggest
> > > publisher and a mostley wholely owned franchises is why companies from
> > > Activision (ATVI) Electronic Arts (ERTS) etc are interested in
> > > buying.. and possibily microsoft and apple could have an interest.

> > > so THQ is not the investment for me :)

> > > On Jun 26, 10:43 am, asela <selaw...@gmail.com> wrote:

> > > > I know GTA sales are always solid but besides that i see no bright
> > > > future ahead
> > > > the CEO keeps talking about takeovers
> > > > people are jumping up and down with the stock
> > > > but if i wanted to buy a company i would buy THQ, they think about the
> > > > future, being stronger and bigger.
> > > > with original titles (warhammer 40000, MMA) and good reorganization
> > > > happening
> > > > i just bought THQ
> > > > i think way bigger prospect there.

> > > > asela- Hide quoted text -

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