If you are going to own a video gaming software company then this is the blue chip name you should own. Video gaming is bigger than the movie business and it will continue to grow. Generations have been weened on franchises like Madden and Need For Speed, and EA will continue to prosper. This stock has suffered because there is transition underway among consoles and consumers have put off purchases. Games now sell for 50 or 60 bucks, contain advertising in them and gamers spend some 40 hours staring at these things. Hollywood has awoken to these amazing franchises and if any of them is a takeover candidate, by big media cos like Disney or NWS or even AAPL, ERTS is. My guess would be Disney because of ESPN, and ERTS's dominant position in sports games. Video gaming is the future of digital entertainment and ERTS is in the sweetspot.
$52.51 (09/10/06)
