Warcraft is so good and so good-looking that it got this immediate attraction; everybody who would ever consider playing an online game said, ‘This is the one. I gotta try it.’ And what’ll happen is...

EA has a bunch of underperforming games, and I think that the cuts reflect that. Other publishers will cut underperformers as well.

I think they are being appropriately conservative about Christmas because it’s November 1.

It appears that 2006 is following a similar pattern to 2000, when the last console transition began. Consumers have slowed purchases of current generation console software while waiting for the opportunity to purchase an incredible...

They wouldn’t have held a press conference if they didn’t have all the components lined up already.

Nothing fundamentally drove [the stock] up, and nothing fundamentally drove it down. It’s Redstone.

I’m surprise that the na ”,vet ”© of the NFL and its players, … By giving a five-year license and giving EA an exclusive, they’re going to eliminate all of the competition. So in five...

The earlier movers aren’t making a decision between the two.

[Sony’s people have] bet the entire future on this, … It’s too important for them to lose, so they will do everything they can to win.

We believe that January sales may have been even worse had Microsoft continued its marketing push, and believe that sell through was helped in part by deep discounting of new releases during the month. January...

We do not believe that recent weakness will persist, and expect a sales rebound in November and December.

The best business for a publisher is to give people what you know they want. And what you know they want is a sequel to what they wanted last time. So we don’t see a...

Most of the press are fixated on video games. They think Sony is only in a battle with Microsoft. Sony is in a battle to make as much money as possible for the privilege of...

You’re going to see the Revolution as the second console of choice in the household.

I want to see the games side by side. I want to see Madden for the Xbox 360 next to Madden for the PlayStation 3.

We expect modest growth in November and dramatic growth in December,

We note that NPD U.S. retail video-game software sales data for the January quarter implies that Take-Two’s sales are down 40 percent compared with the prior-year quarter, so we believe that the company is likely...

We believe that speculation about a potential leveraged buyout is unfounded. If anything, Take-Two’s disclosure that it may require additional capital to fund next generation game development suggests to us that it is not an...

[Microsoft is] trying to turn this into the Cabbage Patch Kids, … It’s brilliant marketing.

Every now and then a company will come up with something really innovative and they’ll sequel it to death.

By definition early adopters aren’t price conscious.

More consumers than any of us expected are slowing their purchase of software, waiting for the next-gen consoles.

The lack of specific guidance reflects that these guys weren’t really prepared for a downturn and they are not really sure how bad it is, how long it will last, or whether it will persist...

It will limit the success if they’re not materially better than the current-generation games. The analogy is, do you buy a new PC if you don’t have a reason to? You just don’t do it.

After April, we expect monthly next generation software sales to remain fairly stable at around $100 – 150 million through October (representing year-over-year growth of $80 – 130 million), with declines of current generation software...

What everybody needs to understand is Sony is not competing with Microsoft. Sony’s competition is with Toshiba.

Given continued uncertainty among consumers about the availability of Xbox 360 units, we think that slow sales may persist in December.

The problem I have with the whole sequel thing is it’s not just sequels. It’s once we see that World War II combat shooters work, we’ve got 50 of them. The funny thing is the...

The question is, How many of those who didn’t buy a 360 in December will now wait for the Sony? Some will.

The amount involved is so small, I think they sent a strong negative signal to the market for not a lot of money.

It’s like a shifting of loan repayment responsibility, collateralized by Midway shares.

We do not expect a current generation Xbox price cut from Microsoft this year, notwithstanding the company’s stated intention to ‘support’ the current generation console. We believe that Microsoft’s production cost of the Xbox is...