Thomas, I'm sure Starcraft is an excellent game.Blizzard has never made a "bad" game, although they haven't made many games either. I will play Starcraft sometime, it's just what the title says though. It's Warcraft in space, with another race added. There's nothing new in the game.It didn't break any new ground,so for people who thought War 2 was the best thing ever, they will be quite happy.Personally i think the whole RTS thing is getting old. As far as Stock prices go, Starcraft isn't even going to be a blip in Cendants earnings. They are so huge and diversifed,Starcraft will be taco money to these guys. If Cendant spun off Sierra and Blizzard etc, into another company, like they did with Avis, i might be interested myself in buying stock.When HFS and CUC merged, they became one huge conglomerate, and they are still buying more companys. They probably use the games companys as a write off, i haven't played a game by Sierra in almost a year. I'm not short ATVI,the downside from this level is minimal.If i was going to short it i wouuld look for at least a 20%-30% correction. I see that TMSR is going into the red now, all's we need is ERTS to pre-warn or miss earnings, and this industry is in trouble.AKLM posts monday, earnings are expected to be -06.
Good luck, Alex |