I won't debate you which game will sell better
as we'll know that in a few months, but you should
consider that if Eidos is number two only to EA,
just look what happened to the last company in the
#2 spot... They had to sell off divisions just to
pay off creditors. Eidos is certainly in a stronger
financial position right now, but betting too much
on TR3 marketing may be a financial mistake IMHO.
Using your own Coke analogy is why you can't compare
EA with Eidos, as EA has and will always be the 800lb
Gorilla that only a T-Rex like MicroSoft can hope to
defeat. Mr.Bill may be late to the party, but as usual
he's coming with some impressive favors to play with.
If anything, that would make Eidos #4 or probably #5
if you brought Nintendo and SEGA into the mix. Either
way, dominating is not Eidos's strong suit, leveraging
profitable, well positioned titles is, and while TR3 is in
time for Xmas, several other important titles are missing out.
I notice that you follow many other gaming related stocks,
don't make the mistake of expecting them to follow your
ideal script of behaviour, rather invest in those that have
the timing and ammunition to win. I too, believe that TDFX
is terribly undervalued, but when the Street tells you other
wise, it's better to learn why, then invest on sheer optimism.
Personally, I endorse buying EISDY,
but with cautious enthusiasm, given
the general market, and over supplied
gaming industry climate, that may spite
the compelling value Eidos represents. |
