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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (65089)	5/9/2002 10:10:52 PM
From: stockid	Read Replies (2) \| Respond to of 99280

Here is what one poster on the video game stock club said about EA' S CC. EA had a pretty up beat confrence Call. Here are some highlights. 2002 EA had revenue over 1.7 billon. 16 over 1 million unit sellers. For the year EA's market share was: PS2: 28%, GC: 15%, Xbox:17%, PS1:21%, PC:22%, Online:45% In 2003 EA will ship 65-70 Titles: 20 PS2 30% of revenue 17-20 PC 20-22% 10-12 Xbox 8-10% 14-16 GC 8-10% 3-4 GBA 4% 1 GBC 1% 2 online 6% AL 16-17% Huge titles during the year are:World Cup, Medal of Honor, Harry Potter, Lord of the Rings, Sims online, Bond Nightfire, Earth and Beyond, C&C Generals, Madden and all the spots titles. Q1 and Q2 will be huge growth quarters. 40-50% revenue growth. Q3 should be around 20% higher and Q4 will be around flat. This means the consensus estimates will have to go up a lot. Right now they asume growth of 36% in Q1. EA.com Over 40 million in Ad revenue UO has 210,000 subs Moter city online has 30,000 subs Earth and Beyond ships in Q2 - they hope for 100,000 subs Sims on Line Ships in Q3- they hope for 400,000 subs. Plan to break even in Q3. I think both these subs numbers are very conservitive. Over all they said core income will go up 40-50%. While EA.com will lose around 20-30 million. That means EA will make almost $2.00 per share next year. 2002 Core earnings = $216.9 217*1.4= 303 -25 million for ea.com = 279 million / by 144 million shares outstanding = $1.93 per share in earnings Looks like EA will have a great 2003.