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To: Bid Buster who wrote (268568)	11/24/2003 11:03:34 AM
From: zonder	Read Replies (1) \| Respond to of 436258

Maybe the lowered earnings expectations? -g- Very funny. "Lowered earnings expectations" have nothing to do with your challenging my statement that TTWO's sales declined in October while those of ERTS increased. Really, who cares about last qtr? I do, and so do quite a few other people. And, remember, we are talking about the month of October, not "last quarter". The issue here isn't even that. The issue is that some people who call themselves "investors" just look at a headline that says "xxx industry sales down in October" and sell ALL companies in the sector. They don't bother to read the actual news that clearly says one company's 80% decline in sales was responsible for the decline of the industry. ... which, of course, makes life much easier for the rest of us, who never have to work hard to make money :-) From the data i have it looks like games have peaked I would be interested to see "the data you have", if indeed you have any. It would have serious amusement value if it shows ERTS sales declining in October 2003, as you have been asserting. On the other hand, yes, the sales growth will likely slow for a couple of more quarters, FOR THE INDUSTRY because of where we are currently in game console cycle. The industry, let us try to remember, is comprised of various companies, with markedly different prospects. Shorting all companies in the sector because total industry sales decline might be a mistake you would rather stay clear of.