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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: MCsweet who wrote (51085)	3/12/2013 9:54:39 AM
From: Jurgis Bekepuris	Respond to of 78671

PWRD - well they pretty much telegraphed bad results last quarter, so I was not expecting much more. Apparently investors did. Although drop is 4.5% right now, so perhaps most investors did not expect much. I assume you saw the drama couple days ago about rumors of SOHU & CYOU maybe going private. Nothing came out of that. I think it would make sense for all of these companies to go private (and perhaps relist in China), but it's not clear that they will and it's not clear that it won't be takeunders. I think even with low valuations they may be seeing some benefits of having US listings. I am not aware of any insider/majority shareholder sales though.

To: MCsweet who wrote (51085)	5/2/2013 1:08:28 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78671

PWRD - We tried Neverwinter Open Beta today. The game graphics is not appealing, it's a bit tough to talk about the gameplay. In game chatter is mostly negative (although this is somewhat common for a lot of new games). IMHO, the game will not be a huge success. OTOH, as most commentators noted, most of PWRD revenues and earnings come from China, so Neverwinter's success would have been welcome, but it's not something that decides PWRD's fate. I don't see reason to add. I'd sell if the stock ran up. I have a medium-large position.