borisb

318 Comments

    • Will EA Change the Gaming Industry's Revenue Model? [view article]
      Looks more likely that Activison-Blizzard will be the trend setter shifting revenues online. Blizzards world of warcraft is already doing $2 Billion a year with the monthly subscriptions , there is Battlenet.com and the social and community based positioning of the A-B offerrings will be magnifyied with the next annualized installments due in front of the holidays. Guitar Hero 4 will be a strong example of this . Aug 25 06:58 PM
    • Is Stereotaxis the Next Intuitive Surgical? [view article]
      dont count on it. Aug 21 10:44 AM
    • Why Activision Must Renew The9's World of Warcraft Contract [view article]
      Joker thanks for getting to the truth. Aug 19 08:23 AM
    • Why is Bill Miller Increasing His Stake in Freddie Mac? [view article]
      So the current maket capitalization of $5 x 600 million old shares is about $3 Billion, and that will probably only own 1/3 of the company going forward. So the value of the company this way is current running $9-Billion-ish. Aug 13 09:19 PM
    • Game On for Activision Blizzard [view article]
      potential growth factors
      1. Guitar hero (4th)(new add on hardware)(GHtunes)(sin... band titles)
      2. MMO expansion (infancy)(social-commu... based entertainement)
      3. merger (cost savings)
      4. merger (distribution in europe-asia)
      5. other atvi titles revamped
      6. other blizzard titles revamped
      7. new hardware Wii, NintendoDs, Cellphones. GH is a breakothrough game application in cellphones.
      8. other M&A moves
      9. share buyback
      10. stock split       Aug 11 02:50 PM
    • Electronic Arts: Growth is Coming [view article]
      if MMO is one of the sweet spot why not invest in Activision-Blizzard? Aug 07 01:01 PM
    • Guitar Hero Helps Activision Blizzard Rock On - And Logitech Joins the Band [view article]
      I wonder what kind of potential Guitar Hero will have as single band expansion packs. Also how much is Blizzard playing and monitizing the online social hand better then Myspace and Facebook? Aug 06 11:28 PM
    • BPZ Resources Takes a Giant Step into the Big Leagues [view article]
      marvelous Aug 02 04:21 PM
    • BPZ Energy: Big Oil and Gas in Peru [view article]
      stellar! Aug 02 04:03 PM
    • BPZ Energy: The Growth Continues [view article]
      stellar! Aug 02 04:03 PM
    • Beyond Petrobras: Value and Growth in the 'Other' South American Oil Companies [view article]
      Harry this piece is thoughful insightful stellar Aug 02 03:57 PM
    • Embraer's Earnings Take Off [view article]
      they are taking off with 15% gross margins or is that 15% fumes? Aug 01 07:12 PM
    • Fannie & Freddie Are Here to Stay [view article]
      Lending standards have been tighten so much that the loop hole scam is closed. Jul 29 08:57 AM
    • Chipotle Mexican Grill: Sometimes I Can't Win for Losing [view article]
      The B shares have fallen to about $60 and if the growth story still works somewhat, i have to be more bullish then bearish at $60. Jul 26 11:00 AM
    • Chipotle Collapses Post-Earnings; Now a Bargain for Long Term Investors [view article]
      the B shares have crashed 54%. Jul 26 10:55 AM
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