Friday, December 18, 2009

Thank you Carl

Take Two is today getting some recognition for having among the most valuable branded franchises in all media.  Thank you Carl.  Can a bidding war be far behind? Come on Electronic Arts, Come On Activision -- don't you guys have any?  It's an accretive deal for both of you, and your size and stable of legendary game makers may help tame the talent at TTWO.  ERTS: get over it and get after it.  Madden can't last forever and who has a better next gen sports franchise than 2K?  I don't know why I get so worked up over this one, but I do.  TTWO is worth at least the old bid from ERTS, and with game boxes growing and average user age and income rising, it's probably worth more.
Val H.

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