“[Many analysts say that Electronic Arts's strategy and dependence on sports games - which account for about 30 percent of its revenue - is smart.] Their sports business gives them a leg up on everybody else, ... It's the closest thing there is to recurring revenue in this business.”
“The interest rate markets have moved to swiftly price in one last act of enlightened risk management from Greenspan in the form of a tightening pause.”
“These people were shot down, make no mistake about it, without any opportunity to come down, ... I think what happened is that the right hand didn't know what the left hand was doing.”
“[Outside observers seem to be giving the project a thumbs-up so far.] I think that this approach is a good idea, ... It is interesting because no one has attacked it this way before.”
“It's a hit strewn business, ... Much like the movie business, you need to come up with something new and exciting. If there are expectations for a product that doesn't pan out, then you're in trouble.”
“People who invest in these companies should not pay attention to quarter-to-quarter numbers, ... They should look at the yearly numbers. You need to take a long term approach.”
