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[sonycowboy]

Courtesy of taketwoisundervalued at the yahoo ttwo message boards

Several products will be available for PSP at or near launch from TTWO with a couple coming from Rockstar.

Max is not dead.

Jack of all games has distribution agreements for all major hardware & software makers/publishers. I had heard this before, but this was the first time I heard it from the horse's mouth.

Strong near term pipeline
GTA
Conflict Vietnam
ESPN NBA & NHL
College Hoops
MC3 DUB addition
The Warriors
Charlie & the Chocolate factory
PSP products

The products that use Renderware are involved in long term contracts so ERTS acquisition doesn't appear to be anything to worry about.

The company is in strongest financial strength ever. 200MM cash, 300MM working capital, no debt. Pointed out that all of TTWO's cash was internally generated from operations vs. other publishers who raised cash in equity markets.

Seems to be a focus on children's products, which I think makes sense late in the cycle:
Dora the Explorer, Codename kids next door, Charlie & the Chocolate Factory, etc.

Seemed to be open to the idea of licensing opportunities. I would like to see TTWO add some licensing deals to help diversify. Some deals with Marvel (another stock I own) would be great if they aren't exclusive to Activision, (which they haven't been in the past).

 

[Insertia]

will we be seeing the rumored GTA game EGM has been talking about?

 

[Doom_Bringer]

good stuff

 

[sonycowboy]

will we be seeing the rumored GTA game EGM has been talking about?

I'd bet on a Midnight Club game first, but I'd have to say GTA is a near certainty.

 

[Deku Tree]

will we be seeing the rumored GTA game EGM has been talking about?

Is this rumor for a new game? Or for a portable GTA double pack?

 

[Guns N' Poops]

That's what they have bought Mobius Entertainment (now Rockstar Leeds) for...

 

[johnjohnson]

Hmmm... still no announcement of GTA:SA for xbox... hmmmm.

 

[SolidSnakex]

Hmmm... still no announcement of GTA:SA for xbox... hmmmm.

You aren't going to be seeing that for awhile. They aren't going to hurt SA's PS2 sales by announcing an Xbox version now.

 

[dskillzhtown]

The Warriors is still coming out? I thought that project was dead.

 

[Grubdog]

Whoa, GTA PSP?

 

[johnjohnson]

You aren't going to be seeing that for awhile. They aren't going to hurt SA's PS2 sales by announcing an Xbox version now.

You mean they're not like Capcom?







I'm very sorry for what I just said.

 

[Prine]

Whoa, GTA PSP?

i know. This is goin to be huge

 

[Screenboy]

GTA PSP = Interest +1



PSP Interest Count:

-10

+1 =

-9


(>0=SALE)



-SB

 

[Project Midway]

Well that about wraps it up for Nintendo DS!

 

[WordofGod]

Well that about wraps it up for Nintendo DS!

true

 

[UbiSoftologist]

Too bad they didn't cast new light on the secret titles from Rockstar:

Additional products planned for fiscal 2005 from Rockstar Games include Grand Theft Auto: San Andreas for PC in the third quarter, as well as two new console titles based on proven brands from Rockstar's internal studios, in the third and fourth quarters.

Source: http://biz.yahoo.com/bw/040909/95702_1.html

 

[SolidSnakex]

If it's proven games then it'd be out of 3 games i'd guess.

RDR2
Midnight Club 4
Manhunt 2

It's not a new GTA, that series is done for this generation.

 

[Kiriku]

Screw GTA, this is all I care about:

"Max is not dead."

 

[iapetus]

State of Emergency PSP.

 

[COCKLES]

Well that about wraps it up for Nintendo DS!

GTASP will be final ashes thrown on the DS coffin.