1 493 I love that $DIS still uses .GO in its URL Tue Feb 09 21:32:08 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8871760287 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> DIS Domestic parks were up, granted easy comp but still very important. $DIS Tue Feb 09 21:10:06 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8870956337 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> DIS $DIS op income grew 11% for media networks and 30% for studio entertainment and parks were down only 2%. Bigger losses in int media. NICE Tue Feb 09 21:08:15 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8870889779 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> DIS $DIS in a few minutes. Not that excited about that one. Fairly valued, less adv exposure than other media companies, parks are consumer Tue Feb 09 21:02:19 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8870674719 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> DIS $T AT&T's iPhone Mess in Biz Week http://bit.ly/9htlUB Tue Feb 09 15:14:41 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8858098208 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> T Wells Fargo upgrade $LAMR to buy. Bernstein upgrades $VZ to hold Tue Feb 09 13:37:53 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8854564779 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> LAMR VZ vs $atvi trading at $8 ex cash & should guide to 0.70. Just saying. (2/2) $ERTS Tue Feb 09 13:17:13 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8853886688 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ATVI ERTS $ERTS is still expensive vs $ATVI - ex-cash ERTS trades at ~$11/share based on $16.50 stock price & mid-point is 0.60 cont...(1/2) Tue Feb 09 13:16:17 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8853856554 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ATVI ERTS Rushed hone post $ERTS call to make banana bread with sick son. Maybe not the best idea. Told wife but it will cook away the germs. Tue Feb 09 00:54:16 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8832933320 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ERTS Am I listening to $ERTS call or a call with the Ringling Bros and Barnum & Bailey Circus? Mon Feb 08 22:33:04 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8827717069 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ERTS Clicking on $ERTS call is driving me crazy! Mon Feb 08 22:07:42 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8826793259 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ERTS @wood83 My defense of why we own $ATVI. Mon Feb 08 21:47:17 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8826053169 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ATVI Cant wait for the defend $ATVI talk tomorrow. Mon Feb 08 21:43:21 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8825912098 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ATVI Reading $ERTS press release and you would think they crushed it not whiffed. Mon Feb 08 21:16:29 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8824962972 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ERTS SO F'N MAD AT MYSELF. I knew $ERTS would guide below the street. Smart chimps could do a better job over there. Mon Feb 08 21:15:25 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8824924806 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ERTS I think $ERTS has to guide below consensus FY11 earnings. The question is, is the buyside already there and if so does it rally? Mon Feb 08 20:38:45 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8823658735 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ERTS at E3 for Spring 11, post announcement Icahn and Co. start shopping $TTWO. LA Noire will get TONS of hype and hope to be out before release Mon Feb 08 20:12:47 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8822784822 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> TTWO Dont get me wrong I want to get long $TTWO, despite Bio2, if sales disappoint I should get another shot. Here is why? Announce GTAV cont.. Mon Feb 08 20:11:45 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8822751365 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> TTWO Initial $PALM sales at $VZ have been below expectations. Have to admit I am surprised as my expectation was 1 unit. Mon Feb 08 20:05:10 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8822533095 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> PALM VZ Says it all on BioShock2 $TTWO RT @GI_AndyMc: If I were a game surgeon the next words out of my mouth would be, " get me Ken Levine STAT!" Mon Feb 08 13:58:18 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8809795172 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> TTWO BioShock 2 current metacritic is 90 but w/ only a handful of reviews should settle out in the 80s. Disappointing http://bit.ly/bT0kl5 $TTWO Mon Feb 08 13:54:56 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8809682976 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> TTWO Dante's Inferno 74 metacritic is pretty lousy http://bit.ly/bT0kl5 Needed a high score to compete with upcoming God of War 3 $ERTS Mon Feb 08 13:53:46 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8809644000 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> ERTS .@chrisjversace If $GOOG had the best ad then the ads were even worse than I thought. Surprised GOOG would advertise search vs nexus/Android Mon Feb 08 13:26:38 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8808767179 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> GOOG Ads are pretty bad. $qcom was ok. I like that saints went for it even if they failed. Mon Feb 08 00:49:44 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8787534189 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> QCOM Last night I confirmed something I suspected for 2 years. LA Noire is multi-platform. Still no idea if its any good. $TTWO Sun Feb 07 14:45:30 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8766371611 40243607 web TTWO @jf789 Maybe the hedgies were pressing w/ the JPM note not covering? $LEAP Fri Feb 05 21:21:54 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8693927513 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> LEAP YUP RT @ckomagan: The guys who run $LEAP are morons, should have sold out couple of years ago for big bucks. Fri Feb 05 16:31:12 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8683698505 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> LEAP This sell off is creating some great entry points in so many names. I am looking at adv exposed companies like $CBS and $LAMR Fri Feb 05 16:30:45 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8683680507 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> CBS LAMR @chrisjversace $LEAP has spectrum thats about it. Might have to look into puts to limit downside. Fri Feb 05 13:22:15 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8676606131 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> LEAP @TechStockRadar I think shorting $LEAP here is playing w/ fire. I agree that its a dog but as long as deal risk exists.... Fri Feb 05 13:14:12 +0000 2010 TMTanalyst http://a1.twimg.com/profile_images/447725796/twitter_normal.jpg 8676339821 40243607 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> LEAP