- Mike Hickey, Janco Partners: Believes EA will continue to focus on improving game quality, developing the Asian market, cutting operating costs ... and might be making an acquisition. Who do they suggest? Take-Two. EA would gain the Grand Theft Auto franchise, along with BioShock, Midnight Club and Civilization, and would also take control of EA Sport's only adversary worth mentioning -- 2K Sports.
- Michael Pachter, Wedbush Morgan Securities: Doesn't think EA will do anything and that buying Ubisoft would be too expensive. He also believes EA has no interest in Take-Two, as it would require too much work and there's no guarantee in keeping the talent. He further notes that Rockstar becomes a free agent in 14 months, so rather than fear it pulling a Bungie, it's better to pick the developer up when that happens.
- Colin Sebastian, Lazard Capital Markets: Says that EA has enough on its plate right now. Acquiring a majority stake in Ubisoft could be an option.
- David Cole, DFC Intelligence: Thinks EA needs to take a deep breath and plan, since it's still too focused on the American market and needs to think globally -- that'll take some time and the right connections.
Posted on Sep 20th 2014 11:30AM
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