Tweets By: TMTanalyst

03:04 PM 11/20/09

DTV (Msges, Tweets) target leverage is 2.5X, if they bought back stock using cash from levering up they would be private in a few years. Think about that.

04:06 PM 11/19/09

NOK (Msges, Tweets) unlikely to buy PALM (Msges, Tweets). Nice to see someone think about it rather than spout BS. http://bit.ly/5nBOn

11:16 AM 11/19/09

@mreb I am skeptical of calendar Q4 growth since Oct was a bomb and MW2 probably soaking up all the dollars. Perhaps their FYQ4. GME (Msges, Tweets)

08:54 AM 11/19/09

GA opted not to auto renew LAMR (Msges, Tweets) highway contract, will hold auction and sell to highest bidder.

12:46 PM 11/17/09

Magellan debuts GPS app / car kit for iPhone and iPod touch http://bit.ly/1jOdYR GRMN (Msges, Tweets)

10:27 AM 11/17/09

NVDA (Msges, Tweets) - 3Q Discrete GUP -7.2% Y/Y. Less than Qs & a 21% Q/Q increase, hinting at a recovery in demand – PC World. http://bit.ly/fc3Ek

09:28 AM 11/17/09

Barclays upgraded PALM (Msges, Tweets) on 11/5. Not sure why its being picked up as new.

08:53 AM 11/17/09

Thats on AMZN (Msges, Tweets) & GME (Msges, Tweets) RT @TMTanalyst: 1 week after launch MW2 still #1 spot 360 & PS3 despite Assasins Creed 2 launching today. ATVI (Msges, Tweets)

08:44 AM 11/17/09

ERTS (Msges, Tweets) paid $620M plus an addition $155 in equity performance bonuses for Pandemic but wouldnt up the bid for TTWO (Msges, Tweets). What a bunch of jokers

08:26 AM 11/17/09

CEO bought Pandemic from PE shop where he worked when he got CEO job, now shutting it down. Value Creation! HA ERTS (Msges, Tweets) http://bit.ly/2Gcp6H

04:45 PM 11/16/09

Other publishers are also discounting but ERTS (Msges, Tweets) I thought was being the most aggressive across the most titles. http://bit.ly/352lk

04:44 PM 11/16/09

ERTS (Msges, Tweets) is leading the charge. Brutal Legend, Sports (all 2010), Dragon Age, Need for Speed etc... $35 http://bit.ly/352lk

02:35 PM 11/16/09

MOT (Msges, Tweets) - Droid launch is good but is it good enough? http://bit.ly/18AzWU

12:50 PM 11/16/09

Wedbush removes ERTS (Msges, Tweets) from conviction buy list or whatever they call it over there.

09:02 AM 11/16/09

Nvidia calls Intel's graphics chip tactics 'aggressive' http://bit.ly/btvwk NVDA (Msges, Tweets) INTC (Msges, Tweets) Companies complain about competition when losing.

12:08 PM 11/15/09

@Morgan_03 His blog was about as successful as recent investments; BBI (Msges, Tweets), MOT (Msges, Tweets), YHOO (Msges, Tweets) etc...

11:55 AM 11/13/09

.@bradfranklin I was talking dual mode CDMA/EVDO & UMTS/HSPA. Single chip for both T (Msges, Tweets) and VZ (Msges, Tweets) network http://bit.ly/GK8Ex AAPL (Msges, Tweets) QCOM (Msges, Tweets)

11:36 AM 11/13/09

QCOM (Msges, Tweets) road map does include dual radio chips but in 2011. Looks like thats when VZ (Msges, Tweets) gets iPhone. T (Msges, Tweets) catches a break. AAPL (Msges, Tweets)

11:33 AM 11/13/09

Just spent the morning checking out OnLive. IF they pull it off and gain crit mass, big neg for GME (Msges, Tweets). No more packaged goods and used games.

11:24 AM 11/12/09

TTWO (Msges, Tweets) needs to spend more time on fundamentals, how grow biz, margins and product pipeline and less videos during presentations.