Our expectations for flat-to-down industry sales growth in 2006 and increased spending by Electronic Arts on research and development lead us to conclude that Electronic Arts is unlikely to achieve any significant earnings-per-share growth in fiscal-year 2007.
More Quotes from Lowell Singer:
I think this performance demonstrates that there is a demand for CG computer-generated family entertainment,Lowell Singer
To some extent, it's sort of 'location, location, location,' ... I think there is an enormous demand from the locals, and from visitors from mainland China, to come to the park. They are not as reliant on foreigners to come to the park.
Lowell Singer
We believe that Activision's focus on building high-quality franchises, sustaining above average operating margins and ROIC, and aggressively participating in the expanding handheld market have positioned the company for industry-leading growth and market share gains throughout the next-generation console cycle.
Lowell Singer
We remain neutral on DreamWorks shares due to concerns about mixed film quality and a lack of catalysts,
Lowell Singer
Our favorite name in the group continues to be Activision, which we believe is well position to grow market share and operating margins over the next several years due to strong and improving game quality.
Lowell Singer
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