As the title says, Modern Warfare 2 continues to hold up through the holiday season. The article alludes to the fact that the success of MW2 is partially offset by the fatigue in the rhythm music sector, but the core logic behind the support of ATVI as a stock to buy still looks to be in place: well-recognized, well-produced games will continue to make money in this economy.
As I stated in my original ATVI writeup (Parts I, II, and III), I anticipate this will be a continuing trend well into 2010. Once we get firm numbers on MW2 sales in ATVI’s earnings, we might start to see the market come to the same conclusion.
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