GameBiz

I find watching the gaming industry more entertaining than playing the games themselves. Gamespy has a fascinating article analyzing the video game business as it rolls into its biggest holiday season ever (based on a huge report from Banc of America Securities). We're going to see no less than 9 blockbusters in the last 4 months of the year, which is kinda like releasing every movie from the Star Wars, Lord of the Rings, and Matrix trilogies in the same summer. It's going to be a big year for video games. I don't see the stocks for the big 3, Nintendo, Microsoft, or Sony, to be affected all that much, but software giants Activision and especially Electronic Arts will see big gains. Games may very well blow away the film industry this Christmas, and yet all of these stocks are undervalued. All it will take is one major headline and those stocks will skyrocket. This Christmas just might be the year that happens.