by James Brightman:
"Why EA Will Win:
In its SEC filing on February 15, Take-Two's board adopted an amended by law that provides that nominations for the Take-Two board of directors must be submitted by February 25. We believe that EA will keep its options open, and will nominate a slate of directors to be approved by shareholders at Take-Two's annual meeting, expected some time before June 30. In our view, EA has likely purchased some Take-Two stock on the open market, and we believe that EA management is speaking with Take-Two investors this week to convince them that the EA offer is a fair one".