This column was originally published on RealMoney on Nov. 3 at 9:40 a.m. EST. It's being republished as a bonus for TheStreet.com readers.
Opportunity soon will not be knocking at two properties:
( ERTS) and
XM Satellite Radio
( XMSR). Both, after disastrous years, are coming back. Both will have easy comparisons next year.
Electronic Arts is done going down, having made the numbers and then some. The company at last will have smooth sailing when the gaming hardware platforms from Nintendo (Wii) and
(PlayStation3) ship. The fact that it had a good quarter ahead of that is amazing, given how little hardware there is now.
XM has reduced expectations to where they can be beaten. That stock's done going down.
I thought that
should have made a move against Electronic Arts to get fresh programming, more ad space for younger people via in-game ads and a good online move.
needs XM to stop competing. It's killed them both.
The key thing for both potential acquirers is to get deals done before the prices go up. That didn't happen. Soon it will be too late, and the best opportunities for both companies to grow will be squandered.
College students, listen up!
is offering you something special... a free subscription through May 31, 2007. The only requirement: You must have an email address that ends in .edu. Email
to accept my personal invitation to come read my blog every day, plus all the other writers on that great site. Pass it on!
At the time of publication, Cramer had no positions in any of the stocks mentioned.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for
Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click
here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click
here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click
here to get his second book, "You Got Screwed!" and click
here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by
TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.