Casino Gaming Manufacturers

[Bob22701]

IGT stock price is down more than 10% today due to poor numbers in the 10-K. I expect that this will bring added pressure on IGT to re-enter the acquisition market to compete with BYI and SGMS both of which have either completed major acquisitions or are currently in the process.

The most likely acquisition target for IGT would be MGAM. Another likely target would be Video Gaming Technologies (VGT). VGT is private preventing a forced takeover and would also cause significant regulatory concerns due to the percentage of the market in Oklahoma controlled by IGT and VGT.

What I don't expect is for IGT to stay pat.

GLTA
Bob