First, cost reduction is often a euphemism for “broad, sweeping layoffs of junior people so that the senior execs can buy another few Bentleys”
Second, acquiring Take Two Interactive? Does EA really want that kind of negative publicity? Do they really want to scoop up a company that keeps trying to go bankrupt? If true, it would be an obvious sign that management does not trust the designers in the company with any sort of original thought and that buying ideas from the competition is better. With the titles EA has on the horizon, that seems pretty… well… to put it quite starkly, dumb.
I am consoled by the fact that this is just some analyst that has no idea what is really going on.