The two social gaming execs were interviwed by Goldman Internet analyst Heath Terry .

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Analyst Heath Terry at fbr Capital Markets looks for Activision to earn 79 cents a share in 2010 and thinks it deserves an earnings multiple of 20.

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Yahoo CEO Marissa Mayer is due on stage at the Goldman Sachs technology conference at the Palace Hotel in San Francisco this afternoon, in conversation with Goldman Internet analyst Heath Terry.

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"While these results indicate Take-Two's efforts to diversify its portfolio beyond Grand Theft Auto are showing some success, continued product delays and the lack of profitability in non-Grand Theft Auto years, driven in part by the MLB license, will continue to weigh on shares, " says Heath Terry of FBR Capital Markets.

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