michaelleung: The people who buy stock in EA are the sorts of people who would rather play actual golf than the Tiger Wood PGA whateveryearitis game.
While I agree with you, I think this is actually precisely the reason that the stock price fell. I think the stock price change has a great deal to do with how The Old Republic did (or didn't do, as the case may be). Investors saw how WoW did, so they, in standard investor group-think, figured that if they threw 10 times the money at TOR, it would garner 10 times the profits. While TOR's release was good, it wasn't nearly THAT good, so stockholders got disillusioned and sold their EA shares. In my experience, most investors are not so good at understanding the software development process.
As a disclaimer, I think I own some EA shares in one of my managed accounts; I don't know for sure, because, as long as an account is performing well, I generally don't pay attention to every single transaction the manager makes. That right there serves to reinforce both our points, I think. ;)
EDIT:
I just checked, it looks like the manager in question sold most of the EA shares in January and the rest in February. At least I remembered correctly that I had EA shares at one point. :P