The Guardian - Barclays Capital30 Jul 2010 17:46
In a recent Barclays Capital research note, the investment bank said: "In the event of federal regulation, we believe PartyGaming would be the likely key beneficiary. Under this hypothetical scenario, we estimate the potential [underlying profits] uplift could be 94% for PartyGaming and 58% for [rival] Bwin and 888. On a state-by-state hypothetical scenario, we estimate the uplift for the group would be considerably lower, but still meaningful."
Later in the same articles word of warning
Separately, there are concerns among European operators that US firms may be favoured for any future licences. Initial efforts to regulate are likely also to be limited to online poker and possibly casino sites, as opposed to sports betting.
When might any of this happen? It's an interesting bet. "Don't listen to anybody who tells you they know the timeline of a piece of US legislation," warns one industry expert. "They're lying." Or, in poker parlance, they're bluffing.
http://m.guardian.co.uk/?id=102202&story=http://www.guardian.co.uk/business/2010/jul/30/online-gambling-united-states