EA: We Might Be Talking To Take-Two, We Might Not. But We're Not Talking About It Publicly Anymore (ERTS, TTWO)

Electronic Arts' increasingly murky bid for Take-Two is now turning opaque: The company just told the SEC that it has filed a confidentiality agreement with Take-Two (TTWO) and that we're not going to hear anything more about the merger/takeover/whatever talks that the two may or may not be having. Full text below, but first a two-minute recap for anyone still paying attention:

• In February, EA (ERTS) offered $2 billion for Take-Two, a huge premium to its then-market value.
• Take-Two rejected the offer because it didn't take into account what a huge hit GTAIV would be, and that once the game came out in the spring, investors would come to their senses and bid up TTWO shares.
• GTA IV came out in the spring and was a huge hit. No one bid up TTWO shares.
• Last week EA formally let its offer for Take-Two lapse, then said it'd be happy to talk to Take-Two -- though it would pro