THQ,Inc. (THQI) Message Board

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Technology Stocks : THQ,Inc. (THQI)

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To: Bleeker who wrote (4595)	4/15/1998 1:12:00 AM
From: Kory	of 14266

"Book value has shmuck value in an information/service economy unless if you like oil and the drillers" A little strong for my tastes. While I highly agree that book value should not be used as the predominate factor in many software and technology businesses, it is still a significant piece of what a company is worth. When THQ earns $.42 cents this quarter (my guess), it will change immediately from being future earnings to about $3M in book value (cash, receivables, inventory). I like that $3M (especially if it's cash). It reduces the premium I am paying for future earnings. Especially if THQ can put that money back to work and generate even greater profits, rather than have it simply be a store of value. That said, I like THQ at it's current price even with modest book value. But that doesn't mean I wouldn't like it a lot more with another $100M in the bank.

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