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Technology Stocks : THQ,Inc. (THQI)

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To: Todd D. Wiener who wrote (6526)	7/1/1998 3:47:00 PM
From: Marc Newman	of 14266

Todd, if THQ releases all the scheduled games instead of pushing one or two back to Q4, you are probably conservative. Which is fine. :) My take on the wrestling leagues is that WCW is still more popular, but WWF benefits from being showcased just once a week. I think the WWF is benefiting from the new edgier content as well. But the WCW has Turner behind it and a deeper roster of wrestlers. I don't know about the east coast, but here on the left coast WCW Nitro Monday is shown twice. I would think the Nielson ratings are just for the early show but actual viewers of the Monday night show is probably higher than WWF. My hope is that WCW holds up while slowly losing appeal through overexposure. (WCW is now on at least three different days a week.) Hey, it is win-win either way, really. And in the Catching Up Department: <<Interesting post, Marc. Does the piece indicate how costs of delayed order fills are calculated? Alternatively, is there a link to the DLJ research?>> Dave, the answer to both is no, unfortunately. Marc

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