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Technology Stocks : 3DO: Hot Games for Hot Machines (THDO)
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To: Schiz who wrote (3517)7/21/1999 12:09:00 PM
From: John Solder  Read Replies (1) of 4081
 
I totally disagree with you.
Disagree with what specifically ?

They have a very strong lineup set for the second half of fy00.

Line up of what ? PC games Console Games ? Internet Games ?

They are predicting around...
Tripp has been predicting many things that have not come true over the past 3 years. That's why they've tanked the way they have.

If the perception of interactive entertainment...and thdo executes...

Those are mighty big ifs and ands.

could be in the teens
Oh you mean if THDO executes flawlessly and the market perceptions change in THDO's favor, we could almost be back to where we were 3+ years ago.

As a hardware company THDO sucked.
They finally have begun to reap the benefits of being a focused software company. They still have a long way to go. ERTS is the model, Tripp made ERTS, his failure to repeat his prior successes in a reasonable time frame is what has crushed THDO. Tripp going back to the well and wanting to issue more stock is an additional slap in the face of existing shareholders. Their (my) investment is already hammered and now looking to be diluted.

I think they can turn it around, they have fallen flat on their faces and have gotten back to their knees. It's a long road ahead.
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