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Technology Stocks : THQ,Inc. (THQI)

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To: Brian MacDonald who wrote (12350)12/14/1999 1:26:00 AM
From: Marc Newman  Read Replies (2) of 14266
 
Brian, it's interesting to see channel checks showing that THQ's B titles like Ricky, MTV, Road Rash et al are starting to move faster. It's the "panic buying" you were talking about. Thanks for your continuing channel checks from Canada.

The shorts (after adjusting for multiple IDs I think there are only about two) on Yahoo just don't seem to get it. All THQ needs to do is replace about 500,000 N64 from a year ago. Considering the huge success of Gameboy and Rugrats and foreign sales that hardly seems difficult.

There are all kinds of small boosts too including more NOL, payments by AKLM to THQ for late Attitude shipments, and the lack of abandoned titles compared to last year's quarter.

Marc
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