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Technology Stocks : THQ,Inc. (THQI)

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To: Sigmund who wrote (13278)	2/12/2000 4:35:00 AM
From: Marc Newman	Read Replies (3) of 14266

Sigmund, come on. My answer was shorthand. We've had a lot more than three people working four months on this. I think just about everyone here knows what the business model is and knows that it is humming along quite well. What THQ does is it secures licenses for popular characters, it makes incremental money by publishing other publishers' games on other platforms, and it takes a few shots a year at developing new, proprietary hits. The company has better licenses than ever and for longer terms. The company is facing a wonderful base of installed consoles to publish the ports into for the next few years. Ie, it's gonna be a lot better publishing Madden for the PSX in a few years than it was making it for the SNES when EA abandoned that platform. And the Gameboy platform is certifiably hot. And the new swing-for-the-fences games like Summoner have a better pedigree than previous THQ efforts. I could write pages on all of the above but don't think I have to. In a normal videogame sales environment the addition of more Rugrats and WWF skus plus new games like Scooby, Power Rangers and Evil Dead would show growth well above 20-30%. Marc

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