THQ,Inc. (THQI) Message Board

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Technology Stocks : THQ,Inc. (THQI)

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To: Todd D. Wiener who wrote (13433)	2/18/2000 12:30:00 AM
From: Emmo	Read Replies (1) of 14266

Interesting stuff Todd but there are a couple of things I think you missed. Insiders don't hold many shares but are heavily compensated via options. So they have a strong incentive to see the stock go up. It's that greed thing. Therefore I do not see insider holdings an issue. Also, while BF gave guidance to the houses covering the stock for Q1 and Q2, you should have noticed that none lowered their ratings. They did lower ratings for others in the group. I'm guessing they are not returning your calls because they are in the quiet period before earnings. N64 sales appear to remain strong for hot titles. Recent press on latest wrestling game and THQ's agressive ordering prior the Xmas season shows THQ holding a hot hand with the WWF license. I think the value of the WWF license is grossly under estimated by all. While everyone seems to be in a trance waiting for the next playstation, there are MILLIONS of kids with MILLIONS of GBC, N64, PSX, and older 16bit platforms that still bring in lots of cash. It's a freaking 7.4+ BILLION $$$ industry. Never mind Sega is not taking PS2 laying down and plans to ship millions of platforms in the coming months. Sega says they have 1 million owners using the internet via Dreamcast. Frankly I think the industry has grossly over estimated the effect PS2 will have on the market and is grossly under estimating Sega and others. So what does this all mean for THQ? Quite simply, if you have hot games you will sell as fast as you stamp them out, if your games are so-so, they will sit and gather dust. (can you say Mayhem?) It's business as usual and the transition to the new platforms has been overblown by guess who?? Good old shorty. And while it's your money, I'm a bit surprised by your retreat considering how far this company has come in a few short years. BF has done an outstanding job growing this company in the shadow of ERTS. When ERTS ripped WCW from them they came right back with a better license in WWF. So I not sold on BF losing control of the market, frankly I think he knows it better then most and is very capable of surprising everyone in the coming months. I am certainly more comfortable with a company that makes lots of cash vs the ones who spend their days burning it.

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