Take Two Interactive Software (TTWO: Nasdaq) taking off! Message Board

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Technology Stocks : Take Two Interactive Software (TTWO: Nasdaq) taking off!

TTWO 252.54

-1.2%

Nov 4 3:59 PM EST

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To: Brian Nichols who wrote (37)	2/24/2000 5:47:00 PM
From: DELT1970	Read Replies (1) of 191

One of the biggest institutional investors shared your frustration on the call and another pressed for evidence of previous management comments and commitments toward enhancing shareholder value. The CEO admitted that multiples are higher among the European competitors and that the company would look at opportunities over there. The obvious reference was to Bertlesmann or another European buying TTWO in here for peanuts relative to its valuable licenses, investments in E-Universe, a possible Gathering of Developers IPO, etc. If we get stock in something more vibrant, I'm not opposed to unlocking this value. We own slightly less than 6% of E-Universe and slightly less than 20% of Gathering of Developers.

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