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Technology Stocks : THQ,Inc. (THQI)
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To: Kory who wrote (13615)3/14/2000 11:13:00 PM
From: Apakhabar  Read Replies (1) of 14266
 
Kory, your recent message was I think indicative of the changing investor sentiment toward THQ.

Almost forgotten in the recent disappointment is an analysis of the continuing short position. For so long the bulls assumed the short position was a bet against the replacement of the WCW income. Now it appears the reasoning behind the short position evolved into a bet against the company's ability to profit from its acquisitions.

The short position may continue for years, I'm afraid. Thid party deveolpers are only going to ask for more money, not less, which seems to be why THQ has tried to acquire the means for internal development.

I also thought the CC would clear the air regarding the guiding-down. Let's hope the analysts ask better questions in April. It might be a good idea to try to correspond with some of the analysts in advance; perhaps they can be persuaded to ask some tough questions on behalf of shareholders.
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