Activision....Returns! Message Board

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Technology Stocks : Activision....Returns!

ATVI 94.42

0.0%

Oct 13 5:00 PM EST

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To: Tom Caruthers who wrote (1758)	8/15/2000 9:49:26 PM
From: Tom Caruthers	of 1992

"...I think now downside risk is limited to 10% but upside could be 100% easily. Sector is in doldrums but we won't have to wait long for PS2 to come out. I say $10 easy by end of year..." Well, I think this has been borne out pretty convincingly. I like Kotick's recent statement concerning ATVI's market cap vs ERTS. Certainly if the new CEO and CFO can improve margins and profitability, this huge gap will certainly close. I think that we are on the cusp of an extermely powerful up cycle with the new release of the PS2, X-box and Dolphin. This will renew interest in computer games. While PS2 prices stay high, it will stimulate continued interest in the original PS, as any PS games will be backwards compatible and cheap, hence not a waste of money. Next target is a new high at $20. Tom C.

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