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Technology Stocks : 3DO: Hot Games for Hot Machines (THDO)

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To: Bruce Prescott who wrote (3840)4/4/2001 10:08:52 PM
From: David Patrick O'Connor  Read Replies (3) of 4081
 
Bruce, Looks to me like ERTS and Billionaire Billy could be in big trouble with the vaunted Xbox. Just one look at Electronic Arts valuations reveals the fact that the company is hugely over valued. If Trip stays the course, he will indeed become the Number 2 publisher for Sony's PSX 2 by Christmas 2001. Smart money will soon begin to move out of ERTS and into THDO. Trip's Sony strategy will prove to be his 'pièce de résistance'.

David P. O'Connor
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