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Technology Stocks : Activision....Returns!
ATVI 94.420.0%Oct 13 5:00 PM EST

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To: vc21 who wrote (792)1/5/1998 3:07:00 PM
From: Tom Caruthers  Read Replies (1) of 1992
 
Vic,

Give me your reasons why you think ATVI is overvalued.
Sure it's not cheap but your generalization that it is overvalued
is exaggeration.

Like I say to all cold-call brokers and the like, why don't you post your picks...Buy and sell for THQI and ATVI. 5 buys or sells for each
and let's see how you do. Don't worry, I'm not naive enough to act on what you predict. Maybe then if you're right, I might respect
a little more what you've got to say and play "nice".

As for Kotick vs Farell? I'll take Kotick, thanks. I'll be willing to bet that Kotick's not going to go after THQI at this price. That's
why I like him. He might be young, but he's saavy.

If this (unbridled arrogance) is what it's going to be like if THQI and ATVI ever get together, then I'll vote for ATVI to go it alone.


Tom C.
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