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Technology Stocks : Activision....Returns!

ATVI 94.42

0.0%

Oct 13 5:00 PM EST

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To: Burlitis who wrote (804)	1/7/1998 9:15:00 PM
From: Tom Caruthers	Read Replies (2) of 1992

Alex, You invested in TDFX, no? If so, Congrats! I was not quite smart enough to pick it up when they were dumped by Sega...rather the uncertainty of who would win in the 3D market took me by the collar and shook me up a little...but with the specs on the Voodoo 2, I think TDFX has demonstrated its dominance in the field. By the way, Scourge of Armagon and the other add on pack for Q1, although they were rated EXTREMELY well by everyone, didn't do it for ATVI. That was unfortunate. BUT, I think you're right that Q2 add-ons will do better. Watch out for buy on the rumor, sell on the news on ATVI earnings, unless ATVI blows estimates out of the water. I'd be more comfortable with my belief that they would beat estimates if Heavy Gear were a more solid release. But I think Q2 sales can carry them forward. Tom C.

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