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Technology Stocks : THQ,Inc. (THQI)
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To: Don Westermeyer who wrote (3595)2/26/1998 3:49:00 PM
From: Marc Newman  Read Replies (2) of 14266
 
Don, good move (obviously) on selling at $32. I wish I'd done the same. I understand where you are coming from and don't want to argue that the stock hasn't come too far, too fast the past two days. The odd thing is that I feel there is less risk now due to what we've been able to glean from the report and the conference call. In sixty days it is going to be obvious that the growth rate is much stronger than one would expect from the current price.

As you know, I've got a lot of Eidos now too. Both these stocks should do well the rest of the year.

You, I, and Stagger all lost a little money on YHOO but at least you and I got the big win here.

Regards,
Marc

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