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Technology Stocks : THQ,Inc. (THQI)

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To: Dave Hanson who wrote (3626)2/27/1998 3:53:00 PM
From: Todd D. Wiener  Read Replies (1) of 14266
 
Dave-

I mentioned that it was a speculative trading tactic to buy EIDSY to catch the technical breakout of the 52-wk. highs. The company certainly has an excellent franchise (or two), and it is undervalued. After further evaluation, I doubled my position Wednesday, because I feel comfortable owning EIDSY as an investment.

That said, I am much more comfortable owning THQI, as it is my largest holding. My position in THQI is 20x the value of my position in EIDSY.

I'm not looking for any time frame or price to sell EIDSY.

Todd
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