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Technology Stocks : THQ,Inc. (THQI)

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To: Craig Markell who wrote (3796)3/11/1998 12:03:00 PM
From: Andrew Fenic  Read Replies (1) of 14266
 
EIDSY is awesome; Death Trap Dungeon will be a monster seller and they have tons of other good PC games in the pipeline. Also EIDSY is very undervalued relative to some of the other game companies.

Have to admit though THQI looks very sexy at $25-$26. Today is a CLASSIC overreaction to news. It isn't like WCW confiscates the source code to the wrestling game and it isn't like THQI will be immediately prohibited from selling WCW. They will simply shift the talent over the next year to some other game. Impact on upcoming revenues will be ZERO and there may (or may not) be an impact on revenues 18-24 months out. Hardly warrants a 20% drop in share price TODAY.
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