THQ,Inc. (THQI) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : THQ,Inc. (THQI)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trippi who wrote (3982)	3/12/1998 7:04:00 PM
From: Tom Caruthers	Read Replies (1) of 14266

Trippi, 1) You're right...THQI won't take a 40% earnings hit. It could be worse than 40%. You mention that THQ will grow earnings by another 35%. Where do you think that 35% is coming from? A lot from WCW sales!!! It's a circuitous argument. True, Quest and Rugrats (I'm skeptical on this one) will lead to increased earnings, but unless Qwest is a big hit as Todd seems to think it will be, it will be hard to replace WCW sales. Also, I'm sure that part of the optimism for increasing revs/income was also due to the ERTS Road Rash/Nuclear Strike deal...this could also be non-recurring revenue. 2) The business model: I've talked about this in a previous post Message 3682218 3) Conservative earnings guidance: Yes, that's true...but this ERTS deal just threw a wrench in the works for not this quarter, surely, but definitely clouded visibility for next year. 4) THQI's one hope is that management is as saavy as most here believe. I am not saying THQI is a dead company...not by any means. I am just saying that they were and are vulnerable. Tom C.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next