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Technology Stocks : GTIS - Will it be a Phoenix or not ?
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To: Scott Miller who wrote (1796)3/17/1998 11:22:00 AM
From: Robert Floyd  Read Replies (3) of 2319
 
Scott, you said: "I talk to GT producers about other games they're working on and know details that perhaps aren't public."

1. Wouldn't game producers always be pumped-up about their projects. Are they objective enough?

2. Would these producers be honest with you if they were able to acknowledge problems? Would you be able to share any of those problems with us without violating your insider trading rule, or would you only share the good news (or more probably just your impressions that things are going well)?

3. Do good "vibes" about a product usually translate into success? Are you confident these producers know what will be a successful program? Do they typically run these games buy a test sample, to see if the games really do appeal, or do they just put them out in the market as fast as they can and hope for the best? If they do "test" their product first, maybe you could enlighten us on the process behind the testing?

4. How many successful programs(let's say top 20) do you think GTIS needs to be a successful and profitable company? What fraction of these need to be produced in-house at GTIS? When making your determination, please consider G.O.D. will be making the profit margins on out-of-house products shrink.
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