Well Tom, i told you before i left
on vacation, i was sick of the game companys.
ATVI's and BROD's announcements last week
were 1 of the reasons. Having games like
"The Deer Hunter" and "Myst" out sell
Quake 2 is another.
I have to admit, my timin was great as
far as when to leave<g>. It looks like
you have had your hands full, i'm taking
another vacation in may, now you are warned.
I see i'm now the owner of 100 shares of
ATVI,for the same price i paid for them last
year. I haven't decided if i'm going to buy
more yet.
I really can't figure this industry out, the best
way to play it has been on the short side. Now we have
ATVI,MPRS,THQI,GTIS,BROD,THDO,etc all stuck in a trading
range, the only plays left are ERTS and Edios. I wouldn't
mess with ERTS, they will probably announce a Michael
Jordan game, and Edios is already fading.
ATVI is a good buy at these levels,i'm just getting
awfully jaded. It's ironic that companys like TDFX,
QSNDF,TMSR,SRSL,etc have gone up over 100%, some even
200% in the past few months. I bought some of them
the same time i bought ATVI. I've done real well with them
and continue to hold them. It's hard to understand how
these companys are doing so well, and the game companys
aren't.
With E3 coming up we can at least hope to see the 12's
again. I wish i was around to pick some up in the 9's,i better
not wish too hard though,i just might get my wish.
I suppose BattleZone, Pitfall and Interstate 76 Arsenal
will help next Qtr's numbers. I don't know how the Dark
Reign expansion pack will do, Starcraft has gone gold.
As far as the Hexen 2 expansion pack goes, the previews
look real good. I don't know if you need to own Hexen 2
to play it. Hex 2 didn't sell that well,and i really doubt
people will fork over extra bucks just to play it.
Hopefully Pitfall will be a great console game, i don't play
them, nor do my kids. Battlezone is still getting great
feedback in Usenet, i missed playing it when i was away.
One thing i didn't miss was the stock market. Nothing like
taking a few days off<g>
Alex
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