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Technology Stocks : Activision....Returns!
ATVI 94.420.0%Oct 13 5:00 PM EST
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To: Burlitis who wrote (1096)4/6/1998 11:03:00 AM
From: Tom Caruthers  Read Replies (1) of 1992
 
Alex,

That was one helluva insightful post! :)

After reading your post, I find that I agree with you on nearly every
point. Also, don't forget that ATVI is trying to go direct to retail
now and trying to exclude the middleman. Right now, they're pretty much there except for Wal-mart, where they still go through GTIS, but Walmart is now evaluating a different relationship with ATVI. That will help margins too.

you know, with all of this competition, there is going to have to be some consolidation of these companies if anyone is going to survive. Look at disk drive makers, computer makers, etc. I guess we'll have to wait and see.

Tom
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