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Technology Stocks : Online Games - Prospects, Problems, and Payoff

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To: Mike McFarland who wrote (21)4/20/1998 11:17:00 AM
From: GUSTAVE JAEGER   of 30
 
Here are a few more...
Engage Inc. (although I'm not sure: check with yahoo);
Total Entertainment Network (TEN);
Infogrames Entertainment S.A..

The latest is not traded on the Nasdaq but on the French Stockmarket. It's likely one of the fastest growing French companies and currently the #1 European computer/video game developer/editor/distributor. They've recently acquired Philips Media's European distribution network, allowing them to control the retail business of their games.
Problem #1 with Infogrames: they get 92% of their annual revenues out of Europe... So they've announced that the US market will be a priority in the coming months. Acquiring Virgin Interactive is one possibility, deepening some sort of relationship with Acclaim is another (Acclaim already licenses Infogrames products), etc...
The online multiplayer game business is part of Infogrames' strategy. They've got a pretty good brand-portfolio:

--comics: Tintin, the Smurfs,...
--the exclusive license to develop games with Warner's Toons, ie Bugs Bunny,...

Regards,

Gustave.
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