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Technology Stocks : Activision....Returns!
ATVI 94.420.0%Oct 13 5:00 PM EST
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To: Andrew Fenic who wrote (1125)4/20/1998 11:25:00 PM
From: Tom Caruthers   of 1992
 
Andrew,

I don't think the world needs another THQI.
My thoughts on that company and their business model
is pretty clear. Heavy reliance on trying to get the next big hit
makes them vulnerable.

Yes, it's a profitable business model when you have such a hit or when the company is small. Try scaling that up....I think you will find it quite hard to do.

Yes, ATVI is having some growing pains right now and management doesn't look quite as sharp as they should...Some internal focusing will help them.

Tom
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