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Technology Stocks : Activision....Returns!
ATVI 94.420.0%Oct 13 5:00 PM EST

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To: Mike McFarland who wrote (1172)5/17/1998 7:31:00 PM
From: Tom Caruthers  Read Replies (2) of 1992
 
Mike,

What I was afraid of is happening to MPRSD. The reverse split seems to be taking its toll, but OTOH, it's getting cheaper for an acquisition target...e.g. BROD or ATVI.

M&M6 is getting great reviews. I don't know how well THDO will fit into ATVI, though. Their other big sleeper hit, like BZ, was Uprising and that'll be redundant with the apparently superior BZ.

I think it will be tough for ATVI to digest MPRSD. They seemed to focus on trying to limit fixed internal production costs. MPRSD would saddle them big-time. Also, I don't think they can do both HG AND MW well....my feeling is that they have committed to HG and will see that through. But "Gears vs. Mechs Rumble" would be a great treat!

I seriously think that BROD will make the bid for MPRS...it's just a matter of time.

P.S. BTW, I think you're right....I don't think ATVI has had a successful RPG...Army Men....Now THERE's a title that I had come up with more than 5 years ago... What I wanted to see, though, was them using blankets, chairs, carpets, slippers, shoes, tables, newspaper and all other sorts of "household terrain" like I remember as a kid...:)

Tom
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