Hi gang: Long time, no post. Watched Brian on TV; he was good, but Mr. Gloom, Jimmy Rogers, was asking his usual kind of question, basically: If the internet evolves, won't your company go down the toilet, along with everyone who ever bought a product of yours for these stupid obsolete platforms, not to mention the Asian currency meltdown, which is sure to spill over to Calabassas, and by the way, as I've been saying since '89, we're in the middle of a stock market mania that surely will end today at 3 pm, bringing all these ridiculously overvalued stocks, such as your own, not to mention Intel, which I shorted when it was 12 back in 95, back to some kind of rational level, like a PE of 2, so aren't you worried about every conceivable thing that could happen in the future? How can you even get up in the morning, Mr. Farrell, do you own some kiwi-fruit futures to protect yourself, do you have a cache of gold coins hidden in your basement, I hope, or are you just some wild-eyed CEO running loose on the Nasdaq?
Or something like that. It was, after all, 6:45 am on the west coast.
THQ is ridiculously undervalued with the WCW miasma (imaginary, but perception is everything) now behind us. But you alreay know that, even Stagger does now. Hi Stagger, how's your swagger?
Best, Wade |
