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Technology Stocks : THQ,Inc. (THQI)

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To: Bleeker who wrote (6129)	6/19/1998 1:04:00 AM
From: Marc Newman	Read Replies (1) of 14266

Bleeker, thanks for the heads-up on EIDSY. Your comments about Volpe brings up an interesting point. Is this knowledge known? Has it caused the price to drop from $17 to $14 already? Is it priced into the stock now? Anyway, I'm looking at EIDSY like I looked at THQ last summer. Gonna have a good Christmas and looks cheap as a six-month play. I mean, even if the quarter turns out to be disappointing, would the price even fall much considering that those earnings are in the past and the hot part of the videogame year for sales is just starting? I've also got so little EIDSY that I am still rooting against the stock. A drop to $12 would be fine with me, as I could then buy more at a cheaper price. (I'd still rather buy THQ but am trying to not get even more overloaded on the stock at this point.) But considering the company-specific release dates (Dominion, Deathtrap Dungeon, Final Fantasy VII), I don't think a slow sales period matters much, just as we are seeing with Quest sales for THQ. How efficient a market is the NASDAQ anyway? <<GGG>> Marc

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