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Technology Stocks : THQ,Inc. (THQI)

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To: Todd D. Wiener who wrote (6443)	6/26/1998 10:22:00 PM
From: JoCo	Read Replies (1) of 14266

Todd: Thanks for all the great insight. I'm mostly an admirer from afar rather than an active participant due to time. Interested in your opinion on Bear Stearns coverage, which has been widely rumored on the MF board (not entirely without basis since some of the guys at E3 saw Bear at THQ's location). It would seem to me that Bear Stearns is an awfully big firm to be covering a microcap such as THQ. However, Bears current interest could lie in an investment banking relationship that could take THQ to "the next level". I have become convinced that the THQ management team could probably successfully run almost any company in its field (perhaps except EA) so maybe an acquisition of a larger competitor is not out of the question. Acquisition of franchise titles that could be PROFITABLY marketed and converted to multiple platforms (current and future, thanks to GameFX acquisition) would be an interesting challenge for Brian and company. This is stretching the envelope a bit but Brian supposedly has a bunch of deals on his desk, so perhaps he will pull a rabbit out of his hat; he may even be loaded for Bear ;). Any thoughts on this type of direction for THQ? Interested in your thoughts.

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