eidos--maker of Tomb Raider Message Board

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Technology Stocks : eidos--maker of Tomb Raider

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To: Andrew C.R. Biddle who wrote (1184)	8/5/1998 1:22:00 PM
From: Bleeker	Read Replies (1) of 1773

Andrew, Sony Corp. is a lumbering behemoth. It's a bad sign when the yen has depreciated more than 12% against the dollar this past year & Sony can't even get a viable growth strategy in place. And this was one of the few Japan darlings on the Street until recently in part because of its export reach. The boys from Sony are bad news but the PR firm representing EIDOS says there are no official comments from either side in spite of the press reports. I too hope CEO Cornwall knows what he is doing. With Psygnosis he will be taking on a lot more overhead. Whatever happened to out- sourcing as a viable strategy? With Sony he will be limiting TR's potential reach. Why can't someone tell Cornwall that it's about + EPS and not squandering equity or R&D costs left and right. Perhaps Cornwall can take a look at THQ's growth strategy in the past 14 quarters of positive EPS with minimal acquisitions. Vertical-integrated companies in this sector like BROD have done lousy. On the other hand, horizontally integrated ones like THQ have blown away earnings growth consistently for years. MPRS is another company with huge proprietary efforts that have poor growth in spite of hit games. Doesn't EIDOS understand the new economy? Can't Cornwall see what happened to BROD in spite of Riven and its top-selling sequel and the makers of top selling Carmen Sandiego? Can't he take a look at GT Interactive: the lumbering giant with top selling games according to PC DATA and lousy negative trailing earnings? It's about controlling costs. Let's let Sony dig its own hole at least for a year. EIDOS does not need Psygnosis or Sony. Jeff, TR4 (which will be named Lara Croft...) will have a new engine and is scheduled for release in Q4 of 1999 with the release of the Paramount movie. Bleeker

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