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

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To: Amir Feinsilber who wrote (1247)9/1/1998 10:12:00 AM
From: Burlitis  Read Replies (1) of 1992
 
<<<i do know Activision is headed in the right direction>>>

Welcome to the board Amir, i agree
with your above statement. This whole
industry is going through mergers and
buyouts.

ATVI managed to get the 60 million
last year, and can actually use it.
Other companys like GTIS and THQI, tried
convertibles this year and failed. This
leaves ATVI ahead of the pack as far as
buying distribution companys,other game companys,
publishing rights,licenses, and other game companys.

ATVI has the 4 things that a company needs to
either be bought out or survive.

1. Development Studios
2. Distribution Companys
3. Game publishing
4. Licenses

The company owns the above 4 things, alot of
the competition owns percentages of the above
areas, some of them are really just publishers,
fighting just to get the rights of certain titles.

If you look at the carnage the industry is suffering
through, you will notice the companys that control
the above 4 items are finding a bottom, ATVI has, ERTS
is close, the rest are still looking,and the market
will not speculate anymore with a bunch of "ifs"

I'm comfortable knowing the company is attractive
as a takeover target, glad it has the cash to grow,
has over 40 games coming out on all platforms.

Alex
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