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Technology Stocks : THQ,Inc. (THQI)

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To: Jim Munroe who wrote (8576)	11/14/1998 1:20:00 PM
From: AreWeThereYet	Read Replies (2) of 14266

Potential concerns: 1) 2ndary offering - part II: This can be another disaster for short term investor or another golden buying opportunity for long term investor. I increased my core holding by 45% at price below $15 since the first private placement announcement. 2) THQ still heavily depends on Wrestling titles. Quest64 is just another shooting-star. Devil Dice failed to earn a spot in TRST top 20 on October. We still have Rugrat, International Rally Championship and Shao-Lin. 3) Reserve for Sales return: THQ will stock up WCW titles before license expired by year-end. This shouldn't be a problem, as Wrestling titles remain red-hot and the flawless inventory control of THQ mgt. 4) More delay or cancellation for new games… Potential opportunities: 1) OEM deal. How about Devil Dice or Rugrat bundled with PSX? GameFX will also contribute significantly in this area. 2) Expand sales channels. I don't know about the U.S but here in Canada. THQ is not a particular famous brand like EA and Acclaims. I expect similar in Europe and Asia. I am very pleased that many gamers like WCW Revenge over Accliam's Iguana produced WWF Warzone. In addition THQ still has the right to Touken Retsuden - another well respected wrestling title from Japan. Beside the wrestling titles, G.Darius, Devil Dice, Brunswick Bowling, Bass Master and Red Jack all receive good reviews. This is a big accomplishment of THQ for the FY1998, a necessary step to become a market leader in the game industry. At last, I like to thanks Jeff and Dennis for their TA contribution. It doesn't take a genius to predict a pullback but they accurately predict the absolute high is really something worth to mention here. Also thanks Chris for his earning estimate and of course Vic for his IE Index. aC Jeff, do you remember who made the following statement? "SEMTECH - Today's Results...Tomorrow's Vision."

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