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Technology Stocks : eidos--maker of Tomb Raider

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To: sverrir thorolfsson who wrote (1480)11/21/1998 8:42:00 PM
From: peter grossman  Read Replies (1) of 1773
 
Wow! Thanks. Looks real attractive.

The company seems well run lately, and conservatively valued. A couple notes of interest. An interim report is due out 11/28. Any projections -- particularly with respect to hit game cycles (TR3 just coming out -- xmas around the corner.

If you were making an initial purchase, would you wait for this report, or try to profit from it?

Also, the Opticom investment is very intriguing. Is it liquid? Any updates on technology commercialization -- either by Lucent or Eidos?

The early company products -- video compression/codecs seems dead. Is that right? Nothing of an Oracle deal?

Thanks again for the links; they were very helpful.

Seems like the valuation limits the downside, and the timing of the new releases with the xmas season may well prod the upside.
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