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Technology Stocks : THQ,Inc. (THQI)

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To: Marc Newman who wrote (8871)12/7/1998 12:09:00 AM
From: Marc Newman   of 14266
 
I spotted Rugrats PSX in the Target and Sears circulars. NWO/Revenge also made those two, as well as CompUSA. I don't get Kay-Bee or Best Buy fliers, so maybe we had some THQ action in those too. God, it's nice to have more than one hit game.

Seems that a lot of stores are having trouble stocking Revenge and some are having trouble with Rugrats as well. It's a sign of phenomenal sales both specifically and throughout the industry. It does seem that Toys'R'Us has more stock right now than other chains so if one is looking to buy a copy, it might be the place to go first.

Thanks to BigBill for that amazing and thorough channel check, and here are two more, showcasing some nice quantities:

From: NJChuck

EAST BRUNSWICK, NJ TRU

Thanksgiving Friday > today COMMENT
N64 REVENGE 18 20 have gone thru 4
cases (24 ea) "these should be gone by tomorrow nite" "no more in stock until
next truck"
N64 NITRO 31 5 he said "these
maybe from 2nd carton
N64 QUEST 6 16 orig 6 sold
"this is selling because Zelda was not delivered on time and is always running
out of stock, same genre"

PSX RUGRATS ZERO ZERO
GBOY RUGRATS ZERO ZERO
My question: why are u out of stock always on weekends..."
Answer: We get delivery on Mon/Wed/Fri and by Friday nite we're sold
out...till monday....I said "isn't Sat/Sun your largest demand days....YES
but we're still sold out... so why dont you order extra for weekend.,..we did
but it sold out on Friday nite!!!!

GAME BOY
Small Soldiers 6 ZERO
Bug Life ZERO ZERO "selling faster
than we can get them"
Madden97 6 3
NBA96 2 2
Hunchback 1 0
Mulan ZERO ZERI
Pocohantas 12 10
Urban ?? 7
Lion King ?? 3
Duck Tales ?? 16
WorldCup 98 5 1

PSX
Devil Dice ?? 21
GDarius 5 4
Red Jack ?? 3
RayTracers 13 9 $19.95
GranStream 5 4
WCW/World 17 6
Nitro 31 24 orig sold out
24 just received

SNES
Madden 98 12 5 $54.99 now $14.97
NBA live 7 6

NO BRUNSWICK RECEIVED
NO PC NITRO RECEIVED

ALSO: EVERYTHING FROM JAKK IS SELLING GREAT EXPECIALLY WRASTLING
FIGURES.

WHAT A GREAT SELLING SEASON THIS IS SHAPING UP TO BE....
WAIT UNTIL ALL THE NEW SYSTEMS ARE SOLD.... FIRST QTR WILL BE ALMOST AS GOOD.
NJChuck
------------------

From: W J Hyland

Had an outstanding CC at BestBuy in WPB, FL. Got lucky and was able to speak
to a very articulate and knowledgeable teenage sales clerk. She told "we've
sold hundreds of Revenge". When I questioned the credibility of her statement
she was very resolute, telling me that they sold 250 in the first 3 days they
had it, and sold out every subsequent re-stock within 2 or 3 days. She said
"re-stocks" are usually about of
the original order, and that she guesses they've been re-stocked at least
twice. I said "thats 500 games!" -- she said "yes, for sure". She
volunteered that Zelda sold about 500 games within the first 3 days and that
re-stocks have been similar to Revenge, only larger (about 250 games in each
re-stock). I also asked about Rugrats. She said Rugrats was selling well,
but not in the same league as Revenge -- she was less certain of the
Rugrats sales, but guessed "probably 1/5 of what we've sold of Revenge, and
thats good -- remember, Revenge is a star."

The BestBuy in WPB is a very busy store; so busy that it's a pain in the _ss
to even get in and out of the parking lot -- just a hot store. Having said
that, however, I am still astonished at the amount of wrestling we are
selling. Revenge alone will make this a stellar quarter. If Rugrats sells
well and we are, in fact, selling some of the older (Quest, NWO, etc.) and
newer titles (Devil Dice, Bowling, G Darius, Gameboy titles), this will be a
most memorable and remarkable quarter. While I don't have as good a handle on
Rugrats sales, I see a number of posts suggesting that the game is selling
very well (comperable to Quest?). If this assessment is accurate, we will see
huge numbers for 4Q.

Deck the halls, Bill.
-----------------------

It seems that not only are just about all the games moving, but that we have re-orders this quarter of Quest and WCW vs the World. Plus, one poster in Miami noted a large quantity of Nitro PSX, so maybe one last shipment of that game too.

Marc
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