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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: rogermci® who wrote (4773)	11/8/1999 6:14:00 PM
From: Bill Wexler	Read Replies (3) \| Respond to of 10293

I did OK on THQI (I bought when you suggested and sold in the low 40s). My opinion went negative when I talked some more with the ERTS boys (granted - they would be biased). I still would favor ERTS over THQI at this point - though I think it would be awfully stupid to short THQI. The real catlyst to send THQI to 60 - IMO - will be increasing market share...and they had better perform in a hurry, because - as you know - the down cycle in the game business can come very quickly and unexpectedly.