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Non-Tech : KIDE a good play to capitalize on Pokemon craze -- Ignore unavailable to you. Want to Upgrade?


To: Lucky888 who wrote (907)11/30/1999 12:14:00 AM
From: Henry Hayashi  Respond to of 1239
 
OT: >>As for THQI, I don't think it has what pokemon has (the craziness/insanity) to make it go much higher.<<

They've actually got more than what it takes to move much higher. Recent WWF release for N64 and GameBoy is considered the best wrestling game ever made. It's currently the best selling N64 game out there, with a much anticipated PS version due in a few months. Looks like it will do over 2 million units for N64 alone.

Also have the Rugrats license, which still sells like crazy. I see $150+ THQI price by 2001. Their strengths are great diversity of titles and the best balance sheet of any interactive company out there. They've beaten earnings estimates 18 Q's in a row. This 4th Q is going to once again blow away analyst estimates.

KIDE seriously needs to diversify to remain at these levels. I'm definitely not in them for the long haul. Very short-term here until a clearer picture of management's direction emerges regarding properties other than Poke.

Henry||||