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Technology Stocks : Interactive Entertainment / Videogames -- Ignore unavailable to you. Want to Upgrade?

To: Schiz who wrote (2)	12/19/1999 11:34:00 PM
From: Schiz	Read Replies (1) \| Respond to of 81

Some quick thoughts on few others IPLY - I originally bought this on the strength of baulders gate. Titus is the only reason I'm still hanging on. I would think that at some point in the next year or so it's likely titus will acquire the remaining shares but at what price. I didn't look into the history of the company much before I bought in. After I did, I was very disappointed. Both in iply and myself. Anyway, I don't pay that much attention to iply. GTIS - Even uglier than iply. I would be concerned if I were a shareholder in infogrames (assuming they are public). EIDSY - The latest tomb raider title doesn't seem to be doing all that well. Last I checked, their market cap was in the 2 billion range. Looking at the chart, I would say that us investors have zero interest in this stock. The volume on this side of the pond is almost non-existent and probably mostly arbitrage. Interpretation: EIDSY is overvalued and (imo) not currently a good investment. Kinda hard to say what's happening in europe though. TTWO - They just recently announced some good earnings but I'm a bit concerned about the apparent lack of sales in the us. European revenues have been increasing lately so maybe this isn't as bad as it seems. It's had a great run lately. I wouldn't currently touch it right now but I may change my mind in the not too distant future. ATVI - Interesting. Definitely worth looking into. Sales seem to be going relatively well. The biggest thing that scares me about atvi is the big talking that management has been doing. Will they be able to deliver? ERTS - Obviously the leader in the industry. The thing that concerns me and probably the reason for the drop on Friday is whether this is an isolated case or the start of a trend of earnings downgrades. AKLM - Sales don't seem to be going extremely well. I would think this is the biggest reason for the action over the last several months. They've got a lot of debt too but that's nothing new. I thought they were way overvalued at 13, now I just don't know. I heard they have 9 titles out for the dreamcast. Is that true? If so, I would be very concerned. I would say that is probably the reason for sales being sub par (imo). The only benefit to having that many games on the dc right now is if you can establish a loyal following in some brands among dreamcast owners. This is only a benefit if you can do it and if the dc is a long term success. I have doubts on whether the dc will be a long term success. PSX2 will be dominant two years from now. There may still be room for the dc but I wonder if aklm isn't making the opposite mistake they made in the past. Rather than missing the boat as they did in the past, they may be jumping on the boat a bit too early??? THQI - Well respected. High institutional ownership. Pretty consistent. Rely a lot on licenses. Wrestling title hot on n64. I was looking real close at them a few months ago (too bad I didn't buy in), now I'm just kinda watching. I don't follow many others. Obviously, my knowledge on many of these companies is rather limited. Like I said, these are just kinda off the cuff opinions and welcome disagreements on my opinions and further discussion.