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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (9652)	1/14/2000 9:45:00 PM
From: Madharry	Read Replies (2) \| Respond to of 78673

The company is THQI feel free to pick holes in it. My only knock on the company is that I would be happier if management owned a decent sized chunk of it. You are familiar with MWY, I think THQI has demonstrated that it is a better run company. BTW I do not know why you mention internets most of them have no return on equity at all. Certainly unless something is patented there are no barriers to entry. THQI has shown that they have been able to deliver hit video games in a variety of genres. They have long term rights to many of those properties. Anyone can publish a video game but they also have to be able to make it entertaining, market and make it and distribute it at a low enough cost. THQI has made great strides in the past year by acquiring a distributor in EUrope, a couple videogame developers and now a company geared toward internet video games. My fear is that they will be acquired by a media conglomerate like Newscorp or TImE Warner before they can produce the several years of continued strong growth that I anticipate.