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Technology Stocks : THQ,Inc. (THQI) -- Ignore unavailable to you. Want to Upgrade?


To: Marc Newman who wrote (12807)1/27/2000 10:37:00 AM
From: Marc Newman  Respond to of 14266
 
For instance, I don't think Herb is going to go over this stuff line by line and work up an earnings model. GGG

From Todd Fender's excellent lists you can see why THQ has the next 3-4 quarters in the bag.

3Q f99 Jul-Sep

New Releases:
1. Road Rash (N64)
2. Championship Motorcross featuring Ricky Carmichael (PSX)
3. Sinistar: Unleashed (PC)
4. Destruction Derby (N64)

Sold US distribution rights to SouthPeak:
Blaze and Blade
Breakneck
Rent-a-Hero
X: Beyond The Frontier
World Soccer League 2000
TOCA Touring Cars

Estimates = .31
Actual = .37


4Q f99 - Oct-Dec

New US Releases:
1. WWF: Wrestlemania 2000 (N64) ] released 11/18
2. WWF: Wrestlemania 2000 (GBC) ] released 11/18
3. BassMasters 2000 (GBC) ] released 11/4
4. Madden NFL 2000 (GBC) ] released 10/27
5. Toy Story 2 (GBC) ]released 11/11
6. Rugrats Time Travelers (GBC) ] released 10/27
7. Rugrats Studio Tour (PSX) ] released 11/9
8. MTV Snowboarding (PSX) ] released 10/28
9. Nuclear Strike (N64) ]released 11/30
10. BassMasters 2000 (N64) ] released 12/16
11. FIFA 2000 (GBC) ] released 12/20
12. NHL 2000 (GBC) ] released 12/20
13. Brunswick Circuit Pro Bowling (N64) ] released 12/22
14. Yoda Stories (GBC) ] released 12/23

15. Rugrats: Search for Reptar (PSX) re-release Sony Greatest Hits @
$19.99 ] re-released 11/22

Europe releases:
1. Road Rash (N64) ] confirmed on CC 10/26 (Germany & UK)
2. Destruction Derby (N64) - confirmed on CC 10/26 (Coming soon ] Germany
& UK)
3. Nuclear Strike (N64) ] (UK)
4. Wrestlemania 2000 (N64) ] (UK ] available December 1999)
5. Wrestlemania 2000 (GBC) ] (UK ] available December 1999)
6. Championship Motocross with Ricky Charmichael (PSX) - confirmed on CC
10/26 (Germany & UK)
7. MTV Snowboarding (PSX) ] (Germany & UK)
8. Shao Lin (PSX) ] (Germany & UK)
9. Rugrats Time Travelers (GBC) ] (Germany)
10. FIFA 2000 (GBC) ] (Germany & UK)
11. Tiger Woods Golf 2000 (GBC) ] (Germany & UK)
12. Madden NFL 2000 (GBC) ] (Germany & UK)
13. NHL 2000 (GBC) ] (Germany & UK)
14. BassMasters (GBC) ] (Germany & UK)
15. MicroMachines 1&2 (GBC) ] (Germany & UK)

Estimates = .9945 = .663 split (as of 12/14/99)
Actual = ?
Revenues = $111,318,000


Last year 4Q
1. WCW Revenge (N64)
2. WCW Nitro (PC)
3. Rugrats Search for Reptar (PSX)
4. Rugrats The Movie (GB)
5. Small Soldiers (GB)
6. Mulan (GB)
7. Bugfs Life (GBC)

Actual = .95




1Q f00 - Jan-Mar

1. WWF: Smackdown (PSX) ] 3/2 ] EB (Spring 2000)
2. Brunswick Circuit Pro Bowling 2 (PC) - ?
3. Brunswick Circuit Pro Bowling 2 (PSX) ] 2/2 - EB
4. NBA 2000 (GBC) ] 3/2 ] EB (Spring 2000)
5. Triple Play 2001 (GBC) ] 3/2 ] EB (Spring 2000)
6. MicroMachines 1&2 (GBC) ] released 1/19
7. Tiger Woods Golf 2000 (GBC) ] released 1/15 (approx)

Current estimate = .53
Last year = .83 = .55 split adjusted
Revenues =

1Q f99 Releases
WCW/NWO Thunder (PSX)
Penny Racers (N64)
WCW Nitro (N64)


2Q f00 - Apr-Jun

1. WWF Internet Game (Internet) ] 1/7/2000 PR (Spring 2000)
2. Brunswick First Strike (PC- OEM/Internet) ] (Spring 1999)
3. BassMasters Classic: Championship Edition (PSX) ] (Fall 1999)
4. Felony Pursuit (PC) ] 1/7/2000 PR (Spring 2000)
5. Felony Pursuit (DC) ] 1/7/2000 PR (Spring 2000)
6. NASCAR 2000 (GBC) (Spring 2000)
7. Shao Lin (PSX) ] 4/2 ] EB
8. Rugrats: Totally Angellica (GBC) ] 1/6/2000 PR (Spring 2000)
9. PRCA Rodeo (PSX) 5/14/1999 PR
10. PRCA Rodeo (PC) 5/14/1999 PR
11. MicroMachines V3 (GBC) ] 4/3 ] EB (Spring 2000)

2Q f99 Releases
The Rugrats Movie (GBC) ] re-release in color
Ultimate 8-Ball (PSX)
Ultimate 8-Ball (PC)
Rugrats Scavenger Hunt (N64)

3Q f00 Jul-Sep

1. Aidyn Chronicles: The First Mage (N64) 1/7/2000 PR ] (Summer 2000)
2. Danger Girl (PSX) ] 4/2 ] EB (Summer 2000)
3. Summoner (PC) ] 1/7/2000 PR (Fall 2000)
4. Summoner (PSX2) ] 1/7/2000 PR (Fall 2000)
5. Summoner (MAC) ] 1/7/2000 PR (Fall 2000)
6. MTV: Skateboarding (N64) ] 1/7/2000 PR (Summer 2000)
7. MTV: Skateboarding (PC) ] 1/7/2000 PR (Summer 2000)
8. MTV: Skateboarding (GBC) ] 1/7/2000 PR (Summer 2000)
9. MTV: Skateboarding (DC) ] 1/7/2000 PR (Summer 2000)
10. Game Fx New Title (PC) ] Conference Call on 10/26

3Q f99 Releases:
Road Rash (N64)
Championship Motorcross featuring Ricky Carmichael (PSX)
Sinistar: Unleashed (PC)
Destruction Derby (N64)

4Q f00 Oct-Dec

1. Power Rangers Lightspeed Rescue (N64) - 1/7/2000 PR (Fall 2000)
2. Power Rangers Lightspeed Rescue (PSX) - 1/7/2000 PR (Fall 2000)
3. Power Rangers Lightspeed Rescue (GBC) - 1/7/2000 PR (Fall 2000)
4. Scooby Doo (N64) ] 1/26 PR (N64) (Fall 2000)
5. Scooby Doo (PSX) ] 1/26 PR (PSX) (Fall 2000)
6. Scooby Doo (GBC) ] 1/26 PR (GBC) (Fall 2000)
7. MTV: BMX (PSX) ] 1/7/2000 PR (Fall 2000)
8. MTV: BMX (GBC) ] 1/7/2000 PR (Fall 2000)
9. MTV: Snowboarding 2 (PSX) - sequel - 1/7/2000 PR (Fall 2000)
10. Rugrats In Paris (N64) - 1/7/2000 PR (Fall 2000)
11. Rugrats In Paris (GBC) - 1/7/2000 PR (Fall 2000)
12. Rugrats In Paris (PSX) - 1/7/2000 PR (Fall 2000)
13. Evil Dead (PC) - 1/7/2000 PR (Fall 2000)
14. Evil Dead (PSX) - 1/7/2000 PR (Fall 2000)
15. Evil Dead (DC) - 1/7/2000 PR (Fall 2000)
16. Championship Motocross (GBC) ] sequel - 1/7/2000 PR (Fall 2000)
17. Championship Motocross (PSX) ] sequel- 1/7/2000 PR (Fall 2000)
18. WWF Smackdown 2 (PSX) - sequel- 1/7/2000 PR
19. WWF (N64) - 1/7/2000 PR (Fall 2000)
20. WWF (GBC) - 1/7/2000 PR (Fall 2000)
21. WWF (DC) - 1/7/2000 PR (Fall 2000)




To: Marc Newman who wrote (12807)1/27/2000 10:44:00 AM
From: Madharry  Read Replies (2) | Respond to of 14266
 
The man is a shill plain and simple. Mark my words sooner or later the man will be investigated, and the only question is whether Kozmo gets sucked into it as well.



To: Marc Newman who wrote (12807)1/27/2000 2:34:00 PM
From: Bonzo  Respond to of 14266
 
If Mr. Greenberg is a "generalist" then why is he talking about something as specific as reserves and software capitalization? Greenberg is acting as a mouthpiece for the Shorts. Why? The Shorts have been hammering on THQ's accounting practices for some time. This has been known to all informed longs for many months. For instance, at the last CC it was Chanos who brought it up. Its been posted numerous times on many boards. Greenbergs piece was not fit for print since it provided nothing new. btw, I don't call him "Herb" since he's not my friend, or do I know him. I just know that he is announcing for the opposing team and I have lost a great deal of respect for his "unbiased" reporting.