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


To: Bruce A. Brotnov who wrote (13262)2/11/2000 1:56:00 AM
From: Sigmund  Read Replies (2) | Respond to of 14266
 
<<< Personally I like strong fundamentals<<<

To me that is the issue here not TA (important in the short run) or Q1, Q2 2000 versus 1999.

I am more interested in the following issues:

1. Has THQI grown to a size where the current business model has limitations? in other words is THQI too large to use the current business model and grow 20 - 30% per year?

2. Will technology have a negative or positive impact on THQI?

3. What is the status of BF re continuing at THQI and fitness?

The problem is that most posters are not prepared to address these issues seriously but slant their presentation to fit their preconceived notions i.e. are they long or short.

In the short run, I don't think the FA is important because Farrell has shifted the focus from Q4 1999 all the way to Q3 and Q4 2000. I think the price will be higher in July than it is now. But for me to remain long at my current level or increase it, I will need to have a good feeling about the fundamentals re second half of 2000 and looking forward into 2001.

Jeff,

<<< Raymond J. Norris deserves MUCH MORE RESPECT than he has been given on this thread folks!!! <<<

I totally agree. Raymond Norris is a gentleman and we should be grateful that he shares his thoughts with this board periodically. I certainly not only appreciate it, but it always gives me lots to think about and what more could I ask. But like all ideas, they are subject to being challenged and that process often leads to increased clarity.