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

To: Todd D. Wiener who wrote (13433)	2/17/2000 10:48:00 PM
From: JGreg	Respond to of 14266

Todd, I had a hunch that this would be your feelings and action on THQ. Thanks for the update on your position.

To: Todd D. Wiener who wrote (13433)	2/18/2000 12:16:00 AM
From: Mr. Aloha	Respond to of 14266

What a nice letter etc.. I'm a satisfied shareholder right now. The stock is down and the adjustments were unexpected but I'm not going to change my opinion based on ideas/theories etc.. I've been building cash for a rainy day if it occurs ($17 etc..) and unless the company tells me something I REALLY don't like, I'm a buyer. After all the crap we've been through, the stock is down and it didn't drop that much even with the analysts call and earnings adjustments. I think quite a bit is factored into the price. The period of heavy volume says a lot. Everything will be out in the open soon.

To: Todd D. Wiener who wrote (13433)	2/18/2000 12:30:00 AM
From: Emmo	Read Replies (1) \| Respond to of 14266

Interesting stuff Todd but there are a couple of things I think you missed. Insiders don't hold many shares but are heavily compensated via options. So they have a strong incentive to see the stock go up. It's that greed thing. Therefore I do not see insider holdings an issue. Also, while BF gave guidance to the houses covering the stock for Q1 and Q2, you should have noticed that none lowered their ratings. They did lower ratings for others in the group. I'm guessing they are not returning your calls because they are in the quiet period before earnings. N64 sales appear to remain strong for hot titles. Recent press on latest wrestling game and THQ's agressive ordering prior the Xmas season shows THQ holding a hot hand with the WWF license. I think the value of the WWF license is grossly under estimated by all. While everyone seems to be in a trance waiting for the next playstation, there are MILLIONS of kids with MILLIONS of GBC, N64, PSX, and older 16bit platforms that still bring in lots of cash. It's a freaking 7.4+ BILLION $$$ industry. Never mind Sega is not taking PS2 laying down and plans to ship millions of platforms in the coming months. Sega says they have 1 million owners using the internet via Dreamcast. Frankly I think the industry has grossly over estimated the effect PS2 will have on the market and is grossly under estimating Sega and others. So what does this all mean for THQ? Quite simply, if you have hot games you will sell as fast as you stamp them out, if your games are so-so, they will sit and gather dust. (can you say Mayhem?) It's business as usual and the transition to the new platforms has been overblown by guess who?? Good old shorty. And while it's your money, I'm a bit surprised by your retreat considering how far this company has come in a few short years. BF has done an outstanding job growing this company in the shadow of ERTS. When ERTS ripped WCW from them they came right back with a better license in WWF. So I not sold on BF losing control of the market, frankly I think he knows it better then most and is very capable of surprising everyone in the coming months. I am certainly more comfortable with a company that makes lots of cash vs the ones who spend their days burning it.

To: Todd D. Wiener who wrote (13433)	2/18/2000 2:11:00 AM
From: AreWeThereYet	Read Replies (1) \| Respond to of 14266

Todd, >> To stem the stock's slide, THQ announces the acquisition of Genetic Anomalies, hoping that an Internet-related announcement would spark a rally like that of Electronic Arts'. << I believe the GA acquisition was in the bad since Jan, 1999 when GA announced Online Collectible Game for WWF. At that time, THQ and JAKK had already won the exclusive right to publish WWF games on ALL platforms. I too feel shocked by latest management move. No matter what the outcome Q3/Q4 will be, the credibility of BF is seriously damaged by the contradiction in the PR and the closed meeting with selective analysts. Strong Buy rating maintains by Pipar is a good sign because it recently downgraded MWY. Hopefully $17.38 is indeed a weak hammer. The chart does not confirm that though. Complaining since 1999 H2 but still holding. Andy

To: Todd D. Wiener who wrote (13433)	2/18/2000 5:50:00 AM
From: wolfdog2	Read Replies (2) \| Respond to of 14266

Todd, thanks for sharing your thoughts. I have found your opinions very useful over the past few years. However, I too disagree with some of your conclusions. First, regarding management's credibility, I think that they were trying to maintain it with Wall Street by contacting the analysts individually. So while we, the small investors were taken by surprise, the folks who shape Wall Streets opinion were not. Unfair to us, most certainly. But I think that Farrel has kept his credibility on the Street, which is why the stock is still rated a buy despite the upcoming weak quarters. Second, your post fails to take into account THQ's current price. I think the bad news is already built into the stock's price. What we don't know, but the analysts apparently do, is why Q1 and Q2 will be so weak with respect to earnings. At least those who have been told the story believe that the weakness is temporary. If that is the case, then this is definitely not the time to sell. The situation here reminds me of the blow up in UIS last fall. The company had been going gangbusters and suddenly hit a bump because of Y2K. The stock fell like a rock as many investors bailed. UIS stock has since then risen about 50%. Admittedly, UIS handled the situation far better than THQ in that UIS told everyone, analysts and little investors alike, the bad news at the same time. In sum, I do not think that Farrel has lost credibility with the heavy weights in the investment community. The stock appears to be making a bottom. If Farrel handles the conference call well next week, the stock should be able to recover, over the next few months, at least a substantial amount of its lost ground.

To: Todd D. Wiener who wrote (13433)	5/26/2000 11:29:00 PM
From: Brian MacDonald	Read Replies (2) \| Respond to of 14266

Looking back at Todd's analysis back in Feb., are we now any wiser? Brian