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Technology Stocks : Midway Games - MWY -- Ignore unavailable to you. Want to Upgrade?

To: borb who wrote (262)	3/7/2000 11:55:00 AM
From: Professor Dotcomm	Read Replies (1) \| Respond to of 278

MWY is just the kind of company that could be acquired by one of the new entrants into the business - Infogrames, maybe, or even Microsoft. ATVI is promising but usually in the past this promise never materialized into anything tangible. Perhaps it will change this time round. THQI could also be interesting - it has a subnormal p/e. On the whole, though, I think that programming companies are facing stiff and sometimes unpredictable challenges in the next two years as the market is in transition first into the smart consoles and then into the integrated TV/Internet box. That's why I prefer to stick to the console makers (SNE & Nintendo) and the accessory companies (RCOT & GIG).