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

To: Kory who wrote (13615)	3/7/2000 8:37:00 PM
From: Emmo	Read Replies (2) \| Respond to of 14266

All I can say is that Ballard of MSFT has pretty much done the same thing for many many quarters. They announce great earnings and immediatly caution that the growth can not be sustained in future quarters or something to that effect. They are always trying to keep earnings estimates low as possible to maintain the string of "suprises". This is how Wall Street is run, lots and lots of games and very carefully crafted PR for the little investor to sort through.

To: Kory who wrote (13615)	3/14/2000 11:13:00 PM
From: Apakhabar	Read Replies (1) \| Respond to of 14266

Kory, your recent message was I think indicative of the changing investor sentiment toward THQ. Almost forgotten in the recent disappointment is an analysis of the continuing short position. For so long the bulls assumed the short position was a bet against the replacement of the WCW income. Now it appears the reasoning behind the short position evolved into a bet against the company's ability to profit from its acquisitions. The short position may continue for years, I'm afraid. Thid party deveolpers are only going to ask for more money, not less, which seems to be why THQ has tried to acquire the means for internal development. I also thought the CC would clear the air regarding the guiding-down. Let's hope the analysts ask better questions in April. It might be a good idea to try to correspond with some of the analysts in advance; perhaps they can be persuaded to ask some tough questions on behalf of shareholders.