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Technology Stocks : Activision....Returns! -- Ignore unavailable to you. Want to Upgrade?

To: Tom Caruthers who wrote (1758)	6/21/2000 9:32:00 AM
From: Scot	Read Replies (1) \| Respond to of 1992

Tom, Re: True Bottom I think you may be right. I guess I'm more of Alex's view that all the bugs are in the open, but with more downward movement possible. There is just so little guidance from ATVI that it is hard to say. I'm of the impression that management is focused on protecting their positions rather than communicating with shareholders. I saw that our French friends have turned down the British, surprising considering the many green frogs found in the first level of Daikatana. Mon dieu! Maybe that's why they turned them down! <g> well-rounded.com Infogrames says "no" to Eidos takeover While one rumor surrounding Eidos has been proven true today, another has been shot out of the water. The game publisher has confirmed that it is "in the early stages of discussions which may or may not lead to an offer for the whole of the issued share capital of Eidos." However, one of the companies whose name has been attached to the possible takeover says it's not in the running. Well Rounded Entertainment first heard the takeover rumors two weeks ago and contacted Infogrames spokesperson Erica Krishnamurthy. Her response: "I'm afraid it's just a rumor. Infogrames seems to be the first company to come to mind when there are acquisition rumors." It's a response the company is sticking by. The company today firmly repeated (in a brief chat with GameDaily) it is not in talks with Eidos. That leaves Havas and Microsoft as the rumored front-runners. Microsoft, of course, is on the acquisition trail these days. It also told industry trade MCV that last week's Bungie buy may not be its last X-box-related acquisition.

To: Tom Caruthers who wrote (1758)	8/15/2000 9:49:26 PM
From: Tom Caruthers	Respond to of 1992

"...I think now downside risk is limited to 10% but upside could be 100% easily. Sector is in doldrums but we won't have to wait long for PS2 to come out. I say $10 easy by end of year..." Well, I think this has been borne out pretty convincingly. I like Kotick's recent statement concerning ATVI's market cap vs ERTS. Certainly if the new CEO and CFO can improve margins and profitability, this huge gap will certainly close. I think that we are on the cusp of an extermely powerful up cycle with the new release of the PS2, X-box and Dolphin. This will renew interest in computer games. While PS2 prices stay high, it will stimulate continued interest in the original PS, as any PS games will be backwards compatible and cheap, hence not a waste of money. Next target is a new high at $20. Tom C.