SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : THQ,Inc. (THQI) -- Ignore unavailable to you. Want to Upgrade?


To: AreWeThereYet who wrote (2793)12/29/1997 1:01:00 PM
From: Sigmund  Respond to of 14266
 
Andy good point about the EDI. I hadn't read that. How do you know this? It answers my question about the inventory managment and how THQI knows the sales experience of the major customers.

This also adds a lot of value to THQI re game developers choosing THQI as their marketing vehicle. These days, IS infrastructure is the key capital component of many service businesses.

SL. You were on the right track with your short of THQI but your timing was very wrong. If THQI hadn't come out with a number of successful titles this Xmas you might have prospered on your short. But they have a bunch of hits on their hands and a good business model so it looks like in the short run you will take a beating if you persist in wanting to be right all the time. If you got 9 out of 10 right maybe should should just eat your loss here and look for some other situations. If I could be right 9 out of 10 times I would have a lot of confidence that I could find some more right situations.

Otherwise you may be the main course at our Todd Wiener price target attainment celebration.