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


To: vc21 who wrote (794)1/5/1998 4:34:00 PM
From: Burlitis  Respond to of 1992
 
Good points on all sides Vic, i should have shorted THQi<G>.As far as
the Farrell and Kotic debate goes, Farrell knows consoles, Kotic
knows pc games.So far Farrell is batting 0 in the pc market, anybody
who buys a game from Blizzard, that already sucked, tried to make it
better, and failed, get's what they paid for. Now Mr Farrell is going
to use Cyberflix to make a game.The last game they made "Titantic"
sunk big time and took GTE Interactive with it.
I wish you lot's of luck,blood is in the water and now the sharks
are circling,Pax 2 is a flop for the Qtr, if it wasn't Farrell would
have put out a news release,You have 1 new console release, is that
enough for good earnings????
If this Farrell guy is planning on growing his company,he better
learn how,i wouldn't want to be along for the ride. Like Tom, i'll
take Kotic anyday, he's done what he said he was going to do, released
games on time,marketed them well,buying companys at a reseaonable rate
and isn't selling his shares like Farrell is.

Alex



To: vc21 who wrote (794)1/5/1998 7:14:00 PM
From: Tom Caruthers  Respond to of 1992
 
OK then, Vic, a truce.

I'd be willing to settle for a P/E on the order of 30, esp. if ATVI
can keep up a good clip of growth.

There's no question that ATVI had to bargain hard for Q2 rights. I'm sure they left a lot on the table. But I think you will be surprised at Q2 figures. After all, GTIS made a fortune in publishing externally developed titles.

Tom C.