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

To: Burlitis who wrote (818)	1/13/1998 12:37:00 PM
From: vc21	Read Replies (1) \| Respond to of 1992

Tom, I hope I have earned your respect with my last sell signal. Anyway, you've got a buy signal today at 14 7/8. With respect to be overvalued. If you guys can make the money that you are expected to make this year, then yes, I agree with you, ATVI is not overvalued. Good luck. Regards, Vic

To: Burlitis who wrote (818)	1/14/1998 1:44:00 AM
From: Tom Caruthers	Respond to of 1992

Alex, Thanks for the link to Hinton's post. The Virgin rumors...I thought Virgin was a unit of Spelling Entertainment and that Spelling was trying to spin-off the division in the absence of a sale to the public? Anyway...2 things.... Ritual (Formerly Hipnotic) makers of Scourge of Armagon and Sin for ATVI is now part of Gathering of Developers. Good thing Scourge was not a huge seller (though a great looking game). We'll see how Sin does later. Second thing...Some people were speculating that the $18.75 share price on the convertible shares that were just issued by ATVI might place a cap on the stock in the $18 level for fears of dilution. But these shares yield 6% and I find it hard to believe that holders of the shares will cash in when the stock goes above $18.75, unless of course the stock is highly overvalued. Why give up a solid 6% return PLUS the potential for some nice appreciation of the stock when you can have both? I think holders of these shares will keep them and cash them in when they mature, so the threat of a near term dilution is minimal. Tom C.

To: Burlitis who wrote (818)	1/14/1998 2:33:00 AM
From: Tom Caruthers	Read Replies (1) \| Respond to of 1992

Alex! get this! Quake II takes #1 spot above both Riven AND Myst! Multimedia Wire: 1/13/98 TOP-SELLING PC GAMES, Dec. 28-Jan. 3 For the first time since the wheel was invented, a title took the No. 1 spot away from Broderbund's [BROD] dynamic duo, Riven and Myst. And it took a proven winner from Activision [ATVI] to do it. Quake II has been climbing steadily over the past few weeks, perhaps an indication that there is still a place for good ol' fashioned blood and gore at the top. Mindscape's Lego Island, Mattel's [MAT] Barbie Magic Hair Styler and LucasArts' Jedi Knight: Dark Forces II dropped from the chart. (PC Data, Ann Stephens, president, 703/435-1025) This Last Average Week Week Title Publisher Price 1 2 Quake II Activision $45 2 3 Microsoft Flight Simulator Microsoft $43 3 1 Riven: The Sequel to Myst Broderbund $40 4 5 Myst Broderbund $17 5 * Microsoft Age of Empires Microsotft $37 6 4 Tomb Raider II Eidos $45 7 8 Frogger Hasbro Interactive $38 8 9 Monopoly Hasbro Interactive $27 9 * Diablo: Hellfire Expansion Pack Cendant Software $30 10 * Wing Commander Prophecy Electronic Arts $44 * Did not appear last week Source: PC Data