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

To: Bleeker who wrote (3648)	3/1/1998 7:14:00 PM
From: Sword	Read Replies (2) \| Respond to of 14266

One of the reasons that I like THQI better than EIDSY is the type of games that they produce. For the most part, not entirely, they have family fare whereas EIDSY has lots of stuff I wouldn't want my children playing on their computers or video game hardware. Facts are, I wouldn't buy them and I know a lot of parents who have similar reactions. Therefore, if I and my friends are typical, THQI has a bigger market than EIDSY. As they say in mathematics, Q.E.D. for "end of proof". BTW, I share your love of dim sum. -Jerry

To: Bleeker who wrote (3648)	3/1/1998 9:56:00 PM
From: Quad Sevens	Respond to of 14266

<<<The difference: EIDSY has a much better 12-month portfolio of games than THQI. Check out Daikatana in the March issue of WIRED. >>> That's not the only difference. Let's remember that THQ has a market cap of 207 million, and Eidos has a market cap of 370 million (using fully diluted shares). THQ has no long or short term debt, Eidos has both. Farrell knows how to squeeze money out of a rock; the Chairman of Eidos appears to be more of a visionary. Guess which trait will usually be accorded a higher PE? Clearly Eidos has to generate many more sales than does THQ for comparable impact on EPS. We shouldn't compare their lineups in a vacuum, without reference to these factors. I'm long on both, but Eidos makes me a bit edgy. It lost a lot of money in q1 and q2 of FY 98. The financials are more uncertain. Bleeker, quick: What's Eidos's current ratio? Wade PS: Bleeker, thanks for telling the Eidos board about the Eidos CC and all your other work.