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Technology Stocks : GTIS - Will it be a Phoenix or not ? -- Ignore unavailable to you. Want to Upgrade?

To: RJC2006 who wrote (1640)	3/3/1998 6:43:00 PM
From: Scot	Respond to of 2319

Wow! I just signed up for SI and began my subscription by reading most of this thread. In the interest of the thread, I will endeavor to avoid repeating banal observations or free-riding on the insightful ones. I have a small position in GT that I acquired before Christmas (after the drop but before the class actions), so I don't have much (Chaimowitz) baggage. One thing I picked up somewhere else (OK, it was Yahoo..but hey, it's free...maybe we should tell Scott Miller about this) is that GT's inventory has gradually increased over the year from $60M to $92M. Is this a non-issue? It just seems to me that software is a business where large inventories are particularly undesirable. What are they doing with all those copies of Duke Nukem? And although accounting was my biggest mistake as an undergrad, I seem to remember that inventory can only be marked down (maybe someone can correct me on this)? I imagine a warehouse full of dog games that you couldn't sell for $5 in the bargain bin at CompUSA. Although GT's schedule is overloaded with FPSs, IMHO, I think that this genre will only continue to improve and attract customers. Yes, strategy games like TA are probably much more interesting, but I would argue that the first person perspective is the most logical way to present an alternative experience. As many talented developers appear to be doing, games that are not mere "shooters" can be built around these engines. I'm not suggesting, however, that any of GT's current lineup (Duke Forever, Unreal, Prey, Blood2, ?) will be anything but traditional FPS. On that issue, there are still a lot of 14 year old boys out there (and some older ones <g>) who like to blow things up. -Scot H.