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

To: Roderick Ciferri who wrote (3886)	3/11/1998 9:20:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 14266

Roderick, I have been in THQI since I left AOL some 2.5 years ago. It has been a good stock in my core holding. The recent change may require reexamining my holding, but I do not think that the WCW problem is a really big issue. The life span of these games are not too long. I am afraid that ERTS is paying too much and will find a bored audience moving after the next fad (remeber the the Ninjah? where are they, how about q-bert? dead and so on. Three years are ample for such type of game, and I hope that THQI management's marketing savvy will get their nose to the next success story. My original plan was to hold these until their capitalization reaches 20% of the total volume in the market (which right now is about $5 billion). I'll have to rethink this, but I do not think I'll change my mind. Zeev