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

To: Nutty Buddy who wrote (1800)	3/17/1998 6:19:00 PM
From: Chris McConnel	Read Replies (1) \| Respond to of 2319

Buddy, my take on the Midway news: It concides with Midway reporting earnings will be below analysts estimates. It may be a way of Midway showing they can grow the market for their games. But given what other developers have said about distributing their own games, have a feeling Midway would have been better off leaving distribution to GT. As far as it being beneficial for GT, only over the short term. It will give GT some cash, which they could really use right now. - Chris

To: Nutty Buddy who wrote (1800)	3/18/1998 12:20:00 AM
From: Jim Fisher	Respond to of 2319

Well, the truth be known, GTIS is a good distributor. Midway is trying to break away from WMS, and distributing, at better margins, on their own is good for them in two key markets: US and Japan. The synergy between PC and Console is great marketing, so Midway should own them both, PC versions and console versions. Now, enter ROW (rest of world) distribution; you better know what you are doing. Each country in Europe for example has different issues, France for example requires package warnings for Epileptic See-Shurz( i know I can't spell that) caused by video games-flashing red sequences). So, midway, a stock I recommended a year ago BTW, now has PC rights for what they want, US and Japan. Let GTIS have ROW, they know it. Good for both parties, no hidden message...except, clearly a new-comer Midway believes it can do a beter job than GTIs in USA distribution. Maybe, maybe not. Maybe someone should send Miller's ten points of how to be GOD or whatever to Midway, or to GTIS, one of them needs to have it clear, wonder which one? IMHO and FWIW. Sorry for typo's, QA will clean it up at beta?