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

To: Marc Newman who wrote (4553)	4/9/1998 4:39:00 PM
From: Bleeker	Read Replies (1) \| Respond to of 14266

Marc, I agree that Nitro and WCW are selling well. And I realize that BROD is a different company than THQI with a different cost structure and bigger market cap than THQI (BROD also has a huge proprietary team which it has started to trim. How could they?) But my point is that Riven too has ranked high on all of the charts and dollar sales from Riven have been extremely strong, yet BROD barely met the 18 cents consensus estimate for the most recent quarter. Same thing with Quake II: top of the charts. But Activision's earnings sucked. While the risk is low that THQI may not meet the consensus estimate, perhaps it's a scenario worth looking at. This was not a concern a few weeks ago, but after seeing both BROD and ATVI implode, perhaps investors have turned more cautious on the sector. Having said that, I added to my position today. Obviously, THQI is not BROD and its cost structure is much more spartan (some would say frugal) than others in the industry who are saddled with costly proprietary teams (even though both Riven and Quake II were outsourced.) Andrew, I haven't heard any BROD takeover rumors. But first they have to get their house in order to be considered a takeover candidate. I have heard that the developers at BROD are extremely demoralized. THQI earnings will be released week of April 20th. Rugrats, Bleeker