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

To: Marc Newman who wrote (4590)	4/14/1998 4:33:00 PM
From: Andrew C.R. Biddle	Read Replies (1) \| Respond to of 14266

PC Data for March- Sorry for the format. Andrew Top Console Video Games (ranked by units) Rank Title Publisher Format Avg$ 1 Yoshi's Story Nintendo Nintendo 64 $51 2 Resident Evil 2 Capcom Playstation $49 3 GoldenEye 007 Nintendo Nintendo 64 $62 4 Triple Play '99 Electronic Arts Playstation $44 5 Super Mario 64 Nintendo Nintendo 64 $41 6 NBA Shoot Out '98 Sony Playstation $40 7 Tomb Raider Eidos Playstation $20 8 Crash Bandicoot Sony Playstation $21 9 Mario Kart 64 Nintendo Nintendo 64 $41 10 WCW Nitro Thq Inc. Playstation $43 Top Sony Playstation Games (ranked by units) Rank Title Publisher Format Avg$ 1 Resident Evil 2 Capcom Playstation $49 2 Triple Play '99 Electronic Arts Playstation $44 3 NBA Shoot Out '98 Sony Playstation $40 4 Tomb Raider Eidos Playstation $20 5 Crash Bandicoot Sony Playstation $21 6 WCW Nitro Thq Inc. Playstation $43 7 March Madness '98 Electronic Arts Playstation $42 8 Twisted Metal Sony Playstation $20 9 NBA Live '98 Electronic Arts Playstation $41 10 Bloody Roar Sony Playstation $41 Top Nintendo 64 Games (ranked by units) Rank Title Publisher Format Avg$ 1 Yoshi's Story Nintendo Nintendo 64 $51 2 GoldenEye 007 Nintendo Nintendo 64 $62 3 Super Mario 64 Nintendo Nintendo 64 $41 4 Mario Kart 64 Nintendo Nintendo 64 $41 5 WCW Vs. NWO: World Tour Thq Inc. Nintendo 64 $61 6 Wave Race 64 Nintendo Nintendo 64 $40 7 Diddy Kong Racing Nintendo Nintendo 64 $50 8 Star Wars: Shadows Of The Empire Nintendo Nintendo 64 $40 9 Cruisin' USA Nintendo Nintendo 64 $41 10 1080 Snowboarding Nintendo Nintendo 64 $52 Top Sega Saturn Games (ranked by units) Rank Title Publisher Format Avg$ 1 Nascar '98 Electronic Arts Sega Saturn $46 2 Albert's Odyssey Working Designs Sega Saturn $31 3 NHL All-Star Hockey '98 Sega Sega Saturn $11 4 Command & Conquer Virgin Sega Saturn $21 5 Sonic R Sega Sega Saturn $15 6 Virtual On Sega Sega Saturn $16 7 NHL '97 Electronic Arts Sega Saturn $10 8 College Slam Acclaim Sega Saturn $6 9 NBA Jam Extreme Acclaim Sega Saturn $20 10 Guardian Heroes Sega Sega Saturn $15 Top Nintendo Game Boy Games (ranked by units) Rank Title Publisher Format Avg$ 1 James Bond 007 Nintendo Nintendo Game Boy $26 2 Super Mario Land 2 Nintendo Nintendo Game Boy $20 3 Donkey Kong Land Nintendo Nintendo Game Boy $20 4 Super Mario Land Nintendo Nintendo Game Boy $20 5 Wario Land 2 Nintendo Nintendo Game Boy $27 6 Donkey Kong Land 3 Nintendo Nintendo Game Boy $28 7 Pac-Man Namco Nintendo Game Boy $19 8 Wave Race Nintendo Nintendo Game Boy $19 9 Tetris Nintendo Nintendo Game Boy $20 10 Donkey Kong Nintendo Nintendo Game Boy $20 Top Video Game Hardware Peripherals and Accessories (ranked by $) Rank Title Publisher Format Avg$ 1 Memory Card: 15 Slots InterAct Accessories Playstation $15 2 Memory Card Sony Playstation $20 3 Controller: Playstation Sony Playstation $20 4 Game Shark InterAct Accessories Nintendo 64 $50 5 Game Shark InterAct Accessories Playstation $46 6 Rf Adapter InterAct Accessories Playstation $18 7 V3 Racing Wheel InterAct Accessories Playstation $47 8 Controller N64: Blue Nintendo Nintendo 64 $29 9 Rfu Adapter 2 Sony Playstation $25 10 Rfu Adapter InterAct Accessories Nintendo 64 $19 Top Video Game Manufacturers Top Video Game Manufacturers (ranked by dollars) (ranked by units) Rank Publisher Rank Publisher 1 Nintendo 1 Nintendo 2 Sony 2 Sony 3 Electronic Arts 3 InterAct Accessories 4 InterAct Accessories 4 Electronic Arts 5 Thq Inc. 5 Thq Inc. 6 Capcom 6 Capcom 7 Midway 7 Midway 8 Acclaim 8 Eidos 9 Eidos 9 Acclaim 10 Namco 10 Namco 11 Konami 11 Hasbro Interactive 12 Hasbro Interactive 12 Konami 13 GT Interactive 13 Mad Catz 14 Mad Catz 14 Sega 15 Crystal Dynamics 15 Virgin 16 Virgin 16 American Softworks 17 Psygnosis 17 Psygnosis 18 Activision 18 Nyko 19 Sega 19 Interplay 20 American Softworks 20 GT Interactive 21 Interplay 21 ALS Industries 22 Fox 22 Activision 23 Tecmo 23 Crystal Dynamics 24 Accolade 24 Fox 25 LucasArts 25 Jaleco 26 Nyko 26 LucasArts 27 Working Designs 27 Ubisoft 28 ALS Industries 28 Accolade 29 Atlus 29 Working Designs 30 Jaleco 30 Tecmo Please note: this listing includes all categories (software and hardware) Top Action Video Games (ranked by units) Rank Title Publisher Format Avg$ 1 GoldenEye 007 Nintendo Nintendo 64 $62 2 Tomb Raider Eidos Playstation $20 3 Bloody Roar Sony Playstation $41 4 Frogger Hasbro Interactive Playstation $36 5 Tomb Raider 2 Eidos Playstation $49 6 Star Wars: Shadows Of The Empire Nintendo Nintendo 64 $40 7 Tekken Namco Playstation $20 8 Turok: Dinosaur Hunter Acclaim Nintendo 64 $40 9 James Bond 007 Nintendo Nintendo Game Boy $26 10 Die Hard Greatest Hits Fox Playstation $24 Top Adventure/Role Playing Games (ranked by units) Rank Title Publisher Format Avg$ 1 Yoshi's Story Nintendo Nintendo 64 $51 2 Resident Evil 2 Capcom Playstation $49 3 Super Mario 64 Nintendo Nintendo 64 $41 4 Crash Bandicoot Sony Playstation $21 5 Final Fantasy Tactics Sony Playstation $41 6 Crash Bandicoot 2 Sony Playstation $36 7 Gex: Enter The Gecko Crystal Dynamics Playstation $41 8 Saga Frontier Sony Playstation $44 9 Final Fantasy VII Sony Playstation $49 10 Super Mario Land 2 Nintendo Nintendo Game Boy $20 Top Simulation Video Games (ranked by units) Rank Title Publisher Format Avg$ 1 Mario Kart 64 Nintendo Nintendo 64 $41 2 Twisted Metal Sony Playstation $20 3 Wave Race 64 Nintendo Nintendo 64 $40 4 Nascar '98 Electronic Arts Playstation $41 5 Jet Moto Sony Playstation $21 6 Diddy Kong Racing Nintendo Nintendo 64 $50 7 Need For Speed III Electronic Arts Playstation $46 8 2Xtreme Sony Playstation $21 9 Cruisin' USA Nintendo Nintendo 64 $41 10 Air Combat Namco Playstation $20 Top Sports Video Games (ranked by units) Rank Title Publisher Format Avg$ 1 Triple Play '99 Electronic Arts Playstation $44 2 NBA Shoot Out '98 Sony Playstation $40 3 WCW Nitro Thq Inc. Playstation $43 4 WCW Vs. NWO: World Tour Thq Inc. Nintendo 64 $61 5 March Madness '98 Electronic Arts Playstation $42 6 NBA Live '98 Electronic Arts Playstation $41 7 Cool Boarders 2 Sony Playstation $41 8 Ten Pin Alley American Softworks Playstation $20 9 1080 Snowboarding Nintendo Nintendo 64 $52 10 NBA In The Zone '98 Konami Nintendo 64 $58 PC Data Hits List of Top-Selling Video Games For March, 1998 List is based on U.S. retail sales. For more information, please contact PC Data at (703) 435-1025

To: Marc Newman who wrote (4590)	4/15/1998 12:38:00 AM
From: Bleeker	Read Replies (3) \| Respond to of 14266

Marc, it seems to me that the MF poster is too aggressive with his Q1 estimate. Are those units shipped or estimates based on a survey that the poster conducted? I appreciate his enthusiasm but this is not the strongest quarter for the sector. Has he made a seasonal adjustment to reflect that weakness? Those numbers would easily lift THQI into the mid $30s based on conservative industry P/E comparisons. I would be extremely pleased if THQI met the consensus estimate of 36 cents. I may even add to my position IF earnings come in line and if Farrell makes strong forward statements during the conference call on April 22, the day after earnings. In the meantime, $30 will still look cheap on a P/E basis if THQI earns my mildly optimistic estimate of 39 cents in Q1. As far as how useful book value is as a measure of valuation (a point brought up by Notre Dame), we have to take a trip back to early 20th century when manufacturing was the main contributor to U.S. GDP. That is no longer the case and the service sector now accounts for most of U.S GDP. Book value is becoming increasingly irrelevant in our service economy along with manufacturing. And intangibles like marketing know-how and strategic relationships are worth a staggering 27X more than all the tractor tires, conveyor belts and gardening tools that Stagger Lee likes to find the prices for. Book value has shmuck value in an information/service economy unless if you like oil and the drillers. I would much rather look at P/E multiples and THQI's P/E is still a staggering 5 to 10 point lower than the industry average based on trailing earnings. I hope they trounce estimates again and again, but I would be content with 36- 39 cents. Call me conservative. Still, 36 cents would be a mammoth achievement for THQI and give the stock the forward momentum that it has lacked this year. So far, THQI has definitely underperformed the indexes this year. cheers, Bleeker