SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : THQ,Inc. (THQI) -- Ignore unavailable to you. Want to Upgrade?


To: Marc Newman who wrote (4861)4/22/1998 2:14:00 PM
From: Bleeker  Read Replies (3) | Respond to of 14266
 
Your July target of $40+ may be too low, especially if we get higher
earnings revisions. There is also the Red Chip conference in the
short term and while Farrell downplayed Q2 slightly, it may exceed
expectations again I think with Quest and the existing portfolio of
games.

Todd's estimate for the year ($3.01) gives us a P/E of 9.1. And THQI
is supposed to be the industry leader in managing its costs? Anyway,
considering Todd was too low AGAIN in Q1 (only by 36 cents this time),
I plan to sell my Treasury holdings and by more THQI. I have yet to
use margin, but you know how conservative I am.

I realize that I understated estimates the last two quarters too by a
much bigger margin. In Quest of more entry points and some Bass-ing.
Don't get me wrong, I do enjoy the volatility.

Any idea when the thestreet.com story will appear?

Rugrats,
Bleeker