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Technology Stocks : eidos--maker of Tomb Raider -- Ignore unavailable to you. Want to Upgrade?

To: Jack Be Quick who wrote (929)	5/27/1998 2:44:00 PM
From: Neil Kalton	Read Replies (1) \| Respond to of 1773

John, While the $.26 is in line with expectations the whisper number must have been considerably higher considering the stellar numbers in the 3rd quarter. Many were surprised (including me) that after the 3rd quarter blowout that the Volpe Brown didn't raise their 4th quarter estimate above $.26. Well, VB was right. That being said, the consensus estimate for FY98 is $1.39 and for FY99 $1.60. Given that EIDSY reported in line with estimates and the strong stable of games for the remainder of this year I do not see any reason for these estimates to be revised lower. If they are I will take note and will consider selling depending upon the extent of the downward revision. I wonder if part of the disappointment in the numbers was not due to Deathtrap Dungeon not being released yet in Europe. While this may have negatively impacted the 3Q it will positively impact a future quarter. The future definitely looks bright with guaranteed hits in Final Fantasy VII and Tomb Raider III; potential breakout hits with Daikatana, Commandos, Ninja, and Omikron; plus DD Europe and Championship Manager. At $17 EIDSY has a forward PE of 12. I feel today's selling on slightly disappointing earnings has been exacerbated by the deteriorating broader market. -nk

To: Jack Be Quick who wrote (929)	5/27/1998 2:49:00 PM
From: Bleeker	Read Replies (1) \| Respond to of 1773

John, it depends. The one-time charge may seem like an extra- ordinary item but I would not exclude it in the case of EIDSY. Look at its past history to see how unextraordinary these charges have been: certainly more than one-time in the past 18 months. Who is to say it won't happen again. It seems to be a habitual pattern with EIDSY.

To: Jack Be Quick who wrote (929)	6/2/1998 9:43:00 AM
From: hl	Read Replies (1) \| Respond to of 1773

EIDSYs investment in the record label Naked Records was an attempt to gain access into the music business. According to EIDSYs last year annual report they bought this operation for 85,000 GBP in stock from an ex band member of "curiosity killed the cat" (I have no idea what this is). This operation was mentioned to have contracted two potential new hit bands and had 3 employees and a negative book value of 300,000 GBP and revenues of Nil. In their annual report it was separated form their games business and their video editing division (this is also rather small with 28 employees) Kai