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Technology Stocks : NewKidCo International (OTC:NKCIF) (TSE:NKC) -- Ignore unavailable to you. Want to Upgrade?

To: esecurities(tm) who wrote (1696)	5/30/1998 8:52:00 AM
From: Link Lady	Respond to of 4231

What are the chances of MS Flight Sim being licensed for play station and if licensed will Softquad follow with its add ons?Is it possible to have add ons in Sony Play Station? Psygnosis Ltd. Licenses Three Microsoft Games for PlayStation Game Console; Age of Empires, Urban Assault & Motocross Madness newsalert.com

To: esecurities(tm) who wrote (1696)	5/30/1998 1:28:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 4231

That is an excellent post, and part of the reason I am in the stock is the chance of an aquirer coming along. It seems to me that the price of the stock reflects the declining revenue as Hotmetal loses the war to many good, cheap products, but does not reflect all of the positives. For instance, the stock does not reflect the probability that a really terrific turnaround may occur in the next 12 months as quite a number of potentially exciting products hit the shelves, or that a company simply buys them out for their titles, prospects, code, and tax write offs. It is so strange that people, in this wildly overextended bull market, are willing to throw money at expensive stocks --where you know the PE is way ahead of the growth rate, (where you expose yourself to market risk, but have little chance for any upside surprises in earnings, call it predic- tability at a cost) and yet nobody is willing to take a chance on the obvious huge potential of turnarounds when companies suddenly go from losing money to turning profits. It would not surprise me at all to see Softquad put out a handful of decent products, maybe even a blockbuster from Alpha, and end up with a nickle a share by Christmas. Can you imagine the return you will see in the stockprice if they pull in a quarter in 1999, wow, doesn't hurt to dream. What's the risk? That Microsoft (or any of the gaming companies, ATVI, THDO, BROD, ERTS etc) sees the FS add ons flying off the shelves, makes and offer, and ends up getting the Internet code for free--risk=Softquad sells out for only a couple bucks a share. I like the downside risk.