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

To: THIERRY ANNEZ who wrote (955)	6/1/1998 8:40:00 PM
From: Bleeker	Read Replies (1) \| Respond to of 1773

I still think EIDSY's stock faces pressure with the problems at Ion Storm. That's something that has not really been looked at closely by the thread since Harry's post. Does it mean some of the games like Daikatana will be delayed for instance? What does it mean for EPS? Thierry, TR III may very well be a success but that is not a guarantee yet. And the game will not be released until Fall. There are a couple of quarters to report until then and you saw what happened in the most recent quarter with EPS. It was at best mediocre even without the habitual charge: in part due to delays with Dominion and the partial release of Deathtrap Dungeon. The entire sector seems to be under a lot of pressure and the technicals on EIDSY as well as other companies in the sector don't look too favorable right now. Bleeker

To: THIERRY ANNEZ who wrote (955)	6/2/1998 9:28:00 AM
From: hl	Read Replies (1) \| Respond to of 1773

Hello Thierry, the recent fall in EIDSY is in a total contrast to EIDSYs fundamentals. I really expected them to move from 20 to 25 last week, and now I see them back at 17. EIDSY latest setback has cost me quite some money, but I'm still sitting on a nice book gain and I'm not in the mood of selling a single EIDSY share regardless if the stock price is at 15, 20 or 25! The E3 showed that EIDSY isn't a one product company any more and that they have the best product pipeline in the industry. Like you, I will also buy a copy of TR III as soon it is released like I did with TR II, so they will sell at least 2 copies ;-) In my opinion TR is an established franchise and the fans don't want a totally new game design. Given all the Lara Croft hype, I'm pretty sure that TR III will even outsell TR II and will generate earnings of 3 $ for EIDSY for this year. When you calculate with a reasonable PE of 20 (which is still below the market leader ERTS) EIDSY should trade at 60 over the long term. I don't expect this to happen soon, but it shows the gigantic outlook that EIDSY has. Still bullish on EIDSY.... Kai