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

To: Sword who wrote (5936)	6/11/1998 7:28:00 PM
From: NeverRight	Read Replies (1) \| Respond to of 14266

Interesting options activity today. July 25 Call traded 390 calls almost 4 times the open interest. July 30's traded 220 calls. The open interest report will also be interesting. Nobody's buying puts!

To: Sword who wrote (5936)	6/11/1998 8:27:00 PM
From: Bonzo	Respond to of 14266

Subject: Welcome to Reality Date: Thu, Jun 11, 1998 20:13 EDT From: Bonzo3 Message-id: Well the news about acquiring the WWF license, in a joint venture with JAKKs, will go a long way in correcting the streets perception about revenue replacement, and THQ not competing in the popular Wrestling genre they popularized, in '99 and beyond. However, the effect will be short term imo. THQ's near term fortunes will rise or fall with the success or failure of Quest 64. Make no mistake about that. Obviously, its to early to determine Quest sell-through from initial channel checks, and it may take a week or two, when the game is on the shelves of mass merchandisers; Target, Wal-Mart and Blockbuster video, in order for us to gauge sales. Do not expect the WWF license, which does not go into effect until the latter part of '99, some 15-18 months away, (when initial video games will be available), to generate the same robust revenue as the WCW has for THQ to date. THQ will equally split all sales/earnings derived from WWF game sales with JAKK. ERTS will already have their version of WCW on the market some 3-6 months prior to THQ's, WWF game releases. The wrestling market imo, will not be as enthusiastic as it has been with WCW (although still popular). AKLM's Warzone will have 15 months of sell-through, in addition to another year of WCW sell-through from THQ. btw, Farrell shares this view to some extent, and this is why imo, he joint ventured with JAKK's in order to reduce THQ's risk and exposure to the inevitable decline (at some point) within this genre. He threw the shareholders (and the street), a bone. To him its just a few more games in his ever increasing "Game Portfolio". To us, we needed THQ to change a negative perception into a positive reality. So for the moment, we bask in that reality.