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


To: Steve T who wrote (5988)6/12/1998 2:31:00 PM
From: Andrew C.R. Biddle  Read Replies (2) | Respond to of 14266
 
With AKLM a winner doesn't equal a winner; or increase sales doesn't equal more eps. Their PR today may be to deflect attention from the fact that they lost WWF rights.

Andrew



To: Steve T who wrote (5988)6/12/1998 4:00:00 PM
From: Todd D. Wiener  Read Replies (1) | Respond to of 14266
 
Steve-

AKLM is the last company in this industry to be taking clues from. They have one of the worst cost structures in the industry, despite having some of the lowest DSO and days in inventory. AKLM has a negative book value, and it has negative working capital. Where else can you find a company with $220 million in sales and $115 million in losses?

THQI is conservative, perhaps too much so. But it is the best in the industry by a wide margin.

Todd