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

To: Jim Willie CB who wrote (6350)	6/25/1998 12:10:00 AM
From: Kory	Read Replies (2) \| Respond to of 14266

I equate the difference in large/small caps to real estate. Some people buy a home in the heavy development area (KO), knowing that the home is easily re-sellable. Usually you don't get much house for your money, because you are essentially buying the location. So you sit in your one bedroom hovel, with a leaky roof and crappy neighbors, and can't wait till something better comes along. It is usually easy to sell the house, unless a recession hits, but you watch the housing market closely to make sure you get out before a downturn hits. Other people buy homes in the pristine country (THQ), knowing that a lot of buyers will not come looking. You don't really care, because after all, why would you want to move? You have a steady income, plenty of room to live, lovely furniture, and a rock solid foundation. The house has not been listed, so you really don't know what it might be worth. People who visit rave about how beautiful your house is, but can't understand why you built away from the city. Sometimes the city slickers move out to the country and pay obscene prices to get away from the rat race. Other times, you live in peace and happiness in your beautiful home. A country bumpkin, Kory

To: Jim Willie CB who wrote (6350)	6/25/1998 12:38:00 AM
From: Bleeker	Read Replies (1) \| Respond to of 14266

Jim, THQ is up 180% in the past 12-months but its P/E is flat at best compared to a year ago. I also thought the small cap story was very good. But I'm not sure if it applies to THQ all that much. According to Bloomberg, THQ now has 25%+ institutional sponsorship: Furman Selz was the largest holder with more than 11% of the shares in early May if I recall correctly. And they were buyers around the WWF announcement so their position may have actually increased. Also, the Russell 2000 is almost flat year-to-date whereas THQ is up around 25% year-to-date. Andy, do you have a link to the Nielsen rankings for the week? Thanks. Bleeker