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


To: Todd D. Wiener who wrote (7070)7/22/1998 7:36:00 PM
From: Jim Fitzgerald  Respond to of 14266
 
Last Earnings Eve I was a Crochety old man, too stingy to share my THQI fortune. I stood outside in the snowy darkness, watching enviously as you good folks counted your blessings. I have since been visited by the Ghosts of WCW, SOL and MPRS. I tossed a young lad a VISA card and bought the SI goose. I must say that it is warm and cozy in here, and the company is most pleasant. So put another log on the fire and pass the dim sum. THQI bless us, everyone!

Jim

p.s. What the hell is dim sum?



To: Todd D. Wiener who wrote (7070)7/22/1998 7:38:00 PM
From: Sigmund  Read Replies (1) | Respond to of 14266
 
Todd,

ADVH, the reason for Aloha taking a leave of absence from THQI, is a good example of cash flow not equalling earnings (excluding sale of new shares). Eventually they had to write off accounts receivable precipitating the recent crisis.

I would think that the ratio of accounts receivable to sales would be important in looking at JAKKS. If that ratio stays in line then it is simply the pains of growth. But if that ratio were increasing, I would wonder about the accounts receivable aging.

If JAKKS needs cash, they can always sell part of their half of WWF to THQI. A shortage of cash may be the reason they cut THQI in in the first place.