Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Todd D. Wiener who wrote (7253)	7/25/1998 12:17:00 PM
From: gofrank150	Read Replies (2) \| Respond to of 14266

Todd, Thanks for all the great answers. Your q3 numbers make a lot of sense for sure seeing the comparisons. Do you have big numbers attached to one of the pc games - i had a hard time getting 35 million in revenue without one of the pc games being big (near 100,000 units). new question. Re-release of NWO. I assume THQ will have to subsidize markdowns on existing inventory in the channel so that the price change can take place at once? If true, that clearly means they will cut off shipments now and try to time the price change to minimize the reserve hit? Chris

To: Todd D. Wiener who wrote (7253)	7/25/1998 3:52:00 PM
From: crysball	Read Replies (1) \| Respond to of 14266

The CFO should hire Todd. Your models and logic are very well thought out, and yes the analyst community would do well to read this thread and learn from those dedicated followers like yourself. Could you provide your product sale mix assumptions, so we can benchmark going forward? Am still of the opinion THQI uses reserves to "smooth" quarters performance, and am wondering if there is any way to divine the actual uncollectible receivables (bad debt) experience quarter to quarter or even annually and then apply it backward based & forward based on seasonal patterns? Keep up the great work.