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Technology Stocks : eidos--maker of Tomb Raider -- Ignore unavailable to you. Want to Upgrade?

To: Bleeker who wrote (1160)	7/30/1998 11:20:00 PM
From: Jeff Lins	Read Replies (1) \| Respond to of 1773

Bleeker- you are right; they should piss or get off the pot :) I wish they had just denied the rumors, or not commented. But to just say "yes, it's true; we will spend between 5 and 200 million dollars through either a cash, stock, debt or mixed financing deal to buy or partner with someone at sometime in the future..." is just dumb. Maybe they thought that they look more attractive as a high growth company looking to acquire others, when in reality the market doesn't like uncertainty. Harry- the advantage to owning your own studio is that your gross margin on sales is higher because you don't give such high royalty rates to a third party. The disadvantage is the overhead of the salaries and the facilities, and the fact that talent will leave you. The advantage to partnering/publishing is that you don't have to pay the overhead or deal with the normal day to day running of the studio (though you will still advance royalties). The downside is that the royalty rate is higher, reducing gross margins. This basically boils down to a simple risk-reward formula. Recent PC Data info shows FF7 still near the top. Most importantly, it is still commanding a high retail price, $45 (suggesting it has a high wholesale cost). Even with rebates, we should be doing fine. Nice to see EIDSY up today: my other holdings: TDFX, PMTC, CD, DIMD, RDRT- down baby! Hey, KLIC went up a hair! Bleeker, thanks for double checking that 200,000 figure for Commandos. BTW, 10% isn't a bad day for THQI! that was a quick rebound! What an incredibly strong and resilient stock... Jeff Lins

To: Bleeker who wrote (1160)	8/5/1998 6:16:00 AM
From: hl	Read Replies (2) \| Respond to of 1773

All those rumors surrounding EIDSY have to stop to help the share price to recover. If EIDSY is really interested in Psygnosis they should sign a deal soon and go back to their daily work which is developing computer games (they are not a M&A company or a leveraged buy out firm). Concerning your fundamental outlook for the UK economy, I agree that we could see Sterling rates rise another 1/2 %, but the impact on the $/GBP rate would be limited. In case of EIDSY their earnings rely mostly on the acceptance of their games (which is very good at the moment). The big question for EIDSYs earnings in the future will be: Will TR3 sell 5 mill. or only 4 mill. copies? and not: Will the $/GBP rate be at 1.65 or at 1.68 at the end of the year? Regarding the annual report: Did anyone got a printed copy of this so far? I tried it via the annual reports service of the Financial Times, but had no luck so far. Greetings, Kai