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

To: Jeff Lins who wrote (7424)	8/4/1998 9:10:00 AM
From: Sigmund	Read Replies (2) \| Respond to of 14266

Their stewing about this on the Yahoo thread. www4.edgar-online.com Looks like the selling of this stock wasn't what caused the slide earlier this year unless some of these folks were shorts. I assume that this registration was a formality under the deal THQI signed and doesn't tell us much about the propensity of these folks to sell, but it does increase the float.

To: Jeff Lins who wrote (7424)	8/4/1998 6:51:00 PM
From: AreWeThereYet	Respond to of 14266

Jeff, Regarding the convertible note, I think Wade is right. The dilution won't take place until the note is in the money. However I still cannot figure it out correctly as I noticed in AKLM. The notes issued back in 1996 certainly are in the money and their Q2 result is also positive but the dilution hadn't shown up in that quarter. Is it a different type of note? Anyone know the "exact" SEC regulation in reporting EPS? >> growth rates will slow down as they get bigger. << Totally agree, BF has warned us not to expect exponential growth as we seen in past two years but 35 to 40% should be no problem. If we are talking about $2.70 to $2.80 this year, next year should be around $3.80+ (pre-split). 20 millions for WWF sounds a lot but don't forget THQI is not responsible for the 100% of it. We don't know how the payment will be split between THQI and JAKKS and also how the payment be made? Is it one lump-sum payment or by installment? aC

To: Jeff Lins who wrote (7424)	8/4/1998 7:30:00 PM
From: Todd D. Wiener	Read Replies (1) \| Respond to of 14266

Jeff- THQ could acquire Codemasters, a UK developer/publisher. THQ's international sales/marketing person used to work at Codemasters. I believe that THQ could afford the acquisition. Of course, I have no idea if there have been any talks. The stock has held up well because THQ has incredible earnings momentum. Although it's not getting the valuation it deserves, this should provide some suuport as the rest of the market crumbles. THQ is not likely to lose $1.00 in a quarter. Their business model is such that they can make money from most titles, even if the shipped volume is fairly low. As long as THQ ships new games each quarter, they should continue to be very profitable. The overall impact on THQ's gross margins will be slight, since Nintendo has reduced prices on the carts. Also, money which THQ used to spend on marketing WCW vs. NWO will now be spent by Nintendo, so the overall effect should be minimal. $20 million is not much over 10 years. In 10 years, THQ could have well over $1 billion in annual sales (perhaps $2 billion). $2 million per year (or the equivalent) isn't a lot, assuming WWF remains popular. Todd