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

To: hl who wrote (1180)	8/5/1998 10:21:00 AM
From: Harry	Read Replies (1) \| Respond to of 1773

Postive preview of Gangsters and Commandos... gamecenter.com Interesting excerpt about Commandos' success in Europe: The European version of Commandos was released in June in the United Kingdom, Germany, Italy, Spain, and France, and has already sold more than 250,000 units. It has also scored high on the retail charts, hitting the number one and two spots. In fact, with projected European sales of half a million by year's end, Commandos is expected to be the hottest seller in Germany and Spain for 1998. The North American version will be released in late August with a few modifications. Harry

To: hl who wrote (1180)	8/5/1998 10:37:00 AM
From: Bleeker	Read Replies (2) \| Respond to of 1773

Kai, I have a printed version. One of my previous posts drew heavily from it. I'll have access to it Sunday when I return to New York. Is there anything that you want to know from the report? The forex effect will be marginal at best since EIDOS hedges its positions anyway. I agree that the company needs to focus on the day-to-day operations but it also needs to focus on +EPS in the off season and not just Lara Croft in the Christmas season. It's not very encouraging to see -EPS figures for Q1 and Q2. Here are the new EPS estimates for Q1: Goldman is now only -51 cents Volpe Brown Wheelan -33 cents Dresdner is -10 cents to flat (I know this is broad for DKB but they don't have an official estimate. This is from the analyst who lowered his est. from a month or two ago.) And First Call is -33 cents Jeff, THQ's convertible bond offering trimmed 12% from the stock. EIDSY's bond offering early last year caused more damage. Rumors of the MPRS buyout surfaced earlier before THQ announced earnings and implicitly raised the financing issue. During that time THQ also dropped as I remember but the announcement of the offering prompted the more painful selloff. Perhaps the same will happen to EIDOS and we will be able to move ahead once the uncertainty and the negative news is discounted. Even in the case of dilution, it may be positive to test the $10 to $11 range where there seems to be some support. The key is to lift the Psygnosis uncertainty soon so that EIDOS can focus on positive EPS year-round. OT (GT Interactive up 5/8 only on +3 cents EPS. And this with top selling games in the April-June period. It gives me some pause. GTIS is now above $7.) Bleeker