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

To: Bleeker who wrote (1239)	8/17/1998 2:10:00 AM
From: Jeff Lins	Read Replies (1) \| Respond to of 1773

Bleeker, nice post! Glad we can keep those prices up! Hope our damage from returns and coupons doesn't kill us. One note about returns: They are an accepted part of the business. All publishers plan for returns (though FF7 may have surpassed expected numbers..). But I do know that many retailers will not send the product back, and will in fact re shrink-wrap it and put it back on the shelf...this may not be how it is supposed to be done, but none the less it is how it is done. Now, that would suggest that our FF7 return problem may not be so bad. If they just re shrink 'em and sell 'em, who cares. The reorders should speak for themselves. BUT...most of the time people return games because they don't like the game...and several chains will take these as returns. So when somebody doesn't like the game, it ends up back on the shelf. When they return it and say "It didn't work" perhaps it gets sent back...we shall have to wait and see the true impact...In any event, the lesson to be learned is this: get Voodoo and don't worry about compatibility problems :0 Shameless plug for TDFX... Regarding Bleekers assessment of THQI and ERTS having the best valuation and no debt...I do not think that they are significantly related...From a logical standpoint we run into problems of causality here. One does not make the other happen. I believe that they are the best valued companies because they are the best run companies. Period. ERTS is the dominant player, the Gorilla, and as such earns a premium. THQI has consistently proven itself as an excellent, well managed company. If they could do it with debt, more power to 'em. Hell, it THQI could continue to get the kind of returns they get on an extra $60 mil, they ought to do it. I don't like debt, but leverage is a powerful thing in the hands of the right people, and THQI seems like the right people to me...