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

To: Richard G. Woodland who wrote (7611)	8/20/1998 12:23:00 PM
From: AreWeThereYet	Read Replies (1) \| Respond to of 14266

Richard Not very long ago, peopler said that WCW is the biggest source of revenue (over 80%), now Quest64 (46.2%). Don't you see THQ is replacing source of revenue steadily? I (and all) appreciate any bearish argument which make sense but no bashing please. Andrew, Exactly, Acclaim's ASB was either #2 or #4 in June but #14 in July (lower than Quest 64). Also keep in mind that July sales is boosted by the new lower price of N64 and PSX 5501 by roughly 20%. Steve, I am not worried at all but some folks here definitely do. So I put it down as others' sincere bearish argument. :o) I think 14 quarters consistent operating performance are not enough to convince the street that THQ is a great investment. I guess the street is waiting THQ to create another mega-hit (million+ unit) franchise other than wrestling. At that time, I am sure the big guys will join the party. So far Pax is disappointing, Quest64 only meets expectation. We still have Brunswick, Bass Master, Rugrat for this year. I also think Devil Dice and Shao Lin can be a surprise hit. -- A side note. FBR downgraded WavePhore (WAVO) yesterday and this morning WAVO official issued a press release to responds the downgrade. While this may or may not help the stock price but isn't it nice to see mgt responds pro-actively? aC

To: Richard G. Woodland who wrote (7611)	8/20/1998 12:29:00 PM
From: Dave	Respond to of 14266

Richard, <<The biggest revenue generator for the company matters.>> I think what matters is that the revenue stream is replaceable. Any game will stop selling once the demand for it has dried up. If THQ management forecasts the demand correctly, and has other products around the corner to ship when it slows, then we're fine. If they screw it up, then we're not. Looking at the 2nd half 1998 lineup, and based on management's past decisions, I don't really think there is a problem there. Regards, Dave