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

To: Ron Harvey who wrote (7654)	8/25/1998 12:58:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 14266

How many years now have people been saying this? And to compare what's becoming the country's premier computer company with the trading of a small games company is, perhaps, a little on the verge of an iffy comparison. Shrug. Money is money. $2/share from Dell is no different than $2/share from any other company (assuming roughly same growth rate, debt, book value, etc.) I'd even say Dell has more risk to earnings (at least earnings growth) going forward than THQI, but that's open to debate I suppose. The valuation gap is due liquidity and market psychology, not a problem with any of the small cap companies. As long as investors decide large caps are more desirable than small caps it will continue. Things are even more ridiculous with the 'internut' stocks. Those investors evidently have no concept of risk. Meanwhile, I hope that those folks who believed that a split was a near sure thing to rocket the stock price at least have a diversified portfolio. I completely agree here. No one stock should make up more than say 10% of one's portfolio, and people that play for splits should really be considered gamblers, not investors. I don't really consider THQI to be all that undervalued - unless compared with the likes of ERTS which appears to me to be over-valued.