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

To: Don Westermeyer who wrote (7709)	8/27/1998 6:51:00 PM
From: Kory	Read Replies (2) \| Respond to of 14266

WCW has beaten WWF in the Monday night ratings for the past two weeks. New wrestlers at WCW (such as the Ultimate Warrior) should increase the interest in the organization and bode well for both the re-release of WCW/NWO as well as the upcoming Revenge title. Personally, I think the PC WCW title is going to be important. As far as I know, this will be the first relatively modern PC wrestling title out there. (Is Warzone going to be published on PC?) Will likely capture some people who own computers, but who don't own consoles (maybe even me :-)) Interesting article on MSNBC about "big bath accounting" focused primarily on In-process R&D writeoffs. msnbc.com Sound familiar? Hoping for a point or two more drop before I buy more THQ. I love when this stock goes on sale. Kory

To: Don Westermeyer who wrote (7709)	8/28/1998 12:25:00 AM
From: Marc Newman	Respond to of 14266

The funny thing is that small caps are supposed to lose out in disinflationary times because then they lose pricing power and have trouble competing with bigger companies. Yet THQ doesn't really suffer from this as it seems to excel in getting the hits out in areas where it does have pricing power--last year they had the only major wrestling game, this summer they had the only N64 RPG, and usually had the highest price in the top ten to show for it! The nice thing is that THQ has a good following for a small cap. More and more funds know about the stock, it is loyally tracked by a small band of retail investors, etc. Momentum players love the thing. Therefore, I think we will be rewarded for good results (which we almost certifiably will have for the next four quarters, minimum) more than many small caps that have less interest. I mean, I've been following a few small companies lately like VSAT and NCES and they are trading like 30,000 shares a day. EIDSY too, at times. There's just not a lot of interest. Can you imagine the run we'd have if on the first up day in the market Piper Jaffray came out with a strong buy on THQI? The firm has been on the conf. calls and definitely is nosing around. Do they do investment banking? Would they like to get on Farrell's good side? Well, I remain very optimistic. I love the game lineup, coupled with THQ's best-in-class ability to keep costs low and the still huge short interest. On top of that, we've got the PSX and N64 console price cuts to $129, the huge installed console base, and Nintendo and Sony paying a nice portion of our marketing expenses for NWO and Rugrats. Small caps are due for some kind of rally, however brief, and when it happens, THQ will start trading on fundamentals again. Marc