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

To: Sigmund who wrote (7973)	9/10/1998 9:12:00 PM
From: Jeff Bond	Respond to of 14266

Read an article today that the fashionable thing of late for investors is small-cap companies with solid records of earnings growth. It is being touted as the better alternative to investing in the likes of DELL, IBM, TRV, MSFT, CSCO, etc. and all the other humungo-caps. We should gain back the lost ground (and more based on the results of upcoming games) as we work towards the end of the year. There is a tendency for the company to issue ill-timed press releases or statements. I'm inclined to think that in the case of THQI, it almost would be better if they just went about taking care of business. I think typical of a smaller company with intentions for significant growth, there is a lot of pressure to make sure everything you say is the right message, issued at the right time, to just the right group of people. Since this is a case of trying to answer to too many masters, all tugging at the company in a direction that benefits them most, there really is no perfect position to assume. It is distracting, and pulls management out of a routine of focusing on their vision, when they are obligated to handle this portion of the business. Unless they feel there are clear conditions that play out in favor of the company, I'd like to see press releases four times a year (at earnings), and whenever a milestone is met on any specific game, and thats about it. There really is something to be said for a company that you don't hear much about, except when it comes to looking at the results. THQI has come this far in very successful fashion by doing just that. Much of the price drop lately is a result of releases that have absolutley NO bearing on where we are headed now, so a little more of a reserved position may have served the company well. In this jittery, bone-jarring, shake-em and bake-em market, saying nothing may be a lot better than saying anything at all. Regards, JB

To: Sigmund who wrote (7973)	9/10/1998 9:48:00 PM
From: AreWeThereYet	Read Replies (4) \| Respond to of 14266

- Back to School Test - *Short Question (just you opinion):* 1) Do you think market will crash if Clinton resign? 2) Do you still trust Clinton as president of the U.S.? 3) Do you think the market will be okay as long as the Clinton mess is resolve soon? *Multiple Choice:* Which of the following is true? (a) 'I have never had sexual relations with Monica Lewinsky. I've never had an affair with her.'' - deposition in Paula Jones sexual harassment case, Jan. 17. (b) ''The relationship was not sexual.'' - Jan. 21. (c) ''The allegations are false and I would never ask anybody to do anything, other than tell the truth.'' - Jan. 22. (d) ''I want to say one thing to the American people. I want you to listen to me. I'm going to say this again. I did not have sexual relations with that woman, Miss Lewinsky. I never told anybody to lie, not a single time, never. These allegations are false and I need to go back to work for the American people.'' - Jan. 26. (e) ''No one wants to get this matter behind us more than I do - except maybe all the rest of the American people. I am looking forward to the opportunity in the next few days of testifying. I will do so completely and truthfully. I am anxious to do it. But I hope you can understand why, in the interim, I can and should have no further comment on these matters.'' - Aug. 2. (f) "While my answers were legally accurate (in the Jones deposition), I did not volunteer information. Indeed, I did have a relationship with Miss Lewinsky that was not appropriate. In fact, it was wrong. It constituted a critical lapse in judgment and personal failure on my part for which I am solely and completely responsible. *Bonus Question:* (1) Is THQI a good long term investment? aC