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

To: MikeD who wrote (8250)	10/22/1998 9:14:00 AM
From: Kory	Read Replies (2) \| Respond to of 14266

Another nice job by THQ team. I see nothing in the financials that indicate any problem with the quarter. Cash balance looks good - financials look close to a repeat of the 2nd quarter, with slightly fewer sales. Will still wait to see what the gross receivables and reserve for returns and accomodations are to get a feel for how conservative BF was with the late quarter shipments. THQ continues to operate and execute a superior business model. Hope we get some downward drift so shares can be purchased more cheaply again. If not, current price is still a very good value. Kory

To: MikeD who wrote (8250)	10/27/1998 9:09:00 AM
From: MikeD	Read Replies (2) \| Respond to of 14266

Gameboy games a significant source of revenue again? With the impending launch of the Color Gameboy, I'm seeing more and more companies with upcoming Gameboy releases. Color Gameboy looks to be one of THE Christmas boutique items this year. I know I'll be buying one when it is released, just for fun. That said, I was pondering what a successful slate of games, A Bug's Life, The Rugrats Movie, Small Soldiers, and Disney's Mulan, on a hot platform, might generate for revenue. Back when I got into THQ, Gameboy games were providing the engine for the rapid growth we see now. Will this be a resurgent area of revenue for them? In the 3 months ended September 30, 1997, Gameboy games made up a full 48% of revenues, but that dropped to only 4.8% in 1998. I think this could become a 'sleeper' area of revenue for them, not necessarily making gains in % of revenue, but definitely adding to the bottom line. Just another thing for the shorts to ponder going into the next quarter...