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Technology Stocks : eidos--maker of Tomb Raider -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Lins who wrote (1425)	10/25/1998 2:17:00 AM
From: MartinF	Respond to of 1773

Jeff: From what I've seen (on a AVI preview), Heretic II is a third person kinda game, like the Tomb Raider franchise, not a first person shooter, like Hexen II or Quake, etc.

To: Jeff Lins who wrote (1425)	10/25/1998 11:33:00 AM
From: AJ Berger	Read Replies (2) \| Respond to of 1773

I won't debate you which game will sell better as we'll know that in a few months, but you should consider that if Eidos is number two only to EA, just look what happened to the last company in the #2 spot... They had to sell off divisions just to pay off creditors. Eidos is certainly in a stronger financial position right now, but betting too much on TR3 marketing may be a financial mistake IMHO. Using your own Coke analogy is why you can't compare EA with Eidos, as EA has and will always be the 800lb Gorilla that only a T-Rex like MicroSoft can hope to defeat. Mr.Bill may be late to the party, but as usual he's coming with some impressive favors to play with. If anything, that would make Eidos #4 or probably #5 if you brought Nintendo and SEGA into the mix. Either way, dominating is not Eidos's strong suit, leveraging profitable, well positioned titles is, and while TR3 is in time for Xmas, several other important titles are missing out. I notice that you follow many other gaming related stocks, don't make the mistake of expecting them to follow your ideal script of behaviour, rather invest in those that have the timing and ammunition to win. I too, believe that TDFX is terribly undervalued, but when the Street tells you other wise, it's better to learn why, then invest on sheer optimism. Personally, I endorse buying EISDY, but with cautious enthusiasm, given the general market, and over supplied gaming industry climate, that may spite the compelling value Eidos represents.