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

To: Jeff Bond who wrote (8482)	11/6/1998 12:30:00 PM
From: Andrew C.R. Biddle	Respond to of 14266

Jeff- Please continue to post. Exsistence precedes essence Andrew

To: Jeff Bond who wrote (8482)	11/6/1998 2:34:00 PM
From: Dave Hanson	Read Replies (1) \| Respond to of 14266

Jeff, why feel torn about your contribution to the thread? Obviously it is appreciated by the group. You have absolutely nothing to feel bad about. IMHO, you do deserve a pat yourself on the back, as I indicated to you privately this morning. You spent some time and effort doing close TA as well as your FA, knowing that THQI has a history of incredible jumps and swoons. That's work, and I am glad it paid off for you. Not sure what you mean by "while friends have to absorb cheap shots from left field," so I won't comment on that. As obvious as it may sound, we all need to remember that "Mr. Market," as James Grant among others have called "him," is not a person out to cheat us, as apt as that anthropomorphism might seem sometimes. It's simply a crude aggregation of market participants' dollar-weighted judgements about what the shares in a particular company are "worth" at a particular moment in time. Sometimes those judgements are more sporadic and ill-informed than others. Sometimes they are dominated by those who seek quick returns, sometimes not. In the case of many small caps, like THQI, they vary widely and rapidly. IMHO, in this context qualities like "fairness, honesty, and accuracy" should apply to things like: -Do the MMs and your broker follow exchange rules? -Does the company do its level best to disseminate information in such a fashion that we're all able to avail ourselves of the same facts at the same time? -Does the company do all it can to characterize its position accurately, rather than deflate its market cap before insider buys and inflate that cap before insider sells? I trust BF and THQI to hold up their end of this bargain--that's a major reason why I'm a THQI investor. Enough rambling on this--I doubt many of you find it interesting, and I don't know if it helps you address your concerns, Jeff. Bottom line: you "respect other members of the thread" when you honestly characterize your thinking with a mind to helping us with our own thinking. I have not one iota of doubt that you sincerely try to do this. Hence I feel respected by your posts. Here's to hoping you'll continue to respect us. And congratulations to you once again, whether you want 'em or not! :o) Regards, Dave

To: Jeff Bond who wrote (8482)	11/6/1998 4:29:00 PM
From: Kory	Respond to of 14266

Jeff, As your post was addressed to me, I hope that you don't feel that I was upset with your initial post. I never intended that post to be directed at you personally, or even critical in general. I simply was making a plea to the board for more posts about THQ's business in between the numerous ones about the stock price. (BTW - Good posts Andrew.) I have always valued your opinion and did not find anything objectionable about your post, or your decision to sell. I think that Dave's post expressed my opinion very well - I don't find that the market is unfair. Although I am not a believer in TA, you obviously identified something that appears to have been successful. For myself, I am just as happy holding THQ at $26 or $22, or even $15 for that matter. I fear the broker fees and the taxes I would have to pay much more than a drop of a few dollars in the stock price. The race is very long - a year is only once around the pool, and it has been a very good lap. I'm looking for more a year from now, regardless of how many times the market is up and down between now and then. As Warren Buffet says - the market is efficient and a friend as long as you use it and control it, and don't let it use you. A Bug's Life, Kory

To: Jeff Bond who wrote (8482)	11/6/1998 5:57:00 PM
From: AreWeThereYet	Read Replies (2) \| Respond to of 14266

Jeff, Instead of selling my core position. I bought more today at $22 after the morning panic selloff, then sold them in the afternoon for around $1.50 gain per share. I still end up losing money but less pain. Another good approach is to use put option as an insurace (you suggested that to me, remember?). Anyway, the pull-back is well justified. You can't forbid your "favorite" stock from consolidation after went up more than 100% in about a month! I won't sell any of my core holding until THQI's p/e reach 30 or change(s) in fundamental. btw: Hong Kong stock market is heavily over-extended, Brazil's financial crisis is not gone yet, the cloud is still here... Any opinion? >> Todd is doing great, I can tell that he is focused on the business like a laser beam. I wish him all the best, at the next opportunity I will mention that you sent your best wishes (unless you already have done so :o) << Yes, please do so. I haven't talk to him for a very very long time. Are you still holding SFSK? Nice Weekend to everyone :o) aC