SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : THQ,Inc. (THQI) -- Ignore unavailable to you. Want to Upgrade?


To: Brian MacDonald who wrote (8900)12/7/1998 6:45:00 PM
From: Marc Newman  Read Replies (3) | Respond to of 14266
 
<<especially with management saying that THQ will beat last year's numbers for the 4th quarter>>

Not only that, but I believe that in Friday's call, Farrell said that he's not overly worried about beating 1998 3rd and 4th quarter numbers with the corresponding quarters in 1999. Ie, WCW and Rugrats are going to make it easy to beat numbers the first two quarters of 1999 and then he'll likely unveil a slew of games by E3 that will give a fighting chance to overcome the stellar the Q4 numbers. Btw, Q3 1998 is easy to beat, not worried about that one at all. Q4 is the first one in question. And with Rugrats II, possibly Quest II, new games, and the first WWF game (also mentioned in the Friday call), it looks good.

Don, nice to see you here again. THQ historically gets a 25 PE for at least a short time each year. Will likely happen by Feb, if not by year-end or January Thunder PSX release. God, that thing is gonna ship a ton.

<<btw, last year we only have one new WCW and one old WCW>>

Andy, I have to add that last year's new WCW was only available a month and suffered from a shortage to boot. Ie, Revenge is gonna blow away the 500,000 that NWO sold last Q4. $1 is not a dream. We'll have to crunch some numbers soon.

Marc

PS--Having a higher ask size than bid size is not bullish. It's the reverse. The 200 bid size that I spotted briefly last week when THQ was in the 27s, that was bullish.



To: Brian MacDonald who wrote (8900)12/8/1998 2:28:00 AM
From: Sigmund  Read Replies (1) | Respond to of 14266
 
<<< The next interim objective looks like just over $32.50 and it should happen in the next few days - if I read the chart correctly.<<<

If the market is not spooked by the impeachment process, I think you are being conservative. If Clinton gets smart (not likely) and fesses up and avoids having the House impeach, we might get a real boost.

If I get up each day early and take my shower before the market opens that will be a plus. If I sleep in one day.......SL over on Yahoo with an alias might catch a break.

I bet Todd is happy.