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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Amigo Mike who wrote (11090)	12/8/1998 1:00:00 AM
From: Phil Jacobson	Respond to of 29382

Amigos, Not sure if you were looking at TMSR today - Thrustmaster...they doubled on press release about online multiplayer gaming. This is an area I've been involved with since '96 when I was working with a multiplayer gaming project owned by BT called Wireplay. They wanted to roll it out in the US but MCI couldn't understand it - you may still see Wireplay next year under a Concert umbrella with AT&T. At any rate today's action with TMSR is the first of what may be several similar pops for multiplayer game deals. I'm going to take a position in ERTS (Electronic Arts) since they have probably the best vision on how to make money in that arena. They focus more on sales of multiplayer games at retail that are then played online for free (such as Ultima Online) as opposed to some companies that try to set up proprietary multiplayer sites and charge the end user or try to make money on advertising. ERTS got a real pop today that I didn't see until it was too late, but it was most likely a NASDAQ related pop and not specifically Internet. One of these days ERTS is going to get one of those Internet pops and I want to be there when it happens. Blizzard Entertainment knows this space real well too (Diablo)...part of Cendant today, but CD is selling its software biz to a French company (Havas) that doesn't have US based ADRs. Phil