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Technology Stocks : Activision....Returns! -- Ignore unavailable to you. Want to Upgrade?

To: Burlitis who wrote (1345)	1/10/1999 4:39:00 PM
From: Tom Caruthers	Read Replies (2) \| Respond to of 1992

Hi Alex, I dunno. I'm a little skeptical that they can make their numbers. I'm glad to see that Cabela Big Game Hunter II took the top spot Christmas week. Thanks for the good news :) I haven't seen figures for any of the console games for December yet, though I am encouraged by a strong showing for Tenchu. I wish I could find out how Apocalypse and Asteroids did. Where to go from here?...Last year, insiders dumped shares big-time after 3rd quarter earnings. This time, we only see some light insider selling...5,000 shares in November....and Kotick didn't participate. There have been no downgrades, despite Heavy Gear II slipping....though they were caught by surprise last year too. I simply don't know. Moving the date up for earnings....Last year they announced on Jan 23rd....the year before that was the week of the 20th too, I believe. They seemed pretty confident about the 3rd quarter in the Q2 conference call, but Sin bombed, Heavy Gear II and Euro Air War didn't ship. Hmmm. I hope you're right! Tom

To: Burlitis who wrote (1345)	1/12/1999 9:54:00 PM
From: Andrew C.R. Biddle	Read Replies (1) \| Respond to of 1992

Alex- An excerpt from an article entitled "The Year in Video Games Looks Promising" by Catherine Haley in the street.com: >>Merger Mania: Sometime in '99? Issues of consolidation loom large in '99. Some analysts say both Midway Games (MWY:NYSE) and Activision (ATVI:Nasdaq) are prime candidates for acquisition. In the beginning of December, Hasbro was rumored to have placed a $15-per-share bid to Activision, but thus far no dice. Mattel's acquisition of The Learning Company was a reflection of the merger trends going on in industries of all shapes and sizes. The quality of these development decisions is questionable in the video game industry. Are these mergers really good for the larger company? Does it really make them money? Are there branding synergies being overlooked or assumed? It seems that dedicated systems such as Sony and Nintendo need developers independent of a parent company's influence or ideas. << Full article:http://www.thestreet.com/tech/siliconvalley/637820.html Andrew