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

To: Burlitis who wrote (1351)	1/13/1999 5:26:00 PM
From: Tom Caruthers	Read Replies (1) \| Respond to of 1992

Hi Guys, I'm glad to see that they were able to meet estimates... Anyone listen to the conference call? Funny thing is that they did not even mention SIN or Heretic 2 in the release. Not really surprising....just reinforces that consoles are where the money is....for now. It will pay to have strong PC exposure to tide the company over when the big transition from PSX to PSX2 occurs. I hope this time they don't wait until 2 years into the hardware cycle to put out games for a platform. Being conservative is one thing...but missing out all together is plain dumb. You don't have to develop the titles yourself...just publish titles for others...lowers your risk. Rumors had it that Bobby Kotick was unhappy and wanted to leave ATVI many months ago. Then he signed a long-term contract with ATVI and "put those rumors to rest". Perhaps the long-term contract was meant to allow Kotick to get big bucks if he sells the company. I'd hate to see ATVI get taken over at this point. Seems like they have an interesting year ahead...with I-84, Quake III, Heavy Gear II, the new Star Wars movie, Spiderman, X-Men, Star Trek, Beneath, etc. Best of luck everybody. Tom