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: Dave who wrote (9371)1/19/1999 2:36:00 PM
From: Sigmund  Read Replies (1) | Respond to of 14266
 
I guess you do like the PEG valuation.

PEG Value $63.20 118.9%

Shame we can't bank it.




To: Dave who wrote (9371)1/19/1999 2:38:00 PM
From: Jeff Bond  Read Replies (1) | Respond to of 14266
 
Marc is right on I believe in regards to Rugrat sales. I am almost positive that sales were limited by inventory levels.

I AM NOT complaining ... I believe one of the BEST things THQI has going for it, indicative of excellent management, is excellent inventory control. It would be very nice to have sold a ton of extra units this holiday season, but it is much worse to have to eat a ton of unsold units.

Demand for games should remain strong into the forseeable future, so this is a good time to implement a conservative distribution model, knowing more units can be produced and sold based on current demand.

In a way this is a unique opportunity to allow current sales to accurately forecast future sales. That doesn't happen very often, but the video craze right now is creating such a strong demand curve, it seems to be holding pretty well.

I think I owe Todd a wooden nickel :o)

Regards, JB



To: Dave who wrote (9371)1/19/1999 6:06:00 PM
From: Brian H.  Read Replies (1) | Respond to of 14266
 
Dave,

Yes, not only Motley Fool, but other analysts as well. PEG is a pretty good valuation tool, but just that, one tool. Hey, I will be glad to unload my shares at that valuation price!!!!!!! Things are looking very good for us! We will all be pleased. I have been in this company for 2 1/2 years. Can someone say "Value Company".

Brian H.