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Technology Stocks : 3DO: Hot Games for Hot Machines (THDO) -- Ignore unavailable to you. Want to Upgrade?

To: JEMIK who wrote (3461)	1/25/1999 11:18:00 AM
From: shortlong2	Respond to of 4081

THDO in 2/8/99 Forbeshttp://www.forbes.com/forbes/99/0208/6303162a.htm

To: JEMIK who wrote (3461)	1/25/1999 2:19:00 PM
From: DB1960	Read Replies (1) \| Respond to of 4081

I have no special insights into the company. I have been long for the last 3 years, since the announcement of exiting the hardware game. The software transition has taken a long time. I've let this one ride because of my sense that Trip Hawkins knows enough people in the industry and has enough talent and ambition that he will stick with 3DO and make it a success. Also, the company had enough cash to get through the "valley of death" (it's transition). My sense is that this is going to happen, it's just taking longer than everyone (probably including Trip) had thought. The company needs to do 2 things: first, establish a revenue growth ramp, which leads to the second, profitable, self-funding operations. 1999 is the year that the first needs to happen. If management executes, they'll exit '99 in the black. Personally, I think the fundamental value of the internet and the recent barrage of "3DO" press is more hype than reality. Most of us who've monitored the company for a while have seen this kind of stuff before. It usually leads to stock price hikes that don't stick longer than a day or two. To 3DO newbies who just bought in, this is a good growth opportunity with good risk/reward ratio. But don't think you're playing the next K-Tel. Frankly, the company has greater potential than a K-Tel.