Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Robert G. Harrell who wrote (9715)	2/12/1999 8:51:00 PM
From: Todd D. Wiener	Read Replies (3) \| Respond to of 14266

I'm not worried, and I suppose I could be considered an "old-time faithful." And I'm not trading. I would be buying, but THQI is, and has been, a substantial portion of my portfolio, and there are too many better values in the toy store (TMAX, ZNDTY, RACN, DSIT). We need to be PATIENT. It's quite possible that in 2 years, THQI will have a market cap of $1 billion. If so, the mid-cap funds will start buying. Of course, ERTS may buy first. The only wildcard in the Q4 report is the effect of Rushware. I don't know how to figure that into revenues. I assume that Rushware had $25 million in revenues in 1998, and that it was profitable, and therefore accretive to THQI's EPS. None of my estimates include the effect of Rushware. Not including Rushware, I think THQI could reach $300 million in revenues in 1999. If the JAKK venture and Rushware do well in 1999, THQI will have a shot at $3.00 in EPS. That's aggressive, but possible. I'm eager to see Q4 results. Todd