To: Matt Brown who wrote (3512 ) 2/17/1999 8:25:00 AM From: Rande Is Read Replies (2) | Respond to of 57584
Hi, Matt. . .good to type to you again. One thing about ROMT that I have a question about. . .With 23 times average volume on the biggest day last week, ROMT has already attracted quite a bit of attention [to see what I mean, do a full-text search and see how many are discussing it]. . . so what is the CURRENT short interest? The only way this can be determined is by contacting company. This number will give a better indication of the supply vs. demand of inventory. It is when supply gets sucked up over a long period of accumulation, that when a bit of good news hits makes a stock a sky-rocket. So the real story of ROMT can be found in the time and sales logs. Story: As for their products, family games are great. . .but I have tried to get my wife's youngest to play rated G games. . .he is so bored that I feel sorry for him. So I thought we would move slowly into more violence [can you believe we have to make violence compromises]. . .so I got him this cool game, where a bicycle courier drives thru the city to deliver his letters within the alloted time. . .what I didn't realize is that the more pedestrians he mames, punches or runs down along the way, the more points he gets. . .and cops count double. . . He liked it. . .I still didn't. . . .Finding a compromise is VERY difficult, when it comes to violence in games. . . . Now how this relates to ROMT, is that rated G games don't sell. . .the more the violence, the bigger the hit. . . I have seen some with blood and guts that squirts out of the victims. . .and you must finish them off to get maximum points. . .and the teenagers love this. . .but try to get a teenager to play ROMT's FrogMan? I bought some great games for all the kids. . . .they ALL were returned the next day and exchanged for the POPULAR and the VIOLENT. Oh, and don't mistake FrogMan with the popular Frogger that is sold in WalMarts and other retailers all over the world. So we come back to ROMT revs. . .what distribution deals do they have for their game line? Margin is one thing, but volume is clearly another. I would MUCH rather make 5 percent of a million seller than 20 percent of a 100k seller. And that is why major distribution is critically important to the success of PC game, software and accessory companies. Do you know how many pieces of each game are manufactured? That will give you a GREAT indication of how confident the company is in their own marketing abilities. Do they print 50k of each game? 10k? 5k? or do they stick their toe in the water with 1k per game? The name change may very well give the stock price a lift, but here is a quote I have for everyone. . ."never believe your own hype." I doubt highly if the name change will translate into a better bottom line for the company. So I see ROMT more as a "raider" play. Make money off the move in price. Unless we are totally sold on any company's long-range prospects, then we have no business playing the stock long-term. Rande Is