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Technology Stocks : THQ,Inc. (THQI) -- Ignore unavailable to you. Want to Upgrade?


To: Jim Munroe who wrote (9793)2/19/1999 7:49:00 PM
From: JEFFREY S. FENDER  Read Replies (2) | Respond to of 14266
 
<<

That seems too low. I can't believe it would be $1 per unit, >>>

I would almost gurantee it. Look there are no expenses besides the original development costs and maybe an instructions insert. A master copy will be given to the pc company and thats it. No other costs.

Now take that $1 less maybe (30 cents amoritized costs) and multiply it by all the pc's that the manufacturer will sell using the pentium 3.

The biggest question is who is going to distribute it. INTEL is in the press release so I would expect that every pentium 3 that gets sold will have this game included.

Now how many pentium 3 will they sell?? <g> :)

P.S. Just remember DELL alone does 14 million dollars a day on internet sales. then there is phone sales HP, Packard Bell, Acer, Compaq ,Etc. Get the picture :)

Your looking at some money!!!!!



To: Jim Munroe who wrote (9793)3/29/1999 11:24:00 AM
From: Jim Munroe  Read Replies (2) | Respond to of 14266
 
WSJE Article on Eidos

The Wall Street Journal Europe, Fri-Sat Mar 26-27 (p.16), in the section on European and Emerging Markets, has a very positive article on Eidos. It begins with the shares tripling in the last six months and "analysts predict the ride isn't over yet".

>>...finally captured the attention of international investors, sparking a strong correction for its stock after years of being fundamentally mispriced in relation to its US and European Peers<<

>>The company's shares currently trade at a price/earnings ratio of around 14 while its US counterparts merit ratios of up to 45 times<<

In what could be a suggestion for THQ management:

>> ...the company has just completed a big investor-marketing program spanning the US, the UK and Europe. "A lot of people don't know the company but want to invest in the sector. New institutions are bringing fresh money and there aren't many sellers"<<

A difference from THQ is the identification with a strong franchise:

>>The attitude shift can partly be attributed to the publicity generated by games such as Tomb Raiders, whose well known heroine Lara Croft has attracted a global fan-base and made the series a best-seller"<<

Another hint for THQ management is:
>>...there has been a string of positive news from the company in recent months. In January, Eidos said it expected profit for the year ending March 31 to significantly surpass market expectations...<<

>>Last month the company announced a tie-up...to provide Eidos customers with free internet connection<<