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

To: Purpleman who wrote (9834)	2/23/1999 3:41:00 PM
From: Marc Newman	Read Replies (1) \| Respond to of 14266

Re: predictability. It seems to me that if we run up substantially before earnings, we sell off some. If we don't, we go up afterwards. That's not bad for predictability. There's even more certainty that THQ will beat analyst estimates by a decent margin. Therefore, I think the report will be good, the cc will ease the concerns about console transitions and non-WCW income, and we'll move up afterwards. The nice thing about this time in the quarter is that we learn all sorts of interesting facts. In just the last two weeks-- Sinistar is tied to the PIII chip and is on pace for release as expected First Strike (a stealth title we knew nothing about) is due for OEM release soon and is also "tied" to the PIII THQ's IR confirms that even if WWF doesn't count on the revenue line, revenues should increase 20% this year from last Rugrats has been extended through 2002 (this should've been worth a $5 pop if people knew what a big deal this was) THQ has had the ECW license for the better part of a year and likely can now sell it off for a nice profit Probable WWF releases for the year are the N64 and GB versions, coming in November (as per the JAKK's earnings cc today) TRSTS is adding five retailers including etoys to its survey list (found by Fender on the AOL board). Rugrats has been #1 on etoys' list for weeks. And of course we learned that TRSTS shows three THQ titles in the top twenty. I don't know which is better, beating out Zelda for number one or having three times the top 20 titles of any other third party publisher. Ie, the FA news is amazing. Also, E3 is only 80 days away and will further cement the back half of the 1999 release schedule. Marc

To: Purpleman who wrote (9834)	2/25/1999 2:01:00 PM
From: AreWeThereYet	Read Replies (1) \| Respond to of 14266

Glen, two things want to clarify... THQI's insider selling is option related. THQI's executives receive specify amount of THQI option as an incentive. When he/she exercises the option, he/she can either pay the stock price minus option premium to keep the stock or sell the stock immediately and realize the profit (as bonus). In many cases, one will sell it immediately because it require no investment/cash and risk from the option holder. If one decide to keep it, he/she must infuse his/her own money into the stock. THQI beat all whisper numbers. If not the dilution (GameFX and options for the executives), THQ actually made over a buck for past quarter. This is amazing for a any company from THQ or uncle DELL and it is a dream for those internet stocks. The cc is not exciting and didn't help to clear up the fear of WCW but the fact is that THQ has four great years under hands of Brian Farrel. THQI is not alone for its miserable stock performance, the sell-off is more like industry-wide. THQ, the best in the group happened to be the one which punished the most. Historically it is also the one which rebounded the quickest and sharpest. How long did it take THQI to rebound from $9.x to $33? The only advice I can say is "be patient, you'll be rewarded.". Now can someone tell me why THQ's inventory jumped so much in Q4? aC