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: Bonzo who wrote (9915)	2/25/1999 4:23:00 PM
From: Todd D. Wiener	Read Replies (1) \| Respond to of 14266

I have little doubt that THQ can replace those revenues in 2000. In fact, 1999 wrestling income (WCW and WWF) may even approach 1998 wrestling income. I think that THQ could earn up to $1.50 per share in 2000 from the JAKK J.V. Let's look at the likely product offerings: Q4 1999 WWF GBC WWF N64 Q1 2000 WWF GBC (reorders) WWF N64 (reorders) WWF PSX WWF PC Q2 2000 WWF PSX (reorders) WWF PC (reorders) WWF DC Q3 2000 WWF DC (reorders) Q4 2000 WWF GBC Sequel WWF N64 Sequel WWF PS2 (Playstation 2) Summary: 1998 WCW vs. NWO 64 (reorders) WCW vs. World PSX (reorders) WCW Nitro PSX WCW Nitro PC WCW/NWO Revenge 64 1999 WCW/NWO Revenge (reorders) WCW Thunder PSX WCW Nitro 64 WWF GBC WWF N64 2000 WWF GBC (reorders) WWF N64 (reorders) WWF PSX WWF PC WWF DC WWF PS2 WWF Sequel GBC WWF Sequel N64 Of course, I'm assuming that THQ/JAKK is going to release a WWF game for PSX, PC, DC and PS2. That may not happen. But I assume that it will happen, as long as DC launches well. And I'm assuming that each year there will be a sequel (history supports this assumption). I'm also assuming that the WWF titles will each sell as well as the WCW titles have sold. If THQ makes all the games really good, that's a reasonable assumption, considering Revenge has been the only great WCW title released by THQ. I think that the J.V. will have lower operating expenses than THQ has, so the operating margin should be higher than for THQ. That's how I think WWF can perform in 2000. Right now, I'll hazard an educated guess that THQ will earn more than $4.00 in FY2000. I'm baffled by the street's reaction today. Todd