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: Ken who wrote (9927)	2/25/1999 5:35:00 PM
From: Jeff Bond	Read Replies (2) \| Respond to of 14266

It's pretty clear to me, investors DO NOT buy on the promise of licenses, they buy and sell on the actual numbers generated. I consider this very short-sighted, and one of the classic reasons they miss out on 10-baggers. People see the WCW numbers and they spasm. What they don't see, and obviously what they can't understand is the cash generating potential of the 10-year WWF license. Possibly they have never played a console game, so they can't understand that the game quality is such a part of total experience. If THQI had had the WWF license and lost it, then obtained the WCW license, I feel we would still be seeing the same reaction. Instead, people who understand the rights to license, and the quality of the program itself are the factors that ensure successful sales are the ones that benefit at times like this. What is obviously not nice in the short-term is rather a blessing in the long-term, depending on how you invest. Did the management team change? NO! Did the fundamental development teams change? NO! Did the reaction to today's news accurately reflect the long-term growth of the company? NO! Small caps are in the outhouse, the general market is reacting to interest rates and the bond market, and dummies are selling a highly proven small-cap stock with a proven business model because they DO NOT UNDERSTAND what fuels the growth this company has experienced in the past. Can't do much to stem the flow, the volume today was damn huge, but I know that I will consider this one more excellent opportunity for investors to buy into the long-term success of this company. Rugrat Regards, JB