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

To: Andrew C.R. Biddle who wrote (10132)	3/3/1999 1:34:00 PM
From: Todd D. Wiener	Read Replies (1) \| Respond to of 14266

"No more than five software companies can develop games that take full advantage of the PlayStation 2's capabilities," stated Tomoyuki Takechi, chief of Square. Takechi predicts PlayStation 2's release will draw a clear line between software makers who have computer graphics prowess and those who don't." Can anyone say, "Industry-wide shake-up and consolidation?" The question I have is which 5 companies is this guy referring to? I assume Square is one of them. And presumeably ERTS, too. And is he referring to major publishers or developers too? If he's referring to publishers only, perhaps ERTS, AKLM, ??? I'm very impressed with GameFX so far, but is it enough? Will THQ be one of the five? Todd

To: Andrew C.R. Biddle who wrote (10132)	3/4/1999 11:42:00 AM
From: Dave Hanson	Read Replies (1) \| Respond to of 14266

Indeed, very interesting and plausible remarks--thanks Andrew. I think this transition will make THQ's stockpile of cash all the more timely. This development will cost big bucks. Taking advantage of the PS 2's new graphics potential will almost surely require much innovative programming, and once buyers taste the results, they will likely expect nothing less. And I agree with other posters that as long as Sony keeps enough flexibility on console pricing to stoke demand (and the huge revenue in games and licensing will give them a big incentive to do this), the platform should be a runaway sucess. With Game FX in place, development and release of graphic intensive games like the new PIII oem products, and plenty of $ for development, THQ seems FAR better situated than they were 1 year ago to handle a platform transition like this.