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

To: Steve T who wrote (10135)	3/3/1999 5:04:00 PM
From: Steve T	Read Replies (2) \| Respond to of 14266

I just got off the phone with Deborah Lake. She didn't seem to shed much light on who Mirage is. They use many third party... There are no announced OEM deals yet. THQ may not announce as they develop since it, "should be a normal operating procedure..." However, she was very clear to reinforce that OEM was specifically stated, meaning bundled, and that it was new to THQ. I am encouraged and hopeful about this. WCW will have revenues in the second quarter. The $15M inventory for 4Q represents work on-hand or that had an LC against the order. She would not get any more specific due to sensitivity with the WCW license. I pressed for confirmation that there was still some type of WIP that wasn't in that number and she declined. She did state that typical leadtimes were not so long as to allow a scheduled order placed in Dec. for April delivery. Still, I see no way that the $15M could cover much more than the current Thunder and Nitro sales. Hopefully, there is significant 2q revenue. I wish there was more to contribute. Steve