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: Marc Newman who wrote (10163)	3/4/1999 10:28:00 PM
From: gofrank150	Respond to of 14266

Regarding our discussions of WCW revenue in q2....TSeltzer of the AOL board sent me an email I wanted to share. He had some great points and I am not sure he is an SI member, so I wanted to post them...hope you dont mind TSeltzer... ============== Chris: I've been following your discussion of WCW production on the SI thread with interest. One thought regarding whether THQ intends to sell alot of WCW games in Q2. I think the plan is to sell and probably ship alot of Thunder. I say that because all Sony Playstations sold in March, April and May will contain Thunder demo disks. Here's a snip from THQ's January 7, 1999 press release: <<PlayStation gamers will have the opportunity to play ''WCW/NWO Thunder'' on the interactive demo packed-in to all PlayStation hardware sold in March, April and May. Additionally, a movie trailer will be available on the March demo disc of the ''Official U.S. PlayStation Magazine'' followed by an interactive demo in their May issue. >> I highly doubt that THQ has shipped all the Thunder CDs it intends to ship if this is the case. In addition, I doubt Sony would have agreed to the promotion if THQ had to have all Thunder copies it intended to sell manufactured by 12/29/98 (or in process of manufacturing by then). The way I read the "on hand and in process" portion of the WCW agreement, THQ was required to have a master finished, and production started, by 12/29/98, but it can continue to sell games based on the completed masters (and have new games from those masters manufactured) through 6/29/99, when the license expires. It can't sell anything after 6/29/99. That's just my opinion, but I don't think the Sony marketing effort makes sense with any other interpretation, and I don't think THQ already has manufactured all the Thunder it intends to sell through 6/29/99. With the Sony promotion, there should be substantial sales in Q2, although perhaps most of this will ship at the end of Q1. FWIW