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

To: Kai Tao who wrote (10273)	3/19/1999 8:47:00 AM
From: Alan Newman	Read Replies (1) \| Respond to of 14266

According to the Yahoo board, THQI was mentioned on CNBC last night. Start with this post, and read a few more to get all of the references: messages.yahoo.com@m2.yahoo.com Alan

To: Kai Tao who wrote (10273)	3/19/1999 3:16:00 PM
From: Todd D. Wiener	Read Replies (1) \| Respond to of 14266

Q1E $91.9 million Revenue $0.86 EPS Todd

To: Kai Tao who wrote (10273)	3/21/1999 10:21:00 AM
From: jesse dravah	Respond to of 14266

I think that you are right on target. With 3 of the top 20 titles in feb (http://www.npd.com/copr/products/c_vg9902.htm) you might be a little conservative not absurd on your estimate. I was looking to see if there is anyway to get a total number of units sold for each game. 2. wcw/nwo thunder 11 rugrats 14 wcw nitro Not bad

To: Kai Tao who wrote (10273)	3/21/1999 11:21:00 PM
From: gofrank150	Respond to of 14266

Kai Tao....good work on your estimates. your final numbers (revenues) are similar to mine, but I wanted to add some comments on some of your specific quantities: <<If we were to assume 100K units for the Play Station at $30 Whole Sale thats $3 MM. add 50k Gameboy titles at $20 a pop. thats an addition $1MM.. gives ya $4mm for Rug Rats Franchise.>> Very similar to my quantities, but now that we have seen rugrats in the top 15 for first two months (and i expect it will still be in the charts for march), I think 100k may be low. <<We have the Disney Game Boy titles. Bugs Life, Mulan and Small Soldiers. If Bugs Life gets 50K of reorders at $20 thats another $1.0mm. add 25K of mulan and 25k of small soldiers thats another cool $1.0mm. for a total of $2.0MM.>> Wouldn't count on Mulan generating many sales. <<This Quarter I believe Yoda Gameboy will be introduced. if we assume 75K units at $20 bucks a pop. thats another 1.5MM>> Not sure its still on the schedule for q1. <<Now lets take new N64 wCW Nitro shipments. assuming 500K units at $45 wholesale cost.. thats $22.5MM>> It doesn't appear this shipped in that high of a qty. Plus its retailing at 49.99, so the w/s cost will be more like $37-40. I originally thought they would ship this many, but I have revised my estimate way downward, to 225,000. <<In addition WCW Thunder for Playstation is introduced. Assuming 500K units shipped at $30 bucks. thats $15MM.>> I think you can safely assume its more than 500k. #1 in January and #2 in February should mean its sold through many more than that at retail already. I am expecting well over a million units on this title in q1. <<Assuming reorders of the successful WCW Revenge title for N64 of 75K at $40 a pop. thats another $3mm.>> Revenge was #18 in january and contineus to sell well. Probably a little more than 75k even! <<Penny Racers ships..for N64.. you have 256K units at $42 a pop.. thats $10.7mm bucks.>> I think you are way too high here. This game went out with minimal distribution and depth. Nothing over 60-75k total, IMO. <<Add another 14MM of backtitles.>> Whoa...thats a big dollar amount to put on backtitles. Backtitles dont usually generate much revenue, unless they are long living titles like wrestling / rugrats. THe only title selling numerous units not mentioned above is Nitro PSX on the release. <<Assuming historic margins of 12% on Net side fully taxed. you get around 9.2MM of income which divided by 12.2Mm shares gives you $.76 cents a share.>> I still think you .76 is probably not far off. Better be though, with estimates at .72. Chris