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

To: Sigmund who wrote (10715)	5/4/1999 11:29:00 AM
From: vc21	Read Replies (1) \| Respond to of 14266

Sigmund, Are we talking about the same stock? The stock Jeff Bond was talking about is THQ Inc, an interactive entertainment entity. It does not sound like you are referring to THQ in your post. >Has no licenses which make it valuable enough to justify a market premium? Sigmund, you don't get cable do you. >It's main claim to fame is its entrepreneurial zeal emanating from its CEO. How do you maintain that after an acquisition? Let the CEO and his team run the combined company. Sorry Sigmund but you are wrong on this one. THQ has plenty to offer to some of its competitors as an acquired company. With THQ's low PE, it could be accretive to some companies, even with a premium to the current price. Their great licenses and 50 million in cash make them a target.

To: Sigmund who wrote (10715)	5/4/1999 3:49:00 PM
From: Marc Newman	Read Replies (1) \| Respond to of 14266

Well, EA won't be buying THQ because of the overlap, etc. And the rest of the industry independents aren't big enough (though I suppose THQ could merge with ATVI or MWY). But for companies like Disney, Microsoft, Mattel, and Hasbro, THQ makes sense. Even Viacom, I suppose. As Vic says, it would be accretive and allow these media or toy companies to get further into the game business. Let Farrell run the whole thing. If you're a company like Disney or Viacom, why not keep all the profits from videogames based on your properties? If you're a toy company you need to keep expanding in video games because the toy industry is expected to grow 4% vs. 20% for the game business. With THQ you have serious revenue streams that are coming into good focus. WWF for ten years, Rugrats for three or four, BASS and bowling, etc. for years. GameFX technology. And the Japanese "import" business. Oh yeah, a huge Gameboy presence on that surging platform. This company is only going to get more expensive so I'd think a bigger company should snap it up. Especially before it runs up over the next six to eight months. A $50 buyout would, um, make my year. And there are plenty of other stocks to invest in. Hell, I wouldn't be surprised if AKLM has the same pct. gain as THQ over the rest of the year. Of course AKLM has been hammered this year but still, one can always find stocks like that. Anyway, $28 sometime next week. Marc