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Technology Stocks
Is THDO finally breaking out?

An SI Board Since April 1999

Posts	SubjectMarks	Bans
85	1	0

Emcee: Bruce Prescott	Type: Unmoderated

Introduction Compact

3DO has been restructuring from being a hardware developer to being a software developer for more than two years. Today, it looks like the restructuring is about to pay off.

The company is led by Trip Hawkins who previously founded Electronic Arts. Hawkins is a visionary who anticipated the growth of electronic commerce and interactive entertainment -- he just expected it to occur over cable TV lines instead of phone lines.

Today AT&T and @Home are laying the lines that will bring internet over cable lines to the masses. 3DO has been a pioneer in internet multiplayer computer games -- as the higher bandwidth of cable internet access becomes widely available, 3DO should be in the forefront of the interactive entertainment that develops.

Meanwhile, 3DO is bringing to market about a dozen high quality games that run on the Playstation and Nintendo 64 systems which are already at a peak in market penetration.

Unless I've missed something, I think 3DO has successfully transformed itself.

Please enlighten me if you think otherwise.

Bruce

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
85	I think 3DO will start rising in the next week or so. Sooner or later people ar	Bruce Prescott	-	9/22/2000
84	Is the breakout about to begin? Looks like people are moving into all the game	Bruce Prescott	-	8/22/2000
83	Well the breakout turned into a break dance. Missed the first breakout. Won&#	Bruce Prescott	-	4/14/2000
82	Yes THDO IS finally breaking out!!	John Solder	-	2/15/2000
81	Thanks, John, for your interesting post. Myself, I've still to be convinced	Professor Dotcomm	-	11/30/1999
80	Professor; I am a long time lurker with a small position in THDO based on its p	john t. brice	-	11/27/1999
79	Yes. I'm not too sure about the logistics of online gaming either. I've	Professor Dotcomm	-	11/10/1999
78	I would like them to market some titles to all the new cable modem users. With	John Solder	-	11/10/1999
77	You are right on the money here, John. The PC market share was drooping even be	Professor Dotcomm	-	11/10/1999
76	I think moving into the console market is a step in the right direction. A goo	John Solder	-	11/10/1999
75	I think you are right, Bruce. My comments were rather not to expect a carbon co	Professor Dotcomm	-	11/10/1999
74	Give Trip some more time. Quality software takes time. I think he's alrea	Bruce Prescott	-	11/10/1999
73	It's always dangerous to assume that developing miracles (like ERTS) was on	Professor Dotcomm	-	11/10/1999
72	Very true. Do you think Tripp will ever be able to reproduce the money making m	John Solder	-	11/10/1999
71	It certainly is better priced than ERTS. It would seem to have a PE on L4Q of 1	Professor Dotcomm	-	11/10/1999
70	I am watching them. I like their PE and PEG. They are also into younger age ga	John Solder	-	11/9/1999
69	It's one of my 3 picks for what I term as large cap video game stocks (i.e.	Professor Dotcomm	-	11/9/1999
68	What do you think of THQI ???	John Solder	-	11/9/1999
67	Yes. The smaller video game stocks are now starting to receive attention, first	Professor Dotcomm	-	11/9/1999
66	We are seeing some action from THDO today, any info ??	John Solder	-	11/9/1999
65	ken, I follow a different philosophy of trading..Basically I pick up nickels an	TATRADER	-	10/1/1999
64	Sep 30, 1999 "TLC's Big Targets Industry: The Learning Company may	Amadeo Mendez-Vigo	-	10/1/1999
63	Won't be for long? Then you will miss out. Words can not express how bull	Schiz	-	10/1/1999
62	john, THDO finished quite well today, setting a new 52 week high...I am still l	TATRADER	-	9/30/1999
61	Pretty weak showing today considering overall market bullishness.	John Solder	-	9/30/1999

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