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Technology Stocks : Interactive Entertainment / Videogames

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To: vc21 who wrote ()2/23/2000 7:47:00 PM
From: Schiz  Read Replies (1) of 81
 
It's been kinda quiet around here lately.

Perhaps when the sector starts to recover things will pick up.

To pump up my favorite little stock a bit-
THDO seems to be holding up very well, it actually hit a new 52 week closing high today. Actually, I thinks it's been about 2.5 years since we've been this high.
For good reason(my opinion of course).

Estimates for q4 are .40 per share. That's incredible. In order to achieve this they will need close to 100mm in revenue (probably more, assuming my math skills are adequate). James Lin, likely the most bullish analyst was predicting 109mm for the entire fy00 (back in feb '99).

If they meet the current estimates on 100mm+ in revenue, they will have 175mm in revenue for fy00, up from 48mm in fy99. Also .15 per share profit on the year. Both those numbers are roughly 50% higher than they were estimated to be last year at this time, the profit probably more cause the .11 cited in the article was probably based on a significantly smaller share count than the .15 is. The 109mm and .11 info is in a forbes article. Go to forbes and search for thdo. The article is dated early feb '99.


Current estimates for fy01 are around .60 per share. I'm not sure about revenue estimates. They were around 200mm as of about 6 or 8 months ago but I would think the estimated revs are much higher now.

There's a ton of other stuff I could get into but there simply isn't enough time. If I were I would mention Trip & his team, insider activity, patents, business model, brand leveraging and maybe a couple other things.

Maybe I'm a little too fired up. Overly optimistic?
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