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Technology Stocks : Interactive Entertainment / Videogames
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To: Schiz who wrote (60)3/7/2000 12:48:00 AM
From: vc21  Read Replies (1) of 81
 
Let me put something in perspective for you. Trip and Co spent 14 million last quarter to sell 40 million in games. Farrell and Co. spent 13 million to sell 130 million in games. Sure, your revenue is ramping but your expenses are going along for the ride.

And don't start with the patents. Next you'll tell me they own a piece of CDMA. I'm not blaming 3DO for the valuation of THQ. And I stand entirely by my statement that either 3DO is overvalued or THQ is undervalued. As for waiting for a 3DO:THQ one to one ratio? Well, it may happen. It probably will happen. But regardless, you've got bigger huevos than I do.

Regards,

Funny Guy

PS - When you say continue to execute, can I take that to mean further exploit Army Men and M & M beyond the total saturation 3DO currently has them at or is there some real execution in the works at 3DO?

PPS- Regarding your internet patents. Ask some knowledgeable 3DO people about the Wintergreen project. I think the name was finally changed to Pipe Dream.
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