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Technology Stocks : Interactive Entertainment / Videogames

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To: vc21 who wrote (61)	3/7/2000 10:52:00 PM
From: Schiz	of 81

VC, You should double check your numbers. I don't think they're accurate. I didn't notice any numbers that match the ones you quoted while comparing the latest earnings releases from thqi and thdo. To make the math easier I'm just comparing the fourth calendar quarter of last year. Here's the numbers THQ THDO cq4 '98 cq4 '99 % Changecq4 '98 cq4 '99 Revenues 111508 131697 18.11% 10271 41157 300.71% Cost of Rev. 54811 62405 13.85% 3624 14360 296.25% Roy. & Aband. 27026 19872 -26.47% Prod. Dev.(r&d) 2298 3509 52.70% 7365 9341 26.83% Sales & Mark, 9429 14629 55.15% 2981 12478 318.58% JV Payments 0 6119 100% G & A 3240 3912 20.74% 2256 3652 61.88% Total Costs 96804 110446 14.09% 16226 39831 145.48% Oper. Income 14704 21251 44.53% -5955 1326 100% So after looking at these numbers do you still believe that you can realistically compare the two companies? Not only are the numbers drastically different but so are the business models. Is that 6mm all paid to jakks? Will they be paying more? What is the real profit margin on wwf? Also, about thqi. Revenues up 18%, operating income up 44% and abandonment down 26%. Seems the large increase is operating income is in a large way due to the drop in abandonment costs. Incidentally, if I looked at the numbers right, capitalized software costs grew from 3mm in dec '98 to over 11mm in dec'99. That's more than a 200% increase. Also, thq g&a costs are growing faster than revenues. As far as mm and army men. You have tunnel vision in this regard. You don't see the potential in hhbb? Batlle tanx was successful on n64 and is coming to the psx soon. Heroes is alive and well. I hope you don't group mm with crusaders and heroes, they are completely different games. As are many of the army men games. It's nice to see there are still some non-believers, that means there's still much room to go higher when more people start opening their eyes. THDO did not just get a lucky hit with Army Men. They are here to say. Take a look at the 2 year chart. THDO is in the process of being discovered. I expect the impressive year over year stock appreciation to continue for at least a few more years. Perhaps I am confused? I guess we'll have to wait and see how things play out. What's your point about wintergreen?

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