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Technology Stocks : Interactive Entertainment / Videogames

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To: Schiz who wrote (70)4/5/2000 2:09:00 AM
From: vc21  Read Replies (1) of 81
 
Ken,

You're a mensch. Thanks for the civilized debate. You being civilized, me debating. I don't see how 3DO does .38 regardless of marketing expenditures. Furthermore, you cite Trip and Co as a great management team but with those NPMs (and in-house development), they can't shake a stick at Farrell and Co. There is currently a 10% market cap gap in 3DO and THQ. I still think there deserves to be a greater gap. (And yes, I am a POed THQ shareholder. I don't know how a company growing 30% a year has a PE of 11)

Also, I don't quite agree with this great divide you see between 3DO and THQ. Yes, one is in-house and the other (out-house?) licenses and outside development but c'mon Ken, they are videogame companies, pretty much pure and simple. Trip should be able to get higher NPMs than THQ with his strategy and he can't cause either he's buying revenue via marketing or he doesn't have control of costs. Either way, I wish you the best of luck with 3DO. I hope it goes high but I hope THQ goes higher because I think it deserves to be higher than 3DO, (nothing against you). I used to invest in 3DO in the mid 90s. From there, I found out about THQ. And that's made all the difference.

- Vic
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