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To: John Solder who wrote (50)	2/15/2000 3:23:00 PM
From: Professor Dotcomm	of 81

There were some strong NRs recently such as the release of THDO's first GB color product and the launching of the '3DO Pipeline' Internet service. Also ING Barings rated it as a strong buy last Thursday which may have stimulated investor interest. It is encouraging to see THDO making its move in the calendar Q1 - usually dog days in years gone past. I believe that it has some way to go yet.

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To: Professor Dotcomm who wrote (51)	2/15/2000 4:25:00 PM
From: Scot	of 81

Prof. and thread: Anyone been tracking GTIS's meteoric rise? This stock actually hit 5 1/4 at one point today! I'm no believer, but the volume is pretty heavy for just retail buying. Any ideas? -Scot

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To: Scot who wrote (52)	2/16/2000 10:13:00 AM
From: Professor Dotcomm	of 81

Apart from possible speculation that Infogrames may wish to buy out the remaining shareholders, we must not forget that GTIS still has some of the highest revenues in the business and has strong distributing power. Also the stock market likes to see all the skeletons cleaned out of the closet and GTIS' recent numbers suggests that they (or rather the French) have done just that.

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To: Professor Dotcomm who wrote (53)	2/16/2000 12:04:00 PM
From: Andrew C.R. Biddle	of 81

Jean-Fran‡ois C‚cillion, Sega's European CEO, talking about 3rd-party publishers for Dreamcast to Gamespot UK: >>I can say that we have all the major third-party publishers bar one and I hope the last one will join the club very soon.<< gamespot.co.uk Andrew

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To: Andrew C.R. Biddle who wrote (54)	2/16/2000 12:31:00 PM
From: Professor Dotcomm	of 81

Thanks for your post. The interview was interesting in that Sega seems to be thinking of wider ranging competition rather than that between console manufacturers. I am not 100% sure of the conventional wisdom that relegates Sega to a 2 bit niche player after the other 128s come to market.

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To: Professor Dotcomm who wrote (55)	2/17/2000 6:25:00 AM
From: Andrew C.R. Biddle	of 81

Interesting: I got my CTW e-mail news this morning and there was an item about ERTS's James Bond title "The World is Not Enough" for PC, PSX, and Dreamcast and GBC. Yet when I went to their site, the story was not there. ctw.co.uk Andrew

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To: vc21 who wrote ()	2/23/2000 7:47:00 PM
From: Schiz	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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To: Schiz who wrote (57)	2/29/2000 6:58:00 PM
From: Schiz	of 81

What? Nobody likes thdo? I suppose you all think it's way overvalued.

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To: Schiz who wrote (58)	3/5/2000 6:01:00 PM
From: vc21	of 81

3DO is overvalued. Either that or THQ is undervalued.

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To: vc21 who wrote (59)	3/6/2000 9:01:00 PM
From: Schiz	of 81

Ha, you're a funny guy. Don't blame thdo for the valuation of thqi. It's very difficult to compare thqi to thdo. There are a number of fundamental differences between the business models and while thdo's track record is much shorter than thqi's, thdo is growing revenues at a really incredible pace. Also, the analysts have them turning profitable this fy which ends in march. THDO also has two patents related to internet gaming. I would say that there are quite a few investors that do not think thdo is overvalued at it's currentl level. Look at the volume and price trend since the start of February. The street is starting to take notice of thdo. If Trip and co. can continue to execute as they have, $15 could look cheap in hindsight. Basically seeing as it is pretty clear that thdo is not overvalued, thqi must be undervalued. I'll buy some thqi when I can trade in thdo one for one. Maybe Just a quick note to put thdo growth in perspective. The amount of EARNINGS estimated for this QUARTER exceeds the PUBLISHING REVENUE for the entire 98 fiscal YEAR. (rough numbers 16mm profit vs 10mm revenue) That's impressive. From basically nowhere to here in two years. Imagine where they will be two years from now if they continue to execute as they have been. Never understimate the power of the tripster. Good luck with thqi. Assuming they meet the fy01 estimates, I think it's pretty safe to say that they are undervalued. Perhaps a good buying opportunity.

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