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Technology Stocks Interactive Entertainment / Videogames

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To: vc21 who wrote (73)	5/8/2000 9:51:00 AM
From: Professor Dotcomm	of 81

You have constructed an interesting interactive entertainment portfolio. My own is about the same (I am missing NVDA & TDFX) but I also include the accessories companies which are more and more important with the increasing sophistication of the new consoles - my choices here were RCOT, GIG and RADA. I also include ELBO and IENT. In a separate section I follow the European companies such as IFG FP (together with its subsidiary GTIS), UBI FP, GUIL NM and RGE LN.

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To: vc21 who wrote (73)	5/14/2000 8:41:00 PM
From: Schiz	of 81

Vic, I have to disagree. I'd say it was a solid base hit. While they didn't make the old estimates, the old estimates were a bit overly optimistic. Big picture looks very good. Revenue trend looks excellent 10mm in fy98 (i think), 48mm in fy99, 122mm AND PROFITABILITY in fy00 with 210-215mm in revenue and .50/share earnings estimated for fy01. Yahoo still shows .50 + eps estimated for fy01 and 40% estimated 5 yr growth rate. Put a 40 pe on .50 per share and we could easily see $20 per share within the next year. Factor in possible additional upside in earnings and revenue combined with the possibility of over-valuation and $20 may seem cheap a year from now. On the other hand if they underperform then we might not see $20 at all. I'm banking on making or beating current estimates and being at least in the high teens, if not much, much higher by this time next year.

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To: vc21 who wrote ()	5/25/2000 11:14:00 PM
From: Schiz	of 81

Pretty darn dead around here lately. I Guess with the state of the industry, that should be expected. Just wanted to recant a previous statement I made. I once said that I would sell some thdo and buy some thqi if I could get it at the same price. If I do that, I might as well just buy aklm and get in apartment on the top floor of a very tall building. My condolences to thqi longs. and atvi longs and mwy longs and...

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To: Schiz who wrote (76)	6/8/2000 10:00:00 AM
From: vc21	of 81

Did Trip expect his recent PR to be good news? Man, that guy has a funny sense of humor. My condolences to the 3DO longs.

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To: vc21 who wrote (77)	6/13/2000 4:10:00 AM
From: Schiz	of 81

Thank you for your support. Trip tried to put a positive spin on some news that could have been interpreted rather negatively. While the news was obviously not good it wasn't as bad as some people are making it out to be. Could be some interesting developments over the next couple months or so. A possible acquisition and a push into internet gaming. A new cfo yet to be announced.

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To: vc21 who started this subject	7/12/2000 1:11:15 AM
From: Schiz	of 81

Hey Vic, I think it would be really great if you would add the cost basis to the portfolio based on the closing prices the day this thread was started. What do you think? You can get the prices from yahoo. chart.yahoo.com One stock at a time though.

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To: Schiz who wrote (79)	12/1/2000 1:59:12 AM
From: Schiz	of 81

Hey, where'd everybody go? Been kinda ugly around these parts. Comparison chart with thdo, thqi,ttwo,erts,alkm,atvi+mwy. ERTS is the only one of the bunch that's higher than it was 2 years ago. My little gem is second in losses only to the stock more commonly known as "doggie doo". siliconinvestor.com In case anyone was wondering, I remain eternally optimistic about the future of thdo. Or maybe I've got the blinders on. I guess we'll have to wait and see. Looking at the company and forgetting about the stock I don't think things are really all that bad.

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To: Schiz who wrote (80)	3/9/2001 10:46:34 AM
From: Scott Miller	of 81

There's good reason to be optimistic for the long run, because interactive entertainment can only get bigger in the future, and the next-gen consoles (PS2, Xbox, GameCube) have yet to make one tenth the impact they will in the next 3-5 years. Scott Miller, 3D Realms

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