Interactive Entertainment / Videogames | Stock Discussion Forums

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks Interactive Entertainment / Videogames

Previous 10 Next 10

To: Schiz who wrote (70)	4/5/2000 2:09:00 AM
From: vc21	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

Share	RecommendKeepReply Mark as Last Read Read Replies (1)

To: vc21 who wrote (71)	4/7/2000 3:13:00 PM
From: vc21	of 81

Here's the batting order: 1. ERTS 2. AKLM 3. THQI 4. EIDSY 5. MWY 6. ATVI So far, the only one to get a hit was TTWO. Next at the plate -- The 3DO Company.

Share	RecommendKeepReply Mark as Last Read Read Replies (1)

To: vc21 who wrote (72)	5/7/2000 4:00:00 PM
From: vc21	of 81

Well, looks like 3DO came to the plate and struck out. I added a Interactive Entertainment Portfolio to this subject which can be accessed by pressing portfolio in the upper right hand corner. Regards, Vic Interactive Entertainment Portfolio siliconinvestor.com

Share	RecommendKeepReply Mark as Last Read Read Replies (2)

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.

Share	RecommendKeepReply Mark as Last Read

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.

Share	RecommendKeepReply Mark as Last Read

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...

Share	RecommendKeepReply Mark as Last Read Read Replies (1)

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.

Share	RecommendKeepReply Mark as Last Read Read Replies (1)

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.

Share	RecommendKeepReply Mark as Last Read

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.

Share	RecommendKeepReply Mark as Last Read Read Replies (1)

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.

Share	RecommendKeepReply Mark as Last Read Read Replies (1)