Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: vc21 who wrote (73)	5/8/2000 9:51:00 AM
From: Professor Dotcomm	Respond to 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.

To: vc21 who wrote (73)	5/14/2000 8:41:00 PM
From: Schiz	Respond to 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.