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Technology Stocks
Interactive Entertainment / Videogames
An SI Board Since December 1999
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Emcee:  vc21 Type:  Unmoderated
Although it's great to have individual boards to discuss companies seperately, I think it's finally time to have a one-stop place where we can discuss issues affecting the entire sector or the companies they encompass. That's why I have proposed creating this new subject.

The interactive entertainment is really taking off. 1999 will be the first year in which worldwide sales of interactive entertainment goods will top movie box-office sales. The new consoles coming along (Sony PlayStation 2, Nintendo "Dolphin", Microsoft X-Box) coupled with the already released Sega Dreamcast and the always venerable personal computer (PC) will surely continue the growth that the entire sector has achieved throughout the mid-nineties.

I'm throwing up some companies and ticker symbols merely for the search functions of silicon investor. Feel free to discuss any companies (public or non-public) and the sector as a whole here. I only ask that we do not attack others here and keep the discussion rational and polite.

Closed prices on Friday December 17th

Electronic Arts ERTS 81 1/2
Acclaim Entertain. AKLM 5 1/32
Activision ATVI 15 1/8
Eidos EIDSY 94 5/8
Midway Entertain. MWY 21
THQ Incorporated THQI 29
The 3DO Company THDO 8 1/8
GT Interactive GTIS 2
Interplay IPLY 2 5/8
3Dfx TDFX 9 7/32
nVidia NVDA 37 5/8
S3 SIII 10
Electronics Bout. ELBO 20 1/2
Funcoland FNCO 18 1/2 (Bought out at 24.75)
Take Two Interact TTWO 10 (5/7/2000)

- Vic

PS - I added a public portfolio to this subject so we can collectively watch some stocks in this sector. Feel free to let me know if you'd like me to add any stocks.
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ReplyMessage PreviewFromRecsPosted
81There's good reason to be optimistic for the long run, because interactive eScott Miller-3/9/2001
80Hey, where'd everybody go? Been kinda ugly around these parts. ComparisoSchiz-12/1/2000
79Hey Vic, I think it would be really great if you would add the cost basis to thSchiz-7/12/2000
78 Thank you for your support. Trip tried to put a positive spin on some news thaSchiz-6/13/2000
77 Did Trip expect his recent PR to be good news? Man, that guy has a funny sensevc21-6/8/2000
76 Pretty darn dead around here lately. I Guess with the state of the industry, thSchiz-5/25/2000
75 Vic, I have to disagree. I'd say it was a solid base hit. While they didSchiz-5/14/2000
74 You have constructed an interesting interactive entertainment portfolio. My ownProfessor Dotcomm-5/8/2000
73 Well, looks like 3DO came to the plate and struck out. I added a Interactive Evc21-5/7/2000
72 Here's the batting order: 1. ERTS 2. AKLM 3. THQI 4. EIDSY 5. MWY 6. ATVI vc21-4/7/2000
71 Ken, You're a mensch. Thanks for the civilized debate. You being civilizvc21-4/5/2000
70 Vic, my apologies for not replying sooner. I don't feel that .38 is in thSchiz-4/5/2000
68 Ken, How in the heck do you expect 3DO to make .38c this quarter? And while yvc21-3/24/2000
67 Seeing as there's nothing else going on here, I'll try once more. I bSchiz-3/21/2000
66 Regarding 3DO, I'm just not sure why they're successful. I do not knowScott Miller-3/14/2000
65 In the context of the post I was referring to stock appreciation. Although I thSchiz-3/13/2000
64 > leader over the past 2 years won't be the leader over the next 2? A lMahatmabenfoo-3/13/2000
63 Have you guys looked at this recently? Does anyone have aSchiz-3/12/2000
62 VC, You should double check your numbers. I don't think they're accuratSchiz-3/7/2000
61 Let me put something in perspective for you. Trip and Co spent 14 million lastvc21-3/6/2000
60 Ha, you're a funny guy. Don't blame thdo for the valuation of thqi. Schiz-3/6/2000
59 3DO is overvalued. Either that or THQ is undervalued.vc21-3/5/2000
58 What? Nobody likes thdo? I suppose you all think it's way overvalued. Schiz-2/29/2000
57 It's been kinda quiet around here lately. Perhaps when the sector starts Schiz-2/23/2000
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