...THQI has any involvement w/Pokemon? If, not, who does???
Thanks in advance. I've read back on this board & don't see any reference to Pokemon but I'm still hoping anyway.
Analysts have cut their earnings estimates for
just that reason. Despite doing a
substantial amount of business
around the world, Nintendo
apparently has not been heding
their foreign exchange
exposure at all. (EPS #s were also
hurt by the recent
cut in N64 console prices.)
I saw this stuff
in a report by an analyst at Commerzbank
Multex. He also noted how strong Game Boy sales are,
suggested they could come in more than 10 percent above
Nintendo's projections (2.2 or 2.3 million units vs
million units). Software sales were projected at
like 80 million units.
By the way, what's
Since we order all our PSX and N64 from Japanese
firms, what will be the effect of rising yen?
SNE and Nintendo free to raise price to cover their
rising Japanese costs? Do they use transplat in the
15% yen rising in the past Qtr or so.
I could believe it, on a sell-through basis.
There may be an additional 200k out in the channel now
that were shipped before the June 30 cut off date.
Since WCW Nitro N64 came out in Feb or March, I think
THQ took the conservative approach on shipments of
Although, I think WWF Wrestlemania
2000 N64 will ship 1.5-2 million easy, since the N64
installed base is larger than it was a year ago, WWF is
more popular now than it was a year ago, the game
keeps getting rave reviews, the game is already listed
on the hottest-sellers as a pre-order, and THQ has
the WWF license for 10 YEARS, so no need to worry
about for how long they can ship, market and sell the
(Read Superiors Name)
Sorry, didn't mean to jump on you for the JAKK's
comment. It's just every thing I read with JAKKs and WWF,
gives them positives IE., JAKKS will also have the
rights to the WWF video games which will add to a very
strong 4th qtr.. While every time I read something with
THQ and WWF it reads something like this...THQ has
lost the WCW license and will have to split the WWF
license with JAKKs. I mean come on who's making the game?
I just wish the market would give THQ the name rec.
Brian and THQ employees have worked so hard to earn! My
bet is they will in the very near future!
My guess for 3Q = .33
I don't expect 4Q to
be outrageous. Maybe 20-25% higher than last year.
Even though I think they could easily blow out the
numbers, there is absolutely no reason for them to do.
They'd just have to beat it next year. Managing earnings
has worked for the last 4 years, it will work
Also, 1.1 million for WCW Revenge N64 was the number
quoted in GameWeek, September 29, 1999 issue.
OOPS! Your part right. The revs. should read
48mil. I have 3 sets of numbers sitting next to me,
High, low, and means, by mistake I wrote my low rev.
number with my means EPS number.
I'm also only
using 13mil. shrs. outstanding will they really be that
much higher? I sure hope not. Also look for some of
the reserves to start falling into the bottom line.
Also the margins will be alot better for Rushmore,
some nice PC sales over their.
One more note
Brian wants to show the investing community that this
is CASE CLOSED!!! So he will show higher margins.