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Non-Tech : Radica Games (RADA)

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To: Jonathan Bird who wrote (2560)2/12/1998 10:43:00 PM
From: larry watson   of 7111
 
Jonathan - too soon to say what actual affect of has/tiger will be. Can say that there does seem to be at least a short-term perception of a problem. But perception eventually yields to reality. Can also say . . .

- present tiger lineup is not competative with Radica's best products. First-hand reports bear this out.
- probably too late for has/tiger to do much in way of interesting new stuff in 98, though cheaper knockoffs of Radica may be possible.
- loss of odm work was inevitable anyway as Radica grows to become a major playor since they can make more with their own good ideas
- Radica is not wondering what to do with extra capacity should it lose odm (my bet)
- hedge - David's "I wish!!!" comment may show some concern

larry
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