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Non-Tech : Radica Games (RADA)

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To: j rector who wrote (1561)12/30/1997 1:32:00 PM
From: Wayne  Read Replies (1) of 7111
 
j,
Yes, I think there is still some remaining inventory that will be used in Q1 but am not sure if it is as much as Q4 so would remove some or all to be conservative. Though the OEM mix may not be as much as Q1 97' was, I would still look to see more then Q4 was and some lowering of margins for that reason as well. I don't know if I'd drop to 50% GM, seems a bit much to me but who knows. My only point is that $0.50 seems very likely and it could go higher. Your 0.55-0.60 does not seem out of line to me but I have not worked up a number yet so will stick to what seems obvious to me. If $0.50+ is the case for Q1 and Radica has a 30%-70% to 20%-80% ratio on the year, again, it does lend to a $2.00 no brainer 1998 with more upside room than down.
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