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Non-Tech : Radica Games (RADA)
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To: David who wrote (1568)12/31/1997 5:50:00 AM
From: Gary105  Read Replies (3) of 7111
 
David,

Thanks for the info. I just went through the 20F and found the auditors report. What I found most interesting in the 20F was the first table with the breakdown by games - it reinforces what many of us see (ie the importance of sports games 50% of sales from 5 games) and the diminishing importance of casino games (15% of sales from over
100 games). It would appear that rationalization of the casino line (ie slashing the number of games by 90%) could result in savings. It would also appear that theres room for sales growth at toys r us.

Best Regards,

Gary

Thread - the feedback many have given re. sales looks like a good indicator of radica's future given the importance of its sports games.

Skip - my comments re. seasonality of stock price were not meant to be
bearish; merely a statement of the trends followed by most retail and toy companies - and a caution to investors not to expect the stock to go straight up; that being said, imo buying radica now is like going shopping the day after Christmas - its on sale and I'm looking for a double by Q4 earnings release - my time horizon is quarters not days

Wayne - still not convinced about 0.50+ for Q1 given zero workers for 2 weeks but looking for a great '98. If products continue to sell, I'm looking for 0.45 in Q1, 0.35 in Q2, 0.70 in Q3 and 1.00 in Q4 or
about $2.50 for year. I'd take this with a grain of salt and will revise as year progresses - they have the production capability to do this and more - the key will be products and we are starting the year with products that sell as quickly as they can be stocked.
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