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Jon: Not trying to be the valiant cheerleader at all. I just reacted based on my particular business experience, and I think that's a valid response. Tiger has had 18 months to react to RADAF and hasn't. That's something HAS may change within Tiger, but it won't change what's going on inside RADAF. I don't think RADAF is going to lose direction or focus because the other toy mfgr got bought. If nothing else, it may sharpen RADAF's focus on being the true innovator here. Maybe they'll need to do more aggressive marketing, forge tighter bonds with buyers, get longer contracts, more of them, find new places to sell the toys, improve delivery, shorten production cycles with bigger chip orders. I'll bet that even as we chat, RADAF is already working a list of things they could do better...and every company can improve something. RADAF has said, on this thread, that licensing is not their course due to lower margins. As far as better marketing, let's remember that Tiger at $335 million is only 10% of HAS $3,002.4 million last year...so how much "marketing" can they devote to Tiger...when what they stand to gain is maybe another $100 to $150 million....and they'd have to run RADAF 100% off the map to get that. I still believe that what HAS does with Tiger will not have a major effect on what RADAF does with RADAF. The market will go on, RADAF will grow, our shares will increase in value, and a lot of us who stick will be very happy with a couple of splits down the road. Think about this. 24 months ago, was Tiger worried about RADAF? I would think that RADAF might be watching out for some other upstart company that does it in a more interesting way than even they do. That's what new technology is all about isn't it? My apologies for the length of this. Chaz. |
