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Non-Tech : Radica Games (RADA)

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To: Zirdu who wrote (5989)9/9/1998 12:04:00 AM
From: Wayne  Read Replies (3) of 7111
 
sorry RR,
You are correct that ODM is lower margin than Radica's line. I am a bit confused in that Q4 historically is the highest margin of the year (Q4 97' was 60% if I recall correctly) due to the mix being slanted to Radica's favor and the ODM lending more support in the first half (slower quarters). Thought I heard that Margins would be better in Q4 at the CC. Also that ODM would be up in Q4. I miss typed the point in my earlier post as I understand it. It was ment as more ODM in Q4 than Q3, BUT, the mix would still be higher in Radica's favor making for higher margins. Please forgive the mistake.

David,
Was this a correct understanding of Q4 from the CC, regarding ODM increases and product mix?
Please shine some light on what to expect regarding the mix, Q4 margin, ODM volumes for the year vs. as a % of the mix in Q4.
Thanks for the help in advance.

By the way, nicely done!
Wayne
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