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Strategies & Market Trends : Buffettology
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To: James Clarke who wrote (1028)2/3/1999 8:47:00 PM
From: Shane M  Read Replies (2) of 4690
 
Jim,

Thanks for comments on Mattel. Reading through the most recent 10Q really doesn't give the impression of a company that is moving into interactivity. Still mostly mentions of old line items. I think it would be beneficial to investors if they'd break out their revenue streams by major lines to better see in absolute terms where the real revenue growth is/will be.

Age compression is still an issue in my mind. The pie is shrinking unless they can successfully increase $/child/yr. All IMO and you've obviously looked into this more than I have - but from a macro view it doesn't draw me in.

Shane
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