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Non-Tech : JAKKS Pacific (JAKK) -- Ignore unavailable to you. Want to Upgrade?


To: Marc Newman who wrote (299)2/22/2000 1:12:00 PM
From: Marc Newman  Read Replies (1) | Respond to of 371
 
From my Yahoo post:

Well, it's hard to argue against a company growing like this. And the acquisitions appear to be quite good so far. And
I doubt we'll be seeing any insider selling this year.

As for getting in ahead of a "fad," that's hopefully where we're at with the JAKK bike stuff. The CFO said sales are
like WWF's at the beginning of the run. I mean, the company won't even be able to meet demand until Q2.

Let's review Q1. The conference call stated that WWF sales in January were up over the previous year. Did Jack say
revenue was up 10-15% in the category? He did say that Wrestlemania (March) always sees renewed interest in
WWF toys. So WWF sales are better than ever.

Then we have the bikes, which are essentially sold out.

Then we have Gooze (sp help please) which Jack said was already on its second reorder.

Then we have the addition of Flying Colors, which is quite big for a company JAKK's size.

Then we have the JV. Hell, in a week all you'll be able to hear is Smackdown, Smackdown, Smackdown. This game
could ship a million copies. It could be number one on the videogame charts. The JV should bring JAKK $.10 this
quarter.

Btw, if JAKK gets its distribution finalized we could see the first shipments of WWF toys to France and South
America this quarter too.

I'd say it's time to cost-average in further. You gotta pick up cheap shares when you can (spring) and sell some when
they are dear (fall).

Marc