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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: GARY P GROBBEL who wrote (3912)	9/4/2003 8:58:26 PM
From: rjm2	Respond to of 37387

re: EGAM.... They have HAD the new method of distribution for some time now. I just recall that when they thought there was nothing but blue skies in the past, they lost shelf space and in a hurry. I havent seen ANY of the $19.95 games at local walmarts, but I did see a couple in target and on an end-isle on top of that. The reason I am skeptical about the higher price points is EVERYONE has $7.95-$9.95 value software. Sams club has ISLES of it (no egames stuff) Reaching for the higher price point seems a bit risky in that it gets away from what made them succesful in the past..which was impulse sales from nice packaging. Problem is, it was easily duplicatable and indeed, a former EGAM VP did just that and stole a whole lot of egames shelf-space & market share. As we learned years ago, the distributors have a financial interest in none of the small players getting too big for their britches. The downside ? While I dont think it will happen, it could be a zero if they lose market share. There isnt any book value to speak of. Sales & earnings can turn on a dime. That being said, I do think its worth $1 anyway and very likely more if things continue to do well. Appreciate your comments.