Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: xcr600 who wrote (1029)	4/29/2006 10:32:07 PM
From: Bill Wexler	Respond to of 6370

Negative. Can't buy it at 15...and you can't buy it at 5. Besides the fact that HAS is now very expensive compared to its deteriorating fundamentals, I suspect that there is now a real risk of the company going the way of Remco and Ideal. Note that the Star Wars license lasts through 2018...yet that ship has already sailed and is looking smaller on the horizon every day. The Marvel license lasts only 5 years. Hasbro has already shelled out $100 million for it and is committed to forking over another huge chunk of cash when Spiderman III is released. Marvel is in the catbird's seat on this one. They are also abandoning Toybiz. What does that tell you about the toy biz? (excuse the pun) I don't believe that toys from the Marvel characters will come anywhere close to the lost revenue from Star Wars toys. In fact, I will bet you a beer that the Marvel line will not even replace 50% of the revenue lost.