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Non-Tech : Radica Games (RADA) -- Ignore unavailable to you. Want to Upgrade?

To: Wayne who wrote (2585)	2/13/1998 1:36:00 PM
From: rogermci®	Read Replies (2) \| Respond to of 7111

And my take too,,,,, OK so based on all known information let's lower our collective expectations. We have a stock with no analyst coverage and no big institutional following that will primarily be driven by earnings events. I'm going to apply a multiple of 10 to the stock reflecting lowered expectations. I think we're all pretty much in agreement that Radica earns $2.50 for fiscal 98. I think we can all agree that a 10 multiple is reasonable. Therefore, we arrive at a December price target of $25 a share. Stock now trades at $15. So a realistic return on investment is 67% over the next 9 months. I've played this game a long time and for my money, this makes sense. Final thought...Nine trading days until earnings driven event. I know I might have oversimplified the situation, but that's the way my mind works. Anybody have a problem with my analysis? Roger

To: Wayne who wrote (2585)	2/13/1998 2:01:00 PM
From: Hank	Respond to of 7111

I guess my simplistic take on this from a purely greedy standpoint is that all of this uncertainty regarding the impact that the Has/Tiger deal will have on RADAF has turned RADAF into a trading stock. Easy money can no longer be made in the short or intermediate term from simply buying and holding. I believe I will have to revert to my old ways and take an aggresive trading stance towards this stock until the situation changes. Hank

To: Wayne who wrote (2585)	2/15/1998 4:23:00 PM
From: Gary105	Read Replies (1) \| Respond to of 7111

Some additional thoughts on has, tiger and radaf. As things now stand radaf is the only real alternative in handheld electronic games to has/tiger. I know of no major chains that are comfortable with monopoly suppliers. Therefore, strategically it makes a lot of sense for major retailers to provide more space to alternative suppliers, e.g. radica. Radica has opportunity to gain more space as a result of this, perhaps starting with the toy chain from paramus. all imo, Gary