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

To: CYBERKEN who wrote (2611)	2/16/1998 3:33:00 AM
From: Jonathan Bird	Read Replies (1) \| Respond to of 7111

Perhaps we just don't get your point. Hasn't Tiger been attempting to do exactly that all along? My point is that it actually DOES matter a great deal what Radica's competitors do. It IS actually of the utmost relevance to Radica shareholders. In fact, what Radica's competitors do should be equally as important to Radica shareholders as what Radica does. Both sides of the equation are equally worthy of analysis. Radica's strength is found in Tiger's weakness. If Tigers weakness disapears then Radica's strength is lost. Any analysis of Radica is meaningless without the context of the market environment in which they operate. Maybe you are saying to yourself "I've not been paying any attention to tiger, but i'm still making money in Radica. Therefore I should not bother paying attention to tiger." Let me assure you that if this is the case then it is completely coincidental. Maybe they stop failing at it someday, maybe not. So what's changed? Tiger has a new owner now. Hasbro just bought them. What other changes will follow as a result of this one massive change? Just because we can't know the future doesn't mean we don't attempt to predict it. The investor who perceives the changes first, and most accurately, will have the advantage over the investor who does not. Jon Bird