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

To: chaz who wrote (2639)	2/16/1998 10:52:00 PM
From: Gurupup	Read Replies (1) \| Respond to of 7111

This is beating a dead horse, but what the hey? I guess a case can be made for the shorts based upon a negative reading of the HAS/TIGER deal. However, I do not think it is going to change the playing field, except perhaps to benefit RADAF. But, leave that aside for a minute if we can. We all should know at this juncture that this is not a one trick pony. We have the old standbys still cranking, moreso than ever from what I am led to believe. By the time the 3rd quarter rolls around we will be going full steam ahead with all of the new games. Part of my investment strategy is to act as a funnel, sharing ideas with people much smarter than me, and people who have greater resources do much more due diligence. I present an idea to perhaps 20 or so real pros. The definition is someone who has been in this business for over 20 years, spends a good deal of time managing their own money, and has been there and done that. If in the final analysis they come back with a green light, I now have the best opinion I personally can have, it might not be right, but it is like getting an opinion from a medical center, having the benefit of a great deal of expertise. I know that I can fall in love with an idea, and can't see the forest for the trees, but when this group is in agreement, it is usually a pretty good sign. The fact they have enormous firepower is not the worst thing either. Might doesn't make right, but it don't hurt. So what? I have spoken to people that I have a great deal of respect for who have been to see RADAF in Hong Kong, Dallas, New York, Las Vegas. In each and every case they were impressed with what they saw, heard,and found. Some of these guys do not like toy stocks, never have bought one, but each and every person has bought RADAF. I am not a technician, and I bow to others opinions on that, although I don't care about it. I am fundamentalist, and I love finding an idea on the upslope of an earnings explosion, and I really don't care what they do as long as they have a strong balance sheet, excellent products, which are in demand, an outstanding management team, which we have, and has not been fully recognized yet. Yea, I know it is up a lot, but wait until we have one or two more quarters under our belt, and then we see the results of the new games in 3rd and 4th qtr, and you know all the names, but we might have the whole enchilada next XMAS. If HAS,MAT,THQI, can sell at better than market multiples, so can we, maybe on the blowoff ride, but it will be from a hell of a lot higher than it is now. EPS up 60-70% this year, we will have a p/e of 20x+ sometime during the course of the year, and that should give us a price well up in 30's+. You can't keep posting these kind of numbers and sell at 11x p/e, it just will not happen for long.

To: chaz who wrote (2639)	2/17/1998 12:23:00 AM
From: CYBERKEN	Read Replies (1) \| Respond to of 7111

There is a significant difference between someone who presents a contrarian point of view and makes a good faith effort to support it-and someone who picks out a minor negative possibility and hammers it, Hammers It!, HAMMERS IT!! against the thread until he has succeeded in disrupting all discussion. I've seen this done on other threads, and they've gone to hell as a result. I'd hate to see it happen here. I'll give Jon the benefit of the doubt, too, and accept (for now) that he's just a nervous long, who won't be consoled while he remains long. That's too bad. If I felt that way about a stock I owned I'd skip any potential profits (not worth the aggravation!) and sell at the bell.