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

To: Matt Black who wrote (2754)	2/20/1998 2:23:00 AM
From: Toy	Read Replies (1) \| Respond to of 7111

I'm new to the thread and not technically adapt when it comes to stock analysis. Nevertheless, I'm a Toys R Us store director and RADAF stock owner and I have been following this thread for about 3 weeks. I think I can keep everyone updated on in stock positions/trends/orders and sales/best sellers, etc.. I left quite an amount of information at work about the size of our orders and which products we carry so I will update Fri.. However, I can tell you that as a 65 store market we still can't keep any of the fishing games in stock (we don't carry the junior bass fishing game yet, but there is an open order). We have large open orders on all the new games and all the fishing games. I just hope Radica can produce enough because we sell every fishing game we can get. We are still trying to fill rainchecks from X-mas. If David reads this, please get more product out to TRU.

To: Matt Black who wrote (2754)	2/20/1998 11:40:00 AM
From: Wayne	Read Replies (1) \| Respond to of 7111

Matt, Tough question. I think a large part of the answer to post earnings is in the size of the run we get next week. At the $17 level, I feel there is room for it to come up to perhaps as much as $20 without getting wacked much more then 10% post earnings and maybe not at all. This is provided we see some good numbers. I also feel that Radica has yet to get their just reward for last quarters $0.79 and at this point, I am viewing it as a trump card that will get played sooner or later. If the price gets to lofty next ($22 +or-) week, maybe we retrace 1/3rd to 1/2 of the run. I think we've tested the low end of the P/E for the year already and would not look to see a drop below the 10-11 range. If we see the earnings and rev growth in the 0.35 eps and up range (and hopefully 0.45- 0.55) this may be enough to get that trump card played on post release, if we are trading in the $18 range. I think Q1 is a key to the year. If it says Radica's still in their accelerated growth phase (and I think they have a long way to go here), the ones that bailed due to Q4 going into Q1 concerns, can't do it two years in a row attitudes, and wait and see first Q results should have enough incentive to jump on before the P/E get back to last years averages. Also, there are the shorts to get squeezed. It's a tough call but I think there is a better case then usual that it doesn't get wacked on good numbers and solid guidance from the company, IMO. Wayne