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

To: Gurupup who wrote (3260)	3/4/1998 11:23:00 AM
From: william r. hargis	Respond to of 7111

Looks like the shorts still believe.....someone stated on the 56 thread....another 35,000 yeasterday.....I hope they get squeezed like a hunk of clay......when it looks like $3 plus for the year....they are out on a limb sawing away. Bill H.

To: Gurupup who wrote (3260)	3/4/1998 11:29:00 AM
From: Wayne	Respond to of 7111

Skipard, Couldn't agree with you more on the Has/Tiger deal. My perception of the comments a CC were that, in fact this has turned poss. for Radica. They said flat out nothing had changed for 98 and were developing games for 99' as well as Star Wars. I would think that is an indicator that the current SWar junk is going to be replaced with Radica made ones. Sales they do not currently have, but will. Ifd you have to have a competitor, better to have one that splits their revenue with you then one that does not, IMO. I wonder if they will sell many Monopoly games. Sounds like another Yahtzee to me and I don't see these sales pulling people from Radicas product to the degree of hurting revenue vs what they make off Has. Sure like this low volume today.

To: Gurupup who wrote (3260)	3/4/1998 11:38:00 AM
From: Mr Grey	Read Replies (2) \| Respond to of 7111

Someone stated several messages back, that Hasbro/Tiger would mean loss of business for Radica. This question was brought up on the CC. The person asking said something to the effect that he has heard that Hasbro/Tiger will most likely generated more business between Radica and Hasbro. Radica hesitated and then responded by saying that Hasbro has indicated that they would like us to do more work for them. So the general consensus was that the Hasbro/Tiger merger would be good for Radica, but Radica did state that anything could change at any time. Of course that is true for any company. Radica also showed a strong interest in diversifying because they know this would be good for the company. What I got out of the conference call was that Radica knows what it needs to do to maintain and expand growth and that they are aggressively working on doing just that. Radica also stated that they will be holding meetings around the country to increase and promote institutional awareness of their company. Radica also stated that they build to ISO 9000 compliance. All my comments are based on what I remember, so I may have gotten something wrong. David or anyone else, please correct me if I misstate anything.

To: Gurupup who wrote (3260)	3/4/1998 2:16:00 PM
From: mod	Read Replies (2) \| Respond to of 7111

<<As we go into qtrs 3-4, we will continue to see sale and eps gains of the magnitude of the first quarter>> I could not disagree more with this statement. :-) No way. Simply not possible. Q1 eps were up 242%. That is not going to happen in Q4, RADAF will not earn $2.70 in Q4 alone. They would have to more then triple sales over last years near-capacity Q4 while expanding facilities only 100%. How are they going to do that? Earnings will still show a terrific increase, but the year over year comparisons will start slowing down this year, especially in Q3 and Q4. Radica is saying they will not even utilize all their expanded capacity this year. From the conference call: "will have plenty of capacity", "5,200 max workers", "more then we need this year", "will not double the output". Dennis

To: Gurupup who wrote (3260)	3/4/1998 10:09:00 PM
From: bajaseatrader	Read Replies (1) \| Respond to of 7111

The shorts killed the stock for two days but todays action was very interesting because the momentum in the selling dried up.Most traders I know sold their stock on the earnings or the drop. If most of the traders are out who is left to sell. The stock is now in very strong hands who believe in the future. If new buying develops the price could move back to the high quickly, only 1 5/8 away. As the price begins to rise the shorts either have to sell to hold it down or start buying it back . Seems to me the shorts fired everything they could in a last desperate attempt. Where will they get the stock to borrow to mount another attack. If the basis of their short is the HAS/TIGER deal, who cares. The sharp pullbacks have been to 9 1/2, 12 3/4, 14 1/2, and 16 5/8 so far. Notice each is a stair step up. IMO this trend up will continue rising. It is time to buy it again as we did at each of these points. Congrats on the ccsid move today.