Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mod who wrote (3270)	3/4/1998 3:09:00 PM
From: chaz	Read Replies (1) \| Respond to of 7111

Dennis: Maybe...at least on the revenue side, it's possible. Take a look back from 96 to 97...Q2 was up 210%, Q3 88%, Q4 200+%. For this Q1, they didn't have the benefit of the new plant, and they lost 2 weeks the CNY. Currently they are "building against future sales" for the first time on these products. So just because output doesn't double doesn't quite mean they won't have twice the product available for sale when they need it quarter by quarter. If margins hold, we could have historical repeats here. Gary: Are you calling "Killer Bees", one of my all time video rental favorites, a "B" movie? Chaz.

To: mod who wrote (3270)	3/4/1998 5:46:00 PM
From: j rector	Respond to of 7111

Dennis, I think that assumption in the output not doubling and the excess capacity is 'reasonable' growth in output, which I take to mean something like $1.80 in 4Q. I think that they can make this number given continued sales of BF (no market saturation yet) and other fishing games, and 'reasonable' acceptance of the new games. If one or more of the new games are huge, then I think we could see 4Q's numbers go up substantially, but they're probably maxed out at somewhere under $2.50. The major impact of the new games (positive or negative) will probably not be felt until 1999.