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: Zirdu who wrote (5989)	9/8/1998 10:08:00 PM
From: Skywatcher	Respond to of 7111

So THQI comes out with a 3d Bass fishing game and their stock is up 2? So your telling me that there isn't any more room in the fishing category? People who start to play these games on the computer aren't going to want to play elsewhere, on the road, etc? PE of 5...that is HARD to believe. chris

To: Zirdu who wrote (5989)	9/9/1998 12:04:00 AM
From: Wayne	Read Replies (3) \| Respond to of 7111

sorry RR, You are correct that ODM is lower margin than Radica's line. I am a bit confused in that Q4 historically is the highest margin of the year (Q4 97' was 60% if I recall correctly) due to the mix being slanted to Radica's favor and the ODM lending more support in the first half (slower quarters). Thought I heard that Margins would be better in Q4 at the CC. Also that ODM would be up in Q4. I miss typed the point in my earlier post as I understand it. It was ment as more ODM in Q4 than Q3, BUT, the mix would still be higher in Radica's favor making for higher margins. Please forgive the mistake. David, Was this a correct understanding of Q4 from the CC, regarding ODM increases and product mix? Please shine some light on what to expect regarding the mix, Q4 margin, ODM volumes for the year vs. as a % of the mix in Q4. Thanks for the help in advance. By the way, nicely done! Wayne