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

To: james r. davila who wrote (6553)	12/20/1998 2:36:00 PM
From: swedelo	Read Replies (2) \| Respond to of 7111

You mean to tell me there is competition in the toy industry....hmmmm. Thanks for pointing that out, I hadn't considered that aspect! I guess there has been no competition the last two (2) years that RADAF has taken over the #1 spot in the handheld category, a category which in and of itself has grown 30%. As for being flat on earnings next year. The only way I see that happening is through increased operating expenses via increased advertising, R&D, management & sales force all which would point to a growing corporate model for the long term. Is this a bad thing?. I could live with it. Also, consider the possibility of acquisitions that could become immediately accretive ( RADAF discussed this in CC). Which could serve to boost earnings even more dramatically, vastly increase total revenues which in turn could bring more analyst interest and coverage/positioning. I like the stocks you mentioned ( I have sizeable positions in all but DELL), but you should have a few small cap growth stocks with excellent potential in your portfolio RADAF is one of mine! Best Wishes, Swedelo

To: james r. davila who wrote (6553)	12/20/1998 2:44:00 PM
From: Billiam57	Respond to of 7111

Interesting. I saw a front page add for Bass Fishin' in an ad ($14.99)from Walgreens in today's paper. Also in today's paper, Service Merchandise has an ad for Radica's Blackjack and Poker games ($14.99)...Target's ad price was for $17.99. Guess if price is not important, you wouldn't care if you bought from Target.

To: james r. davila who wrote (6553)	12/20/1998 9:23:00 PM
From: Hank	Respond to of 7111

Once again, you are off the mark. Had you bought RADAF several years ago, you would be up several hundred percent. I believe Swedelo quoted the number to be 750%. Another long term small cap holding I have, VII, is also down almost 50% from it's 52 week high, just like RADAF. However, I start buying it over two years ago at just over 2 bucks a share. It is now at 7 1/4 with a 52 week high close to 14. I am still up over 200% in just over two years in spite of the so called "poor performance" this stock has delivered in recent months- again just like RADAF. No way I would ever get returns like that from most other large caps. To top it off, the P/E's are still ridiculously cheap when compared to their growth rates. For example, VII's P/E is 4.5. They have room to sky rocket from here. The stocks you mentioned will do well but I bet they don't double or triple with the next two years. I know about the Lizard King and I don't think much of his techniques. You see, I also trade for a living and I routinely do better than him on an annual basis ( I am going by his claims)even though the only "million dollar system" I use is my brain and some relatively inexpensive data sources. It doesn't take me 12-13 hours a day to do it either. However, one can only trade just so much money short term effectively. The rest I put into long term investments. Only time will tell who is right and I can afford to wait. Lets talk in the year 2000. Hank

To: james r. davila who wrote (6553)	12/20/1998 9:38:00 PM
From: Hank	Respond to of 7111

One more note about the competing products from Tiger- they always seem to be available at toy stores whereas Radica games are always sold out. Does that tell you something? Radica has the edge with their proprietary technology. As a deer hunter, I will be glad to buy both hunting toys when Radica comes out with theirs and tell you which one is better. I may be somewhat biased but I'd be surprised if Radica's hunting game wasn't more entertaining than Tigers. If I am right, then I don't think Radica has much to worry about from the "competition".