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


To: Hank who wrote (6669)2/4/1999 11:22:00 AM
From: Zirdu  Read Replies (1) | Respond to of 7111
 
A lot of negativity on RADAF here lately. However, no growth was already priced into Radica stock. At a PE of 6.2, the market seems to be saying that Radica will probably have LOWER earnings for 1999 than it had in 1998. So, expectations are minimal for Radica going foreward. If they can do better than that (i.e. if 1999 eps is better than 1998 eps, showing any growth at all), then this stock will do well I think.

The balance sheet looks great. There is growth in earnings year over year. Toy stocks in general are depressed. As I write, RADAF stock is trading down a little, on small volume. But still above where it was a few days ago. I am not expecting any great fireworks with RADAF in the near future. But I am holding for now.

Was there a conference call, and did anyone listen in? What was said?



To: Hank who wrote (6669)2/4/1999 11:27:00 AM
From: Ron Harvey  Read Replies (2) | Respond to of 7111
 
I bailed yesterday, not because I sensed relatively flat operating income (up a bit over 4% on comparable Oct. - Dec. periods) but because I didn't think that better earnings would mean much with the stock. Radica's still a fine company with excellent earnings, but with the lone analyst projecting a flat year, it's hard to expect the stock to move higher. However, in the past Radica has gotten hit when the general market tanked, so there's still trading opportunity here if it hits the low 12's or even the 11's in a panicky market pullback.



To: Hank who wrote (6669)2/4/1999 4:33:00 PM
From: BI*RI  Read Replies (2) | Respond to of 7111
 
EMC: Not quite how most others see it.

techstocks.com

Former Radica Investor
Current EMC Investor
Fellow Nutmeg Stater



To: Hank who wrote (6669)2/4/1999 10:16:00 PM
From: james r. davila  Read Replies (1) | Respond to of 7111
 
Hank I hate to beat a dead horse, but thought you might like this I found on Reuters....

Sales at EMC Corp. will more than double from 1998 as companies
increasingly store the data that runs their businesses, according to Mike
Ruettgers, EMC's chief executive. He told money managers at the
NationsBanc Montgomery Securities tech conference that "we are
on the road to becoming a $10 billion company." The company (EMC)
booked about $4 billion in sales last year. At the San Francisco
conference, Ruettgers said the data storage market will more than
double to $35 billion by 2001. He said he sees compound annual
growth for his company will be at least 36 percent through 2001.