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Over the next couple of years, I would expect performance to depend not on how many action figures, board games, and trading cards HAS sells (although that matters), but on how well the company does at transforming itself from a toy and game company to an electronic playground.

I am agreeing with you more and more as days go by. I have a younger teenage brother, as well as two nieces who are just starting elementary school. In both cases, the majority of the things they play with are electronic in one way or another. And all of them use computers, for different reasons obviously. From what I see, electronics are what children will be most interested in. I would have to say they are off to a very good start though, with toys such as furby, and computer games such as the #1 selling Roller Coaster Tycoon (which I play on occassion too).
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