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Technology Stocks : SWMCF- Making a comeback this week.
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To: Bart Sampson who wrote (62)6/25/1996 12:06:00 AM
From: olduser   of 278
 
Disney deal- cutting the fat or selling the farm?
Bart- I think theres a whole forum in this one. My views:

1. You see the value of SW-Victoria in the latest
tech- but then you say the lastest tech moves ahead.
So next year the value would be zero, right?

2. I see the value in SW in 3 things:

a. Focus on kids products: Not as much competition.
They may be on the same shelf at Toys
R Us w/ their big budget competition, but are totally
different in profits. Toy Story might sell good w/ big
promo & Xmas, but goes away w/ next weeks trash- Hit or
miss just like all the Entertainment titles.
SW's Franklin Reading World(Ranked #1 at the E-Expo)
can sell year after year.

b. Library of titles and licenses.
SW has a library of titles that sold over $1.4 mil last Q.
They're sitting in the warehouse at virtually 0 cost basis,
and now they have triple the sales team to peddle them!
Entertainment licenses and titles are also there to at 0 cost.
They just sold Apple "Buried in Time" installed
in the new Performa this month.

c. Buyout candidate. The CEO is not so much making SW
the next Brodorbund- she's selling it using the same
formula she used the last time(as quoted in a San Jose
paper in March):

"Martin Simpson was hovering at the brink of bankruptcy
when she was asked to take over. She turned it back around to
what had made it successful in the first place-thourough
marketing research and consulting work. But
the company owed too much, so she engineered Simpsons sale
to a larger investment firm"
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