SWMCF- Making a comeback this week. Message Board

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Technology Stocks : SWMCF- Making a comeback this week.

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From: Bart Sampson	7/4/1996 1:18:00 PM
	of 278

RE: ** BART...LOOK: >...although SW sold the entertainment studio's M4DS game >creation technology to Disney as part of the deal, the company >retains the right to use that technology for its own >developmental purposes... I just checked with one of my own sources and this little tidbit is completely false. As I said a few posts back, SW is only allowed to do bug fixes on Orion Burger - no further M4DS development is allowed. It makes sense, after all. They did SELL the technology outright. Otherwise, it's kind of like selling your car to someone but retaining the right to drive it at a future time. I don't think so. Also: >..SW now has more than 16 SKU's on the education side, but only >8 of them are at retail. The others are sold through schools. >Walker says SW is increasing its sales to schools, which make >up about 20% of SW's business... Ok, but SW's big strength (as they've stated themselves) is the education CD-ROM licenses they hold with Major League Baseball and the NFL. Traditionally, schools will completely avoid any licensed products in their core curriculum material so as to avoid indoctrinating products and licensed properties into their students. So, if you look at the numbers here, it looks like 50% of SW's SKUs make up only 20% of their revenue. So, 50% of SWs educational line is in debt to their licenses and the other 50% brings in a small portion of revenue. Bart.

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