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Technology Stocks : The Learning Company (TLC)

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To: Aldo Baiocchi who wrote (5296)8/12/1998 5:28:00 PM
From: Thomas C. Donald  Read Replies (1) of 6318
 
Aldo: I don't think that TLC is interested in the game units. I think that TLC is interested in the educational units, but only if the deal is accretive. I am suspicious that CD will initially want too much to do a deal with TLC. If TLC is not the buyer of the educational units, I expect that whoever is will move to increase unit prices and phase out rebates. This will be good for everyone in this sector.
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