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Technology Stocks : The Learning Company (TLC)
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To: Fred Fahmy who wrote (5781)9/23/1998 11:31:00 PM
From: paul richards  Read Replies (3) of 6318
 
dear freddy,
ML is warning the street not to expect good numbers.
you can expect others to start to warn also.

in fact, not only did wasserstein perella forecast a 46% mkshare,
but so did Robbie stephens, as follows:

RS report 22.6.98 "TLC's Apr share 35.9%, plus Sofsource's 4% and
Brod's 5.7% would give TLC more than 45%..."

the message is clear, August's report will have TLC mktshare at only 34%.

Total revenue Q3 growth will be 5% +/- that's 15 points lower than all analysts forecasts of 20%.

and freddie you're right in assuming that TLC will make its eps numbers...by using lower O/S count as always...or adding to the channel, using greater write offs or even using the psuedo-non factoring loan agreement to artificially lower DSO's...
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