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Technology Stocks : The Learning Company (TLC)

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To: paul richards who wrote (5907)10/26/1998 12:13:00 PM
From: Trader Dave   of 6318
 
Paulie,

what are your thoughts on TLC's markeshare in education, personal productivity, and reference for the month of September?

I can see why you fought the broderbund acquisition so hard. the combination of broderbund's franchises and TLC's distribution power is pretty impressive. now TLC is clearly the number two consumer software publisher with 11.6% share of the entire market!

And the much more accurate monthly results for september show TLC with 4 of the top ten and 9 of the top 20 in education. Interestingly, they were all titles internally developed at TLC. So the real boost form the broderbund fall product launches won't hit until October.

In addition, TLC has just as substantial a presence in personal productivity and reference. Combined, they are as important to TLC as education.

What are your predictions again for the dire results in the September quarter?

TD
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