The Learning Company (TLC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The Learning Company (TLC)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Irwin Ma who wrote (6023)	11/6/1998 11:48:00 AM
From: Trader Dave	of 6318

Irwin, Sounds like someone desperate to justify a negative spin. It's not the september quarter that counts stand alone, it's the trend. TLC's 1997 growth came starting in July. TLC's 1998 growth came with its refresh of brod and new title launch starting in September. Just wait until the growth and results in the December quarter. We'll get the first evidence of that in the October PCDATA results. Stagantion in R&D spending? Goodness, it's a pooling and YTD results include all the inefficiencies of multiple companies and redundancies. TLC has over 40% of its employees in R&D. However, what is far more important is that they only need 8 core engines to develop titles. This means that product creation can be far more efficient with less resource. For gosh sakes, this year they're delivering 50 new titles and next year they're releasing 100 new titles! Regarding the balance sheet, look at the trend. It's vastly improved and they are generating great cash flow. It's getting better every day. Sounds like the analyst at cowen that downgraded cisco last month. td

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next