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Technology Stocks : The Learning Company (TLC)
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To: Irwin Ma who wrote (6023)11/6/1998 12:51:00 PM
From: Obewon   of 6318
 
Irwin Ma,

Not to burst the bubble with regards to Humongous's gains in market share, but their success is derived entirely by the current popularity of the "Blue" franchise much like TLC depends on Reader Rabbit and others. One of the keys to educational market share leadership is controlling the franchise of the characters that are currently hot on TV. Currently Blue and the Rugrats are hot.

TLC did this last year buying into the Sesame Street line at the height of the frenzy surrounding Elmo, getting Madeline just prior to the movie release, Rugrats, etc. As long as the company continues to pay up for the new characters as they "arrive", I don't see a major competitive threat. The franchises that TLC owns are usually older but also stronger than others. Who knows where Blue and Rugrats will be in two years but Sesame Street and Reader Rabbit have been proven over time.

OB
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