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Technology Stocks : The Learning Company (TLC)
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To: Fred Fahmy who wrote (6034)11/7/1998 11:38:00 AM
From: greenspirit   of 6318
 
Fred, anyone who has maintained a short position in a stock from 6 to 27 is obsessed in the extreme! :-)

I don't know if we are witnessing the beginning of a new mega-tech-leader or not, but TLC sure is aggressive, and they have a VISION of where they want to go.

As I look down the road a few years, I see a time where every child over the age of 7 has a computer in the classroom, and nearly every parent has one at home. Locking up some of the most popular characters in this industry is tantamount to creating a steady stream of revenue's as far as the eye can see. Their competitive position has grown significantly in the last two years. If they can manage the mergers well and continue to generate winning programs on the shelves the sky is literally the limit.

It's interesting that this part of the tech industry has merged so rapidly of late. I believe it has a lot to do with having an industry giant like Microsoft peering down over your head. They realize they must act decisively and aggressively while Microsoft is still focusing on different segments of the industry.

The main concern I see for TLC going forward are these...

1. Will Microsoft expand it's school buss series and enter the rest of the education market aggressively?
2. Will Disney regroup and offer competitive titles with their vast resources of money and characters?

If they don't and TLC continues to execute with new offerings and exciting characters, we should see the stock continue it's upward momentum for quite a while.

Michael
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