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Technology Stocks : The Learning Company (TLC)
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To: paul richards who wrote (6050)11/9/1998 12:10:00 PM
From: Trader Dave  Read Replies (1) of 6318
 
Wow Paulie, your understanding of the company is so twisted it's hard to even attempt to explain how wildly delusional you are!

a few thoughts on your rather deranged analysis. regarding cash flow and factoring, factoring figures were UNCHANGED sequentially, therefore, there was no impact on cash flow.

Even if you add back factoring, TLC's a/r are below industry averages. A/R of 90% of quarterly sales (which is your typically bizarre way of saying 83 days) are down massively on a sequential basis and the lowest the company has shown in years.

It is hard to "stuff" the channels with declining a/r's.

Your understanding of pooling accounting is so incorrect that the thread should ignore your comments. i just don't understand why you think 104.457 million shares is so low when your brilliant and detailed analysis (as opposed to Paul Wick's superficial work) had explicit expectations for 87 million shares.

A pooling is a restatement that consolidates operations and reports results as if the combined companies were operating on a combined basis for two years. There is no manipulation of share count or artificial accounting for revenues the way you fantasize.

I'm happy to engage market share discussions with you since we can point to pcdata, but this is my last comment on pooling accounting .

So let's stick with your feelings on the most recent pcdata results. Have you seen the weekly figures for october 24th? 7 of the top ten in education and 2 of the top ten overall.

What do you expect for market share figures for october in education, reference and productivity?

td
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