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To: qz who wrote (482)12/18/1997 9:23:00 PM
From: Rick Tucker  Respond to of 859
 
qz, I have fewquestions
Not intended as a flame/barb/etc...

Why didn't you post your ideas/issues last night?

It would seem it might have benefited the group.

I guess I don't understand how everyone on the list can't seem
to get the playback, yet you heard it live?

Really, I would just like to know if there is a source for finding
out conference calls(better than yahoo, they don't even list BROD)

rick



To: qz who wrote (482)12/18/1997 9:45:00 PM
From: Mahmoud Hussein  Respond to of 859
 
qz,thank you for responding. I am not sure that I will worry too much about beefing the pipeline in the coming year. There are already enough products in the pipeline for the rest of the year.
There has been an over abundance of products in the market place that led to severe discounting a while back. BROD and TLC have previously said that vendors need to differentiate their products and hence have to concentrate more on their better sellers.

BROD has evergreen products in Printshop, FamilyTree Maker etc that generate steady revenue. They also publish Brittanica on CD.
Their education products lack the appeal to schools that TLC has but generates more excitement among home users. e.g Arthur Series, DrSuess and Carmen Sandiego.
I know that they intend to publish a series based on Rugrats also.

Anyway I still will listen to the conference call if and when I get the number.
I concur that BROD at $30 is probably fairly valued. There must have been a whisper number that was a lot higher than 0.49 that contributed to this selloff. Still I was surprised by its intensity.
It they continue discounting it, don't fight the tape. Wait for a chance to get it at bargain prices.

Regards
Mahmoud