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Technology Stocks : The Learning Company (TLC) -- Ignore unavailable to you. Want to Upgrade?


To: arlequin fool who wrote (4389)4/4/1998 4:51:00 PM
From: Thomas C. Donald  Respond to of 6318
 
Fool: Why are you suddenly so active?



To: arlequin fool who wrote (4389)4/4/1998 5:02:00 PM
From: Bulldozer  Respond to of 6318
 
Fool, you are so one-sided it is absolutely incredible. I read Barrons as well and TLC is on the Fund Manager's top pick list! Geez, funny you didn't mention that. You also didn't mention his next line after his 25% rebate concern - "if its 35%, earnings will be overstated. But demand for educational software, for young people especially, is going to be growing." He could have been more specific and said the demographics for TLC's products are the most attractive in the last 20 years!

Regarding your other comments, I will grant you the investors can hedge. Fine, maybe there will short term pressure at some point. So what? - it will be a great opportunity to buy more.

ALso, TLC is involved in heavy discounting this time of year due to seasonality. The current promotions end in May and are an ideal way to add more names to their database. The name of the game is not only to sell titles, but to create the largest customer base in which to sell future products into. If you have to give up some costs upfront, that's called a 'business expense'. Rebates and promotions are a way of life in retailing - it does not affect the highly positive trend of lower PCs, oligopoly status and demographics that TLC will ride.

Fool, do you honestly believe all the professional investors like Lee, Bain, many fund managers, Wall Street houses etc. are ALL idiots and you are the only one (and your merry band of shorts) in the universe that sees through the conspiracy? Its not worth the time debating with you.

Bulldozer



To: arlequin fool who wrote (4389)4/4/1998 6:33:00 PM
From: Thomas C. Donald  Respond to of 6318
 
Fool: You wrote,
"TLC mgmt has 30 days to exercise their options about 1,000,000."

Are you claiming that options held by management on some 1,000,000 shares will expire in thirty days? What is your reference on this?

In the DEF 14A filed on April 2, 1998, there were footnotes on the shares shown to be held by officers and directors indicating that these share counts included the number of shares which could be obtained through the exercise of options within sixty days following March 2, 1998. Certainly you haven't stupidly misinterpreted this to mean that these options will expire at the end of this sixty-day period! You can't be that stupid, even given the alias you have chosen.

On the other hand, if you understood what you were reading, you must have posted something intentionally misleading! Say it ain't so, Paul ! ! ! ! !



To: arlequin fool who wrote (4389)4/6/1998 11:33:00 AM
From: Thomas C. Donald  Read Replies (1) | Respond to of 6318
 
Fool: You wrote,
"TLC mgmt has 30 days to exercise their options about 1,000,000."

Are you claiming that options held by management on some 1,000,000 shares will expire in thirty days? What is your reference on this?

In the DEF 14A filed on April 2, 1998, there were footnotes on the shares shown to be held by officers and directors indicating that these share counts included the number of shares which could be obtained through the exercise of options within sixty days following March 2, 1998. Certainly you haven't stupidly misinterpreted this to mean that these options will expire at the end of this sixty-day period! You can't be that stupid, even given the alias you have chosen.

On the other hand, if you understood what you were reading, you must have posted something intentionally misleading!

You wouldn't take anything out of context, would you? Say it ain't so, Paul ! ! ! ! !