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

To: Grommit who wrote (4463)	4/9/1998 3:47:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 6318

The investor you're referring to was JP Morgan. Yep, it's hard to balance stick with the winners vs "selling too soon." This kind of a run up warrants a sell discipline. But this was a cheap turn around. Is it a real growth and franchise story? FY 1998 is $1.40 to $1.50, FY 1999 could be $1.75 to $1.80. Perhaps strong product flow and pc penetration could provide upside. Would you pay 20 x for that? Perhaps it's time to write covered calls. But maybe you should sell now since the much warned about restructuring is about to happen. Fool may know something that everyone else doesn't - TLC actually recognizes revenue in the Indonesian Rupiah and keeps costs in British Columbian dollars, (they really pulled the wool of Coopers eyes) when they re-state to US dollars, LOOK OUT BELOW! TD

To: Grommit who wrote (4463)	4/9/1998 5:10:00 PM
From: Carmine Cammarosano	Read Replies (1) \| Respond to of 6318

Nothing wrong with taking profits...it just seems to me that the stocks that go up, tend to continue to go up...and the stocks that go down, tend to continue to go down...changes in trends do not come easily...so, for the past year I have lived by "sell your losers and let your winner run"...you know what? It works! Not always easy, i.e. in early Feb. I almost sold TLC for ~$15(it had come down from $20), thinking the trend was over...boy am I glad I held on...I see TLC, AOL, MSFT out performing the market...these three and others are going to do well for several years now that PC prices are coming down...good luck!