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

To: paul richards who wrote (5137)	7/23/1998 11:48:00 AM
From: earlkeays	Respond to of 6318

Paul : I'd be shaking if I where short too!!

To: paul richards who wrote (5137)	7/23/1998 12:42:00 PM
From: Bulldozer	Respond to of 6318

paul - TLC will report good numbers tonight and the outlook will be very positive. I just don't see how you can ignore the macro trend of increasing PC penetration along with TLC dominance of the shelf. Your point concerning organic vs. inorganic growth is a valid one. I have not had the time to break it out, but I have no reason to suspect it is any less than the market growth. With price declines moderating, overall dollar growth (units have been growing very well over the past few years) should be healthy indeed going forward. Given TLC's market leadership, I would expect their growth to exceed the market. Can you give me a solid reason why it will not? Bulldozer PS Speaking strictly for myself, please don't shut up if TLC reports good numbers. You always give me a laugh and in a strange way, make all of us constantly defend our investment reasoning. Which is good. But please try and cut back on obvious BS that serves no ones interests.