Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Trader Dave who wrote (5152)	7/23/1998 5:16:00 PM
From: Thomas C. Donald	Respond to of 6318

Bobo: Push the "Earnings" button.

To: Trader Dave who wrote (5152)	7/23/1998 5:26:00 PM
From: Bulldozer	Read Replies (2) \| Respond to of 6318

Call is going very well. On all fronts business is up and getting better. Analysts are pretty positive. Highlights include: 1. 25 new titles coming out in Q3 - largest in co history 2. New development costs of some titles are 20% less than previous years due to engine re-use 3. Walmart deal will drive more sales and control of shelf 4. Online sales reached $2M, up from $0 last year. They see this as a great growth area with obviously huge margins. Think of all the content that can now be held on new DVDs and unlocked and purchased directly online in the future. 5. With acquisitions, top line grew 45%, BUT op inc grew 62% - showing accretive nature of these purchases 6. DVD is coming on and will reduce costs further - example..this year they will be shipping a Nat Geo 109 yr history collection on 30 CDs. Next year with DVD, this will only take 4 DVDs 7. New retailers are taking shipments which are new business and not included in PC Data. Replay number starts at midnight tonight and is 800-475-6701, #397498 Much more - very positive. Bulldozer