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

To: Terry Audette who wrote (5231)	7/27/1998 11:28:00 PM
From: Fred Fahmy	Respond to of 6318

Terry, Re: Takeover The notion has been kicked around here a few times. Right now the industry in consolidating....and doing so at an accelerated pace due to TLC. TLC is emerging as "the" major player in an industry that has lots of demand, favorable demographics, favorable PC pricing, etc. The need/demand for educational software is going one way...up. If a larger software company wanted to dominate this segment, a quick "easiy" way would be to buy TLC (for their titles, marketing, shelf space, and distribution). There has been some debate as to whether or not the authorities would let Microsoft acquire TLC. But TLC would be a great asset to Microsoft if they really wanted to get serious about this sector. A company like your example of Time Warner seems plausible. I personally wouldn't invest based on the speculation of a buyout but it doesn't seem unreasonable that this could be the outcome sometime down the road. FF