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

To: Thomas C. Donald who wrote (5236)	7/28/1998 10:35:00 AM
From: Trader Dave	Respond to of 6318

After some checking, TLC books revenues on a net basis, just like erts, broderbund and everyone else in the industry. Yep, organic growth is only running around 20%, but that combined with the developing synergies in distribution and development should lead to eps growth of 25% for a few years. It will be interesting to see if there's an acceleration in the market opportunity when pc prices plummet later this year. For people who're not involved in the stock paul, fool and gianelda spend an awful lot of time on these threads. td

To: Thomas C. Donald who wrote (5236)	7/28/1998 10:36:00 AM
From: paul richards	Read Replies (1) \| Respond to of 6318

thank you for the info. Let's make it perfectly clear, and if what your saying is true, I will never ever post again. (too bad for me?) I know the sec filings on revenue states TLC will use it's best efforts based on history to determine returns & allowances and take deductions at time of delivery, but if they have already netted them why not clearly say net revenues on the op stmt? and why do they deduct them vs receiveables again on the bal stmt? that would be deducting for them twice. I hope I'm wrong, and if so I would change my outlook on TLC. good luck