SI
SI
discoversearch

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 (5649)9/9/1998 12:27:00 PM
From: paul richards  Read Replies (1) | Respond to of 6318
 
>>And for some funny reason, they've
been lining up accurately for several quarters.<<

now I know you're full of it! even with this last Q2 report, 3 analysts firms were way off base on O/S. TLC used only 74m when they used as many as 82m!
(in fact I even listed the analysts numbers used in their forecasts)

so if the analysts can't be sure, why can anyone?

my point is, the number of O/S is even more complicated by the convertible shares being called into TLC.

the bottom line is that each investor must not use the eps number,
but rather look at the total operating profit before write downs.

with that said, why doesn't anyone step up to the plate and just list
what each firm is actually forecasting?

that would be the real measure!

BTW: pcdata reports are showing TLC losing mktshare.(w/o brod)