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

To: paul richards who wrote (5728)	9/18/1998 11:45:00 AM
From: paul richards	Read Replies (1) \| Respond to of 6318

btw: another dead give away... biz.yahoo.com speaks volumes!

To: paul richards who wrote (5728)	9/19/1998 11:13:00 AM
From: Thomas C. Donald	Read Replies (1) \| Respond to of 6318

Common sense tells us that the market for TLC's products is increasing. We have Al Gore pushing computers into the furthest reaches of our society, with special emphasis on educational applications. We have the advent of DVDs which store much more information than CDs, making possible more extensive reference products, more sophisticated products in general, and interesting new marketing possibilities. Finally, the price of PCs has fallen dramatically to around $600 for systems ideal for use with TLC's products. Certainly these low-cost PCs are being increasingly bought and used in homes and schools with software such as is published by TLC. PC Data reports also indicate that the market for TLC's products is increasing. For example, let's consider the total retail dollar sales reported for the Education, Reference, Personal Productivity, and Budget categories, since these include most of TLC's products. (At this point, we only have data through July.) For twelve months, year over year, the increase in dollar sales is 33%. For the Feb-Jul six months (the slowest sales period), year over year, the increase is 25%. For the Aug-Jan six months, year over year, the increase is 41%. Finally, for the Oct-Dec three months (the strongest sales period), year over year, the increase is 44%. Based on these considerations, it seems reasonable to assume that 4Q98 is going to be very, very rewarding!

To: paul richards who wrote (5728)	9/19/1998 1:55:00 PM
From: Thomas C. Donald	Read Replies (1) \| Respond to of 6318

Paul: You posted the following: "if you believe in the -ve wealth effect of the stockmkt, then TLC as well as others, are doomed" While I may be misinterpreting your statement, it seems that you are suggesting that, because of the problems in Asia which have put a damper on the stock market, consumers are going to forgo purchases of $20 to $40 items considered important in the education of their children. This seems unlikely to me; of course, you are certainly entitled to your own opinions. Last month I posted the first part of an editorial from the Wall Street Journal on this subject which you might want to re-read. Message 5503768