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

To: Thomas C. Donald who wrote (5737)	9/19/1998 11:35:00 AM
From: paul richards	Read Replies (1) \| Respond to of 6318

well doesn't that explains it ! when TLC started buying all those companies this spring, all the analysts were forecasting hugh marketshare, as much as 46%! (just read them, courtesy of Tom.) so TLC spiked to $33. but then reality set in. PC Data Share : Jan 26% Feb 34.2% Mar n/a Apr 35.9% May 37.% June 31% July 31% Aug 34% (includes Brod's 5% which means TLC was only 29%!) so what happened ? someone forgot to forecast lower summer growth? wasn't spending $300m more, worth flat growth? how about share dilution from Dec31/97 of 67M to Aug/98 110m ? (I suppose you expected this and the lower share prices!) what's next? ... BTW: do you expect the competition (Microsoft and Humongous)to roll over just for you?