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

To: paul richards who wrote (5884)	10/17/1998 9:50:00 AM
From: Trader Dave	Respond to of 6318

Paul, why not look at the detailed pc data, you probably don't have access to it. If you did, you'd be aware (but wouldn't mention) that: first, the weekly data is quite variable, but most importantly, the standard deviation in sales in the top 20 titles in education is amazingly flat. the difference between item 1 and item 11 even on the monthly list can be as little as 10%! I suspect that tom will be able to publish the top 20 monthly list for educational software you'll be unpleasantly surprised to find tlc with at least 40% of the revenues. In fact, I'm sure you'll be unpleasantly surprised with all of tlc's results coming up. The problem is, pcdata is a third party, you can't argue with the detailed numbers. The other problem is, couponing and redemptions are handled by an audited third party so you can't make your claims about couponing either. since you're from canada, were you once fired by softkey and are you still unemployed and bitter creating your interest (and free time) to work as hard as you can to interpret everything the way you do? td

To: paul richards who wrote (5884)	10/17/1998 2:00:00 PM
From: Aldo Baiocchi	Read Replies (1) \| Respond to of 6318

Paul please read the weekly report carefully! PC DATA Top Selling Home Education Software for the week of 9/27/98-10/3/98 This Week Last Week Title Publisher Average Price 1 1 Blue's ABC Time Activity Humongous (GT Interactive) $18 2 2 Blue's Birthday Adventure Humongous (GT Interactive) $25 3 * Clue Finders 3rd Grade Adventures Ages 7-9 Learning Company $25 4 * Sesame Street Elmo's Preschool Learning Company $16 5 3 Jumpstart First Grade Cendant Software $22 6 9 Rugrats Movie Activity Challenge Learning Company $29 7 4 Jumpstart Kindergarten II Cendant Software $21 8 5 Jumpstart Third Grade Cendant Software $22 9 6 Jumpstart Preschool Cendant Software $22 10 * Rugrats Adventure Game Learning Company $28 See that's four titles in the top 10 Education Top Selling Software for the week of 9/27/98-10/3/98 This Week Last Week Title Publisher Average Price 1 1 Microsoft Windows 98 Upgrade Microsoft $87 2 Need For Speed 3 Electronic Arts $35 3 4 Quicken Deluxe Intuit $58 4 5 Blue's ABC Time Activity Humongous (GT Interactive) $18 5 7 Blue's Birthday Adventure Humongous (GT Interactive) $25 6 6 Printmaster Deluxe 7.0 Learning Company $30 7 * Compton's Interactive Encyclopedia 98 Deluxe Learning Company $20 8 8 Norton AntiVirus 5.0 Symantec $42 9 2 Microsoft Encarta Encyclopedia Microsoft $29 10 10 Deer Hunter GT Interactive $15 *That's two titles in the top 10 overall. I believe TLC never had 2 top 10 in the overall. TLC even with 110 million shares is becoming the number 2 software company in the world and it is not overvalued. If you want overvalued why don't you pick on Internet companies.