Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (5912)	10/25/1998 10:01:00 AM
From: paul richards	Read Replies (1) \| Respond to of 6318

if you're making sept to sept comparisons, you have to strip out all 10 acquisitions...to determine the organic growth and guess what? tlc bought 10 companies since last sept and managed a whopping 17% increase...good work boys, let's issue more mgmnt options for a great performance. now for this next year let's buy another 10 !!!

To: Trader Dave who wrote (5912)	10/25/1998 10:38:00 AM
From: Thomas C. Donald	Respond to of 6318

Dave: I don't have the data necessary to measure growth exclusive of the effects of Broderbund and Sofsource but, since both of these companies were declining, it is likely that the year-over-year comparisons would look better without them. Paul, on the other hand, seems to believe the opposite. I think he's wrong. Note that my post does not include information about either Game or Finance software (the remaining PC Data categories). Specifically, it does not include Myst. My perception is that TLC intends to specialize in Education, Personal and Reference software. It has comparable market share in each of these areas and less market share in other areas. For these reasons, I believe that we should always discuss TLC's ratings in this context. Also, please note that PC Data reports a 70% sample, an 80% sample, and a 100% estimate based on the 80% sample. It is important that we know which measurement we are referring to. The 100% estimate seems to be the most sensible choice to me. As to the future, I understand that sales are continuing to improve and that market share is growing, especially at the expense of Cendant.