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

To: Fred Fahmy who wrote (6034)	11/7/1998 11:38:00 AM
From: greenspirit	Respond to of 6318

Fred, anyone who has maintained a short position in a stock from 6 to 27 is obsessed in the extreme! :-) I don't know if we are witnessing the beginning of a new mega-tech-leader or not, but TLC sure is aggressive, and they have a VISION of where they want to go. As I look down the road a few years, I see a time where every child over the age of 7 has a computer in the classroom, and nearly every parent has one at home. Locking up some of the most popular characters in this industry is tantamount to creating a steady stream of revenue's as far as the eye can see. Their competitive position has grown significantly in the last two years. If they can manage the mergers well and continue to generate winning programs on the shelves the sky is literally the limit. It's interesting that this part of the tech industry has merged so rapidly of late. I believe it has a lot to do with having an industry giant like Microsoft peering down over your head. They realize they must act decisively and aggressively while Microsoft is still focusing on different segments of the industry. The main concern I see for TLC going forward are these... 1. Will Microsoft expand it's school buss series and enter the rest of the education market aggressively? 2. Will Disney regroup and offer competitive titles with their vast resources of money and characters? If they don't and TLC continues to execute with new offerings and exciting characters, we should see the stock continue it's upward momentum for quite a while. Michael

To: Fred Fahmy who wrote (6034)	11/7/1998 11:47:00 AM
From: paul richards	Read Replies (2) \| Respond to of 6318

dear fred, you're hopelessly a myopic naive investor, twisting posts & info to suit your needs. in fact, the info i rec'd was half truth, 89m in calculating the loss. so much for my sources... tlc managed to capture the entire month Aug revenues, by closing the deal aug 31, and yet luckily enough to lower the o/s to 104m because the number of days the new shares were issued was only 32 days/91 days. if tlc hadn't closed the deal by that day, esitmates were doomed. tlc burned cash and its reflected in a lowered cash bal. than simply the sum of q2 figure plus brod cash acquired. pre factored a/r's are 90% plus of revenue figures, plus retail figures were lower than expected, however, unexpected jump in europe & oem made it up, stuffing the channel with brod titles, just like they did with CW and Mindscape numbers. pooling of interest allows tlc to simply add & subtract what ever they want from the financials... and lastly foolish fred, tlc has 120m fully diluted shares,and keeps losing money now that's growth!