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


To: paul richards who wrote (6036)11/7/1998 12:17:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 6318
 
BUZZZZ!

Wrong again paulie. And in so many ways in one post!

It was a pooling and they didn't capture august revenues, they "captured" the entire quarter! However the share count of 104.457 million shares was used to reflect the operating profit, not the 85 to 87 million you were expecting. In addition, the comparisons reflect a two year retroactive restatement to include the pooling! Nice try.

Losses are calculated using non-diluted share counts. Standard practice, and irrelevant since the focus is on operating profits not one time charges related to transaction fees, real estate consolidation and severance packages. Funny thing though, if they used the HIGHER share count to calculate the losses, the losses would have been LOWER!

Your brilliant thinking is making me rotlmao!

I guess it took you a few days to begin posting again since it takes more time to get more creative with your fabrications.

What's your thinking on October market share? Expecting declines?

Regarding A/R's factored or no, they declined significantly as a percentage of revenues. That's why the calculation declined sequentially. Channel stuffing? Quite the opposite based on september/october sell through.

The issue for all of this is what are the trends and the answer is the trends are favorable and improving.

Let's use facts paulie, what has changed for the worse?

Why aren't you short now? Expecting the stock to move higher since the entire world of investors, analysts, stores, franchises, and customers are all just shills for the company?

TD



To: paul richards who wrote (6036)11/7/1998 12:44:00 PM
From: Fred Fahmy  Respond to of 6318
 
paulie,

<twisting posts & info to suit your needs.>

That's pretty funny coming from you. Here is a link to some real "twisting", actually mostly blatant lies:

exchange2000.com

<pooling of interest allows tlc to simply add & subtract what ever they want from the financials...>

Like I said, you are definitely accounting challenged.

<in fact, the info i rec'd was half truth, 89m in calculating the loss. so much for my sources...>

It's nice that you are admitting that you were half wrong but the truth is that you were 100% wrong and were blatantly trying, once again, to mislead investors.

<you're hopelessly a myopic naive investor>

This is an interesting characterization coming from someone who was preaching what a great short TLC was when it was in the low teens.

Re: channel stuffing

TLC did a fantastic job of rapidly doubling Broderbunds market share. This has nothing to do with channel stuffing but everything to do with taking good products and placing them in a highly efficient distribution/marketing system. I'm sure in your opinion every time any product is solid it is "channel stuffing". You either genuinely don't understand what this term means or you are again trying to spread false negative hype. Which is it??

"Lastly", bitterness is not a quality which makes for a prudent successful investor. I suggest you get over your personal problems with the company and cut your losses.

Welcome back...every village needs their idiot,

FF