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Stocks L / Learning Company, Inc., The


Subject:  analyst report is unworthy Date:  9/17/1998  12:42 PM
Author:  prichards Number:  447 of 476

To: Thomas C. Donald (5701 )
From: paul richards
Thursday, Sep 17 1998 10:21AM ET
Reply # of 5707

why the report stinks:
1)if you believe in the -ve wealth effect of the stock market,
retailing stocks will not fly.

2)the entire report is predicted on retail growth in general, citing
no specific competitive advantage.

3)this industry has no barriers to entry, see the new best seller titles by new
companies and see totally free web sites for kids:

4)all pcdata weekly reports since June have TLC with diminishing best sellers,
translating into lower mkt share.

5)report also makes it clear, TLC will only grow thru more acquisitions! as I have
always said, TLC can only grow thru acquisitions, which translate into more write
offs and never any profits.

6) report uses only 91m shares outstanding, and as we all know TLC stated clearly
in their telcon that O/S would now be 105M. obviously this report has skewed to
numbers to improve ratios.

good luck to anyone who buys into this report.
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