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Re: iancassel post# 4432

Friday, 08/07/2009 7:24:53 PM

Friday, August 07, 2009 7:24:53 PM

Post# of 14386
Thomas & Friends in the U.K.

ROTH: “Mgt also expects to ship Thomas & Friends Educational GameCards to international customers in 4Q with U.S. sales likely to follow in 1H10.”

I’m hoping/assuming that Todd Eilers is correct. Presumably he talked to the company after the cc and got this straightened out with our likeable but somewhat muddled CEO. It was a bit worrisome when Kevin indicated that they might miss the Christmas selling season in the UK (the only place where they currently have a Thomas license as far as I know).

KEVIN IN THE CC OPENING REMARKS (about minute 19:20): “The third and last vertical market, our area focus. This is a $2.2 billion global market and growing, which is education. To our knowledge there are no interactive learning system products at the affordable $10 to $12 MSRP retail price points. We’re confident we have a category buster here, as an on-the-go, entertainment-style game card product based upon our early responses from our European B2B network’s reaction to our Thomas & Friends branded education game card. I invite you to visit our website and test this product online for yourselves. It’s contained within the education section at electronicgamecard.com. Currently there are several gold standard brands in education publishing and education media in review of this new product offering at electronic game card. We expect the first cards to be shipped only in the U.K. either later this year or first quarter 2010.”

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