Any info about Iomega (IOM)? Message Board

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Non-Tech : Any info about Iomega (IOM)?

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To: Sabrejet who wrote (24347)	6/5/1997 12:01:00 AM
From: Fred Fahmy	of 58324

RICHARD, Fair enough, civil. Below is a chart comparing INTC and CYRX and AMD. techstocks.com INTC has the pattern of a growth stock (which is consistent with their earnings growth). AMD and CYRX the pattern of a cyclical stock (whic is consistent cyclical earnings). The causes of the AMD and CYRX cycles are well understood. Each time they release a new family of chips to try and catch up with Intel, the market gets over optimistic. AMD and CYRX even show profits for a few quarters. But after reality sets in and consumers continue to stick with the brand they know and trust (even though it costs them a premium) AMD and CYRX chips die as inventory in the channels. The results are losses for several quarters while they go back to ground zero. AMD and CYRX's problem is not that they have bad technology but that they got off to a slow start and don't have the resrouces to catch up in manufacturing, marketing, and brand awareness loyalty. I'm sure this can be debated and I know that that some insist that things are different this cycle. However, I heard that "things are different this time" for the past couple cycles. At anyrate, AMD and CYRX have been cyclical because their earings have been cylcial due to the history cited above. INTC on the otherhand has had rapid growth becuase their eanrings have grown rapidly. I jsut don't see how anyone can consider INTC a cyclical stock based on the history of the last 8-9 years. As for "niche" you simply have a different definition that most people. Most people think of a niche product as one that meets the specific needs of a small group of consumers and does not have massive appeal. In our marketing organization, that is how we define a niche product. Regards, FF

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