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

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To: Jay Chaffin who wrote (3037)6/16/1996 12:11:00 AM
From: Fernando J. Pineda   of 58324
 
Hi Jay,

Bullish AND Bearish? Harrumph! :)

You might be interested in the revised figures I just posted. The new figures use Jaz information to constrain the Zip numbers further. The revised numbers go in a way that will make you happy. If you look at the production (sales) numbers you will find that I had to make them ramp up more to fit all the facts. This bodes well.

I don't know what to say in response to your thought that $110/drive is bullish.I guess I could come down to $100/drive,(with minor changes in the predictions) but then I would have to believe $17.46/disk.

Anyway, the numbers may change if other people do the optimization. My eyeball may be biased.

Thanks for the comments -- Fernando
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