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Non-Tech : Any info about Iomega (IOM)?
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To: Cogito who wrote (32059)10/14/1997 11:16:00 PM
From: Francis Muir   of 58324
 
<< So you don't think that growing the business from 150 million dollars a year
to close to 2 billion, while increasing gross margins and profitability isn't
good enough? KE and crew have failed to do the job? Isn't that like replacing
a pitcher in the 6th inning when he has a no-hitter going? >>

KE did a magnificent job, but the explosive exponential growth has been over now for months, and we are now in a linear growth period. If the company is to explode again - and the possibility is there - then there must be a massive infusion of capital and brains. What percentage of boxes being sold have ZIPs in them? What would it take to get this above 50%? KE's own target of 10,000,000 by the end of '97 was always pathetically low. What is his target date for 100,000,000? Ken Marcus' graphs look a whole lot less inviting when plotted on log/linear, not linear/linear.

FIDO
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