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Non-Tech : Any info about Iomega (IOM)?
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To: Ken Pomaranski who wrote (6395)8/21/1996 3:53:00 PM
From: Trakker   of 58324
 
kp said:

"Lastly, for those of you waiting on Q3 results, don't hold your
breath. I have a feeling it's going to be very bad. I think the
slowdown is even sharper than the people on this board think it is."

Why do you have this feeling? Retail slowdown? KE's use of "challenging"? Channel checks? European vacations?

A slowdown in Q3 retail computer sales is as easy to predict as the sun rising in the East.

There are a couple of things though that would be interesting to watch. While retail Q3 is always sluggish in this sector, "September Buys" are now in effect for the government market. IOMG has done a decent job over the years in positioning themselves in this market, and that work could help in this "challenging" quarter now that procurement officers have had a full year to analyze Zip and Jaz.
Second, watching the adoption of browsers (BTW it takes close to 60MB just to load MSFT Explorer - supposedly they're working on it) from NSCP and MSFT. As more users load the 3x versions from these companies they will start taking advantage of audio/video features that will require additional space that the users didn't count on when they bought their initial HD. Where are they going to put all that stuff? While Q3 will be sluggish, it is the quarter that's setting IOMG up for Q4/Q1 (that's my feeling).
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