The New Iomega '2000' Discussion Group Message Board

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Non-Tech : The New Iomega '2000' Discussion Group

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To: Gottfried who wrote (1760)	7/17/1999 1:30:00 PM
From: Reseller	Read Replies (3) of 5023

Apparently the phone # was good until today. Someone had posted thoughts about it's contents that I would concur with. Check out the MF board Vin just posted the missing 10 min. My interest in the missing segment was not so much content but about Jody, In my mind there was a question about why there was such a high turn over of execs and wanted to get a feel for control. After listening carefully to Jody I have no doubt that what is happening is a concerted effort and not happenstance. The shorts had portrayed Jody as being overwhelmed, not capable of controlling the reorganization, that the company was falling apart. My opinion of what's happening is completely opposite, there's an air of calculation, and strategic positioning and the vision is abundantly clear. IOM will return to profitability, period, they're aren't any sacred cows. I don't think very many have doubts about IOM's return to profitability, this last quarter was Jody's opportunity to write the world off, these are corrections to the other guys watch and we all know about that, they couldn't spend money fast enough. The fact that IOM was cash flow positive is speaking volumes about the controls that are in place. It's kind of what I would expect in a turnaround situation and in my mind as I watch the bid and ask points with the tight trading range someone else also believes ( perhaps with greater insight ) in the turnaround. It is obvious to me that accumulation is happening. The one aspect about Jody that I don't think any reasonable person could argue about and that is his creditability, IMO the guy wouldn't mislead. I think I will write about Clik! later today Regards Reseller

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