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

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To: John Solder who wrote (2971)9/30/1999 1:09:00 PM
From: Ken Pomaranski  Read Replies (4) of 5023
 
I've been thinking about CLIK!

What great potential! I was doing some calculations:
First off, all PC buyers will buy also buy a digital cam. this is 23 million units! CLIK! based camera will probably account for about 50% of these. This is because the 'Iomega' name is so valuable. THIS IS ABOUT 12 MILLION DRIVES! With a tie ratio of 20 disks per, this is 240 million disks. WOW! at 33% margin on drives (assuming $150 ASP) , and 75% on disks (ASP $10 ea)

DRIVES = $600 million (profit)
DISKS = $1.8 billion on disks (profit)

= about $10 per share!!!!!

HOLY COW!!! Man, you guys are smart! Thanks for sharing all your great insights on this stock. I would have sold a long time ago if you guys didn't provide the support I needed to hold on! I get worried when all those shorts post. All they are is arrogant a******s. But we know better, right?
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