Any info about Iomega (IOM)? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Hoagland who wrote (3035)	6/15/1996 1:59:00 PM
From: Joon W. Kim	of 58324

RE: TDK concerns Let's not worry too much about "margin" at this point. The key story to watch is whether IOMG will indeed become the next floppy standard. If it does, it will be worth at least $10B! And as far as I can see, the story is unfolding very well; even better than I had expected. Furthermore, I think people seem to be a bit confused between "margin" and "earning." Any royalty IOMG gets from TDK, Sony, etc will be pure profit, i.e. 100% margin. Royalty income will do wonders for Iomega's "margin." It may hurt earnings growth if IOMG loses significant amount of disk sales to other licensees. With all the advertising, I doubt this will happen. Furthermore, if Zip becomes the standard, it will be a big enough market for all the players.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next