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Well, I predicted 350 million in revs and .15. I think it was do-able,
but basically I was off. Too optimistic.
Long term outlook:
1. Great company, great leadership
2. We still need a floppy replacement. Maybe it will happen at the
pace the 3.5 floppy came in (5 years if I recall)
3. Jaz is getting cheaper, power user demand is there. Jaz 2 coming
HMTT conf call)?
Med term:
1. KE said Q3 has 2 months in it that are normally slow, challenging.
2. More production and OEM announcements
3. Quite a few OEM deals kick in Q3, this will help zip sales
4. Q4 is Christmas season, traditionally good for sales.
5. Q1 Notebook zip will be introduced.
My position: I reduced my iomg holdings in order to be able to relax more, worry less. I think I will diversify, any suggestions?
Ken |
