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Non-Tech : Iomega - A Civil Discussion

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To: HRP who wrote (1860)8/4/1997 9:39:00 PM
From: Cogito   of 1908
 
>>An increasing percentage of production is being shifted to OEMs where the margin is smaller and where concomitant disk sales are, at least initially, less. <<

HRP -

I'm not sure that this is true. I realize that this is the commonly held view, and it seems like good intuitive reasoning. However, for the last two quarters OEM sales have been increasing as a percentage of overall sales, yet tie ratios have actually gone up.

The facts appear to contradict the common wisdom.

- Allen

PS: I believe that the phrase "common wisdom" is an oxymoron.
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