Any info about Iomega (IOM)? Message Board

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

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To: sheila rothstein who wrote (31087)	10/4/1997 3:21:00 PM
From: Ken Pomaranski	of 58324

<< Ken, You and Herb G. have something in common, you both like trashing IOM and you both don't know what you're talking about. >> noooo!! don't throw me in the same bucket as Herb! ahh! ;) So far I've been dead on. The stock has moved up a grand total of 1 point since I sold my core holdings 15 months ago. about this SKU thing: YES, this number is meaningless. If they had 5 SKUs and 90% of the market it's better than 150 SKUs and 10% of the market! How do SKUs translate to market share? How well are these SKUs selling compared with the total PC market? This is the real data that's required. Now, for some data: PC worldwide shipments Q1 1997: 18.7 million PC worldwide shipments Q2 1997: 18.9 million ZIP shipments to OEMs Q1 1997 (my estimate) = (25%)(2 million) = 500,000 ZIP shipments to OEMS Q2 1997 (my estimate) = (30%)(2 million) = 600,000 (Assume Iomega shipped a total of 4 million ZIPs first half 1997, 25-30% to OEMs.) Market penetration: 3% OEM, ZIPs (in total, OEM and aftermarket) 10.6% of total PC until shipments. This 3% number is the number I care about. kp

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