Who's gonna make money in the current computer industry environment?
My vote is Iomega. Prices of everthing are coming down, Intel is lowering cpu prices, Hard drives are cheap, DRam is cheap, Computers are getting cheaper and cheaper and cheaper, Chip companies, HD companies are gonna have a helluva time making big money, but unit demand will be very high. Lots of those units will have Zip and Jaz drives.
At this point IO is developing a monopoly, IMHO, not unlike what MSFT has and what INTC had. The more boxes sold the better, and with this priceing environment, many boxes will be sold. May also be good for retailers like Compusa.
My target price given expected revenues has been about $32, With the above scenario and Clik, I now am looking for $40 in the next 12 -18 months.
Karl |
