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

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To: Bearded One who wrote (39618)12/12/1997 4:50:00 PM
From: Cogito  Read Replies (1) of 58324
 
>>Could they have possibly had a lower tie ratio this last quarter? This bear thinks so.<<

Bearded One -

There are three possibilities. Ratios were higher, they were lower, or they stayed the same.

Note that the discussion of the reasons for higher margins for Q3 says they were driven "primarily by 'catch-up' shipments of Jaz disks". This doesn't say they were driven exclusively by this.

But for the sake of argument, let's assume you were correct, and Zip tie ratios were lower in the third quarter. Then they only rose in the first and second quarters. Can we reasonably assume that they are plummeting? That people have stopped buying Zip disks? Must growth always be constant?

As to your reports of Zip sales slowing in New York, I haven't seen any evidence of it in my own sojourns through the computer stores. Zip drives and disks are still occupying prime floor and shelf space, and just this morning I saw two women buying an external parallel Zip drive at J&R, ignoring the 8 SparQ drives which have finally made it onto the sales floor.

But I was only there for a couple of minutes, so it's not a statistically meaningful sample.

- Allen
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