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

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To: Bearded One who wrote (40175)12/16/1997 4:05:00 PM
From: Joon Song  Read Replies (1) of 58324
 
>>>>
Right, I think they stuffed the channel to get that 10 million number. Also, sell-thru is very manipulable.
<<<<

Yea, they stuffed it back up to the 5-6 weeks of inventory level that they've been trying to reach since the ZIP shortage started back in Q2.

So let me try to get this straight. Your premise is that ZIP's aren't selling and Iomega is just stuffing the channel this quarter. So they'll report great numbers this quarter, but come 1Q98, Iomega is going to crumble. Is this that how you see things?

Joon
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