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Non-Tech : Any info about Iomega (IOM)?
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To: Lurker who wrote (41173)12/21/1997 6:52:00 PM
From: jwk  Read Replies (1) of 58324
 
Based on several direct comments by KE in the past, I higly doubt th they are selling oem below cost. Even so, another way to look at it is to consider that every sku slot filled by a Zip is one less available to competitor. If the *profit* derived from gaining and holding sku slots ( it is a zero sum situation) were factored in the accounting, then it might be possible to make a case for selling below *production cost* and still come out in the black on a net bottom line figure.

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Ira, just got your email....it's me, Jack Knutson. I changed my screen name to my initials a while back. Couldn't agree more with what you said....esp. "Buy and hold, forget the garbage but keep an eye on the
fundamentals. The story keeps getting better and better from my
perspective."
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