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

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To: Ken Pomaranski who wrote (42845)1/8/1998 8:55:00 PM
From: Brent D. Beal  Read Replies (3) of 58324
 
. . .I estimated
in October that ZIP has about a 3% penetration in the PC market.
****

Where did you get these numbers? Maybe I'm wrong but I believe that about 85 million new computers will be sold this year based current projections? On the optimistic side, I think IOM has a shot at selling between 15-20 million Zips in the upcoming year. Based on the increases we've seen in OEM inclusion, I'm betting the average for the year will be over 40%. On the high end, therefore, the inclusion rate for new computers could run over 10%. If it looked to me like the inclusion rate was going to substantially under this number, then I'd consider selling my position, but everything I see indicates that 10% isn't a bad guesstimate--we'll all know more in a couple of weeks.
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