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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Bob Brinker, Jr. who wrote (3013)1/23/1998 12:38:00 AM
From: Kirk ©  Read Replies (2) of 42834
 
Hi bb jr.

Yes, I agree IOM is an interesting stock.
quote.yahoo.com
I almost bought back in mid '96 after buying a drive after they first came out. One reason I didn't buy then and would still worry now is "what do they have to offer in the way of new products?" The longer they stick with being a single product company, the harder their margins will be squeezed and soon it turns to a commodity where they lack the expertise to really go high volume - low cost like HP or Sony can do overseas. If they don't come out with new products, they could just be another company like MU that goes up and down alot.

$0.02 worth...

regards
Kirk out
suite101.com
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