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

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To: Gottfried who wrote (46481)1/31/1998 9:37:00 PM
From: Robert Skinner  Read Replies (2) of 58324
 
Off topic.

Gottfried, I own a bunch Of CPQ. I bought it just as It started comming up from the Crash. I have much more in $ turms in CPQ than IOM. CPQ wants to be the next IBM considering there last takeover. I would call CPQ safer than IOM when IOM reaches the mid teens. I think IOM is safer now than CPQ on turms of Valuation. I am considering selling 1/2 my CPQ to buy IOM. I held CPQ through the split and Quarterly report. CPQ did beat Est. But i'm thinking the company they took over has had a lot of red ink for quite some time. So I'm uneasy about what they can add to CPQ's bottom line in the near turm. Monday Ill probably drop 1/2 CPQ to buy more IOM. I think in the short turm IOM will pay off much better than CPQ.

Rember I was willing to adverage down with IOM when I got in at 8 1/2 Willing to go %100 IOM if it ever hit 7 1/4. I wish I bought more IOM earler ... Oh well. I'm probably going to buy in any dip. I think know IOM is very strong. I belive IOM will open up above 9 1/4 probably around 9 7/16. I think that is a safe bet. I see strong restance on CPQ at 32 1/2.

Best to you Bob
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