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Non-Tech : Any info about Iomega (IOM)?
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To: FuzzFace who wrote (47264)2/9/1998 12:23:00 AM
From: Brent D. Beal  Read Replies (3) of 58324
 
Couple of questions the thread:

1) Where is the "thin" Zip for laptops? Anybody heard anything?

2) Assuming that Buz and Jaz2 actually ship around the middle of this month, how much could this add to this quarter's revenues? I could see Buz adding $50-70 million, but I don't know what to think about Jaz2. . .

3) I expect SyJunk's earnings (losses) to make it clear that the company isn't going to make it. Shouldn't this have a positive impact on IOM?

4) HP just announced a Zip inclusion in one more of its lines. Any other announcements out there? Seems like what we need is a big announcement by, say Dell, of this nature. What are the odds of getting one?

5) How much of IOM is owned by insiders? What I really want to know is if someone, say SEG, made a run for the company and management didn't want to sell, could SEG still take them over?

6) A friend of mine (he works at Olde) swears that over 3M SuperDisks have shipped. This can't be right but I can't find anything on it. Anybody have some data?

And finally, one complaint. Half of the game is perception. AOL has created the perception that they are in a position to rule the net and it has contributed to their subscriber growth among other things. Why isn't IOM bragging about Zip OEM announcements and talking about how many Zips they ship every week? In my opinion, not talking like they're the standard makes them less of the standard. Why the silence? Everyone knows that the greater the uncertainty the lower the stock price, so why won't IOM announce Zip shipments, which would decrease uncertainty and therefore lift the stock?
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