Any info about Iomega (IOM)? Message Board

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

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To: John Lacelle who wrote (47278)	2/9/1998 12:46:00 PM
From: Ken Pomaranski	Read Replies (1) of 58324

I'm back, but I will not post any information on trading strategies, stocks I like/dislike, trades, etc.. You guys are experts already! I had to respond to this 10 reasons list: (1) LEADER IN TECHNOLOGY IN ITS FIELD - Yea, right! Iomega is not known for it's technology. It's marketing a cheap, somewhat robust peripheral. It's all about having the right product at the right PRICE. (2) GOOD MARKETING COUPLED WITH STRONG RND - Good marketing: Yes.. RND: They seem to have a problem getting products out the door. They like to blame others (suppliers) for late products. Who chooses these suppliers? Who keeps them from releasing and pushing ship dates? (3) NOT YET LISTED IN THE S & P 500 - The S&P500 consists of diverse, multi-nationals. Iomega is a one product company. (4) ZIP DISKS BECOMING THE STANDARD - They are still not throw away items yet. Nobody gives these things away or lets their friends keep them. There is a limit to how many people need, effectively caping the TIE ratio. SW is not distributed on ZIPS, which is what made floppies the standard! (5) COMPETITION HURTING - Sony is not going out of business. Imation is gaining some momentum. Syquest.. Who knows? they are hurting now, as was Iomega back in 1995. (6) HUGE PROFIT MARGIN - and dropping... (7) LOW ASIA EXPOSURE - But this is where the growth is!!! Remember, the America's seem to be saturated. (look at US revenue in Q4 1997 vs. Q4 1996) (8) STRONG AFTERMARKET APPEAL FOR ZIP AND JAZ - hmm.. remove OEM sales and relook at the numbers... (9) NYSE LISTING - What's the total return been since the NYSE listing???

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