First of all, only $15MM will be spent on ad., this Q, KE said that.
Second, last year they were expecting seasonality issues, and guess what, they never caught up with demand for the rest of the year. Hell, I'm still looking for an internal ATAPI.
Third, just like last year, the Q's tie ratio will be up. This is only logical due to the fact many got thier drive last Q and they are buying the media now. It happened last year and don't see why not this year, especially when you consider a larger installed base.
Fourth, complement the above with new prodcuts, they are shipping, no? Zip+, Ditto max, Buz, Jaz2, laptop Zip (don't forgett the media.)
Fith, I could be dead wrong and shooting from the hip, to put it politely.
Zead
How 'bout those institutional number, awafully high after the debacle, don't you think? What was it, 26.6%. If that is accurate, then I think this is very positive. What date was that number qouted? |
