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Technology Stocks : ZOMX - Zomax, Inc.
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To: michael meyers who wrote (118)4/9/1998 4:44:00 PM
From: Alan Newman   of 322
 
Here's some info from my conversations with ZOMX.

"Lisa in IR" was only able to confirm that earnings would be released after the close on 4/20. She suggested I call Jim Flaherty, the CFO.

I called Jim, who was in San Jose. (He answered his own phone, which I liked.)

My Questions and Jim's Answers:
Q: Are you expecting any additional analyst coverage?
A: We're working on that, and are optimistic

Q: Are you getting more institutional interest?
A: Currently 3 or 4 funds the stock.

Q: How is the integration of the recent acquisitions going?
A: Coming along well

Q: How's the overall business?
A: "Good. Good."

Q: Have you felt any impact from the situation in Asia?
A: No. Most of our business is in the US.

Q: Are you still so dependent on Gateway?
A: Gateway is still the largest customer. But with the acquisitions, the dependence on Gateway is decreasing.

Q: What about the earnings report coming up?
A: Company is continuing strong growth. The expectations of the analyst "RJ Steichen" (sp?) has factored this in.

[Anyone know who this RJ Steichen is?]

Overall, it was a very positive conversation.

I'm not sure if the lack of specifics in the answers was due to my questions, the quiet period before earnings, or just Jim's style.

Anyway, I'm not selling any.

Alan
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