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Non-Tech : Any info about Iomega (IOM)?
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To: RetiredNow who wrote (53039)4/19/1998 1:18:00 AM
From: Rational  Read Replies (1) of 58324
 
Mindmeld:

Thanks. Good analysis. I agree with you that only a partial compensation of decreased retail sales with increased OEM sales was the main beast. If this shift becomes a trend and helps make the ZIP a standard, then an increase in volume will perhaps make up for the reduced margin. However, I am concerned that the shift to OEM sales did not increase the revenue this quarter. The stock was beaten badly for this reason. If the trend you are talking about continues, then it will be worrisome. But, the luster of Clik! (even if it does not add to the bottom line soon) can build up the sentiment for IOM -- just think about the internet stocks for which no finance valuation model will work at this time.

I like your depth of financial analysis. One should keep in mind, however, that the herd action in the market is often driven by euphoria for technological innovations.

Good night!

Sankar
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