Re: the sweet, standard..
Zip drives are an easy sell, we're putting them in around
50 % of our systems and that's for an added charge of $79.95.
A savvy buyer can now pick one up in the $50.00
range, I'm guessing that the OEM's must be buying
these in the $35.00 Range
I think we'll have a 200/250 meg Zip announcement
coming out of COMDEX. The reasons why I say this
is the apparent discontinuance of Jazz I with price
drops for Jazz II ( Jazz I is too close in size to Zip 200/250 )
The other reason is the price decreases that we're seeing
on the ATAPI Zip 100. I expect price points of around
$159.00/$179.00 for Zip 200/250 with media in the $14.00 range.
Couldn't help but check out the action today, it was a massive
( pre-announced, put fear in the longs ) short assault with
the price, down 5/16ths, IMO no big deal. That kind of effort
IMO should have dropped us to the 7.5 to 8.0 range.
Was that a concerted effort with Herb slamming and the
burrito belching ? Is it big boys moving in and soaking
up shares, 32 mil shares traded WOW!
They did stop the advance but I wonder how many more
shares are short, sitting on a powder keg of good news.
The shorts didn't get their money's worth did they.
Kind of reminds me of AOL when they changed their business
model. I was shorting them at $30.00, didn't think they were
going anywhere but the street sure did like it.
The street likes the new CEO, noticed on CNBC the
analyst giving a buy rating sighting the new CEO as part reason.
On CNBC a buy rating from analyst and from what I read there
was a second given later in the day. This isn't right,
this doesn't happen on CNBC, something's up.
Looks like institutions are getting in and supporting their
purchases.
Staying long IMO this guy keeps going up.
All JMO
Regards
Reseller
|
