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Non-Tech : Iomega Thread without Iomega

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To: Michael Coley who wrote (7291)2/14/1999 9:17:00 AM
From: HRP   of 10072
 
Michael,

Rocky presents his points in the most aggravating way but with respect to Click he has a point.

Consider whether Iomega would have had to reduce expectations for 99Q1 if there weren't supply constraints for Click.

Further, Iomega said that the constraints will end during that quarter. Reports from Batek indicate clearly that the constraints still apply halfway through the quarter. (No problem yet.) If constraints continue through the end of the quarter, they won't end overnight and so Q2 will be negatively affected relative to Iomega's expectations.

If they further continue to the next conference call, then ...

hrp
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