<<but does it really matter if we sell 1.2 mil a month of the zip 100 or 800,000 of the usb/zip250 with much greater margins and then the zip250 disks....>>>
In IOM's case? It matter a hell of a whole lot!!!
Let me put it this to you. When DELL had a revenue shortfall I wasn't too concerned. Afterall, with laptops, desktops, servers, storage, peripherals, and hopefully networking soon, missing $300 million worth of sales is hardly a concern, IMO. The company is growing and continues to kick ass.
With IOM, any kind of slowdown, whether units or revenue is negative. Why? Simple, IOM is a one product company no matter which way one looks at it. Zip comprises a majority of the companies sales, what's going to happen once that product starts to slowdown? So what if they come out with new removable storage products? Well, what you have left is a company in a comdity business, hence the penny stock status.
What about Clik!? I can't see this product becoming as main stream as the Zip, In my case, I have no use for this product. Remember, even today many people have no use for the Zip, either. I have no plans of buying a digital camers or a Palm Pilot. Clik! is nothing more than a niche product.
So, where else is the revenue going to come from?
Zead |
