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Non-Tech : The New Iomega '2000' Discussion Group -- Ignore unavailable to you. Want to Upgrade?

To: Naggrachi who wrote (1045)	6/24/1999 12:40:00 PM
From: D.J.Smyth	Respond to of 5023

shorting SNDK. we're seeing how it reacts to $44 again. obviously, the market anticipates a good earnings report from them. i'll post privately to you on this matter. interestingly, the market is giving IOM no current premium for clik! (compared to the premium on SNDK, it's ridiculous). IOM anticipates more revenue from clik! than SNDK made from all products last year. the jaz line is being corrected relative to labor costs associated with its production. zip is an overall money maker. with 14 million CDRW anticipated sold this year, given IOM's price point and their ZipCDRW capabilities (relative to other brands), you'd have to think IOM could garner up 4% of that market this year alone since 65% of that product, or 9.5 million CDRWs, are sold in the latter half of the year anyway. i'm sure IOM would be pleased with a 400,000 plus sale on those this year (as long as they get them into the channel in time), which translates into over another $110 million.