SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The New Iomega '2000' Discussion Group -- Ignore unavailable to you. Want to Upgrade?


To: Ken Pomaranski who wrote (1706)7/15/1999 6:32:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 5023
 
No number analysis Ken? My, my. Backup your statements with facts.

interesting that the number of jaz drives and disks actually went up slightly sequentially, along with an uptick of $2 mil in revenue. Also, zip disk sales increases 1.2 million sequentially, 400,000 a qtr. or an addtl. $.04 per share per qtr. over the first. of course, their earnings were cut short by the $25 to $30 million lost dollars due to constraints. Why they didn't fix this sooner is amazing. I don't see your negatives coming to pass.

Gore was sounding excited. First cc I've noticed him actually sounding like he was looking forward to what was coming. He stated he was glad to own the Syqt intellectual property...but, at $30 write-off per 100 zip dr, the 250 is looking better. "strong backlog of pc card drive"; no negative there. this drive is actually a profitable unit - compared to the zip drive that is. the more they sell of this the better.



To: Ken Pomaranski who wrote (1706)7/15/1999 6:51:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 5023
 
I mean, $25 million "lost revenue" due to constraint on the 250 translates into 250,000,000 lost drives sales and all the disks that go with it. Doubt they'll make the same mistake on having a single sourced supplier for the clik! parts and/or ASICs. Now we know why Flaig is gone; that area was his responsibility. This Jodie fellow appears to be a very no-nonsense person.