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

To: David Colvin who wrote (3132)	10/14/1999 10:58:00 AM
From: Ken Pomaranski	Read Replies (1) \| Respond to of 5023

I bought SNDK this morning when the crazies moved it down in the 30's. This company will be the real beneficiary of what you guys are dreaming Iomega will do in the low end, consumer space. Good luck! kp

To: David Colvin who wrote (3132)	10/14/1999 6:16:00 PM
From: David Colvin	Read Replies (1) \| Respond to of 5023

Well, here's the way I see it. For Q3 1999 Iomega made $0.01 per share before the restructuring and other special charges. Here's my updated chart: . . . . . . . . . . . . . . . . . . Q1 99 Q2 99 Q3 99 Q4 99 Total Revenue $ (m) . . . . . . . . . . . 386.2 348.8 356.6 0.0 1,091.6 Clik! Revenue $ (m) . . . . . . . . . 5.0 1.0 5.9 0.0 11.9 Clik! Revenue % of Total. . . . . 1.3% 0.3% 1.7% 0.0% 1.1% Gross Margin $ (m) . . . . . . . . . 93.7 75.8 86.6 0.0 256.1 Gross Margin % . . . . . . . . . . . . 24.3% 21.7% 24.3% 0.0% 23.5% SG&A $ (m) . . . . . . . . . . . . . . 69.9 82.8 71.8 0.0 224.5 SG&A %. . . . . . . . . . . . . . . . . 18.1% 23.7% 20.1% 0.0% 20.6% R&D $ (m). . . . . . . . . . . . . . . 20.7 23.1 17.8 0.0 61.6 R&D % . . . . . . . . . . . . . . . . . 5.4% 6.6% 5.0% 0.0% 5.6% Net Operating Margin $ (m). . 0.6 (19.8) 2.9 0.0 (16.3) Net Operating Margin % . . . . . 0.1% -5.7% 0.8% 0.0% -1.5% Net Operating EPS $ . . . . . . . . 0.00 (0.07) 0.01 0.00 (0.06) Special Charges $ (m) . . . . . . . 0.0 (27.2) (81.2) 0.0 (108.4) Special Charges EPS. . . . . . . . 0.00 (0.10) (0.30) 0.00 (0.40) Post-Charge Net Margin $ (m) 0.57 (47.00) (78.30) 0.00 (124.73) Post-Charge Net Margin %. . 0.1% -13.5% -22.0% 0.0% -11.4% Post-Charge Net EPS $. . . . 0.00 (0.17) (0.29) 0.00 (0.46) Act Diluted Shares (m) . . . . . . 273.1 269.1 269.7 269.7 269.7