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

To: Ken Pomaranski who wrote (3770)	1/5/2000 12:12:00 PM
From: Ken Pomaranski	Read Replies (1) \| Respond to of 5023

<< talking to it's customers and sales outlets >> As an example, I have contacts at compusa, circuit city, and best buy. They give me indications as to quarterly sales of all Iomega products. I've been tracking this data for 4 years. I've learned to correlate this data to roughly extrapolate Iomega sales. It's also helpful in spotting trends. It's great for noting relative rates of sales between products, and comparing this to the initial ZIP explosion. I've used this data in the past to show this thread how external CLIK! was failing, 2 months before earnings release. No one cared. I used this to show how ZIP was topping out. No one cared. I now have data on ZIP, CD-RW, PC-CLIK, and PCs sold with ZIP vs. PCs sold in other periods. But again, no one cares. I'm not going to waste 2 hours of my time to post it. And if I did, I would get attacked. What a waste... kp

To: Ken Pomaranski who wrote (3770)	1/6/2000 11:54:00 AM
From: R. Murphey	Read Replies (1) \| Respond to of 5023

Ken, Your points are well understood, except for your disdain of "message boards". It seems to me individual investors benefit from and need the information leverage a balanced and mature forum can provide. The individual is sometimes isolated and competes with organizations commanding huge resources to identify and evaluate opportunities in the equity markets. Sharing information (accurately) and opinions, based on personal experience or grunt brain work, is a valuable tool to help the individual in this process. Individuals have a difficult time focusing on all market areas, and a reasoned argument, pro or con, may help then see possibilities (+/-) a little differently. It a simple matter of scratching each others backs. In the end, each individual must make their own decision, based on their personal evaluation of risk/reward or sense/non-sense. This would obviously lead to a ranking of boards, and individual posters. Some are much more accurate, sincere, helpful, and open than others, and clearly separate facts from opinions. The fanatic with a fixed agenda, and an unwillingness to process changes of fact or differences of view, serves little constructive purpose. In the spirit of the above, I believe IOM has reached a bottom and is in the beginning of a significant(%) upturn. That's my personal opinion, based on a read of the news, what I see in stores and companies, and my amateur charts assessment. On another front, I'm stymied as to why a company such as CGX trades with a PE of 5.7, with its growth, positive cash flows, low PS and PB, when all the printing companies in my area are overloaded with work. Even if they miss their numbers, something seems out of balance. I don't clearly understand investors' aversion to fundamentals. Also, the SI CGX board meets your criteria of a low number of posts. Maybe your critical evaluative skills could lend some perspective, if you dabble outside the tech area. Don't have to, it's just an opportunity. "Scratch"! Best regards, Bob