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Non-Tech : Any info about Iomega (IOM)? -- Ignore unavailable to you. Want to Upgrade?

To: KM who wrote (34204)	10/31/1997 9:08:00 PM
From: jwk	Respond to of 58324

>> ...the potential worst stock ever is Apple Computer. ...<< b-b-b-but, I love my Mac . . . (8-(

To: KM who wrote (34204)	10/31/1997 9:27:00 PM
From: Teddy	Read Replies (2) \| Respond to of 58324

OT Apple Truff, when Apple jumped on the Bill Grates news i begged my Dad to let my short it: "This company will be loosing money for years.... Bill just needs to convince the Anti-trust regulators that he does not own the only opperating system in the world.He's not helping the company, only getting a piece of their meger software sales.... Apple was dead before i ever saw a computer...." But, as usual, he went into his speach about investing in good companies for the long term..... OK, without margining or shorting i'm beating the averages so far (but i know that i can do better)..... i'll play by his rules, for now, but less than 4 years untill i turn 18 and than watch out! Truff, i'm reading every book a can get my hands on and paper trading to test my ideas...... someday they'll be writing books about me ;-)

To: KM who wrote (34204)	10/31/1997 9:45:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 58324

i hope you didn't stick around cymer Trufflette. what a great company with a lousy chart! those holding IOM should be right proud of the firming this company's price has been doing as of late. don't tell me you shorted cymer! we thought we'd get cute and day trade this stock and it worked successful each time until today when the rambus router (carlton lutts) issued a sell due to his losing money in the company. you'd think carlton would issue a sell at $45 when he bought it at $25. hard one to figure this cymer. of course, it's getting hit with all the semiconductor stocks. interestingly, cymer is the salvation of these companies as the semis must move to .25mu to improve yield and command a higher price for their chips. current .35mu to .50mu commands lower prices with a yield 100% less (or DUV is 2X greater yield) than that derived from .25mu, so it is imperative that chip makers move to DUV as quickly as possible. cymer states they'll sell 550 to 600 next year with earnings of $1.50 to $1.65 for '98 and at least $2.50 to $3.00 for '99. two analysts covering cymer considered earlier projections by cymer overly optimistic but stated that relative to orders cymer already has on the books they could be wrong. these same two analysts put a neutral on the company and drove its price down. nikon just released earnings today stating that DUV demand is strong and continues to be strong - but cymer drops a point because of Cabot (he issued the sell after market close due to his 20% loss rule, so watch it next week)! watch cymer close as when it hits the bottom, the shorts (50% of the float now) will cover quickly. bottom is around $19 to $20 we believe everything else being equal.

To: KM who wrote (34204)	10/31/1997 10:35:00 PM
From: dougjn	Read Replies (1) \| Respond to of 58324

Think you are right. Shorting cult socks scares me. In this environment might be smart. doug

To: KM who wrote (34204)	11/1/1997 1:33:00 AM
From: Cogito	Respond to of 58324

Trufflette - Apple the worst stock ever? Hey, Novell has got to be worse than that. Both companies have excelled at shooting themselves in the foot, but Novell at one point had more than 70% of the market in the network operating system business. They've been working against themselves for three or four years under a succession of CEOs. Even now, although IntranetWare 4.11 totally kicks the crap out of NT as a server platform, Novell's sales continue to dwindle. And don't even get me started with how they killed WordPerfect. Personally, I think Apple still has some chance of survival. And so does Novell, but they'll probably screw it up. - Allen