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.
Technology Stocks : SYQUEST -- Ignore unavailable to you. Want to Upgrade?

To: John T. Hardee who wrote (4832)11/24/1997 11:23:00 PM
From: Cogito  Read Replies (1) | Respond to of 7685
 
John -

Thanks for quoting my post from the Iomega thread. I had been considering making those points here anyway. At least points 1, 2 and 3. I think everyone here already knew 4 and 5.

BTW, I was responding to a post from Rocky, wherein he posted a link to a positive story on the SparQ drive, and advised Iomega longs to "look into the very face of terror itself." He said, "Jaz is going down."

Certainly, SparQ has a good chance of at least forcing Iomega to sharply reduce Jaz drive and disk pricing. But I really don't think that would even prevent Iomega from hitting earnings estimates, much less cause them any serious problems.

- Allen



To: John T. Hardee who wrote (4832)11/26/1997 12:48:00 PM
From: Rocky Reid  Read Replies (1) | Respond to of 7685
 
>>1 - Jaz represents a fairly small part of Iomega's revenues.

2 - Iomega could easily reduce prices on Jaz and Jaz media, if necessary

3 - Reducing Jaz prices would not seriously affect Iomega's gross margins due to #1<<

Patently false. We all know that the embarrasing Jaz disc incident resulted in a .02› write-off from just 75,000 faulty discs.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News