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

To: Rocky Reid who wrote (39872)	12/14/1997 10:16:00 PM
From: FuzzFace	Read Replies (3) \| Respond to of 58324

<Blah blah blah> Rocky, you silver-tongued devil, do dazzle us more with your profound insights. If you keep posting like this, the only way I'll be able to buy more IOM at the low of the day tomorrow is with a market order before the open. P.S. Thanks. I just read you liked their TV ads. That should get me one more crack at 26. Bless you!

To: Rocky Reid who wrote (39872)	12/14/1997 10:44:00 PM
From: Gary Wisdom	Respond to of 58324

Rocky Re: Last time I checked, 5% is no standard. According to your latest stock picks, I'd say the standard was more like 25%. The standard loss you take in your positions, that is. Quigley, Western Digital, Intel. Oh, that's right. You didn't lose in WDC. You were stopped out. And, you're not down in Quigley. You bought under $14 and didn't sell @ $20. Oh, yea, and I know the 6 points you made in AOL made up for the 9 points you lost in Intc and the 5 points you lost in WDC because of course you bought an equal number of shares of an $80 stock, a $78 stock, and a $25 stock. Please don't bother to correct my approximate figures above, Rock. It's been so long since you made those great buys, that I admit I don't remember the exact buy in prices nor am I inclined to search for your post when you did buy in. As for your warnings to all on this thread about the impending doom in Iomega, I give you credit here. You did sell at $25 and it is now $26.50. We Iomega bulls should have taken your advice and sold @ $25 too before the run up to $33. Perhaps the sell off is not done. Why don't you put your money where your mouth is and short some stock here?

To: Rocky Reid who wrote (39872)	12/15/1997 12:29:00 AM
From: Dale Stempson	Read Replies (1) \| Respond to of 58324

Re: >>>However, how do you explain the fact that less than 5% of all new computers sold have Zip installed? And how does this translate into Zip being "The Standard?" Last time I checked, 5% is no standard.<<< Rocky, I would explain the 5% rate as being the result of a great marketing plan. Iomega had to first create user demand and lower costs before it could go all out in its efforts to significantly impact OEM sales. It took the past couple years to put all the pieces in place. As a result we are now just beginning to see the fruits of their efforts. The fact that OEM sales were up 60% in Q2 over Q1, and then again up another 60% in Q3 over Q2, coupled with the OEM growth to 35% of total Zip units shipped is clear evidence of their OEM success. IMO, the very fast and recent increase to the 5% inclusion rate indicates something positive is just starting to take place. While I would agree that today the Zip is not "The Standard", it will of course be OEM sales that can make it so. Growing demand coupled with the release of the notebook Zip should prompt 4th qtr OEM sales to continue to grow dramatically. IMO, the bottom line regarding the pursuit of Zip as "The Standard" lies with OEM sales which are just beginning to "rock". Regards - Dale