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

To: T Bowl who wrote (40032)	12/15/1997 5:15:00 PM
From: Gary Wisdom	Read Replies (5) \| Respond to of 58324

HERE'S SOME INFORMATION STRAIGHT FROM IOMEGA A few points of interest. Please note that I take full responsibility for any misinterpretation of any statement made below. In other words, use this at your own risk. 1. Institutional ownership is now 28% 2. Asia is neither helping or hurting them. 2A. Most of their business there is dollar denominated, so they're not significantly benefiting from the Asian currency crisis. 2B. Asia accounts for 9% of their business. While they were hoping for growth in the area, their business plan does not count on it. 3. Zip sales announcements are shipments, not sales. However, they do not include more than 4 weeks' worth of channel sales in the numbers, so the numbers are not inflated. 4. Earnings will come out most likely on Thursday, Jan 22 or 29 as they always report on Thursdays. 5. Retail supplies may be short in some places as they have stated in prior conference calls that they are focusing on OEM sales. In their words, they have no problem "starving" the retail channel in order to keep OEMs flush with product. 6. There are no current major production problems. (I take from this that they are selling them as fast as they're making them as we all have seen a dearth of ATAPI drives at retail) 7. There have been no negative announcements from the company recently (that would cause the recent sell off) 8. From last conference call, 35% of sales went to OEMs ( I got the impression that this number will rise this quarter). 9. In accordance with Ken Marcus' count of about 146 SKUs with either standard or optional Iomega drives. 10. Yes, they occasionally read this thread and would too like to see Truff in her black lace panties. 11. Regarding analyst coverage, they recently asked a major analyst if a stock followed as strongly as Iomega on the internet caused them any concern regarding covering it. The answer was definitely yes. IMO, all good news. They are doing a great job.

To: T Bowl who wrote (40032)	12/15/1997 5:21:00 PM
From: Thomas J. Smith	Read Replies (2) \| Respond to of 58324

NICE REVERSAL........................................... Anyone that follows TA on a share price movement, knows that after a move down on light volume as we had since the 33's, with zero news and then you follow it up with a INTRADAY REVERSAL to this magnitude(down over one on the day only to end up over one on the day) with no news and the 50 DMA still trending higher (No Damage Done on the Trend),,,,,GET on board the TRAIN ................... LOOK FOR FOLLOW THUR TOMORROW on the IOM TRAIN.... $18 after split will not be unheard of in JAN.