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


To: Bearded One who wrote (40175)12/16/1997 4:00:00 PM
From: Naggrachi  Respond to of 58324
 
BO, your not as dumb as your trying to sound, you no that and I know that. When earnings come out, will see who stuffed what.

Zead



To: Bearded One who wrote (40175)12/16/1997 4:05:00 PM
From: Joon Song  Read Replies (1) | Respond to of 58324
 
>>>>
Right, I think they stuffed the channel to get that 10 million number. Also, sell-thru is very manipulable.
<<<<

Yea, they stuffed it back up to the 5-6 weeks of inventory level that they've been trying to reach since the ZIP shortage started back in Q2.

So let me try to get this straight. Your premise is that ZIP's aren't selling and Iomega is just stuffing the channel this quarter. So they'll report great numbers this quarter, but come 1Q98, Iomega is going to crumble. Is this that how you see things?

Joon