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

To: Dave Krishna who wrote (40984)	12/19/1997 11:57:00 PM
From: Dale Stempson	Read Replies (1) \| Respond to of 58324

Dave, Thanks for the good news about the HD Brous upgrade. Also, with almost 50 million disks sold in 1997, we should be able to get a fairly accurate handle on the general Zip tie ratio. Perhaps someone who tracks these historical numbers could provide an accurate estimate, (I had 7 million drives in my head, thus 7 to 1? ). Regards - Dale

To: Dave Krishna who wrote (40984)	12/20/1997 12:23:00 AM
From: isdsms	Read Replies (3) \| Respond to of 58324

The conference call is a "must listen" to all those invested or contemplating investing in Iomega. Very reassuring and puts to rest any doubts about where this company is heading. Besenker's characterization of Edwards stock sale was a bullish sign due to K E's conservative nature. He felt K E would never sell if he felt prospects for the company were anything less than stellar. Sale was done for diversification reasons only.

To: Dave Krishna who wrote (40984)	12/20/1997 12:53:00 AM
From: ziggy	Read Replies (1) \| Respond to of 58324

"Ken Marcus' site", Can you post its URL for us again?

To: Dave Krishna who wrote (40984)	12/20/1997 1:45:00 AM
From: William R. Polk	Read Replies (1) \| Respond to of 58324

Here is something that I do not think has been discussed in a while. As I understand it, you need two things (besides the media) to make a zip disk. You need a servo-writer and a Thames machine (to assemble the disk). Each Thames machine costs around $500,000 and a servo-writer costs around $100,000. A Thames machine can support 15-20 servo-writers. Each disk takes 2-3 minutes to "write" with the servo-writer, so you can produce 20-30 disks per hour per servo-writer. You can do the math yourself, but my calculation is that for roughly $2,000,000 (not including media costs), Nomai could set themselves up in business to make about 2.6 million disks per year. As you can see, making disks requires a significant initial outlay of capital. Quite frankly, Nomai is not in the financial position to produce "a ton" of zip disks (even assuming they get past the legal difficulties). They would need some major financing. Regards, Bill

To: Dave Krishna who wrote (40984)	12/20/1997 4:41:00 AM
From: Reseller	Read Replies (2) \| Respond to of 58324

The Big Guns Standing Their Ground !! Just got thru listening to the conference call for the second time and the first impression is that this sure is a better way to listen to these types of calls. A speaker phone just doesn't get it. Looking forward to more of these types of calls. I wish to extend my thanks to Emerald Research for putting together the review of Iomega. I was surprised to see several of the analyst represented. I think the boys had an excellent grasp of IOM's strengths and gave a thorough rebuttal to the negatives that IOM's been subjected to lately. On another issue, an opnion was asked by e-mail about the apparent over stocking of a large retailer, and was that a concern? We are accustom to seeing short inventories of Zip drives of every kind, and all of a sudden seeing shelves restocked, IMO speaks to the success of the ramp and of inventory management, I'm pleased to finally see ample supplies, the timing is right. Anyone looking for an internal SCSI drive should consider an ATAPI IDE drive available at most any smaller custom box builder shop. The next step in this retail process should be to stack'em high and sell'em cheap. Reseller