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

To: Cogito who wrote (41942)	1/1/1998 11:46:00 PM
From: Gary Wisdom	Respond to of 58324

Dow Jones Newswire article mentioning Iomega today Note that this is VERY positive for business. Review: Taiwan's Elec Industry Should Prosper In '98 By Julian Baum TAIPEI (Dow Jones)--Ask Taipei's brokerages for recommendations on high-performance electronics stocks and you'll get easily half a dozen, beginning with blue chips like Taiwan Semiconductor Manufacturing Co. (TSM) or United Microelectronics Corp. (Q.UME). Want to stay away from the blue chips? There's still plenty of choice. Although sales growth for some Taiwanese electronics companies will be affected by the region's economic downturn, many should be able to sustain their momentum in 1998 with resourceful marketing strategies, diversified income sources and good customer relations, reports the Far Eastern Economic Review in its latest edition published Thursday. Not only will Taiwan's electronics industry survive, it will prosper in the new year, say analysts. One reason: The main destinations for Taiwanese electronics products are the U.S. and Europe, not Asia or Taiwan's small, domestic market. Even exports of components to regional customers, typically Taiwan-invested factories in China or Southeast Asia, are destined for re-export to the U.S. and Europe. Many favorite picks of brokers in 1997 reappear on their buy lists for 1998. Nomura Securities, for instance, is recommending Compeq Manufacturing (Q.CM), Honhai Precision Industry and Asustek again this year. Their shares are highly priced, but their fundamentals are impressive. One strategy for spotting high-flyers is to keep an eye on who is building specialized components for Intel's (INTC) latest products. That approach leads directly to Compeq, one of a handful of companies licensed to make components for the Pentium II chips. Compeq has been licensed by Intel to produce printed circuit boards for components in Pentium II microprocessors. Although Nanya Technology has also started to produce these boards for Intel, Compeq is expected to be the dominant supplier. Compeq has also boosted production of a new packaging technology, known as ball-grid arrays, or BGAs, for mounting semiconductors on the boards. Compeq is the main non-Japanese supplier of BGAs to Taiwanese companies and is favoured to increase market share. 'Any company that can penetrate this specialized market will find a huge demand,' says Nomura's electronics-sector analyst Ben Lee. Compeq's annual revenue growth of about 30% over the past several years - 10 percentage points higher than most of its competitors - should continue into 1998, Lee says. Honhai Precision Industry specializes in designing and making connectors for Intel's Pentium II chips. Honhai has a stable customer base and large capacity to meet market demand at its factories in China, says Lee. Peregrine Securities favors some of the lower-technology companies with a strong track record but whose shares aren't so pricey. These include Phoenixtec Power Co. (Q.PTP), Taiwan's leading producer of uninterruptible power sources, which has factories in Taiwan and Shenzhen. Phoenixtec's products are in high demand in China, especially in hospitals and electronics companies, where reliable electricity supplies are essential, says Peregrine's Cherisse Cheng. 'Production in mainland China will expand and their Taiwan operations will be very stable,' Cheng says. Yageo Corp. (Q.YGO), Taiwan's leading maker of resistors and capacitors, is another stalwart of the industry. Cheng says Yageo's markets shouldn't be affected by slow growth in the region-partly because it has linked up with major suppliers in the U.S. and Europe. In 1996, for instance, Yageo purchased Germany's Vitrohm, a major European manufacturer of capacitors and resistors. Now it is preparing to do the same with a major supplier in the U.S. Cheng adds that Yageo's income from such sources now exceeds its income from sales of its own production of resistors and capacitors, giving it a stable revenue flow. Among the dark horses for next year is Megamedia Corp. (Q.MMD), a maker of data-storage disks which recently formed a partnership with Iomega Corp. (IOM), a U.S. manufacturer of data-storage devices. Megamedia has received a large order from Iomega which gives it strong growth potential in 1998, says Nomura's Lee.

To: Cogito who wrote (41942)	1/2/1998 12:54:00 AM
From: Rocky Reid	Read Replies (1) \| Respond to of 58324

SparQ or Jaz Drive? The above title is also the title to a thread in Usenet. It seems all is not happy in the <alt.iomega.zip.jazz> newsgroup (yes, the Jaz IS misspelled). This is an ongoing thread that exemplifies the average consumer's position regarding drive brand loyalty perfectly. I suggest all Iomega faithful read it. here is an obscenely long URL at Dejanews to access the thread: x2.dejanews.com*%23%20%26!%20(sex%20%7c%20jobs)%7d%7d%7d%7d&svcclass=dncurrent&threaded=1&ST=PS&CONTEXT=883720039.1728053336&HIT_CONTEXT=883719989.1728053324&HIT_NUM=3&REDO=1&recnum=%3 I can provide some quotes if you are not able to access it. In short, it seems people are ready to dump Iomega in a heartbeat.