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

To: Dale Stempson who wrote (42504)1/5/1998 11:07:00 PM
From: Gary Wisdom  Read Replies (1) | Respond to of 58324
 
Dale, thanks for the thoughtful analysis. A few points:

Regarding the OEM/VAR mix, you are correct.

Regarding Jaz sales increasing at the same rate as Zips, I do not include that in my analysis. In fact, my Jaz sales projections are very modest.

Regarding 2.5 vs. 3.0 Zips sold, I don't know. Regarding the cost reductions from economies of scale, remember that the benefits from the Malaysia conversion will be realized fully the first time in Q4.

In sum, I know that I'm on the high side. I'm an optimist.

Put your numbers on the board. It'll be fun to see who's the best "analyst". It certainly isn't the ones that work on the Street.



To: Dale Stempson who wrote (42504)1/6/1998 1:12:00 AM
From: Naggrachi  Respond to of 58324
 
To all:

I think we should stay away from making an earnings estimates and let the announcement speak for itself. If the morons on TV are claiming that IOM won't make any money next year, I'd hate to have a repeat episode of the one we had a year and a half ago when CNBC said that earnings did not meet the expectations of the online chat groups. Does anyone remember that nightmare?

Zead


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