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

To: sheila rothstein who wrote (43056)	1/10/1998 2:44:00 PM
From: E. Graphs	Respond to of 58324

dailystocks.net What did Dick Rutan say to the cactus? . . . . . . You prick!

To: sheila rothstein who wrote (43056)	1/10/1998 3:54:00 PM
From: Dale Stempson	Respond to of 58324

Re: >>>Dale, Have you been sniffing something??? (ggg) 0.19 income per share in the 4th Q, hope you are right but it's too optomistic. I would be delighted with 0.15 SR<<< Shiela, nope, I'm all out. ;) The key factors are simply: 1) Zips selling at 1 million per month, and 2) Margins increasing as a result of the increased volume for both drives and disks. Even with increasing OEM sales, margins should significantly improve due to cost reductions from volume manufacturing and the much improved margins resulting from the continued transitioning of OEMS from IDE to ATAPI. I'm not concerned by the lower tie ratios for OEM Zips or the potential impact on overall margins, because while OEM units shipped will certainly increase, they'll probably not increase as a percentage of total units shipped for Q4. This is because last quarter the retail backlog grew mostly as a result of IOM's focus on OEMs, and this quarter they should be able to catch up. Retail sales should have exploded because of this, coupled with the holiday season. This increase will serve to offset lower OEM margins. Regards - Dale

To: sheila rothstein who wrote (43056)	1/10/1998 5:21:00 PM
From: FuzzFace	Read Replies (3) \| Respond to of 58324

OT to SR <it's too optomistic.> Is that like being an optimistic optometrist? Sorry, couldn't resist. Feel free to poke fun at my next lexical confection. As Jimmy Durante said, "I got a million of them." The SI threads have greatly reduced my sensitivity to them, but one that still rubs me the wrong way is "loose" for "lose" which, not surprisingly in the current market, one sees more and more of. Other musings: With the loss of Ken P, I feel we are getting close to a reversal. I'm only half-joking. When that one bear went long, it almost scared me more than the Nomai situation. That old saw "when the last bear (bull) throws in the towel, it's time to sell (buy)" really struck IOM with a vengence. By the time IOM hit 33, no one was talking ill of it (except Rocky, but that's his job here.) Now look at this thread. It's a fairly decent contra-indicator, and it's saying something right now. I think we have one more day of pain, maybe testing the old pre-split 22 again. I'm in IOM so deep that whether or not I convert to a Roth IRA depends on whether IOM busts below that support level or not. So I don't know which way I'm really rooting anymore. It sure would be nice to not pay any taxes on the old IRA when I retire. Anyone else notice SI getting clogged again? Is it Bonk or Boink this time?