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


To: Steve Wiz who wrote (43802)1/17/1998 11:52:00 PM
From: Dale Stempson  Read Replies (1) | Respond to of 58324
 
Re: Iomega growth

Nice post Steve. You summed it up very well:

>>>Both companies (IOM & AOL) will now enjoy their own inertia, a self reinforcing user base and or installed base and word of mouth. This is something Wall Street analysts still don't recognize.<<<

While I'm less certain about AOL, I believe that IOM has just now reached that point in time you speak of. The evidence is clear in that OEM sales are taking off because of the increased user demand which will further increase OEM sales and so on.

Regards - Dale



To: Steve Wiz who wrote (43802)1/18/1998 8:28:00 AM
From: Les White  Respond to of 58324
 
Excellent <<commentary on supernormal growth>>

Very insightfull analysis Steve.

I believe KE's business model has been executed like a stealth fighter strike on Bagdad. Most of the wallstreet radars won't see it until the lights go out.

So often the small investor is shut out from the key forward information available to the street insiders. It's rare to find the reverse. I think we are fortunate to have such a rare oportunity to load up in advance of the upcoming invasion of the wall street sheep.

Les



To: Steve Wiz who wrote (43802)1/18/1998 10:42:00 AM
From: Zakrosian  Respond to of 58324
 
Steve - Thanks for a very thought-provoking analogy. The only thing I didn't get <<Both companies will now enjoy their own inertia,>>: Did you mean momentum?