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

To: Neil_L who wrote (44655)	1/22/1998 9:56:00 PM
From: the Druid	Respond to of 58324

I listened in a bit further till the end of KE speech. So here is my take( some may coincide with yours): ZIP unit volume doubled over 96; OEM ZIP 34% of all ZIP shipped 4Q97 v.s. 10% 4Q96; ZIP unit volume up 62% 4Q vs 3Q. Asian Problem: Currency; sales up 88% but only about half as planned; Delay problem: Jaz2, Buzz, Ditto max pro all delay, $70MM missed rev. from these problems. Clik!: still scheduled for 2nd half 98, NONE OF the OEM COMMITTED; GEOGRAPHY: EUROPE, very optimistic; U.S., Disappointing, delay of new product was one reason. Ad campaign: Demand Creation is the word, Superbowl ... Volume REAL LOUD, plan to spend $100MM on the Ads, will adversely affect earnings if projected sales increase are not realised. Disk Piracy and Patent Suit: Nomai and Syquest...