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

To: Ken Pomaranski who wrote (44658)	1/22/1998 10:46:00 PM
From: Cogito	Respond to of 58324

>>What I gathered (I also got blasted out after about 20min). I'll have to listen again late tonight. Got dinner on the table, so very quickly (my opinions, running through some quick numbers): (1) nobody the bought ZIP+ scam (charge 100% more for same product) (2) ZIP aftermarket (non OEM) sales have peaked. (3) Jaz is about over. (4) Clik! still has no takers (no surprise)<< Ken - Yes, you need to listen again, more carefully. In fact, according to KE, Zip unit sales are moving along at "about 1 million per month" and Zip+ helped Zip contribute to the increased margins. Zip sales are credited with the increased margins, even though OEM sales (with their lower tie ratios) have increased. Zip unit sales were two and a half times greater than in Q4 96. Jaz sales were hurt by the announcement of Jaz2, and by the announcement that it would not ship. However, Jaz revenues were still up more than 7% from Q3, with tie ratios remaining flat relative to the first nine months of the year. Clik! has no OEMs signing on the dotted, yes, but prototypes will go to OEMs for evaluation this quarter, and certainly they would not sign contracts before that happened. So Clik! is still Vapor! but you still can't count it out forever. - Allen