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

To: Cogito who wrote (44694)	1/22/1998 11:10:00 PM
From: Kevin D'Espies	Respond to of 58324

I was out most of the evening but came back and read through all the posts. Wide divirgence of opinions. How many posters will be selling tomorrow? My guess maybe 5 of those who contribute. Sounded as though there will be more buyers. I am currently overly invested in iom, but if the price does drop into single digits or even 10 I'm going in deeper. The news on cnbc that i could catch after the close was devoid of any iom news. GTW earnings got press and they repeated the GE pres conf.Did anyone hear any iom reports at all. No one seemed to post any news reports other than cc and street.com blurd. imo i don't think holders will get hurt too badly. Obviously the news was out which explains, to me anyway, the lack of any strength in the price recently. The company, as stated is still making money and the price should stay above 10 after the open then settle at around 11. But obviously its just my opinion. There are no facts supporting it. Thanks to all who listened to cc and reported. Thanks to all who provided opinions and thanks to those who refrained from bashing other posters. Everyone get a good nights sleep. Tomorrow's roller coaster ride should be fun. and profitable if done right.

To: Cogito who wrote (44694)	1/22/1998 11:10:00 PM
From: Ken Pomaranski	Read Replies (1) \| Respond to of 58324

Sorry Allen, but I listened pretty closely. I sensed some desperation. Why else the 100M+ advertising increase next year? Why so worried about tie ratios? They basically said: IF THIS CAMPAIGN DOESN'T WORK, IT'S ALL OVER! What they are saying is that lowering prices is not increasing demand anymore. (That elasticity I told you about, and got blasted about before). What they said is that they will sacrifice the future (lower headcount, R&D spending) for this last ditch effort. C'mon Allen, It's over!!! The fact is (and no one ever believes this) is that the ZIP disk is NOT a true 'razor blade' like the floppy. People buy about 3-6 and stop. forever... People can't be shelling out 100 bucks every couple months. Plus, there is a point where enough is enough! Also, their product execution is starting to wear thin. How long have you heard about the laptop ZIP? how long have they complained about components? 3 years?? The Buz? etc.. They keep blaming others for the fact that they are failing to execute. kp

To: Cogito who wrote (44694)	1/22/1998 11:10:00 PM
From: Rocky Reid	Read Replies (1) \| Respond to of 58324

American Sales I cannot stress enough the importance of this one lone aspect of the report. Earnings only appreciated 23% in North America year to year. This has really bad implications for this year's outlook. If American sales are flat or even lose ground this year, the lack of Institutional Interest and Individuals selling will cause the stock will tank to the Pink Sheets. The $100MM Iomega advertising blitz is indeed a Hail Mary, similar to the one John Elway will be throwing this Sunday as he desperately tries to get his Broncos back in the game with 1:17 left in the 4th behind 27 to 10. Elway will fail. Iomega will push more Zips out the door by blitzing the airwaves, but not make the margins they are used to. They will also draw attention to the rest of the field. SyQuest should see a bump in sales along with IOM.

To: Cogito who wrote (44694)	1/22/1998 11:12:00 PM
From: steve kurland	Respond to of 58324

TO ALL: Keep your head when everyone around you is panicking. Did you buy this stock to worry about a short term component problem or a slow down in asia... or for the tremendous possibilities, tie ratios from oem's and notebooks, Buzz, Click, etc.? As said previously, IOM is a marketing company with fabulous products... let them loose. Steve