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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Bob Brinker, Jr. who wrote (3013)	1/23/1998 12:38:00 AM
From: Kirk ©	Read Replies (2) \| Respond to of 42834

Hi bb jr. Yes, I agree IOM is an interesting stock. quote.yahoo.com I almost bought back in mid '96 after buying a drive after they first came out. One reason I didn't buy then and would still worry now is "what do they have to offer in the way of new products?" The longer they stick with being a single product company, the harder their margins will be squeezed and soon it turns to a commodity where they lack the expertise to really go high volume - low cost like HP or Sony can do overseas. If they don't come out with new products, they could just be another company like MU that goes up and down alot. $0.02 worth... regards Kirk out suite101.com

To: Bob Brinker, Jr. who wrote (3013)	1/23/1998 10:53:00 AM
From: Wally Mastroly	Respond to of 42834

Contrast Silicon Graphics stock price curve with Iomega's. However, could SGI be near a buying opportunity? Assuming they are getting their restructuring act together. Some links: biz.yahoo.com quote.yahoo.com quote.yahoo.com Has Bob Sr. expressed any opinion on SGI?