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

To: stock bull who wrote (44966)	1/23/1998 12:50:00 PM
From: sheila rothstein	Read Replies (3) \| Respond to of 58324

Hi Stock Bull, thanks for your analysis. Do you have a URL for the conference call as the 1-800 no.does not work from Canada? Was anything positive said? WS really inflicts stiff punishment when "certain" stocks (i.e.IOM)don't perform. One needs nerves of steel and a tough hide to invest in Tech stocks. I have both, plus a dash of optimism that things should improve. I don't know who has a bigger problem, we on this thread or the Pres? I think it's the latter cause stocks eventually recover. What a day to have off! Still long, hoping and praying. SR

To: stock bull who wrote (44966)	1/23/1998 1:56:00 PM
From: T-Lo Greens	Respond to of 58324

I've been out of IOM for about 3 months now and just got back in today. The threat from all the competitors has just been talk so far - i.e. Syquest, then Shark, now Sony. As we can see from the 4Q report, sales increased 37.7% while gross margins increased to 33.4% from 29% last year. I believe the gross margin is significant because either IOM is lowering their costs extremely well, or maintaining high-priced product sales. Obviously the demand for removable storage is outpacing the potential loss of market share due to competitors.

To: stock bull who wrote (44966)	1/23/1998 2:29:00 PM
From: Cogito	Respond to of 58324

>>Large expenditures on advertisments must product a pay back...I'm not so sure the analysts on the cc were in favor of spending big bucks on the Super Bowl.<< SB - I don't know why everyone is concentrating on the Super Bowl ads. They are expensive, but only make up a couple of percentage points of the 100 million in increased advertising expenditures planned for the whole year, in print and television. BTW, anyone in the ad business will tell you that Super Bowl ads generate big responses. Even so, Iomega is certainly not banking on just this one day. I do agree that failure to get the new products out is the big thing hurting Iomega right now, and it points to internal problems. The question now is whether they can fix those problems. - Allen