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

To: Cogito who wrote (45494)	1/25/1998 3:08:00 AM
From: Michael Coley	Read Replies (2) \| Respond to of 58324

RE: OEM Sales. Allen, >> You have to remember that OEM sales increased something like 55 to 60% from the previous quarter, so the mix was much richer then ever before. << Yes, OEM unit sales increased 55% in Q4, but overall unit sales increased 62% and the OEM percent dropped from 36% to 34%. Doing the calculations, one can deduce that the retail unit sales increased 66% this quarter. >> I believe that the tie ratio will increase quite a bit this quarter. The same thing happened last year. << Very astute observation. (Heck, if the bears can pat each other on the back, why can't we? <G>) I'm already on record that I believe OEM units will almost reach 50% in Q1. I think we'll see a sequential decline in retail units (like we did in Q1 97) and a sequential increase in OEM units. - Michael Coley - wwol.com