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

To: Cogito who wrote (45499)	1/25/1998 10:46:00 AM
From: Tom Gebing	Respond to of 58324

<<But it has to start with the company beating the CURRENT estimates for this quarter, not the lowered estimates which are surely forthcoming. >> This would be very true, except the forthcoming advertising budget may dampen the results if the increased sales are not realized. ( KE and others are assuming ( betting ) they will obtain large results over and beyond the current growth rate. No doubt advertising with help, but keep in mind the lag time that is typical in results. Even KE said in the CC that it requires 7 exposures per resulting sale. This is a norm for advertising effectiveness. As I am writing this, I just saw one of the new ads on ESPN. Good ad !! On another related subject, last year all we heard on this thread is how everyone wished IOM would do more advertising......Well its here, now all we hear is how they are blowing it !!!! Would all our know it all's, please make up their mind........It's too bad KE doesn't know how to deliver the upcoming business goals to the world outside his office. Our problem is that he blew the CC. As mentioned before he is not a Wall Street and a shareholder CEO. This is his true weakness. In addition, as mentioned before, last year the tie ratios showed a tremendous increase during the first quarter. It was obvious then and now. It will happen again. Why ? One may ask... its because of the large unit sales as gifts during the holiday season. Most of these units were sold without extra disks and now the proud owners are buying disks for their new toy. Our success lies in their ability to make this Ad expense pay off, get the 12.7mm laptop to market, Buz out and getting OEM commitments for the inclusion of the Click. The After-market "Click" is not the key to the next level of success for IOM. Well enough of my 2 cents and opinion. I am holding long for now but need to readjust my allocation of IOM. I also got caught up in the "Everything is great " syndrome. See ya down the road at the bank. Regards, Tom