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


To: Brendan2012 who wrote (45511)1/25/1998 9:54:00 AM
From: FBarron  Read Replies (1) | Respond to of 58324
 
<<<So you think that OEM units as a percent of total Zip unit sales dropped in Q4 vs. Q3? That does sound somewhat bad, despite the 55% OEM unit increase.>>>

I look at this more from the angle that OEM sales have increased, as planned, and due to price reductions, the retail units kinda took off. This phenomenon may have some lasting effects in Q1, also.



To: Brendan2012 who wrote (45511)1/25/1998 2:28:00 PM
From: Michael Coley  Respond to of 58324
 
RE: Retail vs. OEM Zip Unit Sales.

Brendan,

>> So you think that OEM units as a percent of total Zip unit sales dropped in Q4 vs. Q3? That does sound somewhat bad, despite the 55% OEM unit increase. Were these figures mentioned in the conference call? <<

The various figures either came from the conference call or were derived from figures mentioned in the conference call.

It's really not that unusual, and definitely isn't bad:

OEM Zip unit sales: These have increased quarter over quarter at a rate of 55%, 60%, and 60% in the three most recent quarters. It has been very consistent.

Retail Zip unit sales: These have increased quarter over quarter at a rate of 62%, 13%, 16%, and -18% (all calculated numbers) in the four most recent quarters. The 62% and -18% are because of the 4th quarter "blip". Excluding that, we're seeing about a 15% sequential quarterly increase at retail (which is about 75% annually).

- Michael Coley
- wwol.com