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

To: jwk who wrote (45554)	1/25/1998 3:27:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 58324

My Super Bowl prediction: The lizards will eat a Zip drive and vomit. Prediction for Iomega commercial: it will be pre-empted for breaking coverage of Zippergate. Ok, enough of this. Time to watch six hours of coverage of a game that will probably result in a blow-out. Gosh, if Denver wins and the market tanks, will Iomega go up Monday? Stranger things have happened.

To: jwk who wrote (45554)	1/25/1998 4:27:00 PM
From: Zakrosian	Read Replies (2) \| Respond to of 58324

Weird. As I said earlier....... it just gets curiouser and curiouser I'm not usually susceptible to conspiracy hypotheses, but this does get stranger the more you think about it. For an interesting comparison of how a CEO handles a conference call, read the CREAF thread. Earnings came in ok but revenue growth seemed anemic. The tone of the call leads one to believe business couldn't be better, they're positioned to grow by leaps and bounds, the stock price is ludicrously low, etc. All of which I hope is true, but I wouldn't get that from just looking at the numbers. I think any IOM supporter on this thread could have taken the information presented and made it look like a spectacularly successful quarter. The advertising will be interesting - If they somehow (maybe through links at their home page to sites with great stuff to download) manage to sell one or so additional Zip disk per installed drive by the end of the year, that alone could come close to paying for the campaign. Regarding tie ratios : is the number inherently important? Which would be more beneficial to IOM's bottom line at the end of 1998 - 30 million installed drives with a 6:1 tie ratio or 20 million drives with an 8:1 ratio?

To: jwk who wrote (45554)	1/25/1998 4:37:00 PM
From: FuzzFace	Respond to of 58324

Jack, It is possible that even if there was a penny or two to be had while not violating GAAP, if they did that while violating the precedent of their well-known conservative approach, the street would have noticed that and hammered them for the obvious 'tell' it represented. So what I wonder is if they went overboard and buried a few cents more than their previous conservative accounting practices would have. If they did, it was inexcusable. But if their practices didn't really change, we have to take the numbers at face value.