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

To: Cogito who wrote (45694)	1/26/1998 3:36:00 PM
From: Michael Coley	Read Replies (1) \| Respond to of 58324

RE: 1998 Projections / Models? Has anyone attempted to make some models or projections based on the new information ($100 million ad blitz, price reductions later in the year, GM% SG&A and R&D guidance, etc.) from the conference call? I have done mine, but am still tweaking them. I'm a bit distrurbed about a few things in my model: 1) Q1 looks really bad. Probably 0.06 - 0.09. 2) Q2 looks too good. My model shows it somewhere between 0.16 and 0.20. I'ved tweaked it in every way imaginable, but can't seem to come up with lower numbers. I have a hard time seeing how this could be correct. 3) My revenue numbers are higher than current analyst projections for 1998. After the Q4 shortfall (based on all of our projections), this makes me uneasy. 4) SG&A numbers were (as pointed out by several people) highly inflated in Q4. I started Q1 flat with Q4 and added 5% sequentially each quarter, plus the 15/20/25/40 additional for the ad blitz. I think this might be on the high side, but want to see what others used. 5) For Q1, I projected a sequential decline in retail units and a sequential increase in OEM units. For all other quarters, I projected sequential increases. I don't trust my model enough yet to post it, but wanted to get some feedback to see what others are running across. - Michael Coley - wwol.com