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

To: Ken Pomaranski who wrote (45949)	1/28/1998 1:07:00 AM
From: Reseller	Read Replies (2) \| Respond to of 58324

The Stock price, One of the fastest growing companies around. The Internet hype stock. The Motley Fool stock. The stock that the street missed and doesn't like. It seems that no matter how well the company is doing the stock can't make it over the hump. A stock trading @ one times earnings ? A company that a couple of years ago didn't even have sales of 100 mil just added a $100 mil. to their advertising budget. 1. How will this Naomi lawsuit turn out?<< They won't be compatible with all drives 2. Flattening after market sales.<< On to the next level of buyers 3. Tie ratios decreasing (glut of ZIP disks out there) <<sales will steadily increase as install base does. First I've heard of a glut. 4. 2 « years of component problems.<< The laptop was the only problem and new products can be expected to have problems. 5. What the heck is this huge build up of inventories? <<Jaz II and Buz didn't ship. 6. Asia BS <<Stilling said although they had an 80 % increase they expected a 160% increase. 7. Clik! <- no OEM support, no power specs given.<< This one will take time. 8. Sony dumping drives in Q2/Q3 <<vapor 9. where will the 100M come from? <<sales 10. Jaz vs. Syquest vs. Castlewood, etc...<< vhs vs beta 11. Zip laptop, continuing delays <<new product 12. New SRAM supplier bothers me. Why not Motorola?<< cheaper 13. $600 PC.<< will need PP Zips, lets not miss this opportunity 14. Early Adopter saturation <<on to the next level of user

To: Ken Pomaranski who wrote (45949)	1/28/1998 1:19:00 AM
From: Brendan2012	Read Replies (2) \| Respond to of 58324

>>1. How will this Naomi lawsuit turn out?<< Does it matter really? Nomai is too small to affect Iomega, and Iomega can alter the drives to make the Nomai disks not work (like in the notebook Zip). >>2. Flattening after market sales.<< Not in Q4. We'll see how things are in Q1, though. Too early to be able to say this with any certainty. >>3. Tie ratios decreasing (glut of ZIP disks out there)<< This should improve in Q1. Long term, I would expect tie ratios to slowly increase because of the larger installed base. >>4. 2 1/2 years of component problems.<< Supposedly gone now, at least for Zip? Don't forget the problems getting new products out the door. Yeah, this is a problem, but delays are not uncommon in this business. They need to fix this soon by shipping Buz and Jaz2. >>5. What the heck is this huge build up of inventories?<< Wasn't that mostly unfinished goods inventory? There was an increase in Jaz inventory, but I do think some of that can be attributed to people waiting for Jaz2. Of course, I do think SparQ had some impact on Jaz inventories in Q4. >>7. Clik! <- no OEM support, no power specs given. << Do you really expect OEM's to announce products with it so far in advance? It would take away from current sales. Also, Iomega is just shipping prototypes this quarter. Have patience. >>8. Sony dumping drives in Q2/Q3<< Pure speculation. >>9. where will the 100M come from?<< Increased sales due to the ads. I assume Iomega thinks the ads in Q4 had some positive impact, so they think more ads now will help too. >>10. Jaz vs. Syquest vs. Castlewood, etc...<< Yep, I wonder what's going to happen here. I would expect a move by IOM at some point. If not, IOM will slowly lose this market. >>11. Zip laptop, continuing delays<< They really should be doing better here! >>14. Early Adopter saturation<< Now it's time to get into more boxes then! Brendan