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


To: Michael Coley who wrote (46495)1/31/1998 11:56:00 PM
From: jwk  Respond to of 58324
 
MC -- You're on a very productive roll, big guy!

>>In my forward projections, I see installed base increasing more than unit sales in Q1 97 [sic --you do mean '98, right?], then for a leveling out for the rest of the year.<<

If I properly undrstand your scenario, then I think your spreadsheet detective work bears out what some of us had discussed after the CC. -- Q4 tie rates can be expected to be lower because of the number of boxes which are sold in Q4 don't come out of Santa's pack until the end of the Q. As more of the volume sales are oem's rather than after markets, we assumed that demand for addtional media to go with the "gift boxes" would not show up until Q1.



To: Michael Coley who wrote (46495)2/1/1998 12:18:00 AM
From: Francis Muir  Read Replies (1) | Respond to of 58324
 
Great post, MC, it has quite altered my opinion of the CC. I believe it has not been sufficiently emphasized that the $100M advertising campaign will be aimed chiefly at selling ZIP disks, not drives. In other words, focusing on the OEM tie ratio problem.

FM