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

To: Ken Pomaranski who wrote (47338)	2/9/1998 6:31:00 PM
From: Michael Coley	Respond to of 58324

RE: STRONG AFTERMARKET APPEAL >> I like to look at the Americas because any slowdown would show up here first (since this was the first market). Also, look at the revenues NOT units. You'll see what I'm talking about. << If you want to look at revenues instead of units, you'll have to look at the whole thing (Retail Zip, Jaz, and Zip OEM, all geographies) because Iomega doesn't break it down. Zip+Jaz Revenue was up 48% in Q4 97 over Q4 96, from $350 million to $519 million. Zip+Jaz Revenue was up 54% in 1997 over 1996, from $1,052 million to $1,619 million. - Michael Coley - wwol.com

To: Ken Pomaranski who wrote (47338)	2/9/1998 6:36:00 PM
From: Michael Coley	Read Replies (1) \| Respond to of 58324

RE: A Bearish Argument. I just took a quick glance through the Iomega thread on Yahoo's message boards, and was very amazed at the high level of speculation taking place there. We've seen a little bit of it here too, and I'd like to think that the SI threads reflect the general public or at least the leading edge investors. What if the general public is more like the Yahoo speculators, though? Does this worry anyone else? I think that Iomega will stand (or fall) on its own, with or without speculators, but the ride will be a lot rougher (and generally different) with the speculators. - Michael Coley - wwol.com