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

To: Andrew Shih who wrote (48462)	2/21/1998 4:14:00 PM
From: Michael Coley	Read Replies (1) \| Respond to of 58324

RE: Retail vs. OEM Zip Growth. >> I also believe that total retail sales will begin to slip in the US and be made up in Europe and Asia. << So you're expecting retail sales to essentially remain steady in 1998 vs. 1997? If so, I strongly disagree. 1997 saw a 65% increase in retail units over 1996. The biggest increase was in Q4 where we saw an 80% increase. I think this corresponds to the beginning of the advertising campaign (which many people saw kicking up in November and December). I'm expecting an ever bigger retail unit increase in 1998 than we saw in 1997. If we don't see a big increase in retail units in 1998 (I'm expecting 80%), the $100 million advertising campaign is a waste. Sure, OEM units will increase as well (and perhaps dramatically more than the 300% increase I'm expecting), but there will still be incredible demand at retail. Not everyone is going to buy a new computer next year. - Michael Coley - wwol.com