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Technology Stocks : SYQUEST -- Ignore unavailable to you. Want to Upgrade?


To: Dale Stempson who wrote (5776)3/3/1998 4:22:00 PM
From: gary rodgers  Read Replies (2) | Respond to of 7685
 
The message I read was speaking of a prospective contract for Dell & Iomega. Iomega touts its own horn more than any company I've seen since Presstek. This company has said that it will never report its own sales of zip in increments of 1 million past the 10 million unit mark, but yet they have reported 11 million and 12 million because they don't have any new good news to talk about.

They can't get the Jaz 2 out and keep putting it off for two more months. They are in Koohotz with analysts and they tried in December to push the stock up in spite of pushing out the intro of Jazz 2. In january, they tried to hide their disappointing numbers by agressively marketing their $100 million advertising campaign kicked off with 2 superbowl ads. So what, tell me about sales and new units. Explain why your head structure is more expensive than SYQT and why engineering difficulty is causing problems.
Where is the Jazz 2, the next best product. Will a refurbished Jaz work for you. I am sick of the lies and the puffery. Will you show me valuation and unit sales.



To: Dale Stempson who wrote (5776)3/3/1998 7:34:00 PM
From: RagTimeBand  Read Replies (1) | Respond to of 7685
 
Dale

>>Do I detect a slight change in your stance on Syquest?<<

Yes. I'm very concerned about their Quest decision and whether the margins are there w.r.t. the Sparq. If I were a drinking man I'd be keeping the 'ripple' folks in business.

Re selling your IOM: I've been having some luck writing covered calls. Why did you sell instead of writing calls?

Regards - Emory