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

To: BBG who wrote (49703)	3/11/1998 10:22:00 AM
From: s. bateh	Read Replies (2) \| Respond to of 58324

All: I am just reporting info....and take it for what its worth....don't know about the past..BUT...ingram is selling a ton of jaz drives internal and external along with a lot of disks....i am using a lot to mean 65 drives in the last hour!!!! as well as 45 more 10packs of zip disks........will try to watch through the day.....

To: BBG who wrote (49703)	3/11/1998 4:51:00 PM
From: werefrog	Respond to of 58324

To All: Iomega products called "Fad". NEW YORK -(Dow Jones)- Rocker Partners hedge fund manager David Rocker said Wednesday he's bearish on Dell Computer Corp., citing increased competition. Longtime short seller Rocker said Dell's (DELL) rivals have successfully copied the company's production and marketing styles. The short seller, a person who profits from picking stocks that will decline rather than rise, said the rise in competition could cut Dell's margins in the future. "Dell is a terrific company but makes essentially a commodity product," he said. "Everybody is basically saying 'Dell, you're right - we're going to emulate you' and that's going to cut their margins." Rocker also said one of his favorite shorts is cellular phone distributor Brightpoint Inc. (CELL). He cited the company's heavy exposure to Asian markets and its huge negative cash flow. "They are lending money or investing money in companies that will buy from them," he said. Finally, Rocker is negative on Iomega Corp. (IOM), whose computer storage products he called "a fad." Justin A. Oppelaar; 201-938-5175 Copyright (c) 1998 Dow Jones & Company, Inc. All Rights Reserved. 2:06 PM