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


To: jwk who wrote (49801)3/12/1998 9:30:00 AM
From: Michael Coley  Read Replies (2) | Respond to of 58324
 
RE: PK's Projections.

My numbers are considerably different than PK's. I see revenues increasing FAR more than 10% (for the year) and margins dropping.

Generally speaking, I see unit volume more than doubling and unit prices and unit costs dropping around 25%. I see SG&A (not counting the $100 million) and R&D increasing, but not at the rate of revenue growth. I see the net margin dipping to around 5%.

I've been talking about my model for quite a while and haven't put it out publicly yet. I'm starting to feel more comfortable with it. I'll try to find time to put it out on my web site this weekend.

- Michael Coley
- wwol.com