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


To: Bill Lin who wrote (50617)3/18/1998 12:45:00 PM
From: Jeff Hayden  Respond to of 58324
 
Bill,

Well stated!

Jeff

(I push for more new stuff sooner too!)



To: Bill Lin who wrote (50617)3/18/1998 12:58:00 PM
From: Naggrachi  Read Replies (1) | Respond to of 58324
 
Re: low prices

I agree with your points, totally. However, the problem is not only lower prices, managment strategy, mangaments ability to take the company to "the next level," operational problems, component shortages, delays in delivering new products, are all key issues raising concern as to the viablity of the company for the short as well as the long term horizon.

If you read TMF's IOM in Fooldom, particulary the first post, it addressed these issuees with great analysis and breakdown (beat any article that Herb G., has written in all his life.) A good example given was the fact that IOM has way too much cash in it's hand to the point where it is draging overall return to shareholders.

The post was posted yesterday and makes for a great read. Quite lengthy, to say the least.

Zead



To: Bill Lin who wrote (50617)3/18/1998 1:01:00 PM
From: Kevin Linder  Respond to of 58324
 
Excellent post. Lot's better than whats currently going on here and on the MF boards. Maybe there is hope after all.

Kevin



To: Bill Lin who wrote (50617)3/18/1998 3:32:00 PM
From: stock bull  Read Replies (1) | Respond to of 58324
 
Bill,

<<IOM in the drivers seat:>> Do you think that KE is driving the car off a cliff??

<<They have the cash, they have the manufacturing capacity, they have a great potential market.>> Considering that they reported negative cash flow, how long do you estimate their existing cash will hold out??

Stock Bull