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

To: Rational who wrote (50900)	3/22/1998 11:41:00 AM
From: rkennedy	Respond to of 58324

I have listed below a couple dozen reasons that zip growth will continue or not fade to the degree expected. The Powerfull trend favoring not only Iomega but the removable storage industry in general relates to the bold move towards low cost PCs. Pay special attention to the tiny hard drive sizes on these computers. The timing on Iomega's ad campaign seems to be very great. Buyers of these new low cost PC's will be familiar with the Iomega brand name just when they are about to outgrow their tiny 2.1 gig hard drives. ***************************************************************** PCs for under $1000 AcerEntra K6-166/2.0GB/16MB w/AcerView 15" Display & Lexmark 1000 color printer & printer cable - $959.95* AcerEntra K6 166/2.0GB/16MB - $669.95 AcerEntra K6-200 200/3.2GB/32MB - $769.95 AcerPower Network Ready Desktop 166MMX/2.1GB/16MB - $769.95 AcerPower Multimedia 166MMX/Windows 95- $869.95 AcerPower Flex 4000 NetPC 200MMX/4.3GB/32MB/32x/Win95- $979.95 AcerEntra K5 166/1.0GB/16MB - $629.95 AcerEntra K5 166/2.0GB/16MB - $669.95 AcerEntra K5 166/2.0GB/16MB - $659.95 AcerPower Flex 4000 NetPC Pentium 166MMX/2.1G/16MB/Win95 - $899.95 AcerPower Flex 4000 NetPC Pentium 166MMX/2.1G/16MB/Win95 - $779.95 AcerPower Flex 4000 NetPC Pentium 200MMX/2.1G/32MB/WinNT - $959.95 AcerPower Network Ready Desktop 166MMX/1.0GB/16MB - $729.95 AcerPower '98 P200MMX/2.1GB/32MB/24x/Win 95 - $929.95 AcerPower '98 P166MMX/2.1GB/16MB/24x/Win 95 - $849.95 AcerPower '98 P200MMX/2.1GB/32MB/24x/Win 95 - $989.95 AcerPower MT Multimedia Pentium 166MMX/Win95 - $929.95 AcerPower Multimedia Pentium 166MMX Windows '95 - $869.95 Compaq Presario 2240 200MHz-K6/16MB/2.1GB/32MB/20X/56K - $799.95 Compaqa Presario 4540 233MMX-K6/3.2GB/32MB/20x/56k - $999.95 Compaq DeskPro 2000 166MMX/3.2GB/16MB - $999.95 Compaq DeskPro 2000 166/1.2GB/16MB - $919.95 Toshiba Equium 5160D Pent 166MMX/2.1GB/32MB/12X/W95 - $749.95 Hewlett Packard Brio 8012 Minitower P166MMX/2.1GB/16MB/Win 95 $867.95 Hewlett Packard Brio 8014 Minitower P200MMX/2.1GB/16MB/Win 95 $899.95

To: Rational who wrote (50900)	3/22/1998 1:03:00 PM
From: stock bull	Read Replies (1) \| Respond to of 58324

Sankar, are you overlooking IOM's poor execution of their business plan? What do you think of the negative cash flow? Any feel for when the cash flow will go positive again? When do you expect to see a positive return on the $100M adv. campaign? Stock Bull

To: Rational who wrote (50900)	3/22/1998 1:10:00 PM
From: Rocky Reid	Respond to of 58324

>>The P/E in my other post is based on a PEG of 1, that many use<< But this has nothing to do with IOM. >>The big guys who bought at $8 are continuing to buy at whatever price others are willing to sell.Once the supply is choked, a small positive news will squeeze the shorts. << If you're looking for large blocks trades to give you great info, you're wasting your time. There are too many reasons for large block trades to list- one reason, is short sellers covering. IOM does not suffer from short squeezes, The tired old short squeeze argument has been dragged out back behind the barn and shot several times. IOM simply has too many shares outstanding (almost 300,000,000), and low volume (4,900,000 average and falling weekly) to have a short squeeze now. >>Watch out! I will not be on the short side of a technological leader that is continuing to innovate new and useful products with little competition.<< "Technological leader"? Yeah, right. Iomega is consistently behind the development curve, and even later at getting their stuff out the door. "Little competition"? Yeah, keep dreaming. It's exactly this kind of thinking that got Iomega in the quandry they find themselves in right now.