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


To: Fred Fahmy who wrote (51492)3/28/1998 2:40:00 PM
From: RealSmith  Read Replies (1) | Respond to of 58324
 
>>Unlike IOM, however, all it would take is one study to contradict the one study that propelled QGLY to begin with to and the company would become worthless over night.
Don't be surprised if such a study turns up down the road, especially in terms of Coldsleeze's effectiveness for repeat users.<<

Fred,
The March 1998 issue of University of California at Berkeley Wellness Letter suggested that the zinc lozenges may not be effective. They wrote:

"Don't count on those popular zinc lozenges as a cold remedy. A recent analysis of six studies found that cold sufferers taking the lozenges were just as likely as those taking placebo pills to still have the cold after seven days."

RealSmith



To: Fred Fahmy who wrote (51492)3/28/1998 3:17:00 PM
From: Rocky Reid  Read Replies (2) | Respond to of 58324
 
Re: QGLY

>>1) QGLY is the definition of a "one trick pony".<<

Yes, but this one trick pony is the only product in the entire universe that has been clinically proven not once, but TWICE to reduce cold symptoms by 40%. And QGLY has the patent.

2) QGLY's fast sales growth rate (due primarily to channel stuffing of a new well hyped product) is slowing (this according to the company itself).<<

The "channel stuffing" you refer to was in fact manufacturing and warehousing all they could during the Summer months in anticipation of Winter sales. QGLY got caught last Winter with a severe Cold-Eeze shortage. Bags of Cold-Eeze were swept off the shelves faster then they could deliver. The mild Winter this year made Cold-Eeze easier to find. Now, foreign distribution (courtesy Merck) is only now starting to happen with Canada and China recently signed. Europe can't be too far behind. This next Winter promises to be the best ever.

>>3) WS hates QGLY.<<

Well, I doubt that, because Wall Street doesn't even know QGLY exists. It is a very tiny company with 14 full time employees. It's Market Capitalization is just $160.7M. But what makes it REALLY attractive as a mover is that it only has 12.6M Outstanding Shares. And a 8.20M Float. Compare this with IOM which has about 283M shares, and you can see which issue is bound to have more volatility. Here's some more figures for QGLY:

PE= 8

Sales: $70.2M

Net Income: $13.9M

Profit Margin 31%

With a net profit margin of 31%, QGLY is raking in the cash. Since Cold-Eeze is a homeopathic remedy, it should catch on rather quickly in Europe and China.

IOM's net profit is a measly 5%-6%. Your comparison of IOM to QGLY is Apples to Volkswagons.