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

To: s. bateh who wrote (51775)	4/2/1998 9:11:00 AM
From: FuzzFace	Respond to of 58324

Japan reeling again. Wonder how this will affect Sony and HiFUD: Tokyo stocks plummeted on the release of a worse-than-expected Tankan, the quarterly survey of Japanese business sentiment. The most closely watched section of the survey, the diffusion index for major manufacturers, slipped to -31 from -11 in the December Tankan. Market expectations were for it to come in at -23. Bad news is bad news in Japan: The Nikkei fell 538.76, or 3.3%, to close at 15,702.90. Sony (SNE:NYSE ADR) Chairman Norio Ohga warned that the Japanese economy is on the verge of collapsing. thestreet.com

To: s. bateh who wrote (51775)	4/2/1998 9:40:00 AM
From: Senthil Sankarappan	Read Replies (1) \| Respond to of 58324

CPQ goes with LS-120 in Notebooks: Compaq Introduces Ultimate Video Conferencing Kit and High-Capacity Diskette Drive for Portable PCs HOUSTON--(BUSINESS WIRE)-- Industry Leading Products Highlight Host of Enhancements Creating A Total Portable PC Solution Continuing to anticipate and meet the needs of its mobile corporate customers, Compaq Computer Corporation (NYSE:CPQ) today announced the Compaq Portable Video Conferencing Kit, an innovative video conferencing solution which is now available in North America. Designed to allow Armada users to work more productively and cost- efficiently, the Portable Video Conferencing Kit supports a full suite of industry-standard video, audio and data conferencing features, providing best-in-class performance. Recognizing the mobile professionals' need for convenient storage of large files on diskettes for backup and transfer, Compaq also announced worldwide the addition of the MultiBay SuperDisk LS-120 Drive to its growing line of portable computing enhancements. The new SuperDisk LS-120 lets portable users read and write both industry standard 3.5-inch diskettes and high capacity 120 MB SuperDisks in the same drive. Now, users enjoy the dual benefit of higher capacity storage and backward compatibility without having to carry multiple drives. Rounding out the enhancements announced today worldwide are an 8GB SMART Hard Drive for both Armada 7800 and 7700, the Compaq Security Lock, a Universal Monitor Stand, an Auto/Aircraft Adapter, the Armada 7800 External Diskette Drive and additional SDRAM memory. The entire line of portable enhancements is designed to provide a total computing solution for mobile users. "Compaq continues to drive the mobile computing revolution, extending beyond the notebook computer to develop and provide the mobile computing enhancements that optimize the customer experience and provide a total customer solution," said Jerry Meerkatz, Vice President, Enhancements and Monitors Division, Compaq Computer Corporation. Portable Enterprise Video Conferencing Solution Ideally suited for virtual meetings, remote presentations, remote training and workgroup collaborations over corporate LANs, the Compaq Portable Video Conferencing Kit offers Armada users an innovative design coupled with breakthrough portability. The kit features a high resolution color camera, one of the lightest kit features a high resolution color camera, one of the lightest and smallest in its class that attaches conveniently to the top of a notebook display. Powered through its 32-bit CardBus interface, this design eliminates the need for bulky power cables and adapters. It supports PC video conferencing standards, enabling interoperability with many industry standard systems on the market. Compatible with Microsoft NetMeeting 2.0 and 2.1, the portable video conferencing kit supports real-time simultaneous audio, video and data collaboration, allowing users to see and hear the remote person with whom they are talking, while sharing applications or discussing documents through the electronic whiteboard. The Compaq Portable Video Conferencing Kit is available immediately in North America and Canada for a price of $399.(A) MultiBay SuperDisk LS-120 Drive Meeting customer requirements for storing large files on diskettes, Compaq will offer the MultiBay SuperDisk LS- 120 Drive. The slimline 12.7 millimeter height SuperDisk will be offered as an option with the Compaq Armada 7800 family in the new carbon as an option with the Compaq Armada 7800 family in the new carbon color, and with the Armada 7300/7700 families in beach gray. Fully compatible with the current standard 3.5-inch high-density and double- density diskettes, the MultiBay SuperDisk LS-120 is five times faster than traditional floppy drives while holding up to 120 MB of storage. The MultiBay SuperDisk LS-120 Drive is immediately available worldwide today for a price of $225. 8GB SMART Hard Drive Compatible with all Armada 7700 and 7800 products, the 8GB SMART Hard Drive is the largest storage size currently available for portable products on the market today. Manufactured with SMART technology, the new 17 millimeter height hard drive will be available worldwide in late 2Q, for a price of $1,799. Compaq Security Lock Protect your personal or enterprise assets effectively with the new Compaq Security Lock. The lock is a 6-foot, strong, galvanized steel cable designed to secure the portable computer. Easy to use, one simply places the cable around any immovable object and inserts the end of the cable into the security slot, then turns the key. The Compaq Security Lock is compatible with all Armada families and immediately available worldwide for a price of $55.

To: s. bateh who wrote (51775)	4/2/1998 5:41:00 PM
From: HRP	Respond to of 58324

Here are some thoughts regarding the drawing inferences as to Iomega's earnings from reports of Ingram sales. The proportion of Ingrams sales to South America, Europe and Asia are unlikely to representative of the proportions for all of Iomega's sales. At best, we could make inferences about the portion of the market to which Ingram sells. To the extent that the proportions are similar, differences in unit profits from one market to another are still not accounted for. If we knew the percentage increase in all of Ingram's sales for the last quarter relative to Ingram's sales for the year ago quarter, we might accept/ignore the problems cited above. But, we don't know the percentage. We don't even have a sample from which we can make an estimate subject to some estimate of error. We do have reports of sales for certain limited time periods. But, we don't have corresponding estimates for the year ago quarter. What we do have are reports that may make stockholders feel better. No more. So, make us feel better. Keep up the reports.